GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $1,305,229 (100.0% shares, 0.0% debt)

Holdings (129)

AON AON PLC 3.2%
Value ($000) $41,897 Shares 129,224 Est. Cost $217.53 Unrealized +49.5%
ENB ENBRIDGE INC 2.9%
Value ($000) $37,339 Shares 1,125,646 Est. Cost $24.26 Unrealized +25.2%
APO APOLLO GLOBAL MGMT INC 2.8%
Value ($000) $36,914 Shares 411,249 Est. Cost $60.93 Unrealized +33.0%
MSFT MICROSOFT CORP 2.6%
Value ($000) $34,583 Shares 109,528 Est. Cost $116.33 Unrealized +179.0%
AAPL APPLE INC 2.5%
Value ($000) $32,985 Shares 192,660 Est. Cost $94.08 Unrealized +92.7%
TD TORONTO DOMINION BK ONT 2.5%
Value ($000) $32,770 Shares 543,867 Est. Cost $59.42 Unrealized +4.9%
MRSH MARSH & MCLENNAN COS INC 2.2%
Value ($000) $28,577 Shares 150,166 Est. Cost $151.48 Unrealized +21.9%
RY ROYAL BK CDA 2.2%
Value ($000) $28,330 Shares 324,138 Est. Cost $83.15 Unrealized +11.9%
META META PLATFORMS INC 2.2%
Value ($000) $28,112 Shares 93,641 Est. Cost $203.80 Unrealized +46.8%
SPGI S&P GLOBAL INC 2.1%
Value ($000) $27,878 Shares 76,293 Est. Cost $292.81 Unrealized +31.8%
OTEX OPEN TEXT CORP 2.1%
Value ($000) $27,300 Shares 777,776 Est. Cost $29.40 Unrealized +23.1%
BN BROOKFIELD CORP 2.0%
Value ($000) $25,506 Shares 815,623 Est. Cost $21.90 Unrealized +1.2%
GOOGL ALPHABET INC 1.9%
Value ($000) $25,088 Shares 191,714 Est. Cost $106.21 Unrealized +20.9%
SHOP SHOPIFY INC 1.8%
Value ($000) $23,940 Shares 438,531 Est. Cost $44.42 Unrealized +36.4%
SU SUNCOR ENERGY INC NEW 1.8%
Value ($000) $23,750 Shares 690,541 Est. Cost $20.80 Unrealized +41.7%
BMO BANK MONTREAL QUE 1.8%
Value ($000) $23,464 Shares 278,114 Est. Cost $70.52 Unrealized +12.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $21,259 Shares 40 Est. Cost $277014.34 Unrealized +94.6%
RBA RB GLOBAL INC 1.6%
Value ($000) $20,939 Shares 334,898 Est. Cost $56.38 Unrealized +9.3%
MFC MANULIFE FINL CORP 1.6%
Value ($000) $20,836 Shares 1,140,100 Est. Cost $18.66 Unrealized +1.3%
AMZN AMAZON COM INC 1.6%
Value ($000) $20,261 Shares 159,382 Est. Cost $124.85 Unrealized +7.3%
BCE BCE INC 1.5%
Value ($000) $20,124 Shares 527,112 Est. Cost $30.57 Unrealized +13.2%
SHEL SHELL PLC 1.5%
Value ($000) $19,070 Shares 591,339 Est. Cost $28.21 Unrealized
ALIT ALIGHT INC 1.4%
Value ($000) $17,716 Shares 2,498,740 Est. Cost $8.10 Unrealized -1.0%
WCN WASTE CONNECTIONS INC 1.3%
Value ($000) $16,327 Shares 121,584 Est. Cost $83.59 Unrealized +64.9%
BUR BURFORD CAP LTD 1.2%
Value ($000) $16,109 Shares 1,150,645 Est. Cost $9.70 Unrealized +37.8%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $15,851 Shares 31,439 Est. Cost $271.55 Unrealized +73.1%
BIP BROOKFIELD INFRAST PARTNERS 1.2%
Value ($000) $15,567 Shares 530,386 Est. Cost $42.44 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 1.2%
Value ($000) $15,559 Shares 209,299 Est. Cost $77.51 Unrealized +0.7%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $14,832 Shares 126,147 Est. Cost $46.92 Unrealized +115.3%
FSV FIRSTSERVICE CORP NEW 1.1%
Value ($000) $14,821 Shares 101,885 Est. Cost $116.33 Unrealized +29.3%
GOOG ALPHABET INC 1.1%
Value ($000) $14,223 Shares 107,869 Est. Cost $119.52 Unrealized +8.0%
DOO BRP INC 1.1%
Value ($000) $14,034 Shares 185,390 Est. Cost $51.89 Unrealized +51.7%
