GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $776,196 (100.0% shares, 0.0% debt)

Holdings (116)

AON AON PLC 6.9%
Value ($000) $53,455 Shares 133,943 Est. Cost $263.66 Unrealized +44.7%
APO APOLLO GLOBAL MGMT INC 5.3%
Value ($000) $41,525 Shares 303,234 Est. Cost $63.78 Unrealized +138.1%
MSFT MICROSOFT CORP 3.6%
Value ($000) $28,078 Shares 74,796 Est. Cost $121.47 Unrealized +233.5%
SPGI S&P GLOBAL INC 3.5%
Value ($000) $27,377 Shares 53,882 Est. Cost $313.56 Unrealized +61.9%
UBER UBER TECHNOLOGIES INC 3.5%
Value ($000) $26,842 Shares 368,411 Est. Cost $49.95 Unrealized +44.2%
AAPL APPLE INC 3.3%
Value ($000) $25,925 Shares 116,712 Est. Cost $94.08 Unrealized +145.3%
AMZN AMAZON COM INC 2.8%
Value ($000) $21,688 Shares 113,991 Est. Cost $126.62 Unrealized +71.4%
GOOGL ALPHABET INC 2.8%
Value ($000) $21,380 Shares 138,259 Est. Cost $107.58 Unrealized +68.0%
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $19,266 Shares 177,768 Est. Cost $93.93 Unrealized +34.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $19,163 Shares 24 Est. Cost $277014.34 Unrealized +163.3%
META META PLATFORMS INC 2.4%
Value ($000) $18,778 Shares 32,581 Est. Cost $203.80 Unrealized +215.6%
RBA RB GLOBAL INC 2.4%
Value ($000) $18,275 Shares 182,202 Est. Cost $59.98 Unrealized +59.1%
ARMK ARAMARK 2.2%
Value ($000) $17,302 Shares 501,220 Est. Cost $28.69 Unrealized +26.7%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $15,642 Shares 29,866 Est. Cost $363.50 Unrealized +37.4%
BUR BURFORD CAP LTD 1.9%
Value ($000) $14,883 Shares 1,126,613 Est. Cost $10.21 Unrealized +36.8%
GOOG ALPHABET INC 1.7%
Value ($000) $13,571 Shares 86,864 Est. Cost $127.62 Unrealized +43.0%
GIL GILDAN ACTIVEWEAR INC 1.6%
Value ($000) $12,595 Shares 284,824 Est. Cost $32.99 Unrealized +48.8%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $9,961 Shares 40,607 Est. Cost $74.14 Unrealized +238.4%
AVGO BROADCOM INC 1.3%
Value ($000) $9,844 Shares 58,796 Est. Cost $146.27 Unrealized +43.4%
MRSH MARSH & MCLENNAN COS INC 1.2%
Value ($000) $9,271 Shares 37,990 Est. Cost $151.48 Unrealized +47.4%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $8,634 Shares 15,752 Est. Cost $111.09 Unrealized +387.9%
TD TORONTO DOMINION BK ONT 1.1%
Value ($000) $8,434 Shares 140,762 Est. Cost $58.42 Unrealized -0.3%
UNP UNION PAC CORP 1.1%
Value ($000) $8,396 Shares 35,542 Est. Cost $166.74 Unrealized +41.3%
GPK GRAPHIC PACKAGING HLDG CO 1.1%
Value ($000) $8,266 Shares 318,409 Est. Cost $28.41 Unrealized -5.8%
V VISA INC 1.0%
Value ($000) $7,997 Shares 22,818 Est. Cost $121.52 Unrealized +176.8%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $7,760 Shares 65,251 Est. Cost $46.92 Unrealized +128.5%
BAC BANK AMERICA CORP 1.0%
Value ($000) $7,410 Shares 177,568 Est. Cost $23.07 Unrealized +89.1%
BN BROOKFIELD CORP 0.9%
Value ($000) $7,363 Shares 140,707 Est. Cost $21.90 Unrealized +71.6%
KBR KBR INC 0.9%
Value ($000) $7,083 Shares 142,203 Est. Cost $54.15 Unrealized -2.8%
FA FIRST ADVANTAGE CORP NEW 0.9%
Value ($000) $6,997 Shares 496,626 Est. Cost $18.92 Unrealized -11.2%
PH PARKER-HANNIFIN CORP 0.9%
Value ($000) $6,919 Shares 11,382 Est. Cost $259.00 Unrealized +150.4%
SHOP SHOPIFY INC 0.9%
Value ($000) $6,870 Shares 72,221 Est. Cost $44.42 Unrealized +145.3%
HLT HILTON WORLDWIDE HLDGS INC 0.9%
Value ($000) $6,791 Shares 29,843 Est. Cost $106.46 Unrealized +133.5%
NOW SERVICENOW INC 0.9%
Value ($000) $6,770 Shares 8,503 Est. Cost $96.70 Unrealized +99.3%
RY ROYAL BK CDA 0.9%
Value ($000) $6,693 Shares 59,424 Est. Cost $83.15 Unrealized +41.6%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $6,452 Shares 37,861 Est. Cost $119.13 Unrealized +37.6%
ABT ABBOTT LABS 0.8%
Value ($000) $6,345 Shares 47,832 Est. Cost $95.96 Unrealized +30.8%
KO COCA COLA CO 0.8%
