Credential Securities Inc.

CIK 0002077904 • 18 13F filings • Jul 21, 2025 – Jul 21, 2025

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Filer information

Filed by: Credential Securities Inc., SVP, Chief Financial Officer and Chief Risk Officer
Address: 700 - 1111 WEST GEORGIA STREET, VANCOUVER, A1, V6E 4T6
Phone: 6472899343
AUM: $413.1M

AUM over time

$413.1M

Sector allocation over time

Past 5 quarters

Q4 2017

Q4 2016

Q4 2015

Q4 2014

Q3 2017

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $150.8M198 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.7M	1.1%Prev: 0.5%	11,833 SH	Decreased+2,152 SH
ABBOTT LABS	COM	$199K	0.1%Prev: 0.3%	4,876 SH	Decreased-13,808 SH
ABBVIE INC	COM	$394K	0.3%Prev: 0.2%	6,988 SH	Decreased-647 SH
AGRIUM INC	COM	$1.0M	0.7%	11,387 SH	New
AIR PRODS & CHEMS INC	COM	$691K	0.5%Prev: 0.1%	5,373 SH	Increased+1,494 SH
ALTRIA GROUP INC	COM	$617K	0.4%Prev: 0.2%	14,716 SH	Decreased+1,346 SH
AMC NETWORKS INC	CL A	$195K	0.1%	3,179 SH	New
AMEREN CORP	COM	$314K	0.2%	7,695 SH	New
AMERISOURCEBERGEN CORP	COM	$73K	0.0%	1,000 SH	New
APACHE CORP	COM	$198K	0.1%	1,965 SH	New
APOLLO ED GROUP INC	CL A	$94K	0.1%	3,010 SH	New
APPLE INC	COM	$2.0M	1.3%Prev: 0.7%	21,101 SH	Decreased+4,404 SH
ASTRAZENECA PLC	SPONSORED ADR	$762K	0.5%Prev: 0.2%	10,252 SH	Decreased-12,581 SH
AT&T INC	COM	$711K	0.5%Prev: 0.1%	20,127 SH	Increased+3,211 SH
AUTOMATIC DATA PROCESSING IN	COM	$932K	0.6%Prev: 0.1%	11,756 SH	Increased+8,654 SH
BANCO SANTANDER SA	ADR	$511K	0.3%	49,126 SH	New
BANK MONTREAL QUE	COM	$891K	0.6%Prev: 0.2%	12,141 SH	Increased+2,634 SH
BANK N S HALIFAX	COM	$8.3M	5.5%Prev: 6.3%	125,184 SH	Decreased-303,526 SH
BANK NEW YORK MELLON CORP	COM	$325K	0.2%Prev: 0.0%	8,684 SH	Increased+8,434 SH
BARRICK GOLD CORP	COM	$683K	0.5%Prev: 0.0%	37,429 SH	Increased+29,164 SH
BAYTEX ENERGY CORP	COM	$490K	0.3%Prev: 0.0%	10,640 SH	Increased+9,990 SH
BB&T CORP	COM	$398K	0.3%Prev: 0.3%	10,090 SH	Decreased-12,039 SH
BCE INC	COM NEW	$29K	0.0%Prev: 0.5%	648 SH	Decreased-44,419 SH
BECTON DICKINSON & CO	COM	$511K	0.3%Prev: 0.3%	4,317 SH	Decreased-1,389 SH
BIOMED REALTY TRUST INC	COM	$37K	0.0%	1,682 SH	New
BLACKBERRY LTD	COM	$2K	0.0%	214 SH	New
BLACKROCK INC	COM	$514K	0.3%Prev: 0.2%	1,608 SH	Decreased+286 SH
