Triasima Portfolio Management inc.
Sector Allocation
- Financials30.6%$231.9M
- Technology22.9%$173.2M
- Industrials10.9%$83.0M
- Healthcare8.9%$67.5M
- Energy7.2%$54.3M
- Materials5.4%$40.9M
- Consumer Discretionary3.5%$26.5M
- Real Estate2.6%$20.1M
- Communication Services2.5%$19.3M
- Consumer Staples2.4%$18.4M
AUM History
13fpro.ai/research/fund/triasima-portfolio-management-inc-1938757
Conviction and streaks
Stable · top 10 = 31.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
RY
$52.4MTD
$37.9MBMO
$27.1MCM
$24.7MMSFT
$17.8MCNI
$17.4MGOOGL
$16.1MMFC
$15.9MHBM
$15.7MSHOP
$15.1MTSM
$15.0MFTS
$14.2MNVDA
$13.5MCIB
$13.1MRPRX
$13.0MTIGO
$12.8MCNQ
$12.8MMGA
$12.4MAAPL
$12.4MCVE
$12.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/triasima-portfolio-management-inc-1938757
Triasima Portfolio Management inc. 13F holdings — Q3 2026
$757.9M portfolio (+2.4% QoQ) · 137 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio
$52.4M
6.9% of stocks
+4%This quarter+2.9%Since filed11+ qtrsHeld$37.9M
5.0% of stocks
+5%This quarter+4.6%Since filed6 qtrsHeld$27.1M
3.6% of stocks
+5%This quarter+2.7%Since filed8 qtrsHeld$24.7M
3.3% of stocks
-8%This quarter+2.9%Since filed11+ qtrsHeld$17.8M
2.3% of stocks
+22%This quarter-1.3%Since filed11+ qtrsHeld$17.4M
2.3% of stocks
+36%This quarter+2.1%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$16.1M
2.1% of stocks
-2%This quarter-8.9%Since filed11+ qtrsHeld$15.9M
2.1% of stocks
+102%This quarter+1.8%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$15.7M
2.1% of stocks
+4%This quarter-8.5%Since filed5 qtrsHeld$15.1M
2.0% of stocks
+92%This quarter-5.6%Since filed8 qtrsHeld
All holdings — Triasima Portfolio Management inc. (Q3 2026)
137 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $15.0M | 2.0% | 33K | -2% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Fortis Inc. | Utilities | $14.2M | 1.9% | 269K | +2% | 11+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | NVIDIA CORP | Technology | $13.5M | 1.8% | 59K | +15% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Grupo Cibest S.A.adr | Financials | $13.1M | 1.7% | 141K | +15% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Royalty Pharma plc | Healthcare | $13.0M | 1.7% | 224K | +24% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MILLICOM INTERNATIONAL CELLULAR SA | Communication Services | $12.8M | 1.7% | 147K | -28% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CANADIAN NATURAL RESOURCES Ltd | Energy | $12.8M | 1.7% | 270K | +63% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MAGNA INTERNATIONAL INC | Industrials | $12.4M | 1.6% | 195K | +52% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Apple Inc. | Technology | $12.4M | 1.6% | 37K | +0.9% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CENOVUS ENERGY INC. | Energy | $12.1M | 1.6% | 389K | +20% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ELI LILLY & Co | Healthcare | $12.0M | 1.6% | 10K | +3% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BANK OF NOVA SCOTIA | Financials | $11.8M | 1.6% | 130K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | WELLTOWER INC. | Real Estate | $11.4M | 1.5% | 49K | +2% | 8 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BBB FOODS INC | Consumer Staples | $10.6M | 1.4% | 202K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TFI International Inc. | Industrials | $9.7M | 1.3% | 81K | +11% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $8.7M | 1.1% | 43K | +2% | |||
| 27 | $PWR | QUANTA SERVICES, INC. | Industrials | $7.6M | 1.0% | 12K | +41% | |||
| 28 | $IMO | IMPERIAL OIL LTD | Energy | $7.6M | 1.0% | 61K | +21% | |||
| 29 | $IBKR | Interactive Brokers Group, Inc. | Financials | $7.4M | 1.0% | 87K | -15% | |||
