Turn8 Private Wealth Inc.
CIK
2070026
Location
POINTE CLAIRE, A8
Portfolio Value
Small
$102,578,578
Diversification
Diversified
Filing Date
Global Rank
#5,894
/ 8,517
▲ 36
Top Industry
Semiconductors
13.7%
3Y Alpha vs SPY
+1.5%
Period ended 46 days ago
Filed Aug 3, 2026 · 12d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+29.2%
SPY
+27.3%
Annualised alpha
+1.1%
Max drawdown
−19.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.3%
+1.1 pts
Top 5
35.6%
+4.9 pts
Top 10
59.3%
+4.8 pts
HHI
493
Diversified+52
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 31.0% | $31,781,855 |
| Technology | 27.1% | $27,750,794 |
| Energy | 12.3% | $12,642,810 |
| Communication Services | 10.7% | $11,018,549 |
| Consumer Cyclical | 7.7% | $7,884,648 |
| Healthcare | 5.2% | $5,367,178 |
| Consumer Defensive | 4.6% | $4,747,859 |
| Unclassified | 1.4% | $1,384,885 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +3,708 | 22,110 | $8,247,472 | |
| META | Meta Platforms, Inc. | +1,916 | 2,412 | $1,358,655 | |
| BMO | Bank Of Montreal /Can/ | +85 | 11,300 | $1,996,710 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +31 | 99,641 | $3,935,819 | |
| CCJ | Cameco Corp | +23 | 39,110 | $3,983,744 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APO | Apollo Global Management, Inc. | −14,883 | 11,452 | $1,354,886 | |
| IBIT | iShares Bitcoin Trust ETF | −10,489 | 21,120 | $703,084 | |
| V | Visa Inc. | −5,380 | 6,351 | $2,178,964 | |
| MPC | Marathon Petroleum Corp | −4,840 | 18,474 | $4,723,247 | |
| GOOGL | Alphabet Inc. | −3,267 | 22,873 | $8,174,124 | |
| NVDA | Nvidia Corp | −2,892 | 26,597 | $5,321,793 | |
| QFIN | Qfin Holdings, Inc. | −2,882 | 134,685 | $2,129,369 | |
| BABA | Alibaba Group Holding Ltd | −2,565 | 34,759 | $3,336,168 | |
| PANW | Palo Alto Networks Inc | −2,292 | 14,608 | $4,981,620 | |
| AMZN | Amazon Com Inc | −1,990 | 19,084 | $4,548,480 | |
| WMT | Walmart Inc. | −1,887 | 41,920 | $4,747,859 | |
| TD | Toronto Dominion Bank | −1,878 | 2,237 | $271,638 | |
| JPM | Jpmorgan Chase & Co | −1,764 | 13,775 | $4,508,970 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −1,697 | 17,785 | $8,493,582 | |
| RY | Royal Bank Of Canada | −1,507 | 29,879 | $6,184,056 | |
| AAPL | Apple Inc. | −1,047 | 2,441 | $706,327 | |
| BRK-B | Berkshire Hathaway Inc | −874 | 8,450 | $4,228,295 | |
| SPY | Spdr S&P 500 ETF Trust | −757 | 913 | $681,801 | |
| GS | Goldman Sachs Group Inc | −618 | 5,360 | $5,420,943 | |
| BLK | BlackRock, Inc. | −421 | 3,583 | $3,445,269 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PDD | PDD Holdings Inc. | 28,946 | $2,957,702 | |
| VIG | Vanguard Dividend Appreciation ETF | 7,735 | $1,663,489 | |
| PCAR | Paccar Inc | 10,246 | $1,183,413 | |
| J | Jacobs Solutions Inc. | 8,077 | $1,028,040 | |
| ABT | Abbott Laboratories | 10,000 | $1,026,700 | |
| SHOP | Shopify Inc. | 1,698 | $201,416 | |
| ABVEF | Above Food Ingredients Inc. | 26,291 | $26,553 | |
| No positions match the current search. | ||||
32 tracked positions ·
$102,578,578 total
· filing declares
54 positions · $149,869,692
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 17,785 | $8,493,582 | 8.28% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 22,110 | $8,247,472 | 8.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 22,873 | $8,174,124 | 7.97% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Reduced | 29,879 | $6,184,056 | 6.03% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 5,360 | $5,420,943 | 5.28% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 26,597 | $5,321,793 | 5.19% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 14,608 | $4,981,620 | 4.86% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 41,920 | $4,747,859 | 4.63% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 18,474 | $4,723,247 | 4.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 19,084 | $4,548,480 | 4.43% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,775 | $4,508,970 | 4.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 8,450 | $4,228,295 | 4.12% | |
| CCJ |
Cameco Corp
Energy
|
Added | 39,110 | $3,983,744 | 3.88% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 99,641 | $3,935,819 | 3.84% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 3,583 | $3,445,269 | 3.36% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 34,759 | $3,336,168 | 3.25% | |
| BIIB |
Biogen Inc.
Healthcare
|
NEW | 12,068 | $2,607,412 | 2.54% | |
| BSX |
Boston Scientific Corp
Healthcare
|
NEW | 56,605 | $2,415,901 | 2.36% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 6,351 | $2,178,964 | 2.12% | |
| QFIN |
Qfin Holdings, Inc.
Financial Services
|
Reduced | 134,685 | $2,129,369 | 2.08% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Added | 11,300 | $1,996,710 | 1.95% | |
| BIDU |
Baidu, Inc.
Communication Services
|
Held | 13,000 | $1,485,770 | 1.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,412 | $1,358,655 | 1.32% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Reduced | 11,452 | $1,354,886 | 1.32% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,441 | $706,327 | 0.69% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 21,120 | $703,084 | 0.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 913 | $681,801 | 0.66% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 2,237 | $271,638 | 0.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 800 | $201,312 | 0.20% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
NEW | 2,556 | $139,404 | 0.14% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
NEW | 3,500 | $62,755 | 0.06% | |
| ZTEK |
Zentek Ltd.
Healthcare
|
NEW | 6,700 | $3,149 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.