Turn8 Private Wealth Inc.

CIK

2070026

Location

POINTE CLAIRE, A8

Portfolio Value

Small $102,183,569

Diversification

Diversified

Filing Date

Global Rank

#5,646 / 8,603 ▲ 230 · as of Mar 2026

Top Industry

Internet Retail 12.0%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.3%

SPY

+24.4%

Annualised alpha

-2.8%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

−0.3 pts

Top 5

31.0%

+2.7 pts

Top 10

55.2%

+4.1 pts

HHI

451

Diversified+17

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	32.5%	$33,182,272	10
Technology	21.9%	$22,334,733	6
Energy	14.5%	$14,792,046	3
Consumer Cyclical	11.8%	$12,029,452	3
Communication Services	8.6%	$8,835,543	3
Consumer Defensive	5.4%	$5,470,886	2
Unclassified	2.3%	$2,300,484	2
Industrials	2.2%	$2,211,453	2
Healthcare	1.0%	$1,026,700	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
BABA	Alibaba Group Holding Ltd	+15,404	37,324	$4,682,669
QFIN	Qfin Holdings, Inc.	+14,330	137,567	$1,775,989
MSFT	Microsoft Corp	+6,996	18,402	$6,811,868
PDD	PDD Holdings Inc.	+4,500	28,946	$2,957,702
PCAR	Paccar Inc	+3,862	10,246	$1,183,413
WMT	Walmart Inc.	+3,813	43,807	$5,444,333
RY	Royal Bank Of Canada	+3,455	31,386	$5,077,627
MPC	Marathon Petroleum Corp	+2,535	23,314	$5,692,812
NVDA	Nvidia Corp	+2,458	29,489	$5,142,881
JPM	Jpmorgan Chase & Co	+2,321	15,539	$4,570,952
AMZN	Amazon Com Inc	+1,898	21,074	$4,389,081
APO	Apollo Global Management, Inc.	+1,890	26,335	$2,934,245
GOOGL	Alphabet Inc.	+1,706	24,702	$7,103,307
V	Visa Inc.	+1,544	11,731	$3,545,577
BRK-B	Berkshire Hathaway Inc	+1,308	9,324	$4,468,060
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,144	19,482	$6,583,941
BLK	BlackRock, Inc.	+501	4,004	$3,850,686
GS	Goldman Sachs Group Inc	+412	5,978	$5,057,328
BMO	Bank Of Montreal /Can/	+93	11,215	$1,517,838
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
J	Jacobs Solutions Inc.	−17,838	8,077	$1,028,040
AAPL	Apple Inc.	−14,307	3,488	$885,219
CCJ	Cameco Corp	−9,652	39,087	$4,245,239
SPY	Spdr S&P 500 ETF Trust	−4,298	1,670	$1,086,067
META	Meta Platforms, Inc.	−267	496	$283,776
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CNQ	CANADIAN NATURAL RESOURCES Ltd	99,610	$4,853,995
PANW	Palo Alto Networks Inc	16,900	$2,709,408
BIDU	Baidu, Inc.	13,000	$1,448,460
IBIT	iShares Bitcoin Trust ETF	31,609	$1,214,417
ABT	Abbott Laboratories	10,000	$1,026,700
TD	Toronto Dominion Bank	4,115	$383,970
ABVEF	Above Food Ingredients Inc.	26,291	$26,553
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
WM	Waste Management Inc	16,879	$3,708,485
COST	Costco Wholesale Corp /New	3,817	$3,291,551
PLTR	Palantir Technologies Inc.	1,205	$214,188
CRSP	CRISPR Therapeutics AG	2,556	$134,036
TSLA	Tesla, Inc.	275	$123,673
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $102,183,569 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	24,702	+1,706	$7,103,307	−1.3%	6.95%
MSFT	Microsoft Corp Technology	Added	18,402	+6,996	$6,811,868	+23.5%	6.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	19,482	+1,144	$6,583,941	+18.1%	6.44%
MPC	Marathon Petroleum Corp Energy	Added	23,314	+2,535	$5,692,812	+68.5%	5.57%
WMT	Walmart Inc. Consumer Defensive	Added	43,807	+3,813	$5,444,333	+22.2%	5.33%
NVDA	Nvidia Corp Technology	Added	29,489	+2,458	$5,142,881	+2.0%	5.03%
RY	Royal Bank Of Canada Financial Services	Added	31,386	+3,455	$5,077,627	+6.6%	4.97%
GS	Goldman Sachs Group Inc Financial Services	Added	5,978	+412	$5,057,328	+3.4%	4.95%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	NEW	99,610	NEW	$4,853,995	NEW	4.75%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	37,324	+15,404	$4,682,669	+45.7%	4.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,539	+2,321	$4,570,952	+7.3%	4.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,324	+1,308	$4,468,060	+10.9%	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,074	+1,898	$4,389,081	−0.8%	4.30%
CCJ	Cameco Corp Energy	Reduced	39,087	-9,652	$4,245,239	−4.8%	4.15%
BLK	BlackRock, Inc. Financial Services	Added	4,004	+501	$3,850,686	+2.7%	3.77%
V	Visa Inc. Financial Services	Added	11,731	+1,544	$3,545,577	−0.8%	3.47%
PDD	PDD Holdings Inc. Consumer Cyclical	Added	28,946	+4,500	$2,957,702	+6.7%	2.89%
APO	Apollo Global Management, Inc. Financial Services	Added	26,335	+1,890	$2,934,245	−17.1%	2.87%
PANW	Palo Alto Networks Inc Technology	NEW	16,900	NEW	$2,709,408	NEW	2.65%
QFIN	Qfin Holdings, Inc. Financial Services	Added	137,567	+14,330	$1,775,989	−25.2%	1.74%
BMO	Bank Of Montreal /Can/ Financial Services	Added	11,215	+93	$1,517,838	+5.1%	1.49%
BIDU	Baidu, Inc. Communication Services	NEW	13,000	NEW	$1,448,460	NEW	1.42%
IBIT	iShares Bitcoin Trust ETF	NEW	31,609	NEW	$1,214,417	NEW	1.19%
PCAR	Paccar Inc Industrials	Added	10,246	+3,862	$1,183,413	+69.3%	1.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,670	-4,298	$1,086,067	−73.3%	1.06%
J	Jacobs Solutions Inc. Industrials	Reduced	8,077	-17,838	$1,028,040	−70.1%	1.01%
ABT	Abbott Laboratories Healthcare	NEW	10,000	NEW	$1,026,700	NEW	1.00%
AAPL	Apple Inc. Technology	Reduced	3,488	-14,307	$885,219	−81.7%	0.87%
TD	Toronto Dominion Bank Financial Services	NEW	4,115	NEW	$383,970	NEW	0.38%
META	Meta Platforms, Inc. Communication Services	Reduced	496	-267	$283,776	−43.7%	0.28%
SHOP	Shopify Inc. Technology	Held	1,698	0	$201,416	−26.3%	0.20%
ABVEF	Above Food Ingredients Inc. Consumer Defensive	NEW	26,291	NEW	$26,553	NEW	0.03%