BORGWARNER INC	COM	$247K	0.2%	3,784 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$769K	0.5%Prev: 0.2%	6,468 SH	Decreased-7,321 SH
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	$195K	0.1%Prev: 2.1%	4,437 SH	Decreased-227,046 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$271K	0.2%Prev: 0.1%	6,517 SH	Increased+1,380 SH
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	$72K	0.0%Prev: 0.1%	3,466 SH	Decreased-14,586 SH
BROOKFIELD RENEWABLE ENRGY P	PARTNERSHIP UNIT	$98K	0.1%	3,309 SH	New
C H ROBINSON WORLDWIDE INC	COM NEW	$170K	0.1%	2,668 SH	New
CA INC	COM	$305K	0.2%Prev: 0.4%	10,605 SH	Decreased-33,657 SH
CAE INC	COM	$381K	0.3%Prev: 0.2%	29,199 SH	Decreased-11,903 SH
CAMECO CORP	COM	$423K	0.3%Prev: 0.0%	21,653 SH	Increased+18,993 SH
CAMERON INTERNATIONAL CORP	COM	$252K	0.2%	3,725 SH	New
CANADIAN NAT RES LTD	COM	$7.5M	5.0%Prev: 5.7%	164,393 SH	Decreased-594,447 SH
CANADIAN NATL RY CO	COM	$5.1M	3.4%Prev: 3.5%	79,313 SH	Decreased-123,182 SH
CANADIAN PAC RY LTD	COM	$433K	0.3%Prev: 0.6%	2,397 SH	Decreased-10,733 SH
CATAMARAN CORP	COM	$101K	0.1%	2,305 SH	New
CDN IMPERIAL BK COMM TORONTO	COM	$1.4M	0.9%Prev: 1.0%	15,759 SH	Decreased-30,234 SH
CELESTICA INC	SUB VTG SHS	$31K	0.0%Prev: 0.0%	2,498 SH	Increased+1,207 SH
CENOVUS ENERGY INC	COM	$1.7M	1.2%Prev: 0.5%	53,787 SH	Decreased-183,854 SH
CERNER CORP	COM	$282K	0.2%	5,470 SH	New
CHEVRON CORP NEW	COM	$980K	0.6%Prev: 0.1%	7,507 SH	Increased+2,204 SH
CISCO SYS INC	COM	$1.2M	0.8%Prev: 0.3%	46,630 SH	Decreased+19,224 SH
COCA COLA CO	COM	$436K	0.3%Prev: 0.1%	10,307 SH	Increased+2,221 SH
COLGATE PALMOLIVE CO	COM	$664K	0.4%Prev: 0.3%	9,746 SH	Decreased-5,382 SH
CONOCOPHILLIPS	COM	$700K	0.5%	8,163 SH	New
CORPORATE OFFICE PPTYS TR	SH BEN INT	$27K	0.0%	953 SH	New
CRESCENT PT ENERGY CORP	COM	$1.1M	0.7%Prev: 0.1%	25,108 SH	Increased-11,329 SH
CSX CORP	COM	$533K	0.4%	17,324 SH	New
CVS CAREMARK CORPORATION	COM	$620K	0.4%	8,224 SH	New
DAVITA HEALTHCARE PARTNERS I	COM	$295K	0.2%	4,084 SH	New
DIAGEO P L C	SPON ADR NEW	$1.5M	1.0%Prev: 2.4%	11,616 SH	Decreased-62,337 SH
DIGITAL RLTY TR INC	COM	$20K	0.0%	345 SH	New
DOLLAR TREE INC	COM	$340K	0.2%Prev: 0.1%	6,235 SH	Decreased+1,689 SH
DOMTAR CORP	COM NEW	$1.7M	1.1%Prev: 0.2%	39,185 SH	Increased+19,263 SH
