Triasima Portfolio Management inc. Diversified Active

CIK: 0001938757 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Mar 10, 2023

Total Value ($000): $1,233 (100.0% shares, 0.0% debt)

Holdings (124)

RY ROYAL BK CDA 9.1%
Value ($000) $113 Shares 1,250,936 Est. Cost $77.95 Unrealized +23.0%
TD TORONTO DOMINION BK ONT 6.9%
Value ($000) $85 Shares 1,379,879 Est. Cost $57.24 Unrealized +13.1%
BMO BANK MONTREAL QUE 5.0%
Value ($000) $62 Shares 707,235 Est. Cost $56.58 Unrealized +47.9%
CNI CANADIAN NATL RY CO 4.7%
Value ($000) $58 Shares 533,492 Est. Cost $115.61 Unrealized -3.7%
BNS BANK NOVA SCOTIA HALIFAX 4.6%
Value ($000) $56 Shares 1,182,202 Est. Cost $50.87 Unrealized -6.9%
NTR NUTRIEN LTD 4.5%
Value ($000) $56 Shares 667,060 Est. Cost $39.95 Unrealized +92.8%
CNQ CANADIAN NAT RES LTD 3.6%
Value ($000) $44 Shares 945,922 Est. Cost $8.05 Unrealized +176.6%
TU TELUS CORPORATION 3.3%
Value ($000) $41 Shares 2,073,154 Est. Cost $19.80 Unrealized +12.8%
WCN WASTE CONNECTIONS INC 2.9%
Value ($000) $36 Shares 265,406 Est. Cost $117.50 Unrealized +13.5%
IMO IMPERIAL OIL LTD 2.9%
Value ($000) $35 Shares 816,980 Est. Cost $27.05 Unrealized +54.5%
CANADIAN PAC RY LTD 2.8%
Value ($000) $34 Shares 512,485 Est. Cost $0.07 Unrealized
PBA PEMBINA PIPELINE CORP 2.7%
Value ($000) $34 Shares 1,113,905 Est. Cost $29.44 Unrealized +3.0%
CCJ CAMECO CORP 2.6%
Value ($000) $32 Shares 1,197,535 Est. Cost $17.56 Unrealized +44.3%
RCI ROGERS COMMUNICATIONS INC 2.2%
Value ($000) $27 Shares 709,082 Est. Cost $52.01 Unrealized -14.9%
BARRICK GOLD CORP 2.0%
Value ($000) $25 Shares 1,585,164 Est. Cost $0.02 Unrealized
SU SUNCOR ENERGY INC NEW 2.0%
Value ($000) $24 Shares 857,505 Est. Cost $15.33 Unrealized +80.4%
CVE CENOVUS ENERGY INC 1.9%
Value ($000) $23 Shares 1,521,635 Est. Cost $14.17 Unrealized +14.8%
TECK TECK RESOURCES LTD 1.9%
Value ($000) $23 Shares 755,500 Est. Cost $17.76 Unrealized +73.8%
THOMSON REUTERS CORP. 1.8%
Value ($000) $22 Shares 212,110 Est. Cost $0.10 Unrealized
FSV FIRSTSERVICE CORP NEW 1.7%
Value ($000) $21 Shares 177,035 Est. Cost $125.47 Unrealized -0.4%
QSR RESTAURANT BRANDS INTL INC 1.6%
Value ($000) $20 Shares 367,390 Est. Cost $54.46 Unrealized +3.7%
FNV FRANCO NEV CORP 1.5%
Value ($000) $19 Shares 157,320 Est. Cost $138.48 Unrealized -12.1%
TELUS INTL CDA INC 1.4%
Value ($000) $18 Shares 675,309 Est. Cost $0.03 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 1.4%
Value ($000) $17 Shares 535,800 Est. Cost $0.03 Unrealized
DSGX DESCARTES SYS GROUP INC 1.2%
Value ($000) $15 Shares 238,358 Est. Cost $68.96 Unrealized -1.6%
ENB ENBRIDGE INC 1.1%
Value ($000) $13 Shares 355,036 Est. Cost $30.99 Unrealized +9.1%
AEM AGNICO EAGLE MINES LTD 1.1%
Value ($000) $13 Shares 310,620 Est. Cost $49.03 Unrealized -19.6%
GIB CGI INC 1.0%
Value ($000) $12 Shares 162,170 Est. Cost $81.08 Unrealized 0.0%
RITCHIE BROS AUCTIONEERS 1.0%
Value ($000) $12 Shares 188,025 Est. Cost $0.06 Unrealized
UNM UNUM GROUP 0.8%
Value ($000) $10 Shares 261,165 Est. Cost $35.15 Unrealized +4.1%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $10 Shares 19,773 Est. Cost $368.99 Unrealized +34.2%
BCE BCE INC 0.8%
Value ($000) $10 Shares 232,532 Est. Cost $38.82 Unrealized -3.0%
MSFT MICROSOFT CORP 0.6%
Value ($000) $8 Shares 32,340 Est. Cost $206.04 Unrealized +24.7%
ABSOLUTE SOFTWARE CORP 0.6%
Value ($000) $7 Shares 643,997 Est. Cost $0.01 Unrealized
YAMANA GOLD INC 0.6%
Value ($000) $7 Shares 1,624,500 Est. Cost $0.01 Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $7 Shares 22,062 Est. Cost $199.64 Unrealized +54.3%
FTS FORTIS INC 0.5%
Value ($000) $6 Shares 154,405 Est. Cost $42.54 Unrealized -7.0%
SLF SUN LIFE FINANCIAL INC. 0.5%
Value ($000) $6 Shares 145,905 Est. Cost $44.92 Unrealized -0.2%
MCK MCKESSON CORP 0.5%
