Tacita Capital Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1846287
Institutional-grade research for retail investors
13F Reported Value
ⓘ$168.9M
Holdings
238
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tacita Capital Inc disclosed 238 positions worth $168.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 40 new positions and exited 17. The portfolio is most concentrated in Other (43.1% of disclosed assets). All figures are sourced directly from Tacita Capital Inc’s Form 13F-HR filing with the SEC under CIK 1846287.
AI Fund Analysis
StableISHARES INC - MSCI GBL MIN
6.3% weight
Held 9 quarters
ISHARES TR - MSCI USA MMEN
4.6% weight
Held 9 quarters
VANGUARD INDEX FDS - SM CP
4.4% weight
Held 9 quarters
$BN4.3% weight
Held 9 quarters
$RY3.3% weight
Held 9 quarters
$RCI5 quarters accumulating
ISHARES INC - MSCI GBL MIN
4 quarters accumulating
$ENB4 quarters accumulating
$JPM4 quarters accumulating
$SLF4 quarters accumulating
Sector Allocation
OtherFinancialsUtilitiesReal EstateEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES INC - MSCI GBL MIN VOL
—Quality
$10.7M89,226 shISHARES TR - MSCI USA MMENTM
—Quality
$7.7M32,220 shVANGUARD INDEX FDS - SM CP VAL ETF
—Quality
$7.5M34,436 sh- —
Quality
$7.3M180,087 sh - —
Quality
$5.6M35,019 sh VANECK ETF TRUST - MRNGSTR WDE MOAT
—Quality
$5.6M57,524 shISHARES INC - CORE MSCI EMKT
—Quality
$5.4M77,946 shISHARES TR - MSCI INTL MOMENT
—Quality
$5.3M109,564 sh- $5.1M140,927 sh
ISHARES TR - MSCI USA QLT FCT
—Quality
$4.8M24,925 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES INC - MSCI GBL MIN VOL | — | $10.7M | 89,226 |
| ISHARES TR - MSCI USA MMENTM | — | $7.7M | 32,220 |
| VANGUARD INDEX FDS - SM CP VAL ETF | — | $7.5M | 34,436 |
| BROOKFIELD Corp /ON/$BN | — | $7.3M | 180,087 |
| ROYAL BANK OF CANADA$RY | — | $5.6M | 35,019 |
| VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $5.6M | 57,524 |
| ISHARES INC - CORE MSCI EMKT | — | $5.4M | 77,946 |
| ISHARES TR - MSCI INTL MOMENT | — | $5.3M | 109,564 |
 Brookfield Infrastructure Partners L.P.$BIP | — | $5.1M | 140,927 |
| ISHARES TR - MSCI USA QLT FCT | — | $4.8M | 24,925 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tacita Capital Inc's 238 positions.
Showing top 10 of 238 holdings.
Sector Allocation
Other
$72.8M
Financials
$23.8M
Utilities
$13.4M
Real Estate
$12.5M
Energy
$12.5M
Industrials
$10.6M
Technology
$7.1M
Materials
$6.6M
Full Holdings — Tacita Capital Inc (Q1 2026)
All 238 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES INC - MSCI GBL MIN VOL | $10.7M | 6.3% | +1% | — |
| 2 | — | ISHARES TR - MSCI USA MMENTM | $7.7M | 4.6% | -2% | — |
| 3 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $7.5M | 4.4% | -3% | — |
| 4 | $BN | BROOKFIELD Corp /ON/ | $7.3M | 4.3% | +1% | — |
