Triasima Portfolio Management inc. Diversified Active

CIK: 0001938757 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Mar 10, 2023

Total Value ($000): $1,419 (100.0% shares, 0.0% debt)

Holdings (135)

RY ROYAL BK CDA 9.2%
Value ($000) $131 Shares 1,350,856 Est. Cost $77.95 Unrealized +31.2%
TD TORONTO DOMINION BK ONT 7.1%
Value ($000) $101 Shares 1,546,618 Est. Cost $57.24 Unrealized +26.9%
BMO BANK MONTREAL QUE 5.8%
Value ($000) $83 Shares 861,153 Est. Cost $56.58 Unrealized +60.7%
BNS BANK NOVA SCOTIA B C 5.1%
Value ($000) $72 Shares 1,225,721 Est. Cost $50.87 Unrealized +4.3%
CNQ CANADIAN NAT RES LTD 4.7%
Value ($000) $66 Shares 1,232,741 Est. Cost $8.05 Unrealized +218.1%
CNI CANADIAN NATL RY CO 4.2%
Value ($000) $60 Shares 533,177 Est. Cost $115.61 Unrealized -6.0%
NTR NUTRIEN LTD 4.2%
Value ($000) $60 Shares 748,935 Est. Cost $39.95 Unrealized +116.3%
TU TELUS CORPORATION 3.6%
Value ($000) $51 Shares 2,280,333 Est. Cost $19.80 Unrealized +24.9%
IMO IMPERIAL OIL LTD 3.2%
Value ($000) $46 Shares 967,825 Est. Cost $27.05 Unrealized +72.1%
SU SUNCOR ENERGY INC NEW 2.8%
Value ($000) $40 Shares 1,143,083 Est. Cost $15.33 Unrealized +106.0%
BARRICK GOLD CORP 2.7%
Value ($000) $38 Shares 2,151,385 Est. Cost $0.02 Unrealized
ENB ENBRIDGE INC 2.5%
Value ($000) $36 Shares 843,671 Est. Cost $30.99 Unrealized +13.7%
RCI ROGERS COMMUNICATIONS INC 2.4%
Value ($000) $34 Shares 717,792 Est. Cost $52.01 Unrealized +0.6%
TECK TECK RESOURCES LTD 2.4%
Value ($000) $34 Shares 1,106,252 Est. Cost $17.76 Unrealized +122.1%
WCN WASTE CONNECTIONS INC 2.4%
Value ($000) $33 Shares 273,630 Est. Cost $117.50 Unrealized +7.8%
BCE BCE INC 2.1%
Value ($000) $30 Shares 612,966 Est. Cost $38.82 Unrealized +5.6%
FTS FORTIS INC 2.1%
Value ($000) $30 Shares 630,465 Est. Cost $42.54 Unrealized 0.0%
FNV FRANCO NEV CORP 1.9%
Value ($000) $28 Shares 210,040 Est. Cost $138.48 Unrealized +3.2%
BIP BROOKFIELD INFRAST PARTNERS 1.7%
Value ($000) $25 Shares 650,009 Est. Cost $0.05 Unrealized
CVE CENOVUS ENERGY INC 1.7%
Value ($000) $25 Shares 1,302,373 Est. Cost $13.81 Unrealized +31.4%
CCJ CAMECO CORP 1.5%
Value ($000) $21 Shares 987,936 Est. Cost $15.91 Unrealized +57.0%
SLF SUN LIFE FINANCIAL INC. 1.5%
Value ($000) $21 Shares 451,205 Est. Cost $44.92 Unrealized +10.9%
PBA PEMBINA PIPELINE CORP 1.3%
Value ($000) $18 Shares 511,000 Est. Cost $28.39 Unrealized +13.8%
GRANITE REAL ESTATE INVT TR 1.2%
Value ($000) $17 Shares 275,296 Est. Cost $0.07 Unrealized
NUVEI CORPORATION 1.1%
Value ($000) $16 Shares 431,189 Est. Cost $0.06 Unrealized
FSV FIRSTSERVICE CORP NEW 1.1%
Value ($000) $15 Shares 125,500 Est. Cost $125.68 Unrealized -2.1%
DSGX DESCARTES SYS GROUP INC 1.0%
Value ($000) $15 Shares 237,888 Est. Cost $68.96 Unrealized -9.5%
AEM AGNICO EAGLE MINES LTD 1.0%
Value ($000) $15 Shares 321,140 Est. Cost $49.03 Unrealized +3.5%
QSR RESTAURANT BRANDS INTL INC 0.9%
Value ($000) $12 Shares 249,296 Est. Cost $53.49 Unrealized 0.0%
SSRM SSR MNG INC 0.9%
Value ($000) $12 Shares 730,600 Est. Cost $19.06 Unrealized +8.3%
CM CANADIAN IMP BK COMM 0.8%
Value ($000) $11 Shares 233,824 Est. Cost $33.14 Unrealized +38.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $10 Shares 19,607 Est. Cost $368.99 Unrealized +27.7%
MSFT MICROSOFT CORP 0.7%
Value ($000) $9 Shares 36,778 Est. Cost $206.04 Unrealized +27.9%
CELESTICA INC 0.6%
Value ($000) $8 Shares 865,488 Est. Cost $0.01 Unrealized
YAMANA GOLD INC 0.5%
Value ($000) $8 Shares 1,624,500 Est. Cost $0.01 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $7 Shares 22,272 Est. Cost $199.64 Unrealized +45.7%
TRICON RESIDENTIAL INC 0.5%
Value ($000) $7 Shares 670,745 Est. Cost $0.02 Unrealized
TRP TC ENERGY CORP 0.5%
Value ($000) $6 Shares 125,200 Est. Cost $46.14 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $6 Shares 11,929 Est. Cost $461.17 Unrealized +5.1%
NVO NOVO-NORDISK A S 0.4%
Value ($000) $6 Shares 50,928 Est. Cost $0.08 Unrealized
DLTR DOLLAR TREE INC 0.4%
Value ($000) $6 Shares 35,585 Est. Cost $158.45 Unrealized 0.0%
MEOH METHANEX CORP 0.4%
Value ($000) $5 Shares 138,335 Est. Cost $49.25 Unrealized 0.0%
MCK MCKESSON CORP 0.4%
