Triasima Portfolio Management inc. Diversified Active

CIK: 0001938757 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Mar 10, 2023

Total Value ($000): $2,079 (100.0% shares, 0.0% debt)

Holdings (148)

RY ROYAL BK CDA 8.5%
Value ($000) $177 Shares 1,605,635 Est. Cost $77.95 Unrealized +43.8%
TD TORONTO DOMINION BK ONT 7.2%
Value ($000) $150 Shares 1,890,563 Est. Cost $57.24 Unrealized +40.8%
BMO BANK MONTREAL QUE 5.2%
Value ($000) $109 Shares 925,025 Est. Cost $56.58 Unrealized +73.8%
BNS BANK NOVA SCOTIA B C 4.6%
Value ($000) $95 Shares 1,321,271 Est. Cost $50.87 Unrealized +15.3%
NTR NUTRIEN LTD 4.3%
Value ($000) $90 Shares 872,575 Est. Cost $39.95 Unrealized +83.8%
BN BROOKFIELD ASSET MGMT INC 4.1%
Value ($000) $86 Shares 1,515,854 Est. Cost $28.89 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 4.0%
Value ($000) $83 Shares 1,332,411 Est. Cost $8.05 Unrealized +176.5%
CNI CANADIAN NATL RY CO 4.0%
Value ($000) $83 Shares 614,780 Est. Cost $115.61 Unrealized +0.1%
TU TELUS CORPORATION 3.0%
Value ($000) $63 Shares 2,403,798 Est. Cost $19.80 Unrealized +24.8%
CM CANADIAN IMP BK COMM 2.7%
Value ($000) $55 Shares 455,551 Est. Cost $33.14 Unrealized +58.7%
BARRICK GOLD CORP 2.4%
Value ($000) $50 Shares 2,029,285 Est. Cost $0.02 Unrealized
IMO IMPERIAL OIL LTD 2.4%
Value ($000) $50 Shares 1,024,835 Est. Cost $27.05 Unrealized +43.7%
TECK TECK RESOURCES LTD 2.4%
Value ($000) $49 Shares 1,217,150 Est. Cost $17.76 Unrealized +101.3%
TRICON RESIDENTIAL INC 2.1%
Value ($000) $45 Shares 2,807,476 Est. Cost $0.02 Unrealized
SLF SUN LIFE FINANCIAL INC. 2.1%
Value ($000) $44 Shares 789,005 Est. Cost $44.92 Unrealized +22.6%
CCJ CAMECO CORP 2.0%
Value ($000) $42 Shares 1,425,704 Est. Cost $15.91 Unrealized +46.0%
STN STANTEC INC 1.9%
Value ($000) $40 Shares 789,865 Est. Cost $0.04 Unrealized
SU SUNCOR ENERGY INC NEW 1.8%
Value ($000) $38 Shares 1,156,313 Est. Cost $15.33 Unrealized +66.3%
WCN WASTE CONNECTIONS INC 1.8%
Value ($000) $37 Shares 267,242 Est. Cost $117.28 Unrealized +6.5%
FNV FRANCO NEV CORP 1.8%
Value ($000) $37 Shares 229,975 Est. Cost $138.48 Unrealized +0.3%
DSGX DESCARTES SYS GROUP INC 1.7%
Value ($000) $35 Shares 475,304 Est. Cost $68.96 Unrealized +4.5%
AEM AGNICO EAGLE MINES LTD 1.6%
Value ($000) $33 Shares 533,851 Est. Cost $49.03 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 1.5%
Value ($000) $32 Shares 479,350 Est. Cost $0.06 Unrealized
GIL GILDAN ACTIVEWEAR INC 1.2%
Value ($000) $26 Shares 688,116 Est. Cost $30.58 Unrealized +18.5%
NUVEI CORPORATION 1.2%
Value ($000) $26 Shares 340,771 Est. Cost $0.06 Unrealized
WFG WEST FRASER TIMBER CO LTD 1.2%
Value ($000) $25 Shares 305,750 Est. Cost $85.87 Unrealized +9.4%
CIGI COLLIERS INTL GROUP INC 1.2%
Value ($000) $25 Shares 189,795 Est. Cost $125.22 Unrealized +9.4%
GRANITE REAL ESTATE INVT TR 1.1%
Value ($000) $23 Shares 297,070 Est. Cost $0.07 Unrealized
CVE CENOVUS ENERGY INC 1.1%
Value ($000) $22 Shares 1,316,373 Est. Cost $13.81 Unrealized 0.0%
LITHIUM AMERS CORP NEW 1.0%
Value ($000) $21 Shares 554,300 Est. Cost $0.03 Unrealized
RCI ROGERS COMMUNICATIONS INC 1.0%
Value ($000) $20 Shares 353,300 Est. Cost $51.69 Unrealized 0.0%
BCE BCE INC 0.9%
Value ($000) $19 Shares 341,665 Est. Cost $37.10 Unrealized +7.8%
BEP BROOKFIELD RENEWABLE PARTNER 0.9%
Value ($000) $19 Shares 454,700 Est. Cost $0.04 Unrealized
PBA PEMBINA PIPELINE CORP 0.8%
Value ($000) $17 Shares 460,200 Est. Cost $27.96 Unrealized 0.0%