| 5 | $RY | ROYAL BANK OF CANADA | $5.6M | 3.3% | -0% | — |
| 6 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $5.6M | 3.3% | -10% | — |
| 7 | — | ISHARES INC - CORE MSCI EMKT | $5.4M | 3.2% | -4% | — |
| 8 | — | ISHARES TR - MSCI INTL MOMENT | $5.3M | 3.1% | +0% | — |
| 9 | $BIP | Brookfield Infrastructure Partners L.P. | $5.1M | 3.0% | -1% | — |
| 10 | — | ISHARES TR - MSCI USA QLT FCT | $4.8M | 2.8% | -1% | — |
| 11 | — | ISHARES TR - MSCI INTL QUALTY | $4.7M | 2.8% | -1% | — |
| 12 |  $TD | TORONTO DOMINION BANK | $4.3M | 2.6% | -0% | — |
| 13 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $4.2M | 2.5% | -4% | — |
| 14 |  $TRP | TC ENERGY CORP | $4.1M | 2.4% | +0% | — |
| 15 | $ENB | ENBRIDGE INC | $3.9M | 2.3% | +1% | — |
| 16 |  $BEPC | Brookfield Renewable Corp | $3.7M | 2.2% | -4% | — |
| 17 | — | VANGUARD INDEX FDS - VALUE ETF | $3.7M | 2.2% | -3% | — |
| 18 | — | ISHARES TR - MSCI INTL VLU FT | $3.4M | 2.0% | +0% | — |
| 19 |  $FTS | Fortis Inc. | $3.1M | 1.8% | -4% | — |
| 20 |  $EMA | EMERA INC | $2.9M | 1.8% | +0% | — |
| 21 |  $TAC | TRANSALTA CORP | $2.9M | 1.7% | +7% | — |
| 22 | — | ISHARES TR - MSCI USA MIN VOL | $2.8M | 1.7% | -5% | — |
| 23 |  $BNS | BANK OF NOVA SCOTIA | $2.7M | 1.6% | +1% | — |
| 24 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.6M | 1.5% | -3% | — |
| 25 |  $PBA | PEMBINA PIPELINE CORP | $2.3M | 1.4% | +0% | — |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.2M | 1.3% | +62% | 64.5 |
| 27 |  $BAM | Brookfield Asset Management Ltd. | $2.2M | 1.3% | -12% | — |
| 28 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $2.0M | 1.2% | -2% | — |
| 29 |  $SUI | SUN COMMUNITIES INC | $1.8M | 1.0% | +0% | 44.4 |
| 30 |  $FNV | FRANCO NEVADA Corp | $1.6M | 0.9% | +1% | — |
| 31 |  $CLS | CELESTICA INC | $1.5M | 0.9% | -13% | 69 |
| 32 |  $PRMB | Primo Brands Corp | $1.5M | 0.9% | +0% | 46.5 |
| 33 | — | ISHARES TR - MSCI EAFE MIN VL | $1.4M | 0.8% | +0% | — |
| 34 |  $MSFT | MICROSOFT CORP | $1.4M | 0.8% | -5% | 83.7 |
| 35 |  $AAPL | Apple Inc. | $1.4M | 0.8% | -7% | 76.1 |
| 36 |  $KGC | KINROSS GOLD CORP | $1.3M | 0.8% | -12% | — |
| 37 |  $GOOGL | Alphabet Inc. | $1.2M | 0.7% | -1% | 80.2 |
| 38 |  $EQIX | EQUINIX INC | $1.2M | 0.7% | +39% | 61.4 |
| 39 |  $BMO | BANK OF MONTREAL /CAN/ | $1.2M | 0.7% | -0% | — |
| 40 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.1M | 0.7% | +0% | 70.2 |
| 41 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $1.1M | 0.6% | +2% | — |
| 42 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.1M | 0.6% | +57% | 69.8 |
| 43 |  $EFXT | Enerflex Ltd. | $1.1M | 0.6% | -1% | — |
| 44 |  $SU | SUNCOR ENERGY INC | $1.0M | 0.6% | +522% | — |
| 45 |  $AEM | AGNICO EAGLE MINES LTD | $1.0M | 0.6% | -1% | — |
| 46 |  $MFC | MANULIFE FINANCIAL CORP | $1.0M | 0.6% | +0% | — |