AQN ALGONQUIN PWR UTILS CORP 1.1%
Value ($000) $13,728 Shares 2,318,842 Est. Cost $8.57 Unrealized -22.1%
CM CANADIAN IMPERIAL BK COMM TO 1.0%
Value ($000) $12,520 Shares 324,297 Est. Cost $38.28 Unrealized -2.4%
UBER UBER TECHNOLOGIES INC 1.0%
Value ($000) $12,445 Shares 270,595 Est. Cost $35.26 Unrealized +29.5%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $12,076 Shares 27,762 Est. Cost $20.50 Unrealized +118.4%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.9%
Value ($000) $11,926 Shares 286,748 Est. Cost $21.49 Unrealized +104.8%
QSR RESTAURANT BRANDS INTL INC 0.9%
Value ($000) $11,820 Shares 177,476 Est. Cost $56.04 Unrealized +28.2%
SLF SUN LIFE FINANCIAL INC. 0.9%
Value ($000) $11,659 Shares 238,936 Est. Cost $43.14 Unrealized +16.2%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $10,760 Shares 74,196 Est. Cost $74.14 Unrealized +91.9%
PBA PEMBINA PIPELINE CORP 0.8%
Value ($000) $10,399 Shares 345,826 Est. Cost $23.98 Unrealized +15.5%
UNP UNION PAC CORP 0.8%
Value ($000) $10,014 Shares 49,177 Est. Cost $164.93 Unrealized +25.0%
CNI CANADIAN NATL RY CO 0.8%
Value ($000) $9,994 Shares 92,275 Est. Cost $111.64 Unrealized -2.1%
AVGO BROADCOM INC 0.7%
Value ($000) $9,645 Shares 11,612 Est. Cost $45.41 Unrealized +84.9%
BNS BANK NOVA SCOTIA HALIFAX 0.7%
Value ($000) $9,479 Shares 211,461 Est. Cost $41.75 Unrealized +1.3%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $9,474 Shares 23,929 Est. Cost $111.09 Unrealized +256.7%
NTR NUTRIEN LTD 0.7%
Value ($000) $9,357 Shares 151,499 Est. Cost $44.81 Unrealized +30.1%
CIGI COLLIERS INTL GROUP INC 0.7%
Value ($000) $9,268 Shares 97,312 Est. Cost $80.85 Unrealized +32.1%
TRP TC ENERGY CORP 0.7%
Value ($000) $9,259 Shares 269,202 Est. Cost $36.45 Unrealized -10.2%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $9,257 Shares 54,896 Est. Cost $138.35 Unrealized +5.4%
BARRICK GOLD CORP 0.6%
Value ($000) $8,403 Shares 578,437 Est. Cost $19.39 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $8,358 Shares 16,512 Est. Cost $334.94 Unrealized +57.9%
BAC BANK AMERICA CORP 0.6%
Value ($000) $8,224 Shares 300,361 Est. Cost $23.07 Unrealized +20.6%
NVS NOVARTIS AG 0.6%
Value ($000) $8,164 Shares 80,148 Est. Cost $90.01 Unrealized
V VISA INC 0.6%
Value ($000) $8,113 Shares 35,273 Est. Cost $121.52 Unrealized +94.3%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $7,831 Shares 20,103 Est. Cost $246.56 Unrealized +58.7%
NOW SERVICENOW INC 0.6%
Value ($000) $7,753 Shares 13,871 Est. Cost $96.70 Unrealized +18.0%
MGA MAGNA INTL INC 0.6%
Value ($000) $7,719 Shares 144,021 Est. Cost $67.10 Unrealized -20.7%
VET VERMILION ENERGY INC 0.6%
Value ($000) $7,628 Shares 521,366 Est. Cost $17.80 Unrealized -21.0%
TU TELUS CORPORATION 0.6%
Value ($000) $7,453 Shares 456,354 Est. Cost $19.63 Unrealized -10.2%
LLY ELI LILLY & CO 0.6%
Value ($000) $7,441 Shares 13,854 Est. Cost $270.65 Unrealized +87.2%
HLT HILTON WORLDWIDE HLDGS INC 0.6%
Value ($000) $7,288 Shares 48,528 Est. Cost $106.46 Unrealized +40.9%
BTG B2GOLD CORP 0.5%
Value ($000) $7,080 Shares 2,465,641 Est. Cost $4.00 Unrealized -25.9%
VLRS CONTROLADORA VUELA COMP DE A 0.5%