Value ($000) $5 Shares 16,145 Est. Cost $300.37 Unrealized +4.6%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $5 Shares 10,282 Est. Cost $449.96 Unrealized +4.3%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $5 Shares 34,480 Est. Cost $141.89 Unrealized +4.1%
UNM UNUM GROUP 0.3%
Value ($000) $5 Shares 136,710 Est. Cost $33.85 Unrealized 0.0%
HSY HERSHEY CO 0.3%
Value ($000) $5 Shares 21,330 Est. Cost $198.68 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $4 Shares 8,701 Est. Cost $87.78 Unrealized +1.0%
VET VERMILION ENERGY INC 0.3%
Value ($000) $4 Shares 212,347 Est. Cost $17.75 Unrealized +17.4%
ESLT ELBIT SYS LTD 0.3%
Value ($000) $4 Shares 16,135 Est. Cost $202.52 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $4 Shares 10,226 Est. Cost $0.34 Unrealized
WF WOORI FINL GROUP INC 0.2%
Value ($000) $3 Shares 121,405 Est. Cost $0.03 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $3 Shares 21,695 Est. Cost $118.81 Unrealized +27.7%
AZO AUTOZONE INC 0.2%
Value ($000) $3 Shares 1,493 Est. Cost $2056.62 Unrealized 0.0%
ASR GRUPO AEROPORTUARIO DEL SURE 0.2%
Value ($000) $3 Shares 15,525 Est. Cost $0.20 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $3 Shares 32,675 Est. Cost $91.76 Unrealized -6.4%
WRB BERKLEY W R CORP 0.2%
Value ($000) $3 Shares 44,115 Est. Cost $41.54 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT IN 0.2%
Value ($000) $3 Shares 36,260 Est. Cost $113.35 Unrealized -15.1%
EXC EXELON CORP 0.2%
Value ($000) $3 Shares 62,560 Est. Cost $38.29 Unrealized +7.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $3 Shares 25,150 Est. Cost $116.75 Unrealized -3.2%
BRO BROWN & BROWN INC 0.2%
Value ($000) $3 Shares 48,325 Est. Cost $64.31 Unrealized -6.8%
FCN FTI CONSULTING INC 0.2%
Value ($000) $3 Shares 15,205 Est. Cost $164.97 Unrealized 0.0%
HRB BLOCK H & R INC 0.2%
Value ($000) $3 Shares 77,545 Est. Cost $27.71 Unrealized 0.0%
IAUX I-80 GOLD CORP 0.2%
Value ($000) $3 Shares 1,506,475 Est. Cost $2.49 Unrealized 0.0%
GO GROCERY OUTLET HLDG CORP 0.2%
Value ($000) $3 Shares 63,035 Est. Cost $36.54 Unrealized 0.0%
UNP UNION PAC CORP 0.2%
Value ($000) $3 Shares 12,503 Est. Cost $207.45 Unrealized +0.6%
WPC WP CAREY INC 0.2%
Value ($000) $3 Shares 31,855 Est. Cost $0.08 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $3 Shares 8,990 Est. Cost $267.66 Unrealized 0.0%
RACE FERRARI N V 0.2%
Value ($000) $3 Shares 13,686 Est. Cost $210.72 Unrealized -5.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $2 Shares 1,070 Est. Cost $111.53 Unrealized +4.8%
MSCI MSCI INC 0.2%
Value ($000) $2 Shares 5,291 Est. Cost $381.05 Unrealized +9.6%
AVGO BROADCOM INC 0.1%
Value ($000) $2 Shares 4,215 Est. Cost $36.25 Unrealized +44.5%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $2 Shares 56,740 Est. Cost $33.63 Unrealized -2.3%
ENCORE WIRE CORP 0.1%
Value ($000) $2 Shares 19,050 Est. Cost $0.12 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $2 Shares 35,645 Est. Cost $49.38 Unrealized +10.1%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $2 Shares 10,001 Est. Cost $168.93 Unrealized -6.1%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $2 Shares 11,570 Est. Cost $134.13 Unrealized +2.4%
CRESCENT PT ENERGY CORP 0.1%
Value ($000) $2 Shares 225,000 Est. Cost $0.01 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $2 Shares 8,895 Est. Cost $193.47 Unrealized +5.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $2 Shares 13,414 Est. Cost $112.87 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $1 Shares 22,755 Est. Cost $0.07 Unrealized
IRM IRON MTN INC NEW 0.1%
Value ($000) $1 Shares 28,545 Est. Cost $45.77 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1 Shares 16,621 Est. Cost $74.97 Unrealized +15.1%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $1 Shares 9,400 Est. Cost $164.07 Unrealized -13.3%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 4,905 Est. Cost $323.88 Unrealized -16.9%
ENERPLUS CORP 0.1%
Value ($000) $1 Shares 100,000 Est. Cost $0.01 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1 Shares 10,300 Est. Cost $114.28 Unrealized +5.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1 Shares 3,750 Est. Cost $323.21 Unrealized +6.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $1 Shares 2,655 Est. Cost $0.49 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1 Shares 9,415 Est. Cost $125.60 Unrealized -0.2%
