Canoe Financial LP Diversified Active

CIK: 0001908219 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 8, 2024

Total Value ($000): $6,068,465 (100.0% shares, 0.0% debt)

Holdings (102)

MSFT MICROSOFT CORP 4.3%
Value ($000) $261,329 Shares 621,147 Est. Cost $399.26 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 4.2%
Value ($000) $251,851 Shares 509,098 Est. Cost $478.97 Unrealized +2.1%
DGEAF DIAGEO PLC 4.1%
Value ($000) $251,232 Shares 6,802,658 Est. Cost $34.89 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 3.8%
Value ($000) $232,610 Shares 1,709,737 Est. Cost $136.05 Unrealized
AXP AMERICAN EXPRESS CO 3.3%
Value ($000) $200,322 Shares 879,800 Est. Cost $158.05 Unrealized +28.4%
GOOGL ALPHABET INC 3.3%
Value ($000) $198,430 Shares 1,314,715 Est. Cost $141.98 Unrealized 0.0%
AZO AUTOZONE INC 3.0%
Value ($000) $183,729 Shares 58,296 Est. Cost $2858.33 Unrealized 0.0%
MA MASTERCARD INC 2.9%
Value ($000) $175,097 Shares 363,596 Est. Cost $452.59 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 2.8%
Value ($000) $172,518 Shares 332,700 Est. Cost $447.00 Unrealized +7.8%
WFC WELLS FARGO & CO 2.8%
Value ($000) $170,770 Shares 2,946,348 Est. Cost $40.58 Unrealized +23.5%
MCO MOODY'S CORP 2.8%
Value ($000) $168,489 Shares 428,692 Est. Cost $380.01 Unrealized 0.0%
LOW LOWE'S COS INC 2.5%
Value ($000) $153,406 Shares 602,230 Est. Cost $206.08 Unrealized +7.7%
QSR RESTAURANT BRANDS INTL INC 2.5%
Value ($000) $150,064 Shares 1,889,014 Est. Cost $65.17 Unrealized +19.6%
RY ROYAL BANK OF CANADA 2.1%
Value ($000) $130,255 Shares 1,291,012 Est. Cost $99.10 Unrealized -0.4%
ICHGF INTERCONTINENTAL HOTELS GROUP 2.1%
Value ($000) $126,630 Shares 1,217,045 Est. Cost $98.09 Unrealized 0.0%
AEM AGNICO EAGLE MINES LIMITED 2.1%
Value ($000) $125,152 Shares 2,098,161 Est. Cost $48.08 Unrealized +3.0%
PM PHILIP MORRIS INTERNATIONAL IN 1.9%
Value ($000) $117,387 Shares 1,281,243 Est. Cost $86.89 Unrealized -2.2%
TJX TJX COS INC/THE 1.8%
Value ($000) $110,976 Shares 1,094,226 Est. Cost $94.53 Unrealized +0.1%
SHW SHERWIN-WILLIAMS CO/THE 1.8%
Value ($000) $110,805 Shares 319,018 Est. Cost $313.46 Unrealized 0.0%
CVS CVS HEALTH CORP 1.8%
Value ($000) $109,221 Shares 1,369,374 Est. Cost $72.94 Unrealized -2.9%
GE GENERAL ELECTRIC CO 1.7%
Value ($000) $105,264 Shares 599,693 Est. Cost $65.91 Unrealized +76.6%
OTIS OTIS WORLDWIDE CORP 1.7%
Value ($000) $101,105 Shares 1,018,485 Est. Cost $89.54 Unrealized 0.0%
CME CME GROUP INC 1.6%
Value ($000) $98,470 Shares 457,381 Est. Cost $197.23 Unrealized 0.0%
RBA RB GLOBAL INC 1.5%
Value ($000) $88,624 Shares 1,163,182 Est. Cost $62.77 Unrealized +11.3%
EMR EMERSON ELECTRIC CO 1.4%
Value ($000) $86,180 Shares 759,828 Est. Cost $82.06 Unrealized +21.1%
WPM WHEATON PRECIOUS METALS CORP 1.4%
Value ($000) $85,533 Shares 1,815,369 Est. Cost $42.58 Unrealized +4.5%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $84,270 Shares 532,714 Est. Cost $149.21 Unrealized +0.7%
SBUX STARBUCKS CORP 1.4%
Value ($000) $84,067 Shares 919,876 Est. Cost $88.61 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES 1.4%
Value ($000) $83,536 Shares 637,241 Est. Cost $112.40 Unrealized
CVE CENOVUS ENERGY INC 1.3%
Value ($000) $80,330 Shares 3,901,150 Est. Cost $16.18 Unrealized +0.1%
MSCI MSCI INC 1.3%
Value ($000) $80,008 Shares 142,757 Est. Cost $549.49 Unrealized 0.0%
ROST ROSS STORES INC 1.3%
Value ($000) $79,067 Shares 538,749 Est. Cost $108.78 Unrealized +29.0%
