Canoe Financial LP Diversified Active

CIK: 0001908219 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 23, 2024

Total Value ($000): $5,396,437 (100.0% shares, 0.0% debt)

Holdings (93)

MSFT MICROSOFT CORP 4.8%
Value ($000) $261,329 Shares 621,147 Est. Cost $399.26 Unrealized +4.5%
DGEAF DIAGEO PLC 4.7%
Value ($000) $251,232 Shares 6,802,658 Est. Cost $34.89 Unrealized -5.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 4.3%
Value ($000) $232,610 Shares 1,709,737 Est. Cost $136.05 Unrealized
AXP AMERICAN EXPRESS CO 3.7%
Value ($000) $200,322 Shares 879,800 Est. Cost $158.05 Unrealized +43.8%
GOOGL ALPHABET INC 3.7%
Value ($000) $198,430 Shares 1,314,715 Est. Cost $141.98 Unrealized +17.9%
AZO AUTOZONE INC 3.4%
Value ($000) $183,729 Shares 58,296 Est. Cost $2858.33 Unrealized +2.4%
MA MASTERCARD INC 3.2%
Value ($000) $175,097 Shares 363,596 Est. Cost $452.59 Unrealized -0.2%
ELV ELEVANCE HEALTH INC 3.2%
Value ($000) $172,518 Shares 332,700 Est. Cost $447.00 Unrealized +14.9%
MCO MOODY'S CORP 3.1%
Value ($000) $168,489 Shares 428,692 Est. Cost $380.01 Unrealized +3.4%
LOW LOWE'S COS INC 2.8%
Value ($000) $153,406 Shares 602,230 Est. Cost $206.08 Unrealized +7.4%
QSR RESTAURANT BRANDS INTL INC 2.8%
Value ($000) $150,064 Shares 1,889,014 Est. Cost $65.17 Unrealized +9.6%
RY ROYAL BANK OF CANADA 2.4%
Value ($000) $130,255 Shares 1,291,012 Est. Cost $99.10 Unrealized +3.8%
ICHGF INTERCONTINENTAL HOTELS GROUP 2.3%
Value ($000) $126,630 Shares 1,217,045 Est. Cost $98.09 Unrealized +0.1%
AEM AGNICO EAGLE MINES LIMITED 2.3%
Value ($000) $125,152 Shares 2,098,161 Est. Cost $48.08 Unrealized +32.2%
PM PHILIP MORRIS INTERNATIONAL IN 2.2%
Value ($000) $117,387 Shares 1,281,243 Est. Cost $86.89 Unrealized +5.1%
SHW SHERWIN-WILLIAMS CO/THE 2.1%
Value ($000) $110,805 Shares 319,018 Est. Cost $313.46 Unrealized -2.7%
CVS CVS HEALTH CORP 2.0%
Value ($000) $109,221 Shares 1,369,374 Est. Cost $72.94 Unrealized -19.8%
GE GENERAL ELECTRIC CO 2.0%
Value ($000) $105,264 Shares 599,693 Est. Cost $65.91 Unrealized +139.7%
OTIS OTIS WORLDWIDE CORP 1.9%
Value ($000) $101,105 Shares 1,018,485 Est. Cost $89.54 Unrealized +4.7%
CME CME GROUP INC 1.8%
Value ($000) $98,470 Shares 457,381 Est. Cost $197.23 Unrealized -1.1%
RBA RB GLOBAL INC 1.6%
Value ($000) $88,624 Shares 1,163,182 Est. Cost $62.77 Unrealized +19.4%
EMR EMERSON ELECTRIC CO 1.6%
Value ($000) $86,180 Shares 759,828 Est. Cost $82.06 Unrealized +31.0%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $84,270 Shares 532,714 Est. Cost $149.21 Unrealized -5.2%
SBUX STARBUCKS CORP 1.6%
Value ($000) $84,067 Shares 919,876 Est. Cost $88.61 Unrealized -11.9%
DISCOVER FINANCIAL SERVICES 1.5%
Value ($000) $83,536 Shares 637,241 Est. Cost $112.40 Unrealized
MSCI MSCI INC 1.5%
Value ($000) $80,008 Shares 142,757 Est. Cost $549.49 Unrealized -11.5%
ROST ROSS STORES INC 1.5%
Value ($000) $79,067 Shares 538,749 Est. Cost $108.78 Unrealized +24.9%
CVE CENOVUS ENERGY INC 1.4%
Value ($000) $77,888 Shares 3,894,700 Est. Cost $16.18 Unrealized +19.4%