DOW CHEM CO	COM	$587K	0.4%	11,414 SH	New
DUKE ENERGY CORP NEW	COM NEW	$323K	0.2%Prev: 0.1%	4,349 SH	Decreased-2,716 SH
DUPONT FABROS TECHNOLOGY INC	COM	$25K	0.0%	923 SH	New
E M C CORP MASS	COM	$265K	0.2%	10,052 SH	New
EATON CORP PLC	SHS	$763K	0.5%Prev: 0.0%	9,884 SH	Increased+8,730 SH
EBAY INC	COM	$218K	0.1%Prev: 0.0%	4,358 SH	Increased+2,354 SH
ELECTRONIC ARTS INC	COM	$140K	0.1%Prev: 0.1%	3,902 SH	Decreased+2,016 SH
EMERSON ELEC CO	COM	$989K	0.7%	14,914 SH	New
ENBRIDGE INC	COM	$1.1M	0.8%Prev: 1.0%	24,098 SH	Decreased-103,246 SH
ENCANA CORP	COM	$429K	0.3%Prev: 0.0%	18,151 SH	Increased+3,216 SH
ENERGIZER HLDGS INC	COM	$160K	0.1%	1,311 SH	New
ENI S P A	SPONSORED ADR	$166K	0.1%	3,019 SH	New
EOG RES INC	COM	$449K	0.3%Prev: 0.2%	3,844 SH	Decreased-3,990 SH
EQUIFAX INC	COM	$94K	0.1%Prev: 0.0%	1,293 SH	Decreased+368 SH
EVERTEC INC	COM	$142K	0.1%	5,879 SH	New
EXPRESS SCRIPTS HLDG CO	COM	$88K	0.1%	1,263 SH	New
EXXON MOBIL CORP	COM	$666K	0.4%Prev: 0.2%	6,618 SH	Decreased-2,902 SH
F5 NETWORKS INC	COM	$97K	0.1%	868 SH	New
FACEBOOK INC	CL A	$105K	0.1%Prev: 0.1%	1,560 SH	Decreased-536 SH
FASTENAL CO	COM	$145K	0.1%	2,937 SH	New
FEDEX CORP	COM	$84K	0.1%Prev: 0.1%	555 SH	Decreased-912 SH
FISERV INC	COM	$687K	0.5%Prev: 0.2%	11,388 SH	Decreased-2,657 SH
FORD MTR CO DEL	COM PAR $0.01	$827	0.0%	48 SH	New
FORTINET INC	COM	$165K	0.1%	6,569 SH	New
FRANCO NEVADA CORP	COM	$236K	0.2%Prev: 1.5%	4,142 SH	Decreased-85,666 SH
GARMIN LTD	SHS	$337K	0.2%	5,530 SH	New
GENERAL ELECTRIC CO	COM	$418K	0.3%Prev: 0.1%	15,910 SH	Decreased-18,711 SH
GENERAL MLS INC	COM	$2K	0.0%Prev: 0.0%	33 SH	Decreased-559 SH
GENUINE PARTS CO	COM	$484K	0.3%	5,514 SH	New
GILDAN ACTIVEWEAR INC	COM	$1.5M	1.0%Prev: 0.5%	25,084 SH	Decreased-43,528 SH
GLAXOSMITHKLINE PLC	SPONSORED ADR	$634K	0.4%Prev: 0.1%	11,863 SH	Increased+5,459 SH
GOLDCORP INC NEW	COM	$890K	0.6%Prev: 0.1%	31,965 SH	Increased+14,671 SH
GOLDMAN SACHS GROUP INC	COM	$1K	0.0%	8 SH	New
GOOGLE INC	CL A	$348K	0.2%	595 SH	New
GOOGLE INC	CL C	$342K	0.2%	595 SH	New
GROUPE CGI INC	CL A SUB VTG	$2.5M	1.7%Prev: 0.9%	70,611 SH	Decreased+7,499 SH
HALLIBURTON CO	COM	$454K	0.3%	6,389 SH	New
HERBALIFE LTD	COM USD SHS	$1K	0.0%	20 SH	New
HESS CORP	COM	$297K	0.2%	3,003 SH	New