ADI ANALOG DEVICES INC 1.3%
Value ($000) $77,831 Shares 393,503 Est. Cost $174.46 Unrealized +6.8%
MTD METTLER-TOLEDO INTERNATIONAL I 1.2%
Value ($000) $75,410 Shares 56,644 Est. Cost $1232.79 Unrealized 0.0%
BARRICK GOLD CORP 1.2%
Value ($000) $75,036 Shares 4,509,830 Est. Cost $18.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 1.2%
Value ($000) $74,084 Shares 176,173 Est. Cost $308.18 Unrealized +27.6%
FDX FEDEX CORP 1.2%
Value ($000) $71,341 Shares 246,224 Est. Cost $194.38 Unrealized +23.4%
LBRT LIBERTY ENERGY INC 1.2%
Value ($000) $70,970 Shares 3,425,195 Est. Cost $19.78 Unrealized 0.0%
MGA MAGNA INTL INC 1.1%
Value ($000) $68,517 Shares 1,257,326 Est. Cost $52.44 Unrealized -2.4%
MTB M&T BANK CORP 1.1%
Value ($000) $66,110 Shares 454,554 Est. Cost $130.61 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 1.1%
Value ($000) $64,822 Shares 135,423 Est. Cost $445.90 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY LTD 1.0%
Value ($000) $61,326 Shares 695,312 Est. Cost $77.51 Unrealized +6.9%
GGG GRACO INC 1.0%
Value ($000) $60,016 Shares 642,152 Est. Cost $86.25 Unrealized 0.0%
EFXT ENERFLEX LTD 0.8%
Value ($000) $45,706 Shares 7,854,175 Est. Cost $6.34 Unrealized -17.2%
RRC RANGE RESOURCES CORP 0.7%
Value ($000) $42,628 Shares 1,238,109 Est. Cost $30.21 Unrealized +2.3%
FITB FIFTH THIRD BANCORP 0.7%
Value ($000) $41,179 Shares 1,106,670 Est. Cost $25.54 Unrealized +26.7%
RCI ROGERS COMMUNICATIONS INC 0.7%
Value ($000) $40,612 Shares 990,863 Est. Cost $47.24 Unrealized -4.2%
CB CHUBB LTD 0.7%
Value ($000) $40,534 Shares 156,424 Est. Cost $202.74 Unrealized +19.0%
FISV FISERV INC 0.7%
Value ($000) $40,436 Shares 253,011 Est. Cost $125.12 Unrealized +16.4%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $39,935 Shares 162,385 Est. Cost $188.86 Unrealized +24.7%
ASMLF ASML HOLDING NV 0.6%
Value ($000) $36,589 Shares 38,011 Est. Cost $872.83 Unrealized 0.0%
CNQ CANADIAN NATURAL RESOURCES LTD 0.6%
Value ($000) $36,278 Shares 475,411 Est. Cost $25.54 Unrealized +22.1%
FNV FRANCO-NEVADA CORP 0.5%
Value ($000) $31,244 Shares 262,130 Est. Cost $135.39 Unrealized -20.0%
SAPGF SAP SE 0.5%
Value ($000) $30,442 Shares 156,355 Est. Cost $176.92 Unrealized 0.0%
FTV FORTIVE CORP 0.5%
Value ($000) $29,964 Shares 348,340 Est. Cost $49.69 Unrealized +21.2%
SLF SUN LIFE FINANCIAL INC 0.5%
Value ($000) $29,228 Shares 535,487 Est. Cost $48.14 Unrealized +9.9%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $28,413 Shares 66,784 Est. Cost $427.27 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $24,270 Shares 442,800 Est. Cost $47.83 Unrealized 0.0%
ATS ATS CORP 0.4%
Value ($000) $23,121 Shares 686,879 Est. Cost $39.24 Unrealized +1.1%
LIN LINDE PLC 0.3%
Value ($000) $18,961 Shares 40,836 Est. Cost $422.36 Unrealized 0.0%
PEP PEPSICO INC 0.3%
Value ($000) $17,233 Shares 98,467 Est. Cost $157.27 Unrealized 0.0%
AON AON PLC 0.3%
Value ($000) $17,190 Shares 51,509 Est. Cost $306.03 Unrealized 0.0%
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.3%
Value ($000) $16,989 Shares 182,500 Est. Cost $93.09 Unrealized
CCJ CAMECO CORP 0.3%
Value ($000) $15,696 Shares 362,458 Est. Cost $26.27 Unrealized +66.2%
HDB HDFC BANK LTD 0.3%
Value ($000) $15,638 Shares 279,398 Est. Cost $55.97 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $15,627 Shares 124,409 Est. Cost $112.35 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value ($000) $11,710 Shares 23,206 Est. Cost $573.19 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $11,704 Shares 201,350 Est. Cost $54.96 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value ($000) $10,880 Shares 23,944 Est. Cost $456.95 Unrealized 0.0%
