Canoe Financial LP Diversified Active

CIK: 0001908219 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $4,780,028 (100.0% shares, 0.0% debt)

Holdings (103)

MSFT MICROSOFT CORP 4.8%
Value ($000) $229,880 Shares 674,765 Est. Cost $249.46 Unrealized +23.2%
JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $193,814 Shares 1,170,454 Est. Cost $147.92 Unrealized +0.7%
UNH UNITEDHEALTH GROUP INC 3.5%
Value ($000) $165,193 Shares 343,551 Est. Cost $457.75 Unrealized +1.6%
QSR RESTAURANT BRANDS INTL INC 3.2%
Value ($000) $153,757 Shares 1,982,324 Est. Cost $65.17 Unrealized +10.8%
MCO MOODY'S CORP 3.2%
Value ($000) $151,436 Shares 435,330 Est. Cost $294.98 Unrealized +5.2%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 3.1%
Value ($000) $149,249 Shares 1,478,270 Est. Cost $92.71 Unrealized
RY ROYAL BANK OF CANADA 3.1%
Value ($000) $147,211 Shares 1,540,760 Est. Cost $99.10 Unrealized -3.7%
MA MASTERCARD INC 3.1%
Value ($000) $147,178 Shares 374,057 Est. Cost $357.45 Unrealized +3.5%
PM PHILIP MORRIS INTERNATIONAL IN 3.0%
Value ($000) $144,720 Shares 1,481,867 Est. Cost $86.95 Unrealized -2.8%
GOOGL ALPHABET INC 3.0%
Value ($000) $144,435 Shares 1,206,138 Est. Cost $95.22 Unrealized +20.0%
AZO AUTOZONE INC 2.8%
Value ($000) $131,704 Shares 52,800 Est. Cost $2441.86 Unrealized +4.4%
UNP UNION PACIFIC CORP 2.7%
Value ($000) $128,899 Shares 629,684 Est. Cost $188.44 Unrealized -0.8%
TD TORONTO DOMINION BANK 2.4%
Value ($000) $114,608 Shares 1,848,301 Est. Cost $64.12 Unrealized -6.2%
AEM AGNICO EAGLE MINES LIMITED 2.3%
Value ($000) $109,203 Shares 2,186,031 Est. Cost $48.08 Unrealized +6.2%
WFC WELLS FARGO & CO 2.1%
Value ($000) $102,462 Shares 2,399,707 Est. Cost $40.47 Unrealized -7.0%
CVS CVS HEALTH CORP 2.1%
Value ($000) $99,488 Shares 1,438,544 Est. Cost $74.39 Unrealized -13.6%
FDX FEDEX CORP 2.1%
Value ($000) $98,242 Shares 396,133 Est. Cost $193.84 Unrealized +11.5%
TJX TJX COS INC/THE 2.0%
Value ($000) $97,143 Shares 1,145,216 Est. Cost $75.65 Unrealized +0.7%
OTIS OTIS WORLDWIDE CORP 1.8%
Value ($000) $86,277 Shares 968,894 Est. Cost $78.91 Unrealized +2.2%
BARRICK GOLD CORP 1.7%
Value ($000) $82,768 Shares 4,890,710 Est. Cost $18.56 Unrealized
ELV ELEVANCE HEALTH INC 1.7%
Value ($000) $81,154 Shares 182,584 Est. Cost $455.20 Unrealized -2.8%
SHW SHERWIN-WILLIAMS CO/THE 1.6%
Value ($000) $78,413 Shares 295,196 Est. Cost $222.97 Unrealized +3.2%
WPM WHEATON PRECIOUS METALS CORP 1.6%
Value ($000) $77,627 Shares 1,794,266 Est. Cost $42.53 Unrealized +9.2%
MSCI MSCI INC 1.6%
Value ($000) $74,927 Shares 159,593 Est. Cost $511.54 Unrealized -7.5%
CP CANADIAN PACIFIC KANSAS CITY LTD 1.5%
Value ($000) $73,883 Shares 914,357 Est. Cost $77.51 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $70,710 Shares 1,105,248 Est. Cost $61.46 Unrealized -4.1%
GE GENERAL ELECTRIC CO 1.4%
Value ($000) $68,256 Shares 621,097 Est. Cost $65.91 Unrealized +21.1%
EFXT ENERFLEX LTD 1.4%
Value ($000) $68,252 Shares 10,019,941 Est. Cost $6.34 Unrealized -6.7%
MTD METTLER-TOLEDO INTERNATIONAL I 1.4%
Value ($000) $66,630 Shares 50,778 Est. Cost $1501.94 Unrealized -6.4%
MDLZ MONDELEZ INTERNATIONAL INC 1.4%
Value ($000) $66,456 Shares 910,733 Est. Cost $61.12 Unrealized +12.2%
EMR EMERSON ELECTRIC CO 1.4%
Value ($000) $65,424 Shares 723,491 Est. Cost $80.08 Unrealized 0.0%
ROST ROSS STORES INC 1.4%
Value ($000) $64,874 Shares 578,323 Est. Cost $108.78 Unrealized -6.1%
NKE NIKE INC 1.4%