Value ($000) $6,979 Shares 1,027,835 Est. Cost $16.29 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $6,735 Shares 46,172 Est. Cost $114.61 Unrealized +25.8%
CME CME GROUP INC 0.5%
Value ($000) $6,730 Shares 33,615 Est. Cost $160.71 Unrealized +12.1%
DHR DANAHER CORPORATION 0.5%
Value ($000) $6,624 Shares 26,697 Est. Cost $172.87 Unrealized +27.4%
ARMK ARAMARK 0.5%
Value ($000) $6,568 Shares 189,269 Est. Cost $26.44 Unrealized +2.8%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value ($000) $6,464 Shares 7,112 Est. Cost $27.14 Unrealized +131.2%
NRG NRG ENERGY INC 0.5%
Value ($000) $6,266 Shares 162,678 Est. Cost $32.10 Unrealized +12.3%
ADBE ADOBE INC 0.5%
Value ($000) $6,063 Shares 11,891 Est. Cost $301.67 Unrealized +73.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $5,991 Shares 22,743 Est. Cost $195.37 Unrealized +37.9%
MRK MERCK & CO INC 0.5%
Value ($000) $5,952 Shares 57,819 Est. Cost $68.70 Unrealized +45.3%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $5,907 Shares 23,159 Est. Cost $234.57 Unrealized +11.8%
KO COCA COLA CO 0.4%
Value ($000) $5,837 Shares 104,271 Est. Cost $46.43 Unrealized +20.0%
GSK GSK PLC 0.4%
Value ($000) $5,782 Shares 317,600 Est. Cost $17.81 Unrealized
TRICON RESIDENTIAL INC 0.4%
Value ($000) $5,584 Shares 755,327 Est. Cost $15.29 Unrealized
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $5,553 Shares 21,480 Est. Cost $224.13 Unrealized +15.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.4%
Value ($000) $5,212 Shares 156,405 Est. Cost $27.10 Unrealized +14.8%
POINT BIOPHARMA GLOBAL INC 0.4%
Value ($000) $5,155 Shares 772,905 Est. Cost $7.29 Unrealized
CBRE CBRE GROUP INC 0.4%
Value ($000) $4,982 Shares 67,451 Est. Cost $100.20 Unrealized -17.2%
CNQ CANADIAN NAT RES LTD 0.4%
Value ($000) $4,948 Shares 76,496 Est. Cost $26.54 Unrealized +5.0%
INTU INTUIT 0.4%
Value ($000) $4,817 Shares 9,427 Est. Cost $317.77 Unrealized +57.0%
TMUS T-MOBILE US INC 0.4%
Value ($000) $4,752 Shares 33,929 Est. Cost $125.81 Unrealized +6.4%
ASML ASML HOLDING N V 0.4%
Value ($000) $4,647 Shares 7,895 Est. Cost $351.84 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $4,587 Shares 47,362 Est. Cost $91.20 Unrealized +10.1%
TFII TFI INTL INC 0.3%
Value ($000) $4,478 Shares 34,867 Est. Cost $126.93 Unrealized 0.0%
TJX TJX COS INC NEW 0.3%
Value ($000) $4,412 Shares 49,643 Est. Cost $50.54 Unrealized +68.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $4,240 Shares 27,224 Est. Cost $143.43 Unrealized +6.9%
HD HOME DEPOT INC 0.3%
Value ($000) $4,196 Shares 13,888 Est. Cost $198.49 Unrealized +52.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $4,004 Shares 14,665 Est. Cost $124.98 Unrealized +109.2%
NFLX NETFLIX INC 0.3%
Value ($000) $3,964 Shares 10,499 Est. Cost $33.64 Unrealized +26.0%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $3,900 Shares 28,790 Est. Cost $141.55 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $3,814 Shares 43,970 Est. Cost $96.56 Unrealized
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $3,634 Shares 14,773 Est. Cost $248.02 Unrealized +8.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $3,605 Shares 165,931 Est. Cost $41.11 Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $3,490 Shares 27,932 Est. Cost $93.96 Unrealized +33.6%