MIDD MIDDLEBY CORP/THE 0.2%
Value ($000) $10,779 Shares 67,039 Est. Cost $147.31 Unrealized 0.0%
BDX BECTON DICKINSON AND CO 0.2%
Value ($000) $10,585 Shares 42,778 Est. Cost $230.65 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $8,497 Shares 90,415 Est. Cost $97.82 Unrealized 0.0%
CNC CENTENE CORP 0.1%
Value ($000) $8,042 Shares 102,466 Est. Cost $70.44 Unrealized +9.6%
STN STANTEC INC 0.1%
Value ($000) $7,922 Shares 95,381 Est. Cost $58.67 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $7,388 Shares 82,042 Est. Cost $81.33 Unrealized 0.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $7,294 Shares 55,379 Est. Cost $121.53 Unrealized +1.2%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $6,803 Shares 40,300 Est. Cost $153.74 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $6,787 Shares 56,100 Est. Cost $116.69 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $6,116 Shares 66,838 Est. Cost $75.42 Unrealized +16.6%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $5,328 Shares 43,577 Est. Cost $106.37 Unrealized +11.0%
FSV FIRSTSERVICE CORP 0.1%
Value ($000) $4,976 Shares 30,045 Est. Cost $141.21 Unrealized +15.4%
KVUE KENVUE INC 0.1%
Value ($000) $4,023 Shares 187,444 Est. Cost $21.04 Unrealized -10.4%
GRANITE REIT 0.1%
Value ($000) $3,981 Shares 69,735 Est. Cost $60.45 Unrealized
TFII TFI INTERNATIONAL INC 0.1%
Value ($000) $3,528 Shares 22,119 Est. Cost $114.66 Unrealized +24.7%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $3,476 Shares 57,571 Est. Cost $63.98 Unrealized -5.6%
GDXJ VANECK JUNIOR GOLD MINERS 0.1%
Value ($000) $3,175 Shares 81,945 Est. Cost $38.24 Unrealized
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $2,903 Shares 196,855 Est. Cost $10.68 Unrealized +17.4%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $2,558 Shares 21,004 Est. Cost $122.82 Unrealized -8.1%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $2,322 Shares 13,500 Est. Cost $130.65 Unrealized +21.7%
NTR NUTRIEN LTD 0.0%
Value ($000) $1,983 Shares 36,500 Est. Cost $58.18 Unrealized -16.0%
VLUTF VOLUTION GROUP PLC 0.0%
Value ($000) $1,978 Shares 360,500 Est. Cost $4.60 Unrealized 0.0%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $1,918 Shares 49,415 Est. Cost $31.56 Unrealized +19.3%
BN BROOKFIELD CORPORATION 0.0%
Value ($000) $1,597 Shares 38,145 Est. Cost $20.81 Unrealized +28.0%
TRP TC Energy Corp 0.0%
Value ($000) $1,582 Shares 39,360 Est. Cost $35.74 Unrealized +1.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,498 Shares 41,447 Est. Cost $32.44 Unrealized -2.8%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $1,484 Shares 40,211 Est. Cost $29.15 Unrealized +8.6%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1,382 Shares 43,715 Est. Cost $32.35 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $1,348 Shares 15,440 Est. Cost $154.39 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $983 Shares 3,000 Est. Cost $34.12 Unrealized 0.0%
ERO ERO COPPER CORP 0.0%
Value ($000) $712 Shares 36,933 Est. Cost $16.10 Unrealized +2.5%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $605 Shares 98,517 Est. Cost $5.04 Unrealized +7.9%
FTS FORTIS INC 0.0%
Value ($000) $513 Shares 12,968 Est. Cost $36.55 Unrealized +1.4%