| 47 | $JPM | JPMORGAN CHASE & CO | $960,432 | 0.6% | +1% | 35.6 |
| 48 | — | ISHARES TR - CORE HIGH DV ETF | $928,325 | 0.6% | -6% | — |
| 49 |  $ORLA | Orla Mining Ltd. | $895,127 | 0.5% | -16% | — |
| 50 |  $IAU | ISHARES GOLD TRUST | $685,620 | 0.4% | +0% | — |
| 51 |  $JNJ | JOHNSON & JOHNSON | $684,921 | 0.4% | -3% | 72.8 |
| 52 |  $MGA | MAGNA INTERNATIONAL INC | $643,125 | 0.4% | +16% | — |
| 53 |  $GIL | Gildan Activewear Inc. | $641,027 | 0.4% | +3% | — |
| 54 |  $CCJ | CAMECO CORP | $634,936 | 0.4% | -0% | — |
| 55 | $RCI | ROGERS COMMUNICATIONS INC | $602,747 | 0.4% | +1% | — |
| 56 |  $MCD | MCDONALDS CORP | $573,408 | 0.3% | +0% | 73.9 |
| 57 |  $BCE | BCE INC | $570,332 | 0.3% | -7% | — |
| 58 | — | ARK ETF TR - AUTNMUS TECHNLGY | $534,138 | 0.3% | -10% | — |
| 59 | $SLF | SUN LIFE FINANCIAL INC | $453,583 | 0.3% | +1% | — |
| 60 |  $DOO | BRP Inc. | $451,884 | 0.3% | -5% | — |
| 61 |  $COST | COSTCO WHOLESALE CORP /NEW | $430,458 | 0.3% | +0% | 67 |
| 62 |  $PEP | PEPSICO INC | $375,802 | 0.2% | +0% | 62.7 |
| 63 |  $WCN | Waste Connections, Inc. | $373,652 | 0.2% | +0% | — |
| 64 |  $QSR | Restaurant Brands International Inc. | $373,331 | 0.2% | +0% | 71.2 |
| 65 |  $AQN | ALGONQUIN POWER & UTILITIES CORP. | $369,144 | 0.2% | +151% | — |
| 66 |  $PG | PROCTER & GAMBLE Co | $361,100 | 0.2% | +0% | 72.9 |
| 67 |  $TRI | THOMSON REUTERS CORP /CAN/ | $335,339 | 0.2% | -0% | — |
| 68 |  $NTR | Nutrien Ltd. | $319,359 | 0.2% | +0% | — |
| 69 |  $AMZN | AMAZON COM INC | $314,696 | 0.2% | +3% | 74.6 |
| 70 |  $META | Meta Platforms, Inc. | $298,080 | 0.2% | +0% | 80.9 |
| 71 |  $V | VISA INC. | $293,475 | 0.2% | -1% | 83.5 |
| 72 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $283,842 | 0.2% | +2% | — |
| 73 |  $SBUX | STARBUCKS CORP | $268,770 | 0.2% | -5% | 54.6 |
| 74 |  $B | BARRICK MINING CORP | $258,363 | 0.1% | +6% | — |
| 75 | — | SELECT SECTOR SPDR TR - STATE STREET CON | $245,850 | 0.1% | +0% | — |
| 76 |  $ADP | AUTOMATIC DATA PROCESSING INC | $243,816 | 0.1% | +0% | 77.9 |
| 77 |  $UL | UNILEVER PLC | $222,696 | 0.1% | +0% | — |
| 78 |  $DOV | DOVER Corp | $222,419 | 0.1% | +0% | 63.1 |
| 79 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $220,043 | 0.1% | -13% | — |
| 80 |  $WPM | Wheaton Precious Metals Corp. | $214,202 | 0.1% | -77% | — |
| 81 |  $TU | TELUS CORP | $209,539 | 0.1% | +0% | — |
| 82 |  $NSC | NORFOLK SOUTHERN CORP | $208,075 | 0.1% | -15% | 70.8 |
| 83 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $205,859 | 0.1% | +0% | — |
| 84 |  $WMT | Walmart Inc. | $205,062 | 0.1% | +0% | 63.2 |
| 85 |  $DE | DEERE & CO | $197,155 | 0.1% | -18% | 57.4 |
| 86 |  $NVS | NOVARTIS AG | $183,300 | 0.1% | +0% | — |
| 87 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | $179,734 | 0.1% | +0% | — |