CSX CSX CORP 0.3%
Value ($000) $3,487 Shares 113,386 Est. Cost $29.56 Unrealized +3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,418 Shares 9,756 Est. Cost $199.15 Unrealized +78.1%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $3,340 Shares 21,007 Est. Cost $117.33 Unrealized +35.4%
ETR ENTERGY CORP NEW 0.3%
Value ($000) $3,324 Shares 35,931 Est. Cost $45.77 Unrealized -2.1%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $3,296 Shares 36,110 Est. Cost $91.27 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $3,204 Shares 21,494 Est. Cost $138.12 Unrealized -2.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $3,191 Shares 31,038 Est. Cost $81.38 Unrealized +33.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $3,114 Shares 70,228 Est. Cost $37.25 Unrealized +11.4%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $3,100 Shares 7,120 Est. Cost $455.20 Unrealized -4.1%
PFE PFIZER INC 0.2%
Value ($000) $2,979 Shares 89,799 Est. Cost $30.53 Unrealized +0.1%
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $2,864 Shares 36,509 Est. Cost $80.47 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $2,831 Shares 41,612 Est. Cost $81.26 Unrealized -18.4%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $2,802 Shares 6,371 Est. Cost $422.34 Unrealized -1.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,750 Shares 33,926 Est. Cost $139.18 Unrealized -40.0%
ZTS ZOETIS INC 0.2%
Value ($000) $2,730 Shares 15,689 Est. Cost $114.99 Unrealized +53.9%
PPG PPG INDS INC 0.2%
Value ($000) $2,686 Shares 20,695 Est. Cost $114.48 Unrealized +16.2%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $2,643 Shares 3,211 Est. Cost $631.64 Unrealized +23.7%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $2,641 Shares 23,886 Est. Cost $62.57 Unrealized +41.7%
INMD INMODE LTD 0.2%
Value ($000) $2,555 Shares 83,866 Est. Cost $35.72 Unrealized +9.9%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $2,450 Shares 11,552 Est. Cost $248.69 Unrealized -14.1%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $2,406 Shares 41,272 Est. Cost $49.39 Unrealized +10.2%
RYAAY RYANAIR HOLDINGS PLC 0.2%
Value ($000) $2,299 Shares 23,654 Est. Cost $98.56 Unrealized
BA BOEING CO 0.2%
Value ($000) $2,235 Shares 11,661 Est. Cost $218.79 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,146 Shares 28,634 Est. Cost $53.76 Unrealized +31.5%
VALE VALE S A 0.2%
Value ($000) $1,997 Shares 149,006 Est. Cost $16.89 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $1,931 Shares 18,737 Est. Cost $109.50 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.1%
Value ($000) $1,829 Shares 65,300 Est. Cost $28.74 Unrealized 0.0%
FTAI FTAI AVIATION LTD 0.1%
Value ($000) $1,793 Shares 50,432 Est. Cost $16.43 Unrealized +102.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,618 Shares 15,297 Est. Cost $187.30 Unrealized -24.4%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $908 Shares 6,252 Est. Cost $63.27 Unrealized +123.9%
FNV FRANCO NEV CORP 0.0%
Value ($000) $248 Shares 1,855 Est. Cost $105.45 Unrealized +31.1%
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $49 Shares 10,000 Est. Cost $6.87 Unrealized -26.2%