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Equibles

Credential Qtrade Securities Inc.

Location
VANCOUVER, A1
Portfolio Value
Mid $1,848,852,103
Diversification
Diversified
Filing Date
Global Rank
#1,298 / 7,434 ▲ 27 · as of Mar 2024
Top Industry
Banks - Diversified 14.8%
Period ended 2 years ago
Filed Jul 21, 2025 · 1y
17 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2024, never from the firm's own description.

Style
Diversified active
Top 10 weight 41.9%, 36.1 effective positions, active share 75.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
15.1% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 14.7 quarters (12+), a floor since 79.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 75.7%; sector active share 25.6% against the combined 13F book's sector weights.

Over time 17 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

370 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023
Top Position
6.9%
−1.1 pts
Top 5
24.9%
−0.6 pts
Top 10
41.9%
−0.2 pts
HHI
277
Jun 2021 → Mar 2024 · range 264 – 300
Diversified−8

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2024
Sector % Portfolio Value
Financial Services 24.3% $448,449,055
Industrials 13.8% $255,235,066
Healthcare 11.4% $210,327,705
Technology 11.3% $209,410,609
Energy 9.9% $183,460,198
Consumer Cyclical 7.8% $144,378,834
Communication Services 6.8% $125,860,544
Consumer Defensive 5.0% $92,777,662
Unclassified 4.5% $82,318,692
Basic Materials 4.3% $78,989,102
Utilities 0.6% $10,372,292
Real Estate 0.4% $7,272,344

Last Quarter's Activity

Export CSV
Mar 31, 2024 vs Dec 31, 2023

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
BMO +145,631 950,068 $92,802,642
QSR +84,212 863,776 $68,627,003
ENB +63,257 1,396,833 $50,537,417
BN +58,761 1,360,726 $56,973,529
IQV +50,429 116,414 $29,439,936
TD +48,931 2,124,259 $128,262,758
RCI +39,409 1,021,201 $41,869,241
TJX +33,875 52,580 $5,332,663
BALL +32,291 646,018 $43,515,772
PEP +31,997 200,722 $35,128,357
IXUS +29,151 378,209 $25,665,262
PFE +28,510 28,926 $802,696
GOOG +27,203 314,577 $47,897,494
SPY +22,655 35,736 $18,692,429
GIB +20,982 543,731 $60,076,838
WCN +20,348 46,798 $8,049,723
VOD +20,250 130,250 $1,159,225
GPN +18,648 327,139 $43,725,398
DVN +18,047 18,700 $938,366
MIDD +15,902 286,800 $46,114,573
SAP +14,840 338,580 $66,033,257
V +14,709 258,217 $72,063,200
SU +14,687 122,993 $4,539,671
NEE +13,640 13,678 $874,160
DEO +13,404 216,864 $32,256,351

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
TU −259,125 333,247 $5,335,284
NKE −35,899 14,704 $1,381,881
ZTS −32,059 1,950 $329,959
FNV −23,237 84,790 $10,103,576
ECL −20,500 23 $5,310
— −17,534 535 $32,356
AON −15,763 2,518 $840,306
CNQ −15,156 1,283,500 $97,956,720
CME −14,687 18,964 $4,082,759
ORCL −14,441 10,346 $1,299,561
AEM −11,710 43,809 $2,613,206
DSI −10,033 11,582 $1,167,581
TRI −9,276 71,279 $11,107,406
STN −7,400 26,341 $2,187,356
ATS −6,605 52,296 $1,763,421
SHOP −6,382 17,345 $1,338,513
BLCO −6,191 30,840 $533,532
BAM −5,400 24,489 $1,029,027
CLS −5,352 8,625 $387,607
AMZN −5,237 36,875 $6,651,512
DHR −4,402 31,953 $7,979,303
UPS −4,305 1,020 $151,602
AX −3,744 17,297 $934,729
INTU −2,773 1,089 $707,850
PYPL −2,501 5,952 $398,724

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
OTIS 42,946 $4,263,249
FDX 3,300 $956,141
PEG 14,045 $937,925
HPE 52,670 $933,839
BMY 16,680 $904,556
XEL 16,140 $867,525
NI 30,730 $849,991
AAL 53,410 $819,843
ON 11,120 $817,876
HSY 4,130 $803,285
SITE 3,833 $669,050
EFX 1,868 $499,727
TRU 4,838 $386,072
QQQ 413 $183,376
MTUM 885 $165,804
IJK 1,715 $156,493
VIG 836 $152,661
RTO 4,089 $123,283
CRH 1,082 $93,333
STM 2,037 $88,079
CEF 275 $5,593
APO 22 $2,473
KHC 61 $2,250
XPO 11 $1,342
GM 26 $1,179

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
NYT 22,381 $1,096,445
EPD 28,540 $752,029
HSBC 7,228 $293,023
BABA 1,250 $96,887
SPG 674 $96,139
ETN 80 $19,265
MPC 102 $15,132
MCK 23 $10,648
NSP 82 $9,612
DRI 56 $9,200
HHH 88 $7,528
BA 21 $5,473
USO 80 $5,332
JCI 81 $4,668
XYZ 50 $3,867
BBY 49 $3,835
— 17 $3,822
SMFG 210 $2,032
BIDU 8 $952
— 100 $910
VET 57 $687
URA 13 $359
ITRG 128 $135
HACK 20 $0
GAMR 18 $0