Value ($000) $64,695 Shares 585,917 Est. Cost $116.69 Unrealized -4.6%
GGG GRACO INC 1.3%
Value ($000) $63,272 Shares 732,430 Est. Cost $67.00 Unrealized +12.0%
CME CME GROUP INC 1.3%
Value ($000) $61,048 Shares 329,338 Est. Cost $162.54 Unrealized +2.4%
BRK/B BERKSHIRE HATHAWAY INC 1.3%
Value ($000) $60,687 Shares 177,894 Est. Cost $308.18 Unrealized +5.9%
CL COLGATE-PALMOLIVE CO 1.2%
Value ($000) $59,304 Shares 769,463 Est. Cost $72.63 Unrealized +0.4%
CNQ CANADIAN NATURAL RESOURCES LTD 1.2%
Value ($000) $58,374 Shares 1,037,840 Est. Cost $25.17 Unrealized +2.1%
MS MORGAN STANLEY 1.2%
Value ($000) $58,018 Shares 679,080 Est. Cost $84.81 Unrealized -7.6%
RCI ROGERS COMMUNICATIONS INC 0.9%
Value ($000) $43,915 Shares 962,154 Est. Cost $47.43 Unrealized -1.2%
MGA MAGNA INTL INC 0.9%
Value ($000) $43,180 Shares 764,535 Est. Cost $51.91 Unrealized -7.5%
AZN ASTRAZENECA PLC 0.8%
Value ($000) $40,380 Shares 563,962 Est. Cost $69.41 Unrealized
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $38,922 Shares 544,599 Est. Cost $28.67 Unrealized -5.2%
CCJ CAMECO CORP 0.8%
Value ($000) $38,331 Shares 1,223,368 Est. Cost $26.27 Unrealized +6.4%
FNV FRANCO-NEVADA CORP 0.8%
Value ($000) $37,050 Shares 259,846 Est. Cost $135.73 Unrealized +7.9%
CNC CENTENE CORP 0.8%
Value ($000) $36,653 Shares 543,181 Est. Cost $70.44 Unrealized -5.3%
ATS ATS CORP 0.7%
Value ($000) $34,295 Shares 745,089 Est. Cost $39.24 Unrealized +9.6%
CB CHUBB LTD 0.7%
Value ($000) $31,756 Shares 164,846 Est. Cost $202.74 Unrealized -6.4%
SLF SUN LIFE FINANCIAL INC 0.6%
Value ($000) $29,538 Shares 566,378 Est. Cost $48.14 Unrealized +2.1%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $28,766 Shares 71,725 Est. Cost $344.45 Unrealized +3.9%
FTV FORTIVE CORP 0.6%
Value ($000) $27,337 Shares 365,469 Est. Cost $49.69 Unrealized +0.5%
TRICON RESIDENTIAL INC 0.5%
Value ($000) $26,143 Shares 2,963,959 Est. Cost $7.75 Unrealized
SAPGF SAP SE 0.4%
Value ($000) $21,281 Shares 155,783 Est. Cost $118.05 Unrealized +11.6%
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $19,912 Shares 1,171,895 Est. Cost $15.70 Unrealized 0.0%
RRC RANGE RESOURCES CORP 0.4%
Value ($000) $19,410 Shares 641,000 Est. Cost $27.22 Unrealized 0.0%
BKR BAKER HUGHES CO 0.4%
Value ($000) $17,070 Shares 539,800 Est. Cost $28.07 Unrealized -2.4%
HDB HDFC BANK LTD 0.4%
Value ($000) $16,838 Shares 241,481 Est. Cost $65.33 Unrealized
LIN New Linde PLC 0.3%
Value ($000) $16,723 Shares 43,864 Est. Cost $323.83 Unrealized +9.0%
LOW LOWE'S COS INC 0.3%
Value ($000) $16,109 Shares 71,344 Est. Cost $192.43 Unrealized +2.8%
PEP PEPSICO INC 0.3%
Value ($000) $14,944 Shares 80,651 Est. Cost $159.20 Unrealized +7.1%
ORCL ORACLE CORP 0.3%
Value ($000) $14,562 Shares 122,226 Est. Cost $85.52 Unrealized +17.4%
ASH ASHLAND GLOBAL HOLDINGS INC 0.3%
Value ($000) $13,466 Shares 154,877 Est. Cost $97.41 Unrealized -10.7%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $13,133 Shares 67,388 Est. Cost $170.97 Unrealized +3.5%
SSRM SSR MINING INC 0.3%
Value ($000) $12,061 Shares 849,956 Est. Cost $15.24 Unrealized -0.7%
VIPER ENERGY PARTNERS LP 0.2%
Value ($000) $11,407 Shares 425,000 Est. Cost $27.80 Unrealized
BDX BECTON DICKINSON AND CO 0.2%
Value ($000) $11,140 Shares 42,178 Est. Cost $233.16 Unrealized +3.8%
ADBE ADOBE INC 0.2%
Value ($000) $10,036 Shares 20,516 Est. Cost $355.42 Unrealized +13.3%
ACDC PROFRAC HOLDING CORP 0.2%