CF CF INDS HLDGS INC 0.1%
Value ($000) $1 Shares 14,325 Est. Cost $68.84 Unrealized +30.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 6,425 Est. Cost $139.76 Unrealized +14.4%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $1 Shares 16,675 Est. Cost $0.06 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 18,990 Est. Cost $54.61 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $1 Shares 2,490 Est. Cost $311.69 Unrealized +31.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1 Shares 1,754 Est. Cost $464.32 Unrealized +17.3%
AAPL APPLE INC 0.1%
Value ($000) $1 Shares 6,320 Est. Cost $118.51 Unrealized +25.4%
OVV OVINTIV INC 0.1%
Value ($000) $1 Shares 19,245 Est. Cost $38.10 Unrealized +35.3%
AMH AMERICAN HOMES 4 RENT 0.1%
Value ($000) $1 Shares 23,565 Est. Cost $0.04 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1 Shares 26,280 Est. Cost $41.84 Unrealized -9.4%
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $1 Shares 15,280 Est. Cost $0.05 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $1 Shares 1,770 Est. Cost $0.37 Unrealized
H HYATT HOTELS CORP 0.0%
Value ($000) $1 Shares 8,215 Est. Cost $92.73 Unrealized -7.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $1 Shares 3,986 Est. Cost $18.97 Unrealized -0.7%
BP BP PLC 0.0%
Value ($000) $0 Shares 17,240 Est. Cost $0.03 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 9,130 Est. Cost $0.05 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $0.16 Unrealized
WNS HLDGS LTD 0.0%
Value ($000) $0 Shares 6,365 Est. Cost $0.08 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,063 Est. Cost $405.40 Unrealized +4.8%
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $0 Shares 19,960 Est. Cost $20.98 Unrealized +19.2%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 2,270 Est. Cost $148.05 Unrealized +21.3%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $0 Shares 4,285 Est. Cost $0.08 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $231.74 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 7,440 Est. Cost $25.62 Unrealized +142.8%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $0 Shares 4,615 Est. Cost $64.12 Unrealized +18.7%
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 32,470 Est. Cost $0.01 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $0 Shares 708 Est. Cost $397.88 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 4,535 Est. Cost $65.25 Unrealized +15.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 963 Est. Cost $337.23 Unrealized -10.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $26.75 Unrealized +20.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 562 Est. Cost $432.80 Unrealized 0.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 5,560 Est. Cost $46.27 Unrealized +20.5%
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 4,415 Est. Cost $60.03 Unrealized +5.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $43.98 Unrealized -8.8%
PRK PARK NATL CORP 0.0%
Value ($000) $0 Shares 2,010 Est. Cost $134.70 Unrealized -10.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 2,995 Est. Cost $78.47 Unrealized 0.0%
ICL ICL GROUP LTD 0.0%
Value ($000) $0 Shares 25,155 Est. Cost $10.58 Unrealized +4.4%
PDS PRECISION DRILLING CORP 0.0%
Value ($000) $0 Shares 3,410 Est. Cost $72.55 Unrealized 0.0%
ATLASSIAN CORP PLC 0.0%
Value ($000) $0 Shares 1,140 Est. Cost $0.26 Unrealized
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $0 Shares 3,300 Est. Cost $0.06 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 570 Est. Cost $85.52 Unrealized +10.2%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 4,015 Est. Cost $20.72 Unrealized +18.9%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 17,930 Est. Cost $0.02 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $0 Shares 38,000 Est. Cost $3.42 Unrealized +4.7%
TGB TASEKO MINES LTD 0.0%
Value ($000) $0 Shares 90,870 Est. Cost $1.06 Unrealized +61.2%