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CIK 0001851362 • 6 13F filings • Apr 17, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Adobe Systems Inc. | COM | $7.8M | 1.8%Prev: 1.4% | 31,984 SH | Increased+19,439 SH |
| Allstate Corporation | COM | $10.5M | 2.5%Prev: 3.1% | 50,790 SH | Decreased-1,341 SH |
| Alphabet Inc. Class A | CAP STK CL A | $17.6M | 4.2%Prev: 2.8% | 61,341 SH | Increased-242 SH |
| Alphabet Inc. Class C | CAP STK CL C | $925K | 0.2%Prev: 0.2% | 3,223 SH | Increased-92 SH |
| Amazon.Com Inc | COM | $9.7M | 2.3%Prev: 2.3% | 46,722 SH | Increased+5,558 SH |
| American Express Co. | COM | $9.8M | 2.3%Prev: 2.6% | 32,479 SH | Increased-660 SH |
| Amgen | COM | $325K | 0.1% | 925 SH | New |
| Apple Inc. | COM | $4.2M | 1.0%Prev: 1.0% | 16,719 SH | Increased+1,004 SH |
| Automatic Data Processing Inc. | COM | $3.4M | 0.8%Prev: 0.8% | 16,799 SH | Increased+8,235 SH |
| Bank of Montreal | COM | $13.6M | 3.2%Prev: 2.1% | 100,673 SH | Increased+26,542 SH |
| Bank of Nova Scotia | COM | $7.8M | 1.8%Prev: 2.2% | 112,543 SH | Increased-46,403 SH |
| BCE Inc. | COM | $4.8M | 1.1%Prev: 1.2% | 191,268 SH | Increased+17,572 SH |
| Berkshire Hathaway B | CL B NEW | $10.9M | 2.6% | 22,817 SH | New |
| BERKSHIRE HATHAWAY CL A | CL A | $718K | 0.2% | 1 SH | New |
| Brookfield Corp | COM | $6.5M | 1.5% | 160,903 SH | New |
| Cdn Imperial Bank of Commerce | COM | $13.6M | 3.2% | 143,988 SH | New |
| Cdn National Railway | COM | $11.7M | 2.8%Prev: 1.9% | 113,980 SH | Increased+47,521 SH |
| Cdn Natural Resources Ltd | COM | $5.6M | 1.3%Prev: 0.8% | 115,599 SH | Increased+30,064 SH |
| Cdn Pacific KC Railway Ltd | COM | $11.3M | 2.7%Prev: 1.9% | 143,060 SH | Increased+51,714 SH |
| Cisco Systems Inc | COM | $8.6M | 2.0%Prev: 2.0% | 111,013 SH | Increased-2,955 SH |
| Corning Inc. | COM | $340K | 0.1% | 2,500 SH | New |
| Corteva Inc. | COM | $9.0M | 2.1%Prev: 2.0% | 107,865 SH | Increased-3,460 SH |
| Costco Wholesale Corp | COM | $477K | 0.1%Prev: 0.1% | 479 SH | Increased-12 SH |
| CVS Health Corporation | COM | $7.8M | 1.9%Prev: 2.2% | 108,854 SH | Increased-1,223 SH |
| Diageo PLC ADR | SPONSORED ADR | $4.3M | 1.0%Prev: 1.7% | 57,500 SH | Decreased+675 SH |
| Electronic Arts Inc | COM | $10.1M | 2.4%Prev: 2.1% | 49,440 SH | Increased+315 SH |
| Eli Lilly & Co | COM | $579K | 0.1%Prev: 0.1% | 629 SH | Increased+314 SH |
| Enbridge Inc | COM | $257K | 0.1% | 4,735 SH | New |
| Goldman Sachs | COM | $8.6M | 2.0%Prev: 1.7% | 10,142 SH | Increased-268 SH |
| ING Groep ADR | COM | $267K | 0.1% | 10,250 SH | New |
| iShares iBoxx $ High Yield Corporate Bond ETF | ETF | $2.0M | 0.5%Prev: 0.6% | 25,080 SH | Decreased-2,432 SH |
| iShares MSCI Canada ETF | ETF | $592K | 0.1% | 10,803 SH | New |
| iShares MSCI World ETF | ETF | $1.2M | 0.3%Prev: 0.2% | 6,639 SH | Increased+1,973 SH |
| Johnson & Johnson | COM | $9.3M | 2.2%Prev: 1.5% | 37,854 SH | Increased+6,018 SH |
| JPMorgan Chase & Co | COM | $11.4M | 2.7%Prev: 2.8% | 38,788 SH | Increased-37 SH |
