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Portfolio (Quarterly) Guide ↗

SIG North Trading, ULC

· CIK 0001868643
13F Portfolio $5.5B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 274 New
Page 5 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FTS PUT FORTIS INC Utilities 163,900.0 $8.5M 0.15% NEW $51.94 +8.3%
82 VET VERMILION ENERGY INC Energy 922,829.0 $7.7M 0.14% NEW $8.34 +51.1%
83 BEP BROOKFIELD RENEWABLE PARTNER Utilities 256,429.0 $6.9M 0.13% NEW $26.97 +31.1%
84 HBM CALL HUDBAY MINERALS INC Basic Materials 331,400.0 $6.6M 0.12% NEW $19.85 +24.6%
85 PUT CANADIAN PACIFIC KANSAS CITY 89,300.0 $6.6M 0.12% NEW $73.63
86 CNI CANADIAN NATL RY CO Industrials 66,301.0 $6.6M 0.12% NEW $98.85 +15.5%
87 KGC PUT KINROSS GOLD CORP Basic Materials 230,200.0 $6.5M 0.12% NEW $28.16 +1.8%
88 NTR PUT NUTRIEN LTD Basic Materials 104,800.0 $6.5M 0.12% NEW $61.72 +13.8%
89 BN PUT BROOKFIELD CORP Financial Services 138,850.0 $6.4M 0.12% NEW $45.89 -1.0%
90 KGC KINROSS GOLD CORP Basic Materials 211,745.0 $6.0M 0.11% NEW $28.16 +1.8%
91 WFG CALL WEST FRASER TIMBER CO LTD Basic Materials 97,400.0 $6.0M 0.11% NEW $61.11 -0.2%
92 CALL RB GLOBAL INC 57,700.0 $5.9M 0.11% NEW $102.87
93 MGA PUT MAGNA INTL INC Consumer Cyclical 108,200.0 $5.8M 0.10% NEW $53.30 +18.4%
94 PUT HUT 8 CORP 124,000.0 $5.7M 0.10% NEW $45.94
95 TAC PUT TRANSALTA CORP Utilities 448,600.0 $5.7M 0.10% NEW $12.64 +2.7%
96 CALL BROOKFIELD ASSET MANAGMT LTD 104,800.0 $5.5M 0.10% NEW $52.39
97 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 328,100.0 $5.5M 0.10% NEW $16.66 +19.4%
98 NEM NEWMONT CORP Basic Materials 52,664.0 $5.3M 0.10% NEW $99.85 +8.5%
99 AG PUT FIRST MAJESTIC SILVER CORP Basic Materials 310,000.0 $5.2M 0.09% NEW $16.66 +19.4%
100 TRP TC ENERGY CORP Energy 93,396.0 $5.1M 0.09% NEW $55.01 +27.4%
Page 5 of 14  ·  274 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.0%
Communication Services 25.7%
Energy 25.7%
Basic Materials 14.7%
Utilities 2.6%
Industrials 2.4%
Technology 1.2%
Consumer Cyclical 0.4%
Consumer Defensive 0.2%
Healthcare 0.1%