GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $1,651,947 (100.0% shares, 0.0% debt)

Holdings (140)

AON AON PLC 2.9%
Value ($000) $48,490 Shares 140,468 Est. Cost $217.53 Unrealized +46.5%
ENB ENBRIDGE INC 2.9%
Value ($000) $48,301 Shares 1,299,447 Est. Cost $24.26 Unrealized +32.2%
TD TORONTO DOMINION BK ONT 2.9%
Value ($000) $47,691 Shares 769,415 Est. Cost $59.42 Unrealized +1.2%
APO APOLLO GLOBAL MGMT INC 2.7%
Value ($000) $45,283 Shares 589,549 Est. Cost $60.93 Unrealized +5.2%
MSFT MICROSOFT CORP 2.7%
Value ($000) $43,811 Shares 128,653 Est. Cost $116.33 Unrealized +164.1%
OTEX OPEN TEXT CORP 2.6%
Value ($000) $43,645 Shares 1,049,306 Est. Cost $29.40 Unrealized +25.5%
RY ROYAL BK CDA 2.6%
Value ($000) $43,239 Shares 452,723 Est. Cost $83.15 Unrealized +14.8%
AAPL APPLE INC 2.6%
Value ($000) $42,451 Shares 218,851 Est. Cost $94.08 Unrealized +82.9%
SHOP SHOPIFY INC 2.3%
Value ($000) $38,661 Shares 598,162 Est. Cost $44.42 Unrealized +27.3%
BN BROOKFIELD CORP 2.2%
Value ($000) $36,844 Shares 1,094,334 Est. Cost $21.90 Unrealized -5.0%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $32,893 Shares 82,050 Est. Cost $292.81 Unrealized +22.2%
MRSH MARSH & MCLENNAN COS INC 2.0%
Value ($000) $32,451 Shares 172,540 Est. Cost $151.48 Unrealized +12.5%
META META PLATFORMS INC 1.9%
Value ($000) $31,032 Shares 108,134 Est. Cost $203.80 Unrealized +20.2%
BMO BANK MONTREAL QUE 1.9%
Value ($000) $30,964 Shares 342,847 Est. Cost $70.52 Unrealized +12.1%
ALIT ALIGHT INC 1.7%
Value ($000) $28,076 Shares 3,038,528 Est. Cost $8.10 Unrealized +4.6%
SU SUNCOR ENERGY INC NEW 1.7%
Value ($000) $27,798 Shares 947,616 Est. Cost $20.80 Unrealized +30.4%
MFC MANULIFE FINL CORP 1.7%
Value ($000) $27,679 Shares 1,464,310 Est. Cost $18.66 Unrealized +2.3%
BCE BCE INC 1.6%
Value ($000) $26,548 Shares 582,255 Est. Cost $30.57 Unrealized +23.5%
GOOGL ALPHABET INC 1.5%
Value ($000) $25,546 Shares 213,421 Est. Cost $106.21 Unrealized +7.6%
BIP BROOKFIELD INFRAST PARTNERS 1.5%
Value ($000) $24,286 Shares 664,428 Est. Cost $42.44 Unrealized
AQN ALGONQUIN PWR UTILS CORP 1.5%
Value ($000) $23,979 Shares 2,900,882 Est. Cost $8.57 Unrealized -13.3%
WCN WASTE CONNECTIONS INC 1.4%
Value ($000) $23,664 Shares 165,575 Est. Cost $83.59 Unrealized +64.2%
CP CANADIAN PACIFIC KANSAS CITY 1.4%
Value ($000) $23,136 Shares 286,427 Est. Cost $77.51 Unrealized 0.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $22,806 Shares 174,943 Est. Cost $124.85 Unrealized -8.5%
FSV FIRSTSERVICE CORP NEW 1.3%
Value ($000) $21,543 Shares 139,879 Est. Cost $116.33 Unrealized +22.9%
DOO BRP INC 1.3%
Value ($000) $21,326 Shares 252,258 Est. Cost $51.89 Unrealized +42.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $21,230 Shares 41 Est. Cost $277014.34 Unrealized +79.7%
RBA RB GLOBAL INC 1.2%
Value ($000) $20,095 Shares 334,898 Est. Cost $56.38 Unrealized 0.0%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.2%
Value ($000) $19,544 Shares 408,963 Est. Cost $21.49 Unrealized +108.1%
QSR RESTAURANT BRANDS INTL INC 1.1%
Value ($000) $18,620 Shares 240,154 Est. Cost $56.04 Unrealized +28.8%
VLRS CONTROLADOR A VUELA COMP DE A 1.1%
Value ($000) $18,203 Shares 1,304,905 Est. Cost $16.29 Unrealized
SHEL SHELL PLC 1.1%
Value ($000) $17,400 Shares 577,890 Est. Cost $28.11 Unrealized
SLF SUN LIFE FINANCIAL INC. 1.0%
Value ($000) $17,313 Shares 332,094 Est. Cost $43.14 Unrealized +13.9%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $17,164 Shares 35,710 Est. Cost $271.55 Unrealized +71.2%