Value ($000) $9,987 Shares 894,489 Est. Cost $19.45 Unrealized -39.1%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $9,949 Shares 200,050 Est. Cost $43.06 Unrealized -1.3%
MIDD MIDDLEBY CORP/THE 0.2%
Value ($000) $9,441 Shares 63,839 Est. Cost $147.67 Unrealized -4.5%
MTZ MASTEC INC 0.2%
Value ($000) $9,324 Shares 79,000 Est. Cost $95.07 Unrealized +3.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value ($000) $8,270 Shares 20,632 Est. Cost $402.38 Unrealized -2.4%
STN STANTEC INC 0.2%
Value ($000) $7,711 Shares 118,064 Est. Cost $58.67 Unrealized
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $6,871 Shares 69,986 Est. Cost $106.37 Unrealized -9.2%
CRESCENT POINT ENERGY CORP 0.1%
Value ($000) $5,960 Shares 884,800 Est. Cost $6.74 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $5,710 Shares 47,137 Est. Cost $111.47 Unrealized +0.8%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $4,774 Shares 59,577 Est. Cost $75.16 Unrealized +3.6%
TFII TFI INTERNATIONAL INC 0.1%
Value ($000) $4,375 Shares 38,382 Est. Cost $114.51 Unrealized -4.1%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $4,354 Shares 144,555 Est. Cost $32.35 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $3,624 Shares 97,447 Est. Cost $32.44 Unrealized -1.2%
GRANITE REIT 0.1%
Value ($000) $3,297 Shares 55,709 Est. Cost $61.55 Unrealized
TRP TC Energy Corp 0.1%
Value ($000) $3,229 Shares 79,860 Est. Cost $35.74 Unrealized 0.0%
OTEX OPEN TEXT CORPORATION 0.1%
Value ($000) $3,213 Shares 77,215 Est. Cost $31.56 Unrealized +16.9%
BMO BANK OF MONTREAL 0.1%
Value ($000) $3,172 Shares 35,105 Est. Cost $83.90 Unrealized -5.8%
FSV FIRSTSERVICE CORP 0.1%
Value ($000) $3,042 Shares 19,742 Est. Cost $136.59 Unrealized +4.7%
BN BROOKFIELD CORPORATION 0.1%
Value ($000) $2,757 Shares 81,845 Est. Cost $20.81 Unrealized 0.0%
NTR NUTRIEN LTD 0.1%
Value ($000) $2,724 Shares 46,126 Est. Cost $58.12 Unrealized 0.0%
FTS FORTIS INC 0.1%
Value ($000) $2,696 Shares 62,536 Est. Cost $36.55 Unrealized +7.5%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $2,629 Shares 220,592 Est. Cost $10.67 Unrealized +17.6%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $2,506 Shares 21,825 Est. Cost $124.27 Unrealized +3.5%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $2,373 Shares 16,600 Est. Cost $130.65 Unrealized +5.1%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $2,031 Shares 69,211 Est. Cost $29.15 Unrealized -7.0%
CM CANADIAN IMPERIAL BK OF COMM 0.0%
Value ($000) $1,905 Shares 44,600 Est. Cost $38.50 Unrealized -2.2%
ENERPLUS CORP 0.0%
Value ($000) $1,648 Shares 113,643 Est. Cost $14.41 Unrealized
ERO ERO COPPER CORP 0.0%
Value ($000) $1,388 Shares 68,561 Est. Cost $16.10 Unrealized +17.5%
ASGTF ALTUS GROUP LTD 0.0%
Value ($000) $1,327 Shares 40,000 Est. Cost $35.38 Unrealized 0.0%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $1,305 Shares 25,500 Est. Cost $46.34 Unrealized 0.0%
AQN ALGONQUIN POWER & UTIL CORP 0.0%
Value ($000) $1,266 Shares 153,043 Est. Cost $6.50 Unrealized +14.4%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $931 Shares 22,120 Est. Cost $39.69 Unrealized +8.3%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $919 Shares 10,125 Est. Cost $90.74 Unrealized
BAM Brookfield Asset Management Ltd 0.0%
Value ($000) $668 Shares 20,461 Est. Cost $29.36 Unrealized -0.0%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $421 Shares 88,141 Est. Cost $4.99 Unrealized 0.0%
NESRW NATIONAL ENERGY SERVICES REU 0.0%
Value ($000) $205 Shares 632,998 Est. Cost $0.17 Unrealized