| 30 | $TGT | TARGET CORP | Consumer Staples | $7.3M | 1.0% | 47K | +102% | |||
| 31 | $TXN | TEXAS INSTRUMENTS INC | Technology | $6.9M | 0.9% | 25K | +36% | |||
| 32 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $6.7M | 0.9% | 45K | — | |||
| 33 | $UBS | UBS Group AG | Financials | $6.5M | 0.9% | 135K | -12% | |||
| 34 | $LRCX | LAM RESEARCH CORP | Technology | $6.2M | 0.8% | 19K | -25% | |||
| 35 | $CVS | CVS HEALTH Corp | Healthcare | $6.2M | 0.8% | 72K | +120% | |||
| 36 | $GH | Guardant Health, Inc. | Healthcare | $6.1M | 0.8% | 34K | New | |||
| 37 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $6.0M | 0.8% | 93K | +1% | |||
| 38 | $MDA | MDA Space Ltd. | Industrials | $5.9M | 0.8% | 198K | +3% | |||
| 39 | $AER | AerCap Holdings N.V. | Industrials | $5.8M | 0.8% | 41K | -16% | |||
| 40 | $INTC | INTEL CORP | Technology | $5.8M | 0.8% | 48K | -22% | |||
| 41 | $JPM | JPMORGAN CHASE & CO | Financials | $5.8M | 0.8% | 18K | +0.6% | |||
| 42 | $PBA | PEMBINA PIPELINE CORP | Energy | $5.7M | 0.8% | 128K | +94% | |||
| 43 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $5.7M | 0.8% | 91K | New | |||
| 44 | $CLS | CELESTICA INC | Technology | $5.7M | 0.8% | 16K | -51% | |||
| 45 | $BWA | BORGWARNER INC | Industrials | $5.7M | 0.8% | 95K | +47% | |||
| 46 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.6M | 0.7% | 52K | -15% | |||
| 47 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $5.5M | 0.7% | 3,300 | -15% | |||
| 48 | $IAG | IAMGOLD CORP | Materials | $5.4M | 0.7% | 292K | +53% | |||
| 49 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $5.3M | 0.7% | 74K | +177% | |||
| 50 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.8M | 0.6% | 5,367 | -36% | |||
| 51 | $TWLO | TWILIO INC | Technology | $4.8M | 0.6% | 16K | New | |||
| 52 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $4.7M | 0.6% | 21K | +69% | |||
| 53 | $ASML | ASML HOLDING NV | Technology | $4.7M | 0.6% | 2,571 | — | |||
| 54 | $NVS | NOVARTIS AG | Healthcare | $4.6M | 0.6% | 32K | -28% | |||
| 55 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $4.6M | 0.6% | 177K | New | |||
| 56 | $NTRA | Natera, Inc. | Healthcare | $4.5M | 0.6% | 11K | New | |||
| 57 | $KGC | KINROSS GOLD CORP | Materials | $4.5M | 0.6% | 188K | -47% | |||
| 58 | $DDOG | Datadog, Inc. | Technology | $4.5M | 0.6% | 16K | New | |||
| 59 | $EZPW | EZCORP INC | Consumer Discretionary | $4.4M | 0.6% | 147K | -17% | |||
| 60 | $SOBO | South Bow Corp | Energy | $4.2M | 0.6% | 126K | -0.8% | |||
| 61 | $GEV | GE Vernova Inc. | Industrials | $4.2M | 0.6% | 4,393 | -30% | |||
| 62 | $MEOH | METHANEX CORP | Materials | $4.2M | 0.6% | 71K | +51% | |||
| 63 | $SU | SUNCOR ENERGY INC | Energy | $4.0M | 0.5% | 58K | +43% | |||
| 64 | $BCS | BARCLAYS PLC | Financials | $3.9M | 0.5% | 162K | -11% | |||
| 65 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.8M | 0.5% | 5,457 | -11% | |||
| 66 | $JBL | JABIL INC | Technology | $3.8M | 0.5% | 13K | +26% | |||
| 67 | $SSRM | SSR MINING INC. | Financials | $3.8M | 0.5% | 113K | New | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $3.4M | 0.5% | 9,789 | -57% | |||
| 69 | $BOX | BOX INC | Technology | $3.3M | 0.4% | 98K | New | |||
| 70 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $3.3M | 0.4% | 12K | New | |||
| 71 | $STX | Seagate Technology Holdings plc | Technology | $3.1M | 0.4% | 3,411 | New | |||
| 72 | $KLAC | KLA CORP | Technology | $3.1M | 0.4% | 16K | -49% | |||
| 73 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $3.1M | 0.4% | 2,292 | -38% | |||
| 74 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.1M | 0.4% | 5,024 | New | |||
| 75 | $EFXT | Enerflex Ltd. | Industrials | $3.1M | 0.4% | 135K | -48% | |||