UBER UBER TECHNOLOGIE S INC 1.0%
Value ($000) $16,752 Shares 388,057 Est. Cost $35.26 Unrealized +5.4%
CM CANADIAN IMPERIAL BK COMM TO 1.0%
Value ($000) $15,781 Shares 369,609 Est. Cost $38.28 Unrealized -1.6%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $15,410 Shares 143,685 Est. Cost $46.92 Unrealized +112.3%
CNI CANADIAN NATL RY CO 0.9%
Value ($000) $15,405 Shares 127,212 Est. Cost $111.64 Unrealized +0.7%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $14,087 Shares 33,301 Est. Cost $20.50 Unrealized +61.8%
BUR BURFORD CAP LTD 0.8%
Value ($000) $13,714 Shares 1,125,913 Est. Cost $9.62 Unrealized +31.6%
BARRICK GOLD CORP 0.8%
Value ($000) $13,437 Shares 794,275 Est. Cost $19.39 Unrealized
CIGI COLLIERS INTL GROUP INC 0.8%
Value ($000) $13,004 Shares 132,506 Est. Cost $80.85 Unrealized +19.5%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $12,867 Shares 88,467 Est. Cost $74.14 Unrealized +74.9%
BNS BANK NOVA SCOTIA HALIFAX 0.8%
Value ($000) $12,767 Shares 255,166 Est. Cost $41.75 Unrealized +3.2%
TRP TC ENERGY CORP 0.8%
Value ($000) $12,493 Shares 309,105 Est. Cost $36.45 Unrealized -2.0%
PBA PEMBINA PIPELINE CORP 0.7%
Value ($000) $12,348 Shares 392,742 Est. Cost $23.98 Unrealized +17.8%
NTR NUTRIEN LTD 0.7%
Value ($000) $12,276 Shares 207,930 Est. Cost $44.81 Unrealized +29.7%
BTG B2GOLD CORP 0.7%
Value ($000) $11,921 Shares 3,345,844 Est. Cost $4.00 Unrealized -11.9%
AVGO BROADCOM INC 0.7%
Value ($000) $11,806 Shares 13,610 Est. Cost $45.41 Unrealized +51.4%
UNP UNION PAC CORP 0.7%
Value ($000) $11,310 Shares 55,271 Est. Cost $164.93 Unrealized +13.4%
MGA MAGNA INTL INC 0.7%
Value ($000) $11,034 Shares 195,432 Est. Cost $67.10 Unrealized -28.5%
MA MASTERCARD INCORPORATE D 0.7%
Value ($000) $10,835 Shares 27,549 Est. Cost $111.09 Unrealized +232.9%
BAC BANK AMERICA CORP 0.6%
Value ($000) $10,500 Shares 365,995 Est. Cost $23.07 Unrealized +15.4%
TU TELUS CORPORATION 0.6%
Value ($000) $10,105 Shares 519,242 Est. Cost $19.63 Unrealized +2.6%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $9,893 Shares 62,874 Est. Cost $138.35 Unrealized +3.5%
V VISA INC 0.6%
Value ($000) $9,820 Shares 41,351 Est. Cost $121.52 Unrealized +84.7%
PH PARKER- HANNIFIN CORP 0.6%
Value ($000) $9,664 Shares 24,777 Est. Cost $246.56 Unrealized +33.2%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $9,317 Shares 17,857 Est. Cost $334.94 Unrealized +59.8%
NOW SERVICENOW INC 0.5%
Value ($000) $9,051 Shares 16,105 Est. Cost $96.70 Unrealized +3.4%
TRICON RESIDENTIAL INC 0.5%
Value ($000) $9,016 Shares 1,022,543 Est. Cost $15.29 Unrealized
VET VERMILION ENERGY INC 0.5%
Value ($000) $8,933 Shares 716,342 Est. Cost $17.80 Unrealized -30.7%
FTAI FTAI AVIATION LTD 0.5%
Value ($000) $8,662 Shares 273,580 Est. Cost $16.43 Unrealized +65.1%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $8,281 Shares 54,575 Est. Cost $114.61 Unrealized +23.3%
NVS NOVARTIS AG 0.5%
Value ($000) $8,138 Shares 80,648 Est. Cost $90.01 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $8,051 Shares 55,313 Est. Cost $106.46 Unrealized +32.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $7,984 Shares 26,756 Est. Cost $195.37 Unrealized +39.8%
MRK MERCK & CO INC 0.5%
Value ($000) $7,890 Shares 68,376 Est. Cost $68.70 Unrealized +52.1%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value ($000) $7,733 Shares 8,095 Est. Cost $27.14 Unrealized +125.0%
KO COCA COLA CO 0.4%