| 88 | — | ISHARES TR - ISHARES SEMICDTR | $177,476 | 0.1% | +0% | — |
| 89 | — | ISHARES TR - CORE MSCI TOTAL | $166,262 | 0.1% | +0% | — |
| 90 |  $RTX | RTX Corp | $163,386 | 0.1% | +0% | 70 |
| 91 |  $ABT | ABBOTT LABORATORIES | $158,830 | 0.1% | +0% | 67 |
| 92 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $153,124 | 0.1% | +0% | — |
| 93 |  $SSRM | SSR MINING INC. | $150,177 | 0.1% | -6% | 61.9 |
| 94 |  $VRSN | VERISIGN INC/CA | $136,598 | 0.1% | +0% | 71.6 |
| 95 |  $IMO | IMPERIAL OIL LTD | $134,096 | 0.1% | +20% | — |
| 96 |  $GLD | SPDR GOLD TRUST | $129,087 | 0.1% | +0% | — |
| 97 |  $GOOG | Alphabet Inc. | $119,625 | 0.1% | +0% | 80.2 |
| 98 |  $XOM | EXXON MOBIL CORP | $112,654 | 0.1% | +0% | 61.8 |
| 99 |  $CSCO | CISCO SYSTEMS, INC. | $109,402 | 0.1% | +0% | 72.3 |
| 100 |  $LMT | LOCKHEED MARTIN CORP | $108,790 | 0.1% | +34% | 65 |
| 101 |  $MCK | MCKESSON CORP | $107,305 | 0.1% | +0% | 63.7 |
| 102 | — | ISHARES TR - GLOBAL REIT ETF | $107,189 | 0.1% | +0% | — |
| 103 |  $NVDA | NVIDIA CORP | $107,082 | 0.1% | +0% | 90.2 |
| 104 |  $GS | GOLDMAN SACHS GROUP INC | $105,749 | 0.1% | +0% | — |
| 105 |  $VLO | VALERO ENERGY CORP/TX | $103,774 | 0.1% | +0% | 51.4 |
| 106 |  $CSX | CSX CORP | $102,215 | 0.1% | +0% | 66.4 |
| 107 |  $BAC | BANK OF AMERICA CORP /DE/ | $101,059 | 0.1% | +0% | 68.4 |
| 108 |  $LOW | LOWES COMPANIES INC | $99,946 | 0.1% | +5% | 63.5 |
| 109 |  $BMY | BRISTOL MYERS SQUIBB CO | $94,796 | 0.1% | +20% | 70.1 |
| 110 |  $WT | WisdomTree, Inc. | $90,058 | 0.1% | +0% | 62.9 |
| 111 |  $SHOP | SHOPIFY INC. | $87,646 | 0.1% | -84% | — |
| 112 |  $VZ | VERIZON COMMUNICATIONS INC | $86,193 | 0.1% | +0% | 71.6 |
| 113 |  $MPC | Marathon Petroleum Corp | $83,265 | 0.1% | +0% | 50.7 |
| 114 |  $HD | HOME DEPOT, INC. | $81,236 | 0.1% | +6% | 69.2 |
| 115 |  $TFII | TFI International Inc. | $76,063 | 0.1% | +0% | — |
| 116 |  $AXP | AMERICAN EXPRESS CO | $75,620 | 0.0% | +0% | 73.2 |
| 117 |  $BSX | BOSTON SCIENTIFIC CORP | $75,300 | 0.0% | +0% | 79.9 |
| 118 | — | ISHARES TR - EAFE VALUE ETF | $74,350 | 0.0% | NEW | — |
| 119 |  $COP | CONOCOPHILLIPS | $73,260 | 0.0% | +0% | 74.8 |
| 120 |  $PM | Philip Morris International Inc. | $72,750 | 0.0% | +0% | 80.5 |
| 121 |  $MO | ALTRIA GROUP, INC. | $72,589 | 0.0% | +0% | 72.1 |
| 122 |  $AMGN | AMGEN INC | $70,370 | 0.0% | +8% | 79.5 |
| 123 |  $TJX | TJX COMPANIES INC /DE/ | $70,108 | 0.0% | +0% | 70.7 |
| 124 |  $SHEL | Shell plc | $70,029 | 0.0% | +0% | — |
| 125 |  $PFE | PFIZER INC | $69,526 | 0.0% | +0% | 69 |
| 126 |  $SII | SPROTT INC. | $68,284 | 0.0% | -11% | — |
| 127 |  $DEO | DIAGEO PLC | $67,005 | 0.0% | +0% | — |
| 128 |  $CVX | CHEVRON CORP | $66,001 | 0.0% | +0% | 54.7 |
| 129 |  $FSV | FirstService Corp | $65,177 | 0.0% | +0% | — |
