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Portfolio (Quarterly) Guide ↗

Canoe Financial LP

· CIK 0001908219
13F Portfolio $8.1B AUM 119 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 110 New
Page 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TD TORONTO DOMINION BANK Financial Services 9,944.0 $1.2M 0.01% NEW $121.47 -4.0%
102 FEZ STATE STREET SPDR EURO STOXX