Value ($000) $7,376 Shares 122,483 Est. Cost $46.43 Unrealized +23.5%
LLY LILLY ELI & CO 0.4%
Value ($000) $7,344 Shares 15,660 Est. Cost $270.65 Unrealized +52.0%
DHR DANAHER CORPORATION 0.4%
Value ($000) $7,284 Shares 30,348 Est. Cost $172.87 Unrealized +20.8%
BERRY GLOBAL GROUP INC 0.4%
Value ($000) $7,160 Shares 111,285 Est. Cost $51.27 Unrealized
POINT BIOPHARMA GLOBAL INC 0.4%
Value ($000) $7,003 Shares 772,905 Est. Cost $7.29 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $6,996 Shares 26,350 Est. Cost $234.57 Unrealized -1.9%
NRG NRG ENERGY INC 0.4%
Value ($000) $6,973 Shares 186,492 Est. Cost $32.10 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATE D 0.4%
Value ($000) $6,943 Shares 14,198 Est. Cost $301.67 Unrealized +33.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.4%
Value ($000) $6,911 Shares 211,713 Est. Cost $27.10 Unrealized +8.3%
CME CME GROUP INC 0.4%
Value ($000) $6,609 Shares 35,670 Est. Cost $160.71 Unrealized +3.6%
RYAAY RYANAIR HOLDINGS PLC 0.4%
Value ($000) $6,359 Shares 57,494 Est. Cost $98.56 Unrealized
CBRE CBRE GROUP INC 0.4%
Value ($000) $6,226 Shares 77,144 Est. Cost $100.20 Unrealized -25.3%
GOOG ALPHABET INC 0.4%
Value ($000) $6,110 Shares 50,510 Est. Cost $108.69 Unrealized +5.7%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $5,903 Shares 22,358 Est. Cost $224.13 Unrealized +8.0%
ABT ABBOTT LABS 0.3%
Value ($000) $5,585 Shares 51,227 Est. Cost $91.20 Unrealized +11.2%
INTU INTUIT 0.3%
Value ($000) $5,566 Shares 12,147 Est. Cost $317.77 Unrealized +35.6%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $5,558 Shares 38,810 Est. Cost $141.55 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $5,549 Shares 39,949 Est. Cost $125.81 Unrealized +7.8%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $5,515 Shares 187,044 Est. Cost $41.11 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $5,467 Shares 12,411 Est. Cost $33.64 Unrealized +9.5%
ASML ASML HOLDING N V 0.3%
Value ($000) $5,389 Shares 7,435 Est. Cost $337.19 Unrealized
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $5,109 Shares 16,835 Est. Cost $248.02 Unrealized +9.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $5,106 Shares 30,850 Est. Cost $143.43 Unrealized +3.8%
YUM YUM BRANDS INC 0.3%
Value ($000) $4,947 Shares 35,703 Est. Cost $93.96 Unrealized +37.1%
HD HOME DEPOT INC 0.3%
Value ($000) $4,892 Shares 15,748 Est. Cost $198.49 Unrealized +39.3%
TJX TJX COS INC NEW 0.3%
Value ($000) $4,770 Shares 56,252 Est. Cost $50.54 Unrealized +50.7%
ARMK ARAMARK 0.3%
Value ($000) $4,729 Shares 109,860 Est. Cost $25.91 Unrealized +1.7%
CAT CATERPILLAR INC 0.3%
Value ($000) $4,602 Shares 18,704 Est. Cost $124.98 Unrealized +71.0%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $4,355 Shares 24,190 Est. Cost $117.33 Unrealized +35.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $4,341 Shares 12,729 Est. Cost $199.15 Unrealized +63.9%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $4,235 Shares 50,810 Est. Cost $96.56 Unrealized
CSX CSX CORP 0.3%
Value ($000) $4,229 Shares 124,016 Est. Cost $29.56 Unrealized +2.9%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $4,048 Shares 35,536 Est. Cost $81.38 Unrealized +27.8%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $3,932 Shares 40,381 Est. Cost $45.77 Unrealized +3.0%
GSK GSK PLC 0.2%
Value ($000) $3,915 Shares 222,000 Est. Cost $17.64 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $3,800 Shares 103,599 Est. Cost $30.53 Unrealized +8.8%