ENB ENBRIDGE INC 0.8%
Value ($000) $17 Shares 372,841 Est. Cost $25.62 Unrealized +29.9%
VET VERMILION ENERGY INC 0.8%
Value ($000) $17 Shares 811,347 Est. Cost $17.75 Unrealized 0.0%
SSRM SSR MNG INC 0.7%
Value ($000) $14 Shares 637,000 Est. Cost $18.83 Unrealized 0.0%
MSFT MICROSOFT CORP 0.6%
Value ($000) $13 Shares 41,703 Est. Cost $206.04 Unrealized +41.4%
CELESTICA INC 0.5%
Value ($000) $10 Shares 857,013 Est. Cost $0.01 Unrealized
SHOP SHOPIFY INC 0.5%
Value ($000) $10 Shares 14,347 Est. Cost $104.97 Unrealized -21.8%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $10 Shares 18,947 Est. Cost $365.43 Unrealized +23.5%
TFII TFI INTL INC 0.4%
Value ($000) $7 Shares 68,532 Est. Cost $49.66 Unrealized +105.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $6 Shares 10,457 Est. Cost $457.83 Unrealized +9.4%
BRO BROWN & BROWN INC 0.3%
Value ($000) $6 Shares 81,280 Est. Cost $64.31 Unrealized +1.7%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $6 Shares 52,008 Est. Cost $0.08 Unrealized
BTG B2GOLD CORP 0.3%
Value ($000) $6 Shares 1,235,190 Est. Cost $3.42 Unrealized 0.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $6 Shares 19,612 Est. Cost $187.26 Unrealized +32.7%
UNP UNION PAC CORP 0.3%
Value ($000) $5 Shares 19,493 Est. Cost $207.45 Unrealized +11.1%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $5 Shares 115,420 Est. Cost $26.75 Unrealized +49.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $5 Shares 1,758 Est. Cost $111.53 Unrealized +20.9%
FSV FIRSTSERVICE CORP NEW 0.2%
Value ($000) $5 Shares 33,500 Est. Cost $132.88 Unrealized +11.7%
RACE FERRARI N V 0.2%
Value ($000) $5 Shares 21,211 Est. Cost $210.72 Unrealized +5.9%
HLI HOULIHAN LOKEY INC 0.2%
Value ($000) $4 Shares 50,535 Est. Cost $65.41 Unrealized +46.5%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $4 Shares 15,873 Est. Cost $18.97 Unrealized +32.0%
ENCORE WIRE CORP 0.2%
Value ($000) $4 Shares 36,978 Est. Cost $0.12 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $4 Shares 9,844 Est. Cost $0.34 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.2%
Value ($000) $4 Shares 34,700 Est. Cost $114.12 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $4 Shares 17,328 Est. Cost $36.54 Unrealized +12.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $4 Shares 6,366 Est. Cost $87.46 Unrealized +2.3%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $4 Shares 22,010 Est. Cost $118.81 Unrealized +25.1%
YAMANA GOLD INC 0.2%
Value ($000) $4 Shares 665,550 Est. Cost $0.01 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $4 Shares 27,130 Est. Cost $116.75 Unrealized +14.5%
CRESCENT PT ENERGY CORP 0.2%
Value ($000) $4 Shares 500,000 Est. Cost $0.01 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $4 Shares 56,135 Est. Cost $49.38 Unrealized +16.0%
AA ALCOA CORP 0.2%
Value ($000) $4 Shares 39,210 Est. Cost $25.62 Unrealized +171.4%
NOA NORTH AMERN CONSTR GROUP LTD 0.2%
Value ($000) $3 Shares 220,509 Est. Cost $9.58 Unrealized +56.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $3 Shares 31,384 Est. Cost $92.00 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $3 Shares 14,875 Est. Cost $200.52 Unrealized -0.9%
MSCI MSCI INC 0.1%
Value ($000) $3 Shares 6,120 Est. Cost $381.05 Unrealized +30.3%
GLOB GLOBANT S A 0.1%
Value ($000) $3 Shares 11,646 Est. Cost $193.47 Unrealized +31.1%
EVOQUA WATER TECHNOLOGIES CO 0.1%