| 130 |  $EOG | EOG RESOURCES INC | $63,611 | 0.0% | +0% | 71.1 |
| 131 |  $BDX | BECTON DICKINSON & CO | $62,892 | 0.0% | -4% | 50.7 |
| 132 |  $HCA | HCA Healthcare, Inc. | $61,994 | 0.0% | +0% | 70.5 |
| 133 |  $T | AT&T INC. | $61,169 | 0.0% | +8% | 71.9 |
| 134 | — | ISHARES TR - CORE MSCI EAFE | $60,202 | 0.0% | +0% | — |
| 135 |  $ORCL | ORACLE CORP | $59,580 | 0.0% | +0% | 67.2 |
| 136 |  $BKNG | Booking Holdings Inc. | $54,734 | 0.0% | +0% | 55.3 |
| 137 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $54,560 | 0.0% | +0% | 63.7 |
| 138 |  $KR | KROGER CO | $54,270 | 0.0% | +0% | 51.1 |
| 139 |  $CI | Cigna Group | $53,617 | 0.0% | +44% | 66.8 |
| 140 |  $PSX | Phillips 66 | $52,103 | 0.0% | +0% | 47.6 |
| 141 |  $GIB | CGI INC | $51,743 | 0.0% | +0% | — |
| 142 |  $MET | METLIFE INC | $50,918 | 0.0% | +0% | 73.9 |
| 143 |  $MMM | 3M CO | $49,233 | 0.0% | +122% | 60.7 |
| 144 |  $KLAC | KLA CORP | $48,590 | 0.0% | +0% | 84.4 |
| 145 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $48,478 | 0.0% | +0% | 66.7 |
| 146 |  $CL | COLGATE PALMOLIVE CO | $48,411 | 0.0% | +0% | 72.4 |
| 147 | — | ISHARES INC - MSCI CDA ETF | $46,845 | 0.0% | +0% | — |
| 148 |  $AFL | AFLAC INC | $41,690 | 0.0% | +0% | 60.3 |
| 149 |  $QCOM | QUALCOMM INC/DE | $40,694 | 0.0% | +22% | 81.9 |
| 150 |  $DLTR | DOLLAR TREE, INC. | $39,424 | 0.0% | -3% | 53.2 |
| 151 |  $CAE | CAE INC | $38,933 | 0.0% | +0% | — |
| 152 |  $ABBV | AbbVie Inc. | $35,886 | 0.0% | +0% | 59.3 |
| 153 |  $CAT | CATERPILLAR INC | $35,423 | 0.0% | -70% | 67.8 |
| 154 |  $RYAAY | RYANAIR HOLDINGS PLC | $34,680 | 0.0% | +0% | — |
| 155 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $34,515 | 0.0% | +67% | 66.5 |
| 156 |  $AZO | AUTOZONE INC | $33,778 | 0.0% | +0% | 66.5 |
| 157 |  $ELV | Elevance Health, Inc. | $33,081 | 0.0% | NEW | 59.4 |
| 158 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $32,500 | 0.0% | +0% | 66.3 |
| 159 |  $NFLX | NETFLIX INC | $31,730 | 0.0% | +0% | 86.7 |
| 160 |  $ITW | ILLINOIS TOOL WORKS INC | $30,975 | 0.0% | +0% | 71.2 |
| 161 |  $OKE | ONEOK INC /NEW/ | $30,642 | 0.0% | NEW | 72 |
| 162 |  $SYY | SYSCO CORP | $29,816 | 0.0% | +0% | 58.4 |
| 163 |  $CCZ | COMCAST CORP | $29,026 | 0.0% | NEW | 70.4 |
| 164 |  $APH | AMPHENOL CORP /DE/ | $27,923 | 0.0% | +0% | 80.5 |
| 165 |  $ASML | ASML HOLDING NV | $27,737 | 0.0% | +0% | — |
| 166 |  $SHW | SHERWIN WILLIAMS CO | $27,567 | 0.0% | +0% | 65.3 |
| 167 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $27,126 | 0.0% | +0% | 64.9 |
| 168 |  $SONY | Sony Group Corp | $26,393 | 0.0% | +0% | — |
| 169 |  $TECK | TECK RESOURCES LTD | $25,833 | 0.0% | -3% | — |
| 170 |  $CVE | CENOVUS ENERGY INC. | $25,398 | 0.0% | +0% | — |
| 171 |  $PFH | PRUDENTIAL FINANCIAL INC | $24,423 | 0.0% | +0% | 58.6 |