HOMEAWAY INC	COM	$48K	0.0%	1,386 SH	New
IAC INTERACTIVECORP	COM PAR $.001	$1.3M	0.9%	19,226 SH	New
ILLINOIS TOOL WKS INC	COM	$819K	0.5%Prev: 0.3%	9,358 SH	Decreased+1,276 SH
INGREDION INC	COM	$118K	0.1%	1,577 SH	New
INTEL CORP	COM	$179K	0.1%Prev: 0.1%	5,793 SH	Decreased-4,235 SH
INTERNATIONAL BUSINESS MACHS	COM	$383K	0.3%	2,115 SH	New
INTERNATIONAL FLAVORS&FRAGRA	COM	$1.3M	0.9%Prev: 0.3%	12,499 SH	Increased+3,831 SH
ISHARES	CORE TOTUSBD ETF	$109K	0.1%	1,000 SH	New
JOHNSON & JOHNSON	COM	$3.1M	2.1%Prev: 0.8%	29,952 SH	Decreased+2,564 SH
JOY GLOBAL INC	COM	$108K	0.1%	1,759 SH	New
JPMORGAN CHASE & CO	COM	$1.3M	0.9%Prev: 0.8%	22,471 SH	Decreased-9,534 SH
JUNIPER NETWORKS INC	COM	$172K	0.1%	7,023 SH	New
KELLOGG CO	COM	$787K	0.5%Prev: 0.1%	11,987 SH	Increased+2,439 SH
KIMBERLY CLARK CORP	COM	$619K	0.4%Prev: 0.1%	5,567 SH	Increased+2,137 SH
KLA-TENCOR CORP	COM	$362K	0.2%	4,981 SH	New
KONINKLIJKE PHILIPS N V	NY REG SH NEW	$164K	0.1%	5,176 SH	New
LENNAR CORP	CL A	$47K	0.0%	1,115 SH	New
LILLY ELI & CO	COM	$2K	0.0%Prev: 0.1%	39 SH	Decreased-3,145 SH
LOCKHEED MARTIN CORP	COM	$548K	0.4%Prev: 0.3%	3,409 SH	Decreased-472 SH
LORILLARD INC	COM	$665K	0.4%	10,904 SH	New
MAGNA INTL INC	COM	$1.2M	0.8%Prev: 0.2%	10,909 SH	Increased-4,716 SH
MANULIFE FINL CORP	COM	$2.7M	1.8%Prev: 3.8%	135,765 SH	Decreased-719,765 SH
MASTERCARD INC	CL A	$69K	0.0%	936 SH	New
MCDONALDS CORP	COM	$1.7M	1.1%Prev: 0.2%	16,711 SH	Increased+10,807 SH
MEAD JOHNSON NUTRITION CO	COM	$117K	0.1%	1,260 SH	New
METHANEX CORP	COM	$163K	0.1%Prev: 0.1%	2,655 SH	Decreased-4,772 SH
METLIFE INC	COM	$637K	0.4%	11,463 SH	New
MICROSOFT CORP	COM	$1.9M	1.3%Prev: 1.4%	45,857 SH	Decreased-19,057 SH
MITEL NETWORKS CORP	COM	$86K	0.1%	8,180 SH	New
MOSAIC CO NEW	COM	$141K	0.1%	2,846 SH	New
MSCI INC	COM	$95K	0.1%	2,078 SH	New
NATIONAL GRID PLC	SPON ADR NEW	$716K	0.5%	9,635 SH	New
NEXSTAR BROADCASTING GROUP I	CL A	$66K	0.0%	1,283 SH	New
NIKE INC	CL B	$175K	0.1%Prev: 0.1%	2,262 SH	Decreased-1,531 SH
NOVARTIS A G	SPONSORED ADR	$495K	0.3%Prev: 0.1%	5,470 SH	Increased+801 SH
NOVO-NORDISK A S	ADR	$356K	0.2%Prev: 0.1%	7,710 SH	Decreased-2,469 SH
OLD REP INTL CORP	COM	$385K	0.3%	23,297 SH	New
OPEN TEXT CORP	COM	$2.1M	1.4%Prev: 0.7%	43,871 SH	Decreased-38,435 SH