| 76 | $TRP | TC ENERGY CORP | Energy | $3.0M | 0.4% | 52K | +11% | |||
| 77 | $RACE | Ferrari N.V. | Consumer Discretionary | $3.0M | 0.4% | 7,655 | New | |||
| 78 | $TGB | Trekor Metals Ltd | Materials | $2.8M | 0.4% | 315K | New | |||
| 79 | $HSLV | Highlander Silver Corp. | Materials | $2.8M | 0.4% | 528K | +23% | |||
| 80 | $NOK | NOKIA CORP | Technology | $2.7M | 0.4% | 266K | — | |||
| 81 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $2.6M | 0.3% | 27K | New | |||
| 82 | $TECK | TECK RESOURCES LTD | Materials | $2.6M | 0.3% | 39K | +43% | |||
| 83 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.4M | 0.3% | 6,495 | New | |||
| 84 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.4M | 0.3% | 4,656 | +195% | |||
| 85 | $ENB | ENBRIDGE INC | Energy | $2.4M | 0.3% | 51K | -71% | |||
| 86 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $2.1M | 0.3% | 25K | +94% | |||
| 87 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.3% | 8,549 | -0.7% | |||
| 88 | $BIIB | BIOGEN INC. | Healthcare | $2.1M | 0.3% | 9,308 | New | |||
| 89 | $APH | AMPHENOL CORP /DE/ | Technology | $2.1M | 0.3% | 24K | +100% | |||
| 90 | $ANET | Arista Networks, Inc. | Technology | $2.1M | 0.3% | 10K | -0.6% | |||
| 91 | $CGNX | COGNEX CORP | Technology | $2.0M | 0.3% | 34K | — | |||
| 92 | $RCI | ROGERS COMMUNICATIONS INC | Communication Services | $2.0M | 0.3% | 66K | -0.0% | |||
| 93 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.8M | 0.2% | 14K | -81% | |||
| 94 | $BTE | BAYTEX ENERGY CORP. | Energy | $1.7M | 0.2% | 386K | New | |||
| 95 | $WPM | Wheaton Precious Metals Corp. | Materials | $1.6M | 0.2% | 12K | -72% | |||
| 96 | $CSX | CSX CORP | Industrials | $1.6M | 0.2% | 33K | +26% | |||
| 97 | $BCH | BANK OF CHILE | Financials | $1.5M | 0.2% | 38K | -3% | |||
| 98 | — | ISHARES TR - MSCI EAFE ETF | — | $1.5M | 0.2% | 14K | -11% | |||
| 99 | $VBNK | VersaBank | Financials | $1.4M | 0.2% | 64K | New | |||
| 100 | $AMGN | AMGEN INC | Healthcare | $1.4M | 0.2% | 3,280 | New | |||
| 101 | $FITB | FIFTH THIRD BANCORP | Financials | $1.3M | 0.2% | 27K | +40% | |||
| 102 | $WCN | Waste Connections, Inc. | Utilities | $1.3M | 0.2% | 8,460 | New | |||
| 103 | $HCSG | HEALTHCARE SERVICES GROUP INC | Healthcare | $1.3M | 0.2% | 62K | New | |||
| 104 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.2% | 3,536 | -7% | |||
| 105 | $CLH | CLEAN HARBORS INC | Utilities | $1.1M | 0.1% | 3,640 | New | |||
| 106 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $953K | 0.1% | 59K | — | |||
| 107 | $EQX | Equinox Gold Corp. | Materials | $947K | 0.1% | 84K | New | |||
| 108 | $SPHR | Sphere Entertainment Co. | Communication Services | $911K | 0.1% | 6,776 | -1% | |||
| 109 | $NVT | nVent Electric plc | Industrials | $907K | 0.1% | 5,656 | — | |||
| 110 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $877K | 0.1% | 1,442 | +11% | |||
| 111 | $NIC | NICOLET BANKSHARES INC | Financials | $844K | 0.1% | 5,177 | +1% | |||
| 112 | $BB | BLACKBERRY Ltd | Technology | $814K | 0.1% | 90K | New | |||
| 113 | $META | Meta Platforms, Inc. | Technology | $757K | 0.1% | 1,044 | +30% | |||
| 114 | $FROG | JFrog Ltd | Technology | $740K | 0.1% | 7,630 | +35% | |||
| 115 | $MU | MICRON TECHNOLOGY INC | Technology | $727K | 0.1% | 683 | -3% | |||
| 116 | $VSXY | Victoria's Secret & Co. | Consumer Discretionary | $658K | 0.1% | 7,442 | New | |||
| 117 | $TWST | Twist Bioscience Corp | Healthcare | $652K | 0.1% | 3,375 | New | |||
| 118 | $FTI | TechnipFMC plc | Energy | $577K | 0.1% | 8,490 | +2% | |||
| 119 | $KNX | Knight-Swift Transportation Holdings Inc. | Industrials | $546K | 0.1% | 8,580 | New | |||
| 120 | $MCK | MCKESSON CORP | Consumer Staples | $494K | 0.1% | 579 | +3% | |||
| 121 | $ITT | ITT INC. | Industrials | $460K | 0.1% | 2,279 | -13% | |||