| 172 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $23,549 | 0.0% | +0% | 65.9 |
| 173 |  $AGI | ALAMOS GOLD INC | $23,417 | 0.0% | NEW | — |
| 174 | — | ISHARES TR - GLB INFRASTR ETF | $23,115 | 0.0% | +0% | — |
| 175 |  $LIN | LINDE PLC | $22,309 | 0.0% | +0% | — |
| 176 |  $INTC | INTEL CORP | $22,065 | 0.0% | +0% | 41.5 |
| 177 |  $DIS | Walt Disney Co | $21,686 | 0.0% | +0% | 68.9 |
| 178 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $21,267 | 0.0% | +0% | — |
| 179 |  $TM | TOYOTA MOTOR CORP/ | $20,609 | 0.0% | +0% | — |
| 180 |  $GD | GENERAL DYNAMICS CORP | $20,593 | 0.0% | +0% | 73 |
| 181 |  $ORLY | O REILLY AUTOMOTIVE INC | $19,385 | 0.0% | +0% | 72.7 |
| 182 |  $CGAU | Centerra Gold Inc. | $19,377 | 0.0% | NEW | — |
| 183 |  $MA | Mastercard Inc | $18,987 | 0.0% | -33% | 81.7 |
| 184 |  $MATX | Matson, Inc. | $18,525 | 0.0% | NEW | 59.7 |
| 185 |  $HBM | Hudbay Minerals Inc. | $16,929 | 0.0% | NEW | — |
| 186 |  $OTEX | OPEN TEXT CORP | $16,572 | 0.0% | +2161% | — |
| 187 |  $NXE | NexGen Energy Ltd. | $16,296 | 0.0% | +0% | — |
| 188 |  $JBL | JABIL INC | $16,203 | 0.0% | NEW | 51.9 |
| 189 |  $WAT | WATERS CORP /DE/ | $16,081 | 0.0% | NEW | 69.9 |
| 190 |  $ACN | Accenture plc | $15,665 | 0.0% | +0% | — |
| 191 |  $BWA | BORGWARNER INC | $15,247 | 0.0% | NEW | 57.2 |
| 192 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $15,208 | 0.0% | +0% | — |
| 193 |  $EGO | ELDORADO GOLD CORP /FI | $14,993 | 0.0% | NEW | — |
| 194 |  $EME | EMCOR Group, Inc. | $14,766 | 0.0% | NEW | 71.7 |
| 195 |  $OVV | Ovintiv Inc. | $14,128 | 0.0% | +0% | 46.5 |
| 196 |  $NFG | NATIONAL FUEL GAS CO | $14,000 | 0.0% | NEW | 80.4 |
| 197 |  $AVGO | Broadcom Inc. | $13,928 | 0.0% | +0% | 86.4 |
| 198 |  $NWBI | Northwest Bancshares, Inc. | $13,464 | 0.0% | NEW | — |
| 199 |  $SRCE | 1ST SOURCE CORP | $13,358 | 0.0% | NEW | — |
| 200 |  $UBSI | UNITED BANKSHARES INC/WV | $13,296 | 0.0% | NEW | — |
| 201 |  $MICC | Magnum Ice Cream Co N.V. | $13,156 | 0.0% | +0% | — |
| 202 |  $SAH | SONIC AUTOMOTIVE INC | $12,891 | 0.0% | NEW | 50.1 |
| 203 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $12,728 | 0.0% | NEW | 60.3 |
| 204 |  $GL | GLOBE LIFE INC. | $12,525 | 0.0% | NEW | 66.6 |
| 205 |  $ONB | OLD NATIONAL BANCORP /IN/ | $12,509 | 0.0% | NEW | — |
| 206 |  $ALL | ALLSTATE CORP | $12,440 | 0.0% | NEW | 76.6 |
| 207 |  $CNO | CNO Financial Group, Inc. | $12,400 | 0.0% | NEW | 49.1 |
| 208 |  $EWBC | EAST WEST BANCORP INC | $12,171 | 0.0% | NEW | — |
| 209 |  $PHM | PULTEGROUP INC/MI/ | $11,996 | 0.0% | NEW | 65.1 |
| 210 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $11,900 | 0.0% | NEW | 69.5 |
| 211 |  $GFF | GRIFFON CORP | $11,701 | 0.0% | NEW | 39.1 |
| 212 |  $SIGI | SELECTIVE INSURANCE GROUP INC | $11,535 | 0.0% | NEW | 68.7 |