Value ($000) $6 Shares 17,040 Est. Cost $302.52 Unrealized +12.8%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $6 Shares 11,726 Est. Cost $461.17 Unrealized +8.0%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $5 Shares 18,600 Est. Cost $278.02 Unrealized +3.5%
HRB BLOCK H & R INC 0.4%
Value ($000) $5 Shares 124,100 Est. Cost $31.67 Unrealized +20.8%
AZO AUTOZONE INC 0.4%
Value ($000) $5 Shares 2,446 Est. Cost $2104.11 Unrealized +3.5%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $5 Shares 10,702 Est. Cost $450.17 Unrealized +1.1%
DLTR DOLLAR TREE INC 0.4%
Value ($000) $5 Shares 35,610 Est. Cost $158.45 Unrealized -1.8%
HSY HERSHEY CO 0.4%
Value ($000) $5 Shares 21,790 Est. Cost $198.82 Unrealized +3.2%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $5 Shares 31,550 Est. Cost $129.28 Unrealized +17.8%
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $4 Shares 32,926 Est. Cost $141.89 Unrealized -2.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $4 Shares 25,947 Est. Cost $86.99 Unrealized -0.5%
FCN FTI CONSULTING INC 0.3%
Value ($000) $4 Shares 24,205 Est. Cost $166.17 Unrealized +1.2%
MUSA MURPHY USA INC 0.3%
Value ($000) $4 Shares 14,300 Est. Cost $270.64 Unrealized +1.7%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $4 Shares 37,043 Est. Cost $0.08 Unrealized
GO GROCERY OUTLET HLDG CORP 0.3%
Value ($000) $4 Shares 110,055 Est. Cost $38.30 Unrealized +6.2%
WRB BERKLEY W R CORP 0.3%
Value ($000) $4 Shares 55,920 Est. Cost $41.21 Unrealized -2.9%
ESLT ELBIT SYS LTD 0.3%
Value ($000) $3 Shares 17,265 Est. Cost $202.98 Unrealized +3.2%
WPC WP CAREY INC 0.3%
Value ($000) $3 Shares 45,623 Est. Cost $0.08 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $3 Shares 9,617 Est. Cost $0.34 Unrealized
INTU INTUIT 0.3%
Value ($000) $3 Shares 8,017 Est. Cost $422.65 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 31,300 Est. Cost $91.76 Unrealized -4.5%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.2%
Value ($000) $3 Shares 32,880 Est. Cost $0.09 Unrealized
CNC CENTENE CORP DEL 0.2%
Value ($000) $3 Shares 38,325 Est. Cost $89.37 Unrealized 0.0%
VET VERMILION ENERGY INC 0.2%
Value ($000) $3 Shares 139,147 Est. Cost $17.75 Unrealized +32.3%
NTCT NETSCOUT SYS INC 0.2%
Value ($000) $3 Shares 89,715 Est. Cost $32.72 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $3 Shares 24,662 Est. Cost $112.52 Unrealized -0.4%
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $3 Shares 9,559 Est. Cost $269.72 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $3 Shares 25,150 Est. Cost $116.75 Unrealized -9.5%
EXC EXELON CORP 0.2%
Value ($000) $3 Shares 69,040 Est. Cost $38.37 Unrealized +1.8%
RACE FERRARI N V 0.2%
Value ($000) $2 Shares 13,313 Est. Cost $210.72 Unrealized -5.4%
GPC GENUINE PARTS CO 0.2%
Value ($000) $2 Shares 15,330 Est. Cost $137.41 Unrealized 0.0%
MSCI MSCI INC 0.2%
Value ($000) $2 Shares 5,185 Est. Cost $381.05 Unrealized +15.6%
ORLA ORLA MNG LTD NEW 0.2%
Value ($000) $2 Shares 663,984 Est. Cost $3.07 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $2 Shares 17,676 Est. Cost $16.50 Unrealized -4.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $2 Shares 22,345 Est. Cost $110.13 Unrealized -0.1%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $2 Shares 56,740 Est. Cost $33.63 Unrealized +2.4%
GSK GSK PLC 0.2%
Value ($000) $2 Shares 63,260 Est. Cost $0.03 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $2 Shares 30,285 Est. Cost $64.31 Unrealized -4.3%
CELESTICA INC 0.1%
Value ($000) $2 Shares 212,207 Est. Cost $0.01 Unrealized
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $2 Shares 6,965 Est. Cost $247.88 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $2 Shares 30,905 Est. Cost $49.38 Unrealized +10.5%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $2 Shares 9,978 Est. Cost $168.93 Unrealized -3.3%
HUBB HUBBELL INC 0.1%