| Kenvue Inc | COM | $3.3M | 0.8%Prev: 1.3% | 191,355 SH | Decreased+3,060 SH |
| Kimberly Clark Corp | COM | $2.4M | 0.6% | 24,688 SH | New |
| Manulife Financial Corp | COM | $7.5M | 1.8% | 217,164 SH | New |
| McDonalds Corp | COM | $3.1M | 0.7%Prev: 0.1% | 10,021 SH | Increased+8,774 SH |
| Merck & Company | COM | $364K | 0.1%Prev: 0.1% | 3,023 SH | Increased+400 SH |
| Meta Platforms | COM | $5.7M | 1.4%Prev: 3.5% | 9,972 SH | Decreased-10,855 SH |
| Microsoft Corp | COM | $12.9M | 3.1%Prev: 3.1% | 34,860 SH | Increased+6,216 SH |
| Middleby Corp | COM | $3.1M | 0.7%Prev: 1.1% | 23,640 SH | Decreased-825 SH |
| Morgan Stanley | COM | $8.4M | 2.0% | 51,021 SH | New |
| Nike Inc.Cl B | CL B | $1.9M | 0.5% | 36,551 SH | New |
| Nutrien Ltd | COM | $8.3M | 2.0%Prev: 1.4% | 109,510 SH | Increased+15,784 SH |
| NVidia | COM | $262K | 0.1%Prev: 0.1% | 1,502 SH | Decreased-1,450 SH |
| Open Text Corp | COM | $4.6M | 1.1%Prev: 1.1% | 204,343 SH | Increased+55,045 SH |
| Procter and Gamble | COM | $307K | 0.1%Prev: 0.1% | 2,123 SH | Decreased-432 SH |
| Rogers Communications | COM | $6.4M | 1.5%Prev: 0.9% | 166,054 SH | Increased+45,057 SH |
| Royal Bank of Canada | COM | $21.1M | 5.0%Prev: 3.8% | 130,367 SH | Increased+13,892 SH |
| Royal Caribbean Cruises | COM | $275K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| Smith & Nephew PLC ADR | SPONSORED ADR | $8.5M | 2.0%Prev: 2.2% | 266,380 SH | Increased+3,975 SH |
| SPDR Bloomberg Barclays High Yield Bond ETF | ETF | $1.2M | 0.3%Prev: 0.4% | 12,750 SH | Increased+120 SH |
| Starbucks Corp | COM | $6.2M | 1.5%Prev: 1.5% | 69,248 SH | Increased+15,319 SH |
| State Street Corp | COM | $4.9M | 1.2%Prev: 1.0% | 38,885 SH | Increased-610 SH |
| Sun Life Financial Inc. | COM | $9.6M | 2.3%Prev: 1.9% | 153,750 SH | Increased+37,825 SH |
| Suncor Energy Inc. | COM | $245K | 0.1% | 3,706 SH | New |
| Taiwan Semiconductor Mfg ADR | SPONSORED ADR | $10.0M | 2.4%Prev: 1.4% | 29,643 SH | Increased+480 SH |
| TC Energy Corp. | COM | $12.7M | 3.0%Prev: 2.5% | 203,385 SH | Increased+22,667 SH |
| Telus Corp. | COM | $4.9M | 1.2%Prev: 1.5% | 383,388 SH | Decreased+35,218 SH |
| Toronto Dominion Bank | COM | $14.8M | 3.5%Prev: 2.6% | 158,465 SH | Increased+9,623 SH |
| Tractor Supply Co | COM | $3.9M | 0.9%Prev: 1.4% | 87,087 SH | Decreased-1,975 SH |
| Unilever PLC ADR | SPONSORED ADR | $4.9M | 1.2%Prev: 1.6% | 86,595 SH | Decreased-8,236 SH |
| Viatris Inc | COM | $8.4M | 2.0% | 624,016 SH | New |
| Visa Inc. | COM | $8.6M | 2.0%Prev: 2.9% | 28,481 SH | Decreased+323 SH |
| Wal Mart Stores | COM | $400K | 0.1%Prev: 0.1% | 3,221 SH | Increased+827 SH |
| Walt Disney Co. | COM | $6.9M | 1.6%Prev: 1.9% | 72,010 SH | Increased+7,135 SH |
| 13F-HR |
| 0001851362-26-000003 |
| $486.6M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001851362-25-000004 | $382.9M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001851362-26-000002 | $422.1M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001731447-25-000005 | $343.1M | View |