Canoe Financial LP Diversified Active

CIK: 0001908219 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $6,242,114 (100.0% shares, 0.0% debt)

Holdings (101)

UNH UNITEDHEALTH GROUP INC 4.7%
Value ($000) $294,745 Shares 562,759 Est. Cost $540.31 Unrealized -7.6%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 4.3%
Value ($000) $270,715 Shares 1,630,812 Est. Cost $177.48 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 3.8%
Value ($000) $236,717 Shares 2,431,661 Est. Cost $105.96 Unrealized -6.2%
AZO AUTOZONE INC 3.7%
Value ($000) $231,135 Shares 60,621 Est. Cost $3118.37 Unrealized +10.7%
MSFT MICROSOFT CORP 3.6%
Value ($000) $227,639 Shares 606,406 Est. Cost $418.66 Unrealized -3.2%
GOOGL ALPHABET INC 3.5%
Value ($000) $221,447 Shares 1,432,014 Est. Cost $168.90 Unrealized +7.0%
MCO MOODY'S CORP 3.4%
Value ($000) $209,114 Shares 449,042 Est. Cost $459.12 Unrealized +4.2%
WFC WELLS FARGO & CO 3.2%
Value ($000) $200,246 Shares 2,789,330 Est. Cost $55.96 Unrealized +31.7%
MA MASTERCARD INC 2.9%
Value ($000) $182,102 Shares 332,231 Est. Cost $505.55 Unrealized +7.2%
PM PHILIP MORRIS INTERNATIONAL IN 2.9%
Value ($000) $180,240 Shares 1,135,513 Est. Cost $86.89 Unrealized +57.7%
CME CME GROUP INC 2.6%
Value ($000) $159,285 Shares 600,419 Est. Cost $219.24 Unrealized +10.6%
OTIS OTIS WORLDWIDE CORP 2.5%
Value ($000) $155,148 Shares 1,503,369 Est. Cost $96.89 Unrealized -0.7%
AEM AGNICO EAGLE MINES LIMITED 2.5%
Value ($000) $153,986 Shares 1,421,094 Est. Cost $48.08 Unrealized +96.7%
QSR RESTAURANT BRANDS INTL INC 2.5%
Value ($000) $153,834 Shares 2,307,351 Est. Cost $65.39 Unrealized -1.4%
AXP AMERICAN EXPRESS CO 2.4%
Value ($000) $147,794 Shares 549,319 Est. Cost $177.63 Unrealized +64.6%
CNQ CANADIAN NATURAL RESOURCES LTD 2.3%
Value ($000) $145,828 Shares 4,738,577 Est. Cost $29.82 Unrealized -0.8%
ELV ELEVANCE HEALTH INC 2.3%
Value ($000) $140,770 Shares 323,638 Est. Cost $435.12 Unrealized -9.4%
WPM WHEATON PRECIOUS METALS CORP 2.2%
Value ($000) $137,529 Shares 1,772,043 Est. Cost $59.01 Unrealized +12.6%
V VISA INC 2.2%
Value ($000) $134,351 Shares 383,355 Est. Cost $267.71 Unrealized +25.6%
ADI ANALOG DEVICES INC 2.1%
Value ($000) $132,396 Shares 656,496 Est. Cost $192.42 Unrealized +10.6%
TJX TJX COS INC/THE 2.1%
Value ($000) $128,148 Shares 1,052,117 Est. Cost $116.97 Unrealized +2.7%
RBA RB GLOBAL INC 2.0%
Value ($000) $124,685 Shares 1,242,141 Est. Cost $66.08 Unrealized +44.4%
SHW SHERWIN-WILLIAMS CO/THE 2.0%
Value ($000) $123,651 Shares 354,107 Est. Cost $360.33 Unrealized -3.4%
RY ROYAL BANK OF CANADA 1.9%
Value ($000) $118,931 Shares 1,055,670 Est. Cost $99.10 Unrealized +18.8%
MSCI MSCI INC 1.7%
Value ($000) $108,989 Shares 192,731 Est. Cost $586.05 Unrealized -1.9%
SYY SYSCO CORP 1.7%
Value ($000) $107,393 Shares 1,431,149 Est. Cost $71.30 Unrealized -0.0%
DISCOVER FINANCIAL SERVICES 1.6%
Value ($000) $101,462 Shares 594,385 Est. Cost $118.89 Unrealized
RRC RANGE RESOURCES CORP 1.5%
Value ($000) $94,483 Shares 2,405,009 Est. Cost $30.82 Unrealized +24.8%
CVS CVS HEALTH CORP 1.5%
Value ($000) $94,050 Shares 1,388,195 Est. Cost $57.99 Unrealized 0.0%
ADBE ADOBE INC 1.5%
Value ($000) $93,169 Shares 242,925 Est. Cost $442.74 Unrealized -3.1%
GIB CGI INC 1.4%
Value ($000) $90,274 Shares 904,153 Est. Cost $111.68 Unrealized -2.2%
BRK/B BERKSHIRE HATHAWAY INC 1.4%
Value ($000) $88,943 Shares 167,004 Est. Cost $308.18 Unrealized +57.8%