ORACLE CORP	COM	$1.3M	0.9%Prev: 0.7%	31,978 SH	Decreased-29,668 SH
PEMBINA PIPELINE CORP	COM	$691K	0.5%Prev: 0.8%	16,143 SH	Decreased-88,824 SH
PEPSICO INC	COM	$610K	0.4%Prev: 1.5%	6,828 SH	Decreased-50,618 SH
PFIZER INC	COM	$829K	0.5%Prev: 0.3%	27,926 SH	Decreased-9,655 SH
PHILIP MORRIS INTL INC	COM	$1.0M	0.7%Prev: 0.1%	12,371 SH	Increased+8,536 SH
PHILIPPINE LONG DISTANCE TEL	SPONSORED ADR	$2K	0.0%	25 SH	New
POTASH CORP SASK INC	COM	$810K	0.5%	21,386 SH	New
PRECISION DRILLING CORP	COM 2010	$291K	0.2%Prev: 0.0%	20,628 SH	Increased+19,778 SH
PRICELINE GRP INC	COM NEW	$117K	0.1%	97 SH	New
PROCTER & GAMBLE CO	COM	$522K	0.3%	6,649 SH	New
PROGRESSIVE WASTE SOLUTIONS	COM	$53K	0.0%	2,063 SH	New
PRUDENTIAL PLC	ADR	$833K	0.6%Prev: 2.1%	18,177 SH	Decreased-157,827 SH
QUALCOMM INC	COM	$1.4M	0.9%	17,184 SH	New
RANGE RES CORP	COM	$46K	0.0%	525 SH	New
REALOGY HLDGS CORP	COM	$142K	0.1%	3,756 SH	New
REYNOLDS AMERICAN INC	COM	$946K	0.6%	15,685 SH	New
ROGERS COMMUNICATIONS INC	CL B	$4.4M	2.9%Prev: 1.9%	108,743 SH	Decreased-69,374 SH
ROYAL BK CDA MONTREAL QUE	COM	$4.3M	2.8%Prev: 2.2%	59,631 SH	Decreased-61,513 SH
SEADRILL LIMITED	SHS	$587K	0.4%	14,690 SH	New
SEAGATE TECHNOLOGY PLC	SHS	$624K	0.4%	10,987 SH	New
SHAW COMMUNICATIONS INC	CL B CONV	$765K	0.5%Prev: 0.0%	30,026 SH	Increased+19,442 SH
SINCLAIR BROADCAST GROUP INC	CL A	$98K	0.1%	2,809 SH	New
SIX FLAGS ENTMT CORP NEW	COM	$497K	0.3%Prev: 0.2%	11,670 SH	Decreased+1,194 SH
SK TELECOM LTD	SPONSORED ADR	$5K	0.0%	208 SH	New
SPDR INDEX SHS FDS	EURO STOXX 50	$110K	0.1%Prev: 0.0%	2,550 SH	Increased+1,925 SH
SPIRIT RLTY CAP INC NEW	COM	$483K	0.3%	42,481 SH	New
STARWOOD PPTY TR INC	COM	$235K	0.2%	9,910 SH	New
STARZ	COM SER A	$94K	0.1%	3,147 SH	New
SUN LIFE FINL INC	COM	$293K	0.2%Prev: 0.3%	7,987 SH	Decreased-23,084 SH
SUNCOR ENERGY INC NEW	COM	$6.1M	4.1%Prev: 0.6%	144,535 SH	Increased+69,431 SH
TALISMAN ENERGY INC	COM	$322K	0.2%	30,580 SH	New
TARGET CORP	COM	$311K	0.2%	5,372 SH	New
TECK RESOURCES LTD	CL B	$579K	0.4%Prev: 0.0%	25,456 SH	Increased+24,237 SH
TELUS CORP	COM	$3.1M	2.0%Prev: 0.2%	82,258 SH	Increased+54,790 SH
TEXAS INSTRS INC	COM	$765K	0.5%Prev: 0.2%	16,005 SH	Decreased+6,304 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.3M	0.9%Prev: 2.8%	11,287 SH	Decreased-44,594 SH