Value ($000) $3 Shares 64,234 Est. Cost $0.05 Unrealized
UUUU ENERGY FUELS INC 0.1%
Value ($000) $3 Shares 326,167 Est. Cost $7.80 Unrealized 0.0%
OZK BANK OZK 0.1%
Value ($000) $3 Shares 68,395 Est. Cost $30.58 Unrealized +31.6%
ENERPLUS CORP 0.1%
Value ($000) $3 Shares 230,000 Est. Cost $0.01 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $3 Shares 15,130 Est. Cost $160.92 Unrealized +6.8%
AMH AMERICAN HOMES 4 RENT 0.1%
Value ($000) $3 Shares 69,840 Est. Cost $0.04 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $3 Shares 17,000 Est. Cost $135.45 Unrealized 0.0%
BROOKFIELD ASSET MGMT REINS 0.1%
Value ($000) $3 Shares 47,906 Est. Cost $0.06 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $3 Shares 17,360 Est. Cost $136.20 Unrealized 0.0%
ELV ANTHEM INC 0.1%
Value ($000) $3 Shares 5,450 Est. Cost $432.66 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $3 Shares 4,225 Est. Cost $36.25 Unrealized +51.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $3 Shares 3,972 Est. Cost $0.49 Unrealized
ATLASSIAN CORP PLC 0.1%
Value ($000) $2 Shares 8,430 Est. Cost $0.26 Unrealized
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $2 Shares 64,700 Est. Cost $33.63 Unrealized +1.6%
SONY SONY GROUP CORPORATION 0.1%
Value ($000) $2 Shares 23,860 Est. Cost $0.10 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $2 Shares 8,260 Est. Cost $243.97 Unrealized +0.7%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $2 Shares 56,010 Est. Cost $26.34 Unrealized +55.0%
ZTS ZOETIS INC 0.1%
Value ($000) $2 Shares 11,840 Est. Cost $162.99 Unrealized +16.7%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $2 Shares 10,023 Est. Cost $168.93 Unrealized 0.0%
OVV OVINTIV INC 0.1%
Value ($000) $2 Shares 37,905 Est. Cost $38.10 Unrealized +13.1%
EXC EXELON CORP 0.1%
Value ($000) $2 Shares 41,755 Est. Cost $36.83 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $2 Shares 9,485 Est. Cost $164.07 Unrealized -0.9%
CF CF INDS HLDGS INC 0.1%
Value ($000) $2 Shares 17,340 Est. Cost $68.84 Unrealized +7.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $2 Shares 11,570 Est. Cost $134.13 Unrealized +6.0%
THOMSON REUTERS CORP. 0.1%
Value ($000) $2 Shares 14,900 Est. Cost $0.10 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2 Shares 5,345 Est. Cost $323.88 Unrealized -3.1%
EFA ISHARES TR 0.1%
Value ($000) $2 Shares 21,696 Est. Cost $0.07 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $2 Shares 10,175 Est. Cost $156.05 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $2 Shares 5,165 Est. Cost $106.71 Unrealized +42.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $2 Shares 3,750 Est. Cost $323.21 Unrealized +22.0%
F FORD MTR CO DEL 0.1%
Value ($000) $1 Shares 86,105 Est. Cost $12.74 Unrealized +14.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $1 Shares 10,300 Est. Cost $114.28 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $1 Shares 4,661 Est. Cost $266.57 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 10,610 Est. Cost $133.85 Unrealized +0.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1 Shares 27,820 Est. Cost $41.84 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $1 Shares 2,765 Est. Cost $311.69 Unrealized +35.6%
H HYATT HOTELS CORP 0.1%
Value ($000) $1 Shares 12,975 Est. Cost $92.73 Unrealized 0.0%
BILL BILL COM HLDGS INC 0.1%
Value ($000) $1 Shares 4,810 Est. Cost $136.54 Unrealized +52.7%
MGY MAGNOLIA OIL & GAS CORP 0.1%