Portfolio Positions

Export CSV View 13F filing
370 tracked positions · $1,848,852,103 total · filing declares 379 positions · $1,863,042,702 · as of Mar 31, 2024
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 370 positions by value · page 1 of 8
Ticker Company Shares Value (USD) % of Portfolio History
TD
Toronto Dominion Bank
Financial Services 		2,124,259 $128,262,758 6.94%
CNQ
CANADIAN NATURAL RESOURCES Ltd
Energy 		1,283,500 $97,956,720 5.30%
BMO
Bank Of Montreal
Financial Services 		950,068 $92,802,642 5.02%
V
Visa Inc.
Financial Services 		258,217 $72,063,200 3.90%
QSR
Restaurant Brands International Inc.
Consumer Cyclical 		863,776 $68,627,003 3.71%
CP
Canadian Pacific Kansas City Ltd
Industrials 		770,157 $67,904,742 3.67%
SAP
Sap SE
Technology 		338,580 $66,033,257 3.57%
GIB
Cgi Inc
Technology 		543,731 $60,076,838 3.25%
BN
BROOKFIELD Corp
Financial Services 		1,360,726 $56,973,529 3.08%
UNH
Unitedhealth Group Inc
Healthcare 		110,783 $54,804,350 2.96%
TMO
Thermo Fisher Scientific Inc.
Healthcare 		87,242 $50,705,922 2.74%
ENB
Enbridge Inc
Energy 		1,396,833 $50,537,417 2.73%
LIN
Linde PLC
Basic Materials 		104,149 $48,358,463 2.62%
GOOG
Alphabet Inc.
Communication Services 		314,577 $47,897,494 2.59%
MIDD
MIDDLEBY Corp
Industrials 		286,800 $46,114,573 2.49%
GPN
Global Payments Inc
Industrials 		327,139 $43,725,398 2.37%
BALL
BALL Corp
Consumer Cyclical 		646,018 $43,515,772 2.35%
RCI
Rogers Communications Inc
Communication Services 		1,021,201 $41,869,241 2.26%
PEP
Pepsico Inc
Consumer Defensive 		200,722 $35,128,357 1.90%
RMD
Resmed Inc
Healthcare 		167,465 $33,163,093 1.79%
DEO
Diageo PLC
Consumer Defensive 		216,864 $32,256,351 1.74%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
273,439 $31,527,516 1.71%
CNI
Canadian National Railway Co
Industrials 		231,280 $30,461,888 1.65%
IQV
Iqvia Holdings Inc.
Healthcare 		116,414 $29,439,936 1.59%
MSFT
Microsoft Corp
Technology 		66,786 $28,098,205 1.52%
IXUS
iShares Core MSCI Total International Stock ETF
378,209 $25,665,262 1.39%
RY
Royal Bank Of Canada
Financial Services 		190,275 $19,194,942 1.04%
SPY
Spdr S&P 500 ETF Trust
35,736 $18,692,429 1.01%
BNS
Bank Of Nova Scotia
Financial Services 		305,240 $15,805,327 0.85%
GOOGL
Alphabet Inc.
Communication Services 		88,520 $13,360,323 0.72%
TRP
Tc Energy Corp
Energy 		304,881 $12,256,216 0.66%
TRI
Thomson Reuters Corp
Industrials 		71,279 $11,107,406 0.60%
COST
Costco Wholesale Corp
Consumer Defensive 		14,861 $10,887,614 0.59%
AAPL
Apple Inc.
Technology 		60,956 $10,452,734 0.57%
FNV
FRANCO NEVADA Corp
Basic Materials 		84,790 $10,103,576 0.55%
AVGO
Broadcom Inc.
Technology 		7,323 $9,705,977 0.52%
BCE
Bce Inc
Communication Services 		238,953 $8,119,622 0.44%
WCN
Waste Connections, Inc.
Industrials 		46,798 $8,049,723 0.44%
DHR
Danaher Corp
Healthcare 		31,953 $7,979,303 0.43%
SPGI
S&P Global Inc.
Financial Services 		18,209 $7,747,019 0.42%
AMZN
Amazon Com Inc
Consumer Cyclical 		36,875 $6,651,512 0.36%
NTR
Nutrien Ltd.
Basic Materials 		121,698 $6,609,418 0.36%
ICE
Intercontinental Exchange, Inc.
Financial Services 		47,194 $6,485,871 0.35%
JNJ
Johnson & Johnson
Healthcare 		40,222 $6,362,718 0.34%
MA
Mastercard Inc
Financial Services 		13,075 $6,296,527 0.34%
MCD
Mcdonalds Corp
Consumer Cyclical 		21,453 $6,048,673 0.33%
TFII
TFI International Inc.
Industrials 		36,983 $5,897,309 0.32%
BRK-B
Berkshire Hathaway Inc
Financial Services 		13,462 $5,661,040 0.31%
RBA
Rb Global Inc.
Industrials 		71,613 $5,454,762 0.30%
TU
Telus Corp
Communication Services 		333,247 $5,335,284 0.29%

Showing the top 50 of 370 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.