PPG PPG INDS INC 0.2%
Value ($000) $3,506 Shares 23,638 Est. Cost $114.48 Unrealized +15.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $3,451 Shares 38,654 Est. Cost $139.18 Unrealized -33.5%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $3,374 Shares 81,208 Est. Cost $37.25 Unrealized -1.6%
ABBV ABBVIE INC 0.2%
Value ($000) $3,309 Shares 24,560 Est. Cost $138.12 Unrealized -3.2%
INMD INMODE LTD 0.2%
Value ($000) $3,264 Shares 87,396 Est. Cost $35.72 Unrealized -2.2%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $3,230 Shares 29,406 Est. Cost $62.57 Unrealized +27.6%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $3,211 Shares 7,228 Est. Cost $455.20 Unrealized -2.8%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $3,177 Shares 50,343 Est. Cost $81.26 Unrealized -21.9%
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $3,061 Shares 36,739 Est. Cost $80.47 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $3,051 Shares 17,719 Est. Cost $114.99 Unrealized +46.2%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $3,037 Shares 12,962 Est. Cost $248.69 Unrealized -20.7%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $3,014 Shares 17,753 Est. Cost $187.30 Unrealized 0.0%
VALE VALE S A 0.2%
Value ($000) $2,997 Shares 223,346 Est. Cost $16.89 Unrealized
CHTR CHARTER COMMUNICATIO NS INC N 0.2%
Value ($000) $2,677 Shares 7,286 Est. Cost $422.34 Unrealized -19.2%
REGN REGENERON PHARMACEUTI CALS 0.2%
Value ($000) $2,600 Shares 3,619 Est. Cost $631.64 Unrealized +21.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,519 Shares 32,687 Est. Cost $53.76 Unrealized +35.0%
SLB SCHLUMBERGE R LTD 0.1%
Value ($000) $2,272 Shares 46,256 Est. Cost $49.39 Unrealized -9.9%
IBDX ISHARES TR 0.1%
Value ($000) $938 Shares 40,352 Est. Cost $23.11 Unrealized
IBTH ISHARES TR 0.1%
Value ($000) $925 Shares 41,742 Est. Cost $22.25 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $867 Shares 6,252 Est. Cost $63.27 Unrealized +124.7%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $505 Shares 28,020 Est. Cost $18.55 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $445 Shares 8,696 Est. Cost $44.94 Unrealized +3.1%
ISHARES TR 0.0%
Value ($000) $378 Shares 14,961 Est. Cost $25.03 Unrealized
ISHARES TR 0.0%
Value ($000) $377 Shares 15,305 Est. Cost $24.42 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $376 Shares 16,029 Est. Cost $23.37 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $376 Shares 16,016 Est. Cost $23.35 Unrealized
ISHARES TR 0.0%
Value ($000) $375 Shares 15,373 Est. Cost $24.32 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $336 Shares 5,979 Est. Cost $10.96 Unrealized +134.4%
RACE FERRARI N V 0.0%
Value ($000) $325 Shares 1,000 Est. Cost $206.10 Unrealized +41.4%
FNV FRANCO NEV CORP 0.0%
Value ($000) $319 Shares 2,237 Est. Cost $105.45 Unrealized +38.8%
GIB CGI INC 0.0%
Value ($000) $203 Shares 1,925 Est. Cost $89.37 Unrealized +13.3%
CELESTICA INC 0.0%
Value ($000) $165 Shares 11,340 Est. Cost $8.37 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $152 Shares 17,176 Est. Cost $26.67 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $139 Shares 10,000 Est. Cost $19.76 Unrealized -31.3%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $114 Shares 13,676 Est. Cost $22.89 Unrealized
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $48 Shares 10,000 Est. Cost $6.87 Unrealized -28.9%