Value ($000) $1 Shares 45,430 Est. Cost $20.98 Unrealized +4.7%
AAPL APPLE INC 0.1%
Value ($000) $1 Shares 6,020 Est. Cost $117.01 Unrealized +40.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1 Shares 1,769 Est. Cost $464.32 Unrealized +22.4%
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $1 Shares 20,115 Est. Cost $0.05 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 11,320 Est. Cost $69.68 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1 Shares 2,775 Est. Cost $284.70 Unrealized +11.9%
BP BP PLC 0.0%
Value ($000) $1 Shares 27,330 Est. Cost $0.03 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $1 Shares 1,770 Est. Cost $0.37 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $127.53 Unrealized +19.0%
WNS HLDGS LTD 0.0%
Value ($000) $1 Shares 7,185 Est. Cost $0.08 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 11,575 Est. Cost $0.05 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 7,000 Est. Cost $0.16 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 1,859 Est. Cost $316.45 Unrealized -7.7%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 Shares 4,035 Est. Cost $126.00 Unrealized -4.0%
NEM NEWMONT CORP 0.0%
Value ($000) $1 Shares 6,380 Est. Cost $60.03 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1,063 Est. Cost $405.40 Unrealized +8.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 5,784 Est. Cost $69.40 Unrealized +3.8%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 2,270 Est. Cost $148.05 Unrealized +44.1%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $0 Shares 4,350 Est. Cost $0.07 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 3,775 Est. Cost $87.19 Unrealized +28.7%
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 930 Est. Cost $85.52 Unrealized +9.8%
ICL ICL GROUP LTD 0.0%
Value ($000) $0 Shares 29,065 Est. Cost $10.58 Unrealized 0.0%
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 33,395 Est. Cost $0.01 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 5,120 Est. Cost $45.45 Unrealized 0.0%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $0 Shares 3,825 Est. Cost $61.64 Unrealized +29.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 715 Est. Cost $501.90 Unrealized -4.1%
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 1,365 Est. Cost $231.56 Unrealized -1.1%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 3,865 Est. Cost $63.45 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 963 Est. Cost $337.23 Unrealized -7.4%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 5,285 Est. Cost $20.72 Unrealized +22.6%
AN AUTONATION INC 0.0%
Value ($000) $0 Shares 2,950 Est. Cost $103.11 Unrealized +7.2%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 985 Est. Cost $215.21 Unrealized +39.4%
PRK PARK NATL CORP 0.0%
Value ($000) $0 Shares 2,155 Est. Cost $134.70 Unrealized 0.0%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 17,930 Est. Cost $0.02 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $43.98 Unrealized -5.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 2,931 Est. Cost $83.37 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $0 Shares 930 Est. Cost $314.89 Unrealized -22.0%
TATA MTRS LTD 0.0%
Value ($000) $0 Shares 7,800 Est. Cost $0.03 Unrealized
TGB TASEKO MINES LTD 0.0%
Value ($000) $0 Shares 90,870 Est. Cost $1.06 Unrealized +91.8%
TRANSGLOBE ENERGY CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized