Canoe Financial LP
Top Portfolio Positions
105 positions ·
$7,131,269,311 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CNI |
Canadian National Railway Co
Industrials
|
3,426,466 | $352,137,910 | 4.94% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
864,770 | $292,249,021 | 4.10% |
| QSR |
Restaurant Brands International Inc.
Consumer Cyclical
|
3,348,043 | $247,420,377 | 3.47% |
| GOOGL |
Alphabet Inc.
Communication Services
|
856,914 | $246,414,189 | 3.46% |
| SLB |
Slb Limited/Nv
Energy
|
4,241,622 | $217,976,954 | 3.06% |
| V |
Visa Inc.
Financial Services
|
681,997 | $206,126,773 | 2.89% |
| EQT |
EQT Corp
Energy
|
2,990,182 | $190,295,182 | 2.67% |
| MSFT |
Microsoft Corp
Technology
|
513,331 | $190,019,736 | 2.66% |
| OTIS |
Otis Worldwide Corp
Industrials
|
2,450,336 | $188,871,898 | 2.65% |
| JNJ |
Johnson & Johnson
Healthcare
|
715,018 | $174,778,999 | 2.45% |
Portfolio Trend
Holdings in MTD
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,360,428 | 51,824 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $75,096,644 | 53,864 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $68,898,383 | 56,124 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $68,396,897 | 58,224 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $61,428,576 | 52,018 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $67,936,271 | 55,518 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $12,308,037 | 8,207 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $79,165,087 | 56,644 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $75,409,590 | 56,644 | Shares | Sole | 2024-05-08 | |
| 2023-06-30 | $66,602,455 | 50,778 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $77,670,399 | 50,758 | Shares | Sole | 2023-04-27 | |
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