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Canoe Financial LP

All holdings · as of Dec 31, 2025

103 positions

CompanyClassValueShares% of portfolio
Medtronic plc$318.8K3,3190.0%
CANADIAN PACIFIC KANSAS CITY LTD$329.0K4,4680.0%
Fortis Inc.FTSCommon Stock$394.9K7,5960.0%
THERMO FISHER SCIENTIFIC INC.$424.2K7320.0%
Union Pacific Corp$433.3K1,8730.0%
Viper Energy, Inc.$965.8K25,0000.0%
ROYAL GOLD INC$1.38M6,2100.0%
TFI INTERNATIONAL INC$1.67M16,2000.0%
Zoetis Inc.$1.72M13,6760.0%
ERO COPPER CORP$1.82M64,3580.0%
Cigna Group$2.08M7,5500.0%
Waste Connections Inc$2.10M12,0000.0%
ATS Corp /ATS$2.22M80,6000.0%
GRANITE REAL ESTATE INVESTMENT TRUST$2.63M44,2560.0%
ADOBE INC.$2.80M8,0000.0%
Jack Henry & Associates Inc$2.82M15,4570.0%
Synchrony Financial$2.90M34,7840.0%
BANK OF NT BUTTERFIELD & SON L$3.21M64,3950.0%
EQUIFAX INC$4.36M20,0940.1%
FIRSTSERVICE CORP$4.41M28,3440.1%
KINROSS GOLD CORP$4.56M161,7590.1%
COLLIERS INTL GROUP INC$5.64M38,3700.1%
Ralliant Corp$5.67M111,3030.1%
DESCARTES SYSTEMS GROUP INC$6.09M69,4550.1%
CGI INC$6.12M66,2720.1%
VANECK JUNIOR GOLD MINERS$6.17M54,2010.1%
NIKE, Inc.$6.92M108,6200.1%
ALAMOS GOLD INC NEW$6.96M180,1270.1%
STANTEC INC$6.97M73,8480.1%
FactSet Research Systems Inc$7.18M24,7550.1%
COLGATE PALMOLIVE CO$7.59M96,0460.1%
VOLUTION GROUP PLC$8.25M949,7460.1%
EXPAND ENERGY Corp$8.82M82,0040.1%
SPDR S&P 500 ETF TRUST$10.14M11,9990.1%
ORACLE CORP$11.24M57,6780.2%
Copart Inc$11.42M291,6270.2%
Amazon.com Inc$12.16M52,7000.2%
PEPSICO INC$12.38M86,2400.2%
LOWES COMPANIES INC$13.27M55,0440.2%
Hilton Worldwide Holdings Inc.$13.45M46,8070.2%
LINDE PLC$14.00M32,8380.2%
UNITEDHEALTH GROUP INC$15.59M47,2170.2%
HDFC BANK LTDHDBADR$21.43M586,4800.3%
UNILEVER PLC$21.99M336,1480.3%
ALCON INC$26.57M332,8280.4%
Aon plc$27.44M77,7490.4%
Northrop Grumman Corp$29.78M52,2220.4%
Marriott International Inc/MD$31.57M101,7550.4%
EMERSON ELECTRIC CO$31.83M239,8460.4%
FISERV INC$32.98M490,9850.4%
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