| 213 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $11,484 | 0.0% | NEW | — |
| 214 |  $NTAP | NetApp, Inc. | $11,365 | 0.0% | NEW | 75 |
| 215 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $11,308 | 0.0% | NEW | 54.8 |
| 216 |  $RJF | RAYMOND JAMES FINANCIAL INC | $11,294 | 0.0% | NEW | 63.8 |
| 217 |  $BCO | BRINKS CO | $10,881 | 0.0% | NEW | 52 |
| 218 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $10,374 | 0.0% | NEW | 70.4 |
| 219 |  $UNH | UNITEDHEALTH GROUP INC | $10,282 | 0.0% | -10% | 66.8 |
| 220 |  $KBH | KB HOME | $9,988 | 0.0% | NEW | 45.9 |
| 221 |  $GPI | GROUP 1 AUTOMOTIVE INC | $9,919 | 0.0% | NEW | 57.1 |
| 222 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $9,806 | 0.0% | -22% | — |
| 223 |  $LAD | LITHIA MOTORS INC | $9,739 | 0.0% | NEW | 59.1 |
| 224 |  $GPC | GENUINE PARTS CO | $9,729 | 0.0% | NEW | 54.2 |
| 225 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $9,306 | 0.0% | NEW | 71.2 |
| 226 |  $AFRM | Affirm Holdings, Inc. | $9,164 | 0.0% | +0% | 71.7 |
| 227 |  $MMS | MAXIMUS, INC. | $9,038 | 0.0% | NEW | 57.4 |
| 228 |  $LLY | ELI LILLY & Co | $8,278 | 0.0% | +0% | 89.3 |
| 229 |  $NVO | NOVO NORDISK A S | $6,211 | 0.0% | +0% | — |
| 230 |  $PLD | Prologis, Inc. | $5,552 | 0.0% | +0% | 67.5 |
| 231 |  $BTI | British American Tobacco p.l.c. | $3,508 | 0.0% | +0% | — |
| 232 |  $RBA | RB GLOBAL INC. | $3,442 | 0.0% | -82% | — |
| 233 |  $CIGI | Colliers International Group Inc. | $1,918 | 0.0% | +0% | — |
| 234 |  $XYZ | Block, Inc. | $1,685 | 0.0% | +0% | 60.3 |
| 235 |  $ANF | ABERCROMBIE & FITCH CO /DE/ | $731 | 0.0% | +0% | 64.6 |
| 236 | — | SKY HARBOUR GROUP CORPORATIO - *W EXP 01/25/202 | $693 | 0.0% | +0% | — |
| 237 |  $C | CITIGROUP INC | $567 | 0.0% | +0% | 54.8 |
| 238 |  $MDA | MDA Space Ltd. | $379 | 0.0% | NEW | — |
New Positions (40)
ISHARES TR - EAFE VALUE ETF$74,350
$ELV Elevance Health, Inc.$33,081$OKE ONEOK INC /NEW/$30,642$CCZ COMCAST CORP$29,026$AGI ALAMOS GOLD INC$23,417$CGAU Centerra Gold Inc.$19,377$MATX Matson, Inc.$18,525$JBL JABIL INC$16,203$WAT WATERS CORP /DE/$16,081$BWA BORGWARNER INC$15,247$EGO ELDORADO GOLD CORP /FI$14,993$EME EMCOR Group, Inc.$14,766$NFG NATIONAL FUEL GAS CO$14,000$NWBI Northwest Bancshares, Inc.$13,464$SRCE 1ST SOURCE CORP$13,358Exited Positions (17)
GRANITE REAL ESTATE INVT TR
$NGD New Gold Inc. /FI
$PSLV Sprott Physical Silver Trust
$STN STANTEC INC ISHARES INC
ISHARES TR
$PYPL PayPal Holdings, Inc.
$CRM Salesforce, Inc.
$HPQ HP INC
$FTNT Fortinet, Inc.
$PANW Palo Alto Networks Inc
$BLK BlackRock, Inc.
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$DHR DANAHER CORP /DE/
$AMAT APPLIED MATERIALS INC /DEBrowse Top Institutional Investors
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