Timelo Investment Management Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| TELUS CORPORATION | $9.55M | 10.1% |
| PROFOUND MED CORP | $7.71M | 8.2% |
| ENERFLEX LTD | $6.22M | 6.6% |
| Elevance Health Inc | $5.61M | 6.0% |
| ITURAN LOCATION & CONTROL LTD | $5.29M | 5.6% |
| Molina Healthcare Inc | $3.82M | 4.1% |
| CGI INC | $3.69M | 3.9% |
| BRITISH AMERN TOB PLC | $3.68M | 3.9% |
| Chipotle Mexican Grill Inc | $3.44M | 3.7% |
| WEST FRASER TIMBER CO LTD | $3.43M | 3.6% |
| FIRSTSERVICE CORP NEW | $3.11M | 3.3% |
| BRINKER INTERNATIONAL, INC | $2.87M | 3.0% |
| Dutch Bros Inc. | $2.75M | 2.9% |
| Baxter International Inc | $2.71M | 2.9% |
| DECKERS OUTDOOR CORP | $2.49M | 2.6% |
| MICROSOFT CORP | $2.42M | 2.6% |
| ISHARES TR | $2.24M | 2.4% |
| CANADIAN NAT RES LTD | $2.20M | 2.3% |
| Restaurant Brands International Inc.QSR | $2.05M | 2.2% |
| North American Construction Group Ltd. | $2.01M | 2.1% |
| Cal-Maine Foods Inc | $1.99M | 2.1% |
| BCE INC | $1.91M | 2.0% |
| IREN LIMITED | $1.66M | 1.8% |
| THOMSON REUTERS CORP | $1.58M | 1.7% |
| CANADIAN NATL RY CO | $1.48M | 1.6% |
| Mosaic Co/The | $1.32M | 1.4% |
| FURY GOLD MINES LIMITED | $1.22M | 1.3% |
| Amazon.com Inc | $1.15M | 1.2% |
| CANADIAN PACIFIC KANSAS CITY | $736.3K | 0.8% |
| PIONEER ACQUISITION I CORP | $613.2K | 0.7% |
| Circle Internet Group, Inc.CRCL | $555.1K | 0.6% |
| OXLEY BRIDGE ACQ LTD | $510.8K | 0.5% |
| TFI INTL INC | $289.4K | 0.3% |
| BOYD GROUP SERVICES INC | $286.7K | 0.3% |
| FIGX CAP ACQUISITION CORP. | $254.5K | 0.3% |
| CNH Industrial N.V. | $230.5K | 0.2% |
| Vermilion Energy Inc. | $208.5K | 0.2% |
| NEW FOUND GOLD CORP | $207.9K | 0.2% |
| Figure Technology Solutions, Inc. | $204.2K | 0.2% |
| CANTOR EQUITY PARTNERS V INC | $102.5K | 0.1% |
| FUTURECREST ACQUISITION CORP | $102.4K | 0.1% |
| CANTOR EQUITY PARTNERS III, INC. | $102.0K | 0.1% |
| M3-BRIGADE ACQUISITION VI CO | $101.3K | 0.1% |
| MESHFLOW ACQUISITION CORP | $100.0K | 0.1% |