ROST ROSS STORES INC 1.4%
Value ($000) $87,024 Shares 680,994 Est. Cost $116.60 Unrealized +18.8%
EXE Expand Energy Corp 1.3%
Value ($000) $79,015 Shares 731,000 Est. Cost $91.35 Unrealized +10.6%
WTW WILLIS TOWERS WATSON PLC 1.2%
Value ($000) $76,925 Shares 227,621 Est. Cost $308.99 Unrealized +4.3%
MTD METTLER-TOLEDO INTERNATIONAL I 1.0%
Value ($000) $61,429 Shares 52,018 Est. Cost $1294.16 Unrealized -1.3%
HCA HCA HEALTHCARE INC 0.9%
Value ($000) $56,713 Shares 164,123 Est. Cost $346.27 Unrealized -7.8%
GGG GRACO INC 0.8%
Value ($000) $52,183 Shares 624,874 Est. Cost $85.43 Unrealized -2.3%
TD TORONTO DOMINION BANK 0.8%
Value ($000) $51,226 Shares 854,767 Est. Cost $58.22 Unrealized 0.0%
EFXT ENERFLEX LTD 0.8%
Value ($000) $48,643 Shares 6,294,108 Est. Cost $6.49 Unrealized +35.4%
EQT EQT CORP 0.8%
Value ($000) $47,573 Shares 912,200 Est. Cost $33.52 Unrealized +50.8%
SPGI S&P GLOBAL INC 0.8%
Value ($000) $46,938 Shares 92,379 Est. Cost $448.33 Unrealized +13.2%
CB CHUBB LTD 0.7%
Value ($000) $44,625 Shares 147,769 Est. Cost $202.74 Unrealized +36.3%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $41,469 Shares 80,992 Est. Cost $445.90 Unrealized +5.4%
FISV FISERV INC 0.6%
Value ($000) $36,483 Shares 165,207 Est. Cost $125.12 Unrealized +75.0%
ALC ALCON INC 0.6%
Value ($000) $35,945 Shares 381,929 Est. Cost $93.02 Unrealized -3.9%
DLTR DOLLAR TREE INC 0.6%
Value ($000) $35,675 Shares 475,221 Est. Cost $91.18 Unrealized -21.6%
AON AON PLC 0.5%
Value ($000) $33,395 Shares 83,679 Est. Cost $333.01 Unrealized +14.6%
ICLR ICON PLC 0.5%
Value ($000) $30,742 Shares 175,677 Est. Cost $226.36 Unrealized -14.4%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $27,110 Shares 247,263 Est. Cost $82.06 Unrealized +44.8%
MAR MARRIOTT INTERNATIONAL INC/MD 0.4%
Value ($000) $25,060 Shares 105,206 Est. Cost $233.23 Unrealized +15.5%
HDB HDFC BANK LTD 0.4%
Value ($000) $25,028 Shares 376,702 Est. Cost $58.28 Unrealized
CTRA COTERRA ENERGY INC 0.4%
Value ($000) $24,195 Shares 837,200 Est. Cost $26.99 Unrealized 0.0%
VRSN VERISIGN INC 0.4%
Value ($000) $23,422 Shares 92,261 Est. Cost $178.79 Unrealized +26.0%
FTV FORTIVE CORP 0.3%
Value ($000) $21,060 Shares 287,785 Est. Cost $49.69 Unrealized +17.7%
ORCL ORACLE CORP 0.3%
Value ($000) $16,316 Shares 116,698 Est. Cost $112.35 Unrealized +43.8%
LOW LOWE'S COS INC 0.3%
Value ($000) $16,122 Shares 69,124 Est. Cost $206.08 Unrealized +17.5%
PEP PEPSICO INC 0.3%
Value ($000) $15,960 Shares 106,440 Est. Cost $157.15 Unrealized -8.7%
LIN LINDE PLC 0.3%
Value ($000) $15,896 Shares 34,138 Est. Cost $422.36 Unrealized +5.3%
ATS ATS CORP 0.2%
Value ($000) $15,289 Shares 613,299 Est. Cost $38.99 Unrealized -28.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $14,399 Shares 86,826 Est. Cost $149.22 Unrealized +2.2%
CPRT COPART INC 0.2%
Value ($000) $12,242 Shares 216,327 Est. Cost $56.71 Unrealized -0.8%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value ($000) $11,891 Shares 26,155 Est. Cost $457.61 Unrealized -1.6%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $11,748 Shares 185,303 Est. Cost $54.96 Unrealized +19.7%
HLT HILTON WORLDWIDE HOLDINGS INC 0.2%
Value ($000) $10,908 Shares 47,935 Est. Cost $219.43 Unrealized +13.3%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $7,931 Shares 84,646 Est. Cost $82.37 Unrealized +6.6%
NKE NIKE INC 0.1%