Value ($000) $2 Shares 7,440 Est. Cost $199.94 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $2 Shares 15,801 Est. Cost $74.97 Unrealized +15.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 11,490 Est. Cost $134.13 Unrealized -2.6%
ENERPLUS CORP 0.1%
Value ($000) $1 Shares 100,000 Est. Cost $0.01 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $1 Shares 14,325 Est. Cost $68.84 Unrealized +31.5%
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $1 Shares 38,310 Est. Cost $0.05 Unrealized
CM CANADIAN IMPERIAL BK COMM TO 0.1%
Value ($000) $1 Shares 31,200 Est. Cost $33.14 Unrealized +25.4%
IAUX I-80 GOLD CORP 0.1%
Value ($000) $1 Shares 759,862 Est. Cost $2.49 Unrealized -27.4%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1 Shares 9,440 Est. Cost $125.60 Unrealized +6.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $1 Shares 10,300 Est. Cost $114.28 Unrealized +0.3%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 4,600 Est. Cost $323.88 Unrealized -16.4%
EFA ISHARES TR 0.1%
Value ($000) $1 Shares 22,368 Est. Cost $0.07 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $1 Shares 28,470 Est. Cost $45.77 Unrealized -2.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 6,425 Est. Cost $139.76 Unrealized +9.4%
CRESCENT PT ENERGY CORP 0.1%
Value ($000) $1 Shares 170,000 Est. Cost $0.01 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $1 Shares 5,153 Est. Cost $207.45 Unrealized -1.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1 Shares 1,754 Est. Cost $464.32 Unrealized +19.3%
AAPL APPLE INC 0.1%
Value ($000) $1 Shares 6,320 Est. Cost $118.51 Unrealized +30.2%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 14,370 Est. Cost $54.61 Unrealized -3.1%
ENCORE WIRE CORP 0.1%
Value ($000) $1 Shares 6,470 Est. Cost $0.12 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1 Shares 1,770 Est. Cost $0.37 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 9,880 Est. Cost $0.06 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 1,197 Est. Cost $442.29 Unrealized +1.9%
GRANITE REAL ESTATE INVT TR 0.0%
Value ($000) $1 Shares 11,570 Est. Cost $0.07 Unrealized
WNS HLDGS LTD 0.0%
Value ($000) $0 Shares 6,085 Est. Cost $0.08 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $0.16 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 10,120 Est. Cost $38.10 Unrealized +25.4%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 2,270 Est. Cost $148.05 Unrealized +23.2%
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $0 Shares 8,530 Est. Cost $0.05 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 993 Est. Cost $405.40 Unrealized -1.7%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $0 Shares 4,430 Est. Cost $64.12 Unrealized +25.0%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $0 Shares 910 Est. Cost $311.69 Unrealized +38.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 963 Est. Cost $337.23 Unrealized +0.4%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $0 Shares 4,710 Est. Cost $66.11 Unrealized 0.0%
H HYATT HOTELS CORP 0.0%
Value ($000) $0 Shares 3,545 Est. Cost $92.73 Unrealized -9.4%
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 31,855 Est. Cost $0.01 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 5,560 Est. Cost $46.27 Unrealized +2.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 4,300 Est. Cost $60.46 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $0 Shares 578 Est. Cost $397.88 Unrealized -4.3%
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 570 Est. Cost $85.52 Unrealized +15.8%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 460 Est. Cost $36.25 Unrealized +32.6%
SSRM SSR MNG INC 0.0%
Value ($000) $0 Shares 12,900 Est. Cost $19.06 Unrealized -21.0%
BELLUS HEALTH INC NEW 0.0%
Value ($000) $0 Shares 15,965 Est. Cost $0.01 Unrealized