| 122 | $ELV | Elevance Health, Inc. | Healthcare | $436K | 0.1% | 1,121 | New | |||
| 123 | $WT | WisdomTree, Inc. | Financials | $377K | 0.1% | 5,970 | — | |||
| 124 | $DXPE | DXP ENTERPRISES INC | Consumer Discretionary | $366K | 0.1% | 2,017 | New | |||
| 125 | $TXG | 10x Genomics, Inc. | Healthcare | $359K | 0.1% | 3,978 | -35% | |||
| 126 | $AVAL | Grupo Aval Acciones Y Valores S.A. | Financials | $351K | 0.1% | 73K | New | |||
| 127 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $324K | 0.0% | 2,730 | -70% | |||
| 128 | $BEPC | Brookfield Renewable Corp | Utilities | $314K | 0.0% | 11K | New | |||
| 129 | $NTR | Nutrien Ltd. | Materials | $314K | 0.0% | 4,460 | -83% | |||
| 130 | $JOF | JAPAN SMALLER CAPITALIZATION FUND INC | Other | $275K | 0.0% | 22K | — | |||
| 131 | $VLO | VALERO ENERGY CORP/TX | Energy | $243K | 0.0% | 626 | New | |||
| 132 | $BELFA | BEL FUSE INC /NJ | Technology | $223K | 0.0% | 1,130 | -84% | |||
| 133 | $CW | CURTISS WRIGHT CORP | Industrials | $218K | 0.0% | 400 | -54% | |||
| 134 | $BEN | FRANKLIN TEMPLETON INC | Financials | $210K | 0.0% | 6,540 | New | |||
| 135 | $POWL | POWELL INDUSTRIES INC | Technology | $208K | 0.0% | 1,129 | -85% | |||
| 136 | $ELVA | Electrovaya Inc. | Technology | $141K | 0.0% | 22K | -92% | |||
| 137 | $KOPN | KOPIN CORP | Technology | $70K | 0.0% | 15K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 34 new, 51 added to, 43 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (34)
$TBBBBBB FOODS INC$10.6M
first bought this quarter
$GHGuardant Health, Inc.$6.1M
first bought this quarter
$BMYBRISTOL MYERS SQUIBB CO$5.7M
first bought this quarter
$TWLOTWILIO INC$4.8M
first bought this quarter
$SMFGSUMITOMO MITSUI FINANCIAL GROUP, INC.$4.6M
first bought this quarter
$NTRANatera, Inc.$4.5M
first bought this quarter
+28 more in the Excel export
Added to (51)
now $15.9M · held 11+ qtrs, 4 adds in a row
now $15.1M · held 8 qtrs
now $12.8M · held 11+ qtrs, 3 adds in a row
now $17.4M · held 4 qtrs, 4 adds in a row
now $12.4M · held 5 qtrs, 5 adds in a row
$TGTTARGET CORP+102%
now $7.3M · held 2 qtrs, 2 adds in a row
+45 more in the Excel export
Trimmed (43)
$TJXTJX COMPANIES INC /DE/-81%
now $1.8M · held 11+ qtrs
$CLSCELESTICA INC-51%
now $5.7M · held 11+ qtrs, 6 trims in a row
$ENBENBRIDGE INC-71%
now $2.4M · held 11+ qtrs
now $12.8M · held 6 qtrs
$AVGOBroadcom Inc.-57%
now $3.4M · held 11+ qtrs
$WPMWheaton Precious Metals Corp.-72%
now $1.6M · held 11+ qtrs
+37 more in the Excel export
Holdings by quarter
Every 13F Triasima Portfolio Management inc. has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Triasima Portfolio Management?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Triasima Portfolio Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
17%
Last quarter; 67% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
73%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Triasima Portfolio Management inc. disclosed 137 positions worth $757.9M in its Form 13F-HR for Q3 2026, led by $RY (ROYAL BANK OF CANADA) at 6.9% of the equity portfolio, followed by $TD and $BMO. During the quarter the fund opened 34 new positions and exited 24 — including a new stake in $TBBB and a full exit from $CCJ. The portfolio is most concentrated in Financials (30.6% of disclosed assets). All figures are sourced directly from Triasima Portfolio Management inc.’s Form 13F-HR filing with the SEC under CIK 1938757.
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AI-Powered Hedge Fund Analysis: Triasima Portfolio Management inc.
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Every holding in Triasima Portfolio Management inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.