Value ($000) $6,711 Shares 105,720 Est. Cost $93.67 Unrealized -23.1%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $6,645 Shares 65,998 Est. Cost $111.51 Unrealized -0.8%
BDX BECTON DICKINSON AND CO. 0.1%
Value ($000) $6,583 Shares 28,741 Est. Cost $230.65 Unrealized -1.4%
STN STANTEC INC 0.1%
Value ($000) $6,305 Shares 76,059 Est. Cost $76.63 Unrealized
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $6,131 Shares 229,412 Est. Cost $19.40 Unrealized +16.0%
LBRT LIBERTY ENERGY INC 0.1%
Value ($000) $6,033 Shares 381,139 Est. Cost $19.93 Unrealized -9.9%
RCI ROGERS COMMUNICATIONS INC 0.1%
Value ($000) $5,840 Shares 218,649 Est. Cost $44.88 Unrealized -37.1%
GDXJ VANECK JUNIOR GOLD MINERS 0.1%
Value ($000) $5,446 Shares 95,215 Est. Cost $42.75 Unrealized
FSV FIRSTSERVICE CORP 0.1%
Value ($000) $4,737 Shares 28,565 Est. Cost $182.64 Unrealized -4.7%
DEO DIAGEO PLC 0.1%
Value ($000) $4,716 Shares 45,000 Est. Cost $31.89 Unrealized
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $4,594 Shares 37,953 Est. Cost $140.88 Unrealized -7.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $3,981 Shares 8,000 Est. Cost $539.78 Unrealized 0.0%
FORTIS INC 0.1%
Value ($000) $3,157 Shares 186,492 Est. Cost $16.93 Unrealized
TFII TFI INTERNATIONAL INC 0.0%
Value ($000) $2,854 Shares 36,857 Est. Cost $122.46 Unrealized -9.6%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $2,695 Shares 16,482 Est. Cost $144.33 Unrealized +1.6%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $2,339 Shares 12,000 Est. Cost $179.61 Unrealized +2.6%
GRTUF GRANITE REAL ESTATE INVESTMENT TRUST 0.0%
Value ($000) $2,032 Shares 43,595 Est. Cost $48.50 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $1,948 Shares 1,665 Est. Cost $1170.00 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $1,690 Shares 134,085 Est. Cost $9.99 Unrealized +12.4%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,668 Shares 120,000 Est. Cost $16.18 Unrealized -12.6%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $1,553 Shares 1,250 Est. Cost $1812.00 Unrealized
FNV FRANCO-NEVADA CORP 0.0%
Value ($000) $657 Shares 4,177 Est. Cost $135.39 Unrealized +2.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $515 Shares 874 Est. Cost $557.47 Unrealized 0.0%
NTB BANK OF NT BUTTERFIELD & SON L 0.0%
Value ($000) $503 Shares 12,916 Est. Cost $36.26 Unrealized +1.4%
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $420 Shares 5,979 Est. Cost $77.51 Unrealized -2.4%
ERO ERO COPPER CORP 0.0%
Value ($000) $383 Shares 31,656 Est. Cost $16.94 Unrealized -21.3%
EFX EQUIFAX INC 0.0%
Value ($000) $360 Shares 1,478 Est. Cost $249.55 Unrealized 0.0%
CI CIGNA CORP 0.0%
Value ($000) $357 Shares 1,086 Est. Cost $303.73 Unrealized -2.6%
FERG FERGUSON ENTERPRISES INC/DE 0.0%
Value ($000) $328 Shares 2,049 Est. Cost $184.94 Unrealized -7.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $259 Shares 4,888 Est. Cost $60.90 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $230 Shares 1,394 Est. Cost $164.52 Unrealized 0.0%
MTB M&T BANK CORP 0.0%
Value ($000) $215 Shares 1,204 Est. Cost $171.83 Unrealized +7.4%
HII HUNTINGTON INGALLS INDUSTRIES 0.0%
Value ($000) $209 Shares 1,025 Est. Cost $185.97 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $149 Shares 562 Est. Cost $265.39 Unrealized +0.5%
ABNB AIRBNB INC 0.0%
Value ($000) $94 Shares 790 Est. Cost $133.97 Unrealized 0.0%