ADI ANALOG DEVICES INC 1.4%
Value ($000) $77,831 Shares 393,503 Est. Cost $174.46 Unrealized +19.0%
MTD METTLER-TOLEDO INTERNATIONAL I 1.4%
Value ($000) $75,410 Shares 56,644 Est. Cost $1232.79 Unrealized +10.9%
BARRICK GOLD CORP 1.4%
Value ($000) $75,036 Shares 4,509,830 Est. Cost $18.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 1.4%
Value ($000) $74,084 Shares 176,173 Est. Cost $308.18 Unrealized +32.6%
FDX FEDEX CORP 1.3%
Value ($000) $71,341 Shares 246,224 Est. Cost $194.38 Unrealized +29.5%
LBRT LIBERTY ENERGY INC 1.3%
Value ($000) $70,970 Shares 3,425,195 Est. Cost $19.78 Unrealized +12.8%
MGA MAGNA INTL INC 1.3%
Value ($000) $68,517 Shares 1,257,326 Est. Cost $52.44 Unrealized -16.5%
MTB M&T BANK CORP 1.2%
Value ($000) $66,110 Shares 454,554 Est. Cost $130.61 Unrealized +6.4%
NOC NORTHROP GRUMMAN CORP 1.2%
Value ($000) $64,822 Shares 135,423 Est. Cost $445.90 Unrealized -0.4%
CP CANADIAN PACIFIC KANSAS CITY LTD 1.1%
Value ($000) $61,326 Shares 695,312 Est. Cost $77.51 Unrealized +3.8%
GGG GRACO INC 1.1%
Value ($000) $60,016 Shares 642,152 Est. Cost $86.25 Unrealized -5.2%
EFXT ENERFLEX LTD 0.8%
Value ($000) $45,706 Shares 7,854,175 Est. Cost $6.34 Unrealized -15.7%
RRC RANGE RESOURCES CORP 0.8%
Value ($000) $42,628 Shares 1,238,109 Est. Cost $30.21 Unrealized +19.0%
FITB FIFTH THIRD BANCORP 0.8%
Value ($000) $41,179 Shares 1,106,670 Est. Cost $25.54 Unrealized +34.3%
RCI ROGERS COMMUNICATIONS INC 0.8%
Value ($000) $40,612 Shares 990,863 Est. Cost $47.24 Unrealized -17.9%
CB CHUBB LTD 0.8%
Value ($000) $40,534 Shares 156,424 Est. Cost $202.74 Unrealized +24.7%
FISV FISERV INC 0.7%
Value ($000) $40,436 Shares 253,011 Est. Cost $125.12 Unrealized +21.0%
ASMLF ASML HOLDING NV 0.7%
Value ($000) $36,589 Shares 38,011 Est. Cost $872.83 Unrealized +8.9%
CNQ CANADIAN NATURAL RESOURCES LTD 0.7%
Value ($000) $36,278 Shares 475,411 Est. Cost $25.54 Unrealized +38.7%
FNV FRANCO-NEVADA CORP 0.6%
Value ($000) $31,244 Shares 262,130 Est. Cost $135.39 Unrealized -11.4%
SAPGF SAP SE 0.6%
Value ($000) $30,442 Shares 156,355 Est. Cost $176.92 Unrealized +6.4%
FTV FORTIVE CORP 0.6%
Value ($000) $29,964 Shares 348,340 Est. Cost $49.69 Unrealized +16.0%
SLF SUN LIFE FINANCIAL INC 0.5%
Value ($000) $29,228 Shares 535,487 Est. Cost $48.14 Unrealized +5.4%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $28,413 Shares 66,784 Est. Cost $427.27 Unrealized -0.8%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $24,270 Shares 442,800 Est. Cost $47.83 Unrealized -3.9%
ATS ATS CORP 0.4%
Value ($000) $23,121 Shares 686,879 Est. Cost $39.24 Unrealized -17.8%
LIN LINDE PLC 0.4%
Value ($000) $18,961 Shares 40,836 Est. Cost $422.36 Unrealized +1.9%
PEP PEPSICO INC 0.3%
Value ($000) $17,233 Shares 98,467 Est. Cost $157.27 Unrealized +3.2%
AON AON PLC 0.3%
Value ($000) $17,190 Shares 51,509 Est. Cost $306.03 Unrealized -4.4%
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 +92.2%
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 +8.9%
ADBE ADOBE INC 0.2%