THOMSON REUTERS CORP	COM	$2.1M	1.4%Prev: 0.5%	56,602 SH	Increased+4,448 SH
TIM HORTONS INC	COM	$506K	0.3%	9,266 SH	New
TIME WARNER CABLE INC	COM	$546K	0.4%	3,710 SH	New
TIME WARNER INC	COM NEW	$204K	0.1%	2,902 SH	New
TOLL BROTHERS INC	COM	$47K	0.0%	1,271 SH	New
TORONTO DOMINION BK ONT	COM NEW	$9.3M	6.1%Prev: 6.9%	180,169 SH	Decreased-330,488 SH
TOTAL S A	SPONSORED ADR	$697K	0.5%Prev: 0.2%	9,643 SH	Decreased-6,475 SH
TRANSCANADA CORP	COM	$1.6M	1.0%Prev: 2.0%	32,968 SH	Decreased-174,220 SH
UNILEVER PLC	SPON ADR NEW	$1K	0.0%Prev: 0.1%	33 SH	Decreased-7,254 SH
US BANCORP DEL	COM NEW	$730K	0.5%Prev: 0.3%	16,860 SH	Decreased-11,148 SH
V F CORP	COM	$2K	0.0%	36 SH	New
VERIFONE SYS INC	COM	$98K	0.1%	2,667 SH	New
VERISK ANALYTICS INC	CL A	$318K	0.2%	5,302 SH	New
VERIZON COMMUNICATIONS INC	COM	$72K	0.0%Prev: 0.4%	1,480 SH	Decreased-30,000 SH
VERMILION ENERGY INC	COM	$433K	0.3%Prev: 0.2%	6,256 SH	Decreased-25,706 SH
VISA INC	COM CL A	$1.3M	0.8%Prev: 3.3%	5,965 SH	Decreased-109,856 SH
VODAFONE GROUP PLC NEW	SPNSR ADR NO PAR	$734	0.0%	22 SH	New
WALGREEN CO	COM	$593K	0.4%	7,998 SH	New
WELLS FARGO & CO NEW	COM	$1.4M	0.9%	26,744 SH	New
WESTPAC BKG CORP	SPONSORED ADR	$743K	0.5%Prev: 0.1%	23,144 SH	Increased+4,180 SH
WEYERHAEUSER CO	COM	$104K	0.1%Prev: 0.0%	3,133 SH	Decreased-1,650 SH
WILLIAMS COS INC DEL	COM	$867K	0.6%	14,899 SH	New
WYNN RESORTS LTD	COM	$467K	0.3%	2,252 SH	New
XYLEM INC	COM	$60K	0.0%	1,539 SH	New
YUM BRANDS INC	COM	$188K	0.1%	2,311 SH	New

Sold (vs prior filing)

58 COM INC — $878
ABB LTD — $2K
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ADOBE SYS INC — $212K
ADVANCED DISP SVCS INC DEL — $128K
AGNICO EAGLE MINES LTD — $162K
ALGONQUIN PWR UTILS CORP — $69K
ALIBABA GROUP HLDG LTD — $71K
ALPHABET INC — $1.4M
ALPHABET INC — $1.3M
AMAZON COM INC — $134K
AMERICAN TOWER CORP NEW — $210K
AMGEN INC — $382K
ANALOG DEVICES INC — $722K
ANHEUSER BUSCH INBEV SA/NV — $574K
AON PLC — $163K
APPLIED MATLS INC — $55K
ARCONIC INC — $92K
AUTOZONE INC — $232K
AXALTA COATING SYS LTD — $155K
… and 150 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jul 21, 2025	Q4 2017	13F-HR	0002077904-25-000016	$413.1M	View
Jul 21, 2025	Q4 2016	13F-HR	0002077904-25-000012	$250.7M	View
Jul 21, 2025	Q4 2015