Value ($000) $6,303 Shares 88,008 Est. Cost $49.81 Unrealized +30.4%
CME CME GROUP INC 0.8%
Value ($000) $6,207 Shares 23,396 Est. Cost $163.97 Unrealized +47.8%
NFLX NETFLIX INC 0.8%
Value ($000) $6,197 Shares 6,645 Est. Cost $35.75 Unrealized +166.0%
SWIM LATHAM GROUP INC 0.8%
Value ($000) $6,097 Shares 948,172 Est. Cost $6.06 Unrealized +11.0%
CBRE CBRE GROUP INC 0.8%
Value ($000) $6,074 Shares 46,445 Est. Cost $100.20 Unrealized +35.6%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $6,049 Shares 12,156 Est. Cost $342.56 Unrealized +57.6%
LLY ELI LILLY & CO 0.8%
Value ($000) $5,994 Shares 7,258 Est. Cost $285.66 Unrealized +189.4%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $5,915 Shares 25,825 Est. Cost $225.53 Unrealized +0.8%
ORLY OREILLY AUTOMOTIVE INC 0.7%
Value ($000) $5,756 Shares 4,018 Est. Cost $27.14 Unrealized +220.6%
ENB ENBRIDGE INC 0.7%
Value ($000) $5,716 Shares 129,168 Est. Cost $24.26 Unrealized +70.6%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $5,440 Shares 15,578 Est. Cost $234.57 Unrealized +48.4%
GE GE AEROSPACE 0.7%
Value ($000) $5,166 Shares 25,812 Est. Cost $108.25 Unrealized +80.8%
MCD MCDONALDS CORP 0.7%
Value ($000) $5,076 Shares 16,251 Est. Cost $202.53 Unrealized +44.6%
W WAYFAIR INC 0.6%
Value ($000) $4,950 Shares 154,542 Est. Cost $45.55 Unrealized -8.7%
MFC MANULIFE FINL CORP 0.6%
Value ($000) $4,708 Shares 151,109 Est. Cost $18.66 Unrealized +61.9%
TJX TJX COS INC NEW 0.6%
Value ($000) $4,451 Shares 36,542 Est. Cost $54.54 Unrealized +120.2%
BCE BCE INC 0.6%
Value ($000) $4,341 Shares 189,161 Est. Cost $29.91 Unrealized -26.3%
DHR DANAHER CORPORATION 0.6%
Value ($000) $4,339 Shares 21,165 Est. Cost $179.59 Unrealized +20.8%
SU SUNCOR ENERGY INC NEW 0.6%
Value ($000) $4,333 Shares 111,923 Est. Cost $20.80 Unrealized +80.1%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $4,317 Shares 24,022 Est. Cost $140.71 Unrealized +29.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,176 Shares 24,962 Est. Cost $138.35 Unrealized +8.8%
SHEL SHELL PLC 0.5%
Value ($000) $4,174 Shares 56,955 Est. Cost $73.28 Unrealized
WCN WASTE CONNECTIONS INC 0.5%
Value ($000) $3,957 Shares 20,302 Est. Cost $83.59 Unrealized +120.4%
HD HOME DEPOT INC 0.5%
Value ($000) $3,933 Shares 10,732 Est. Cost $215.17 Unrealized +76.9%
TMUS T-MOBILE US INC 0.4%
Value ($000) $3,442 Shares 12,905 Est. Cost $125.81 Unrealized +93.2%
CAT CATERPILLAR INC 0.4%
Value ($000) $3,339 Shares 10,125 Est. Cost $124.98 Unrealized +181.6%
ADBE ADOBE INC 0.4%
Value ($000) $3,166 Shares 8,254 Est. Cost $301.67 Unrealized +42.2%
CP CANADIAN PACIFIC KANSAS CITY 0.4%
Value ($000) $3,113 Shares 44,360 Est. Cost $77.51 Unrealized -2.4%
INTU INTUIT 0.4%
Value ($000) $3,085 Shares 5,025 Est. Cost $317.77 Unrealized +88.0%
FSV FIRSTSERVICE CORP NEW 0.4%
Value ($000) $2,990 Shares 18,035 Est. Cost $116.33 Unrealized +49.7%
SHC SOTERA HEALTH CO 0.4%
Value ($000) $2,988 Shares 256,269 Est. Cost $12.87 Unrealized 0.0%
ABBV ABBVIE INC 0.4%
Value ($000) $2,929 Shares 13,980 Est. Cost $138.12 Unrealized +37.1%
MASI MASIMO CORP 0.4%
Value ($000) $2,908 Shares 17,455 Est. Cost $141.61 Unrealized +22.5%
SLF SUN LIFE FINANCIAL INC. 0.4%
Value ($000) $2,895 Shares 50,581 Est. Cost $43.14 Unrealized +32.1%
FER FERROVIAL SE 0.4%
Value ($000) $2,803 Shares 62,946 Est. Cost $37.60 Unrealized +13.8%
OTEX OPEN TEXT CORP 0.3%
Value ($000) $2,526 Shares 100,113 Est. Cost $29.40 Unrealized -9.7%
CSX CSX CORP 0.3%
Value ($000) $2,482 Shares 84,335 Est. Cost $29.56 Unrealized +5.9%
NVS NOVARTIS AG 0.3%
Value ($000) $2,425 Shares 21,750 Est. Cost $95.09 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.3%
Value ($000) $2,395 Shares 80,510 Est. Cost $42.44 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,349 Shares 14,165 Est. Cost $143.79 Unrealized +6.0%
SAP SAP SE 0.3%
Value ($000) $2,330 Shares 8,678 Est. Cost $268.44 Unrealized
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $2,199 Shares 6,365 Est. Cost $248.02 Unrealized +28.8%
BTG B2GOLD CORP 0.3%
Value ($000) $2,174 Shares 764,875 Est. Cost $3.58 Unrealized -25.9%
CIGI COLLIERS INTL GROUP INC 0.3%
Value ($000) $2,170 Shares 17,934 Est. Cost $80.85 Unrealized +61.8%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $2,111 Shares 20,549 Est. Cost $81.38 Unrealized +36.6%
QSR RESTAURANT BRANDS INTL INC 0.3%
Value ($000) $2,108 Shares 31,623 Est. Cost $56.04 Unrealized +15.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,098 Shares 21,253 Est. Cost $139.18 Unrealized -23.6%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $2,088 Shares 28,414 Est. Cost $73.50 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $2,075 Shares 33,699 Est. Cost $50.07 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $1,867 Shares 2,818 Est. Cost $469.99 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,861 Shares 4,278 Est. Cost $455.20 Unrealized -13.4%
GSK GSK PLC 0.2%
Value ($000) $1,791 Shares 46,227 Est. Cost $38.74 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,743 Shares 20,063 Est. Cost $81.26 Unrealized +17.8%
PPG PPG INDS INC 0.2%
Value ($000) $1,681 Shares 15,375 Est. Cost $114.48 Unrealized -1.6%
RIO RIO TINTO PLC 0.2%
Value ($000) $1,605 Shares 26,709 Est. Cost $60.08 Unrealized
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $1,599 Shares 16,437 Est. Cost $111.64 Unrealized -11.0%
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $1,594 Shares 17,465 Est. Cost $80.15 Unrealized
FLUT FLUTTER ENTMT PLC 0.2%
Value ($000) $1,551 Shares 7,000 Est. Cost $252.46 Unrealized +2.6%
VET VERMILION ENERGY INC 0.2%
Value ($000) $1,541 Shares 190,361 Est. Cost $15.80 Unrealized -43.5%
AQN ALGONQUIN PWR UTILS CORP 0.2%
Value ($000) $1,486 Shares 289,473 Est. Cost $8.57 Unrealized -46.2%
FMX FOMENTO ECONOMICO MEXICANO S 0.2%
Value ($000) $1,470 Shares 15,068 Est. Cost $125.71 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $1,470 Shares 11,333 Est. Cost $126.73 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value ($000) $1,427 Shares 29,474 Est. Cost $27.10 Unrealized +95.5%
NTR NUTRIEN LTD 0.2%
Value ($000) $1,418 Shares 28,582 Est. Cost $44.81 Unrealized +11.9%
TCOM TRIP COM GROUP LTD 0.2%
Value ($000) $1,377 Shares 21,661 Est. Cost $63.58 Unrealized
BIDU BAIDU INC 0.2%
Value ($000) $1,373 Shares 14,919 Est. Cost $84.31 Unrealized
DOO BRP INC 0.2%
Value ($000) $1,303 Shares 38,588 Est. Cost $51.89 Unrealized -16.3%
MGA MAGNA INTL INC 0.2%
Value ($000) $1,242 Shares 36,534 Est. Cost $65.60 Unrealized -43.3%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $1,193 Shares 17,185 Est. Cost $69.44 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $1,166 Shares 7,084 Est. Cost $114.99 Unrealized +43.1%
ATS ATS CORPORATION 0.1%
Value ($000) $1,079 Shares 43,299 Est. Cost $28.91 Unrealized -3.5%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $1,025 Shares 6,095 Est. Cost $109.50 Unrealized +65.1%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $932 Shares 1,469 Est. Cost $631.64 Unrealized +8.4%
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $517 Shares 12,916 Est. Cost $23.98 Unrealized +52.8%
CM CANADIAN IMPERIAL BK COMM 0.1%
Value ($000) $506 Shares 9,002 Est. Cost $38.28 Unrealized +54.2%
BNS BANK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $482 Shares 10,170 Est. Cost $41.75 Unrealized +16.5%
TU TELUS CORPORATION 0.1%
Value ($000) $477 Shares 33,256 Est. Cost $19.63 Unrealized -25.3%
TRP TC ENERGY CORP 0.0%
Value ($000) $290 Shares 6,142 Est. Cost $36.45 Unrealized +24.7%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $271 Shares 2,837 Est. Cost $70.52 Unrealized +36.7%