Value ($000) $11,710 Shares 23,206 Est. Cost $573.19 Unrealized -15.5%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $11,704 Shares 201,350 Est. Cost $54.96 Unrealized +9.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value ($000) $10,880 Shares 23,944 Est. Cost $456.95 Unrealized -8.7%
MIDD MIDDLEBY CORP/THE 0.2%
Value ($000) $10,779 Shares 67,039 Est. Cost $147.31 Unrealized -7.9%
BDX BECTON DICKINSON AND CO 0.2%
Value ($000) $10,585 Shares 42,778 Est. Cost $230.65 Unrealized -1.2%
NKE NIKE INC 0.2%
Value ($000) $8,497 Shares 90,415 Est. Cost $97.82 Unrealized -8.3%
CNC CENTENE CORP 0.1%
Value ($000) $8,042 Shares 102,466 Est. Cost $70.44 Unrealized +3.3%
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 +9.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $7,294 Shares 55,379 Est. Cost $121.53 Unrealized -0.4%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $6,803 Shares 40,300 Est. Cost $153.74 Unrealized +41.8%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $6,787 Shares 56,100 Est. Cost $116.69 Unrealized -0.2%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $6,593 Shares 13,395 Est. Cost $154.39 Unrealized
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $6,116 Shares 66,838 Est. Cost $75.42 Unrealized +24.7%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $5,328 Shares 43,577 Est. Cost $106.37 Unrealized +4.3%
FSV FIRSTSERVICE CORP 0.1%
Value ($000) $4,976 Shares 30,045 Est. Cost $141.21 Unrealized +5.8%
KVUE KENVUE INC 0.1%
Value ($000) $4,023 Shares 187,444 Est. Cost $21.04 Unrealized -13.6%
GRANITE REIT 0.1%
Value ($000) $3,981 Shares 69,735 Est. Cost $60.45 Unrealized
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $2,903 Shares 196,855 Est. Cost $10.68 Unrealized +45.7%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $2,558 Shares 21,004 Est. Cost $122.82 Unrealized +1.6%
NTR NUTRIEN LTD 0.0%
Value ($000) $1,983 Shares 36,500 Est. Cost $58.18 Unrealized -10.9%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $1,918 Shares 49,415 Est. Cost $31.56 Unrealized -4.2%
BN BROOKFIELD CORPORATION 0.0%
Value ($000) $1,597 Shares 38,145 Est. Cost $20.81 Unrealized +32.5%
TRP TC Energy Corp 0.0%
Value ($000) $1,582 Shares 39,360 Est. Cost $35.74 Unrealized -0.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,498 Shares 41,447 Est. Cost $32.44 Unrealized -0.2%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $1,484 Shares 40,211 Est. Cost $29.15 Unrealized +26.0%
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $736 Shares 9,500 Est. Cost $10.97 Unrealized 0.0%
ERO ERO COPPER CORP 0.0%
Value ($000) $712 Shares 36,933 Est. Cost $16.10 Unrealized +30.3%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $605 Shares 98,517 Est. Cost $5.04 Unrealized +43.5%
FTS FORTIS INC 0.0%
Value ($000) $513 Shares 12,968 Est. Cost $36.55 Unrealized +1.5%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $310 Shares 1,410 Est. Cost $220.00 Unrealized
TRMLF TOURMALINE OIL CORP 0.0%
Value ($000) $31 Shares 9,300 Est. Cost $44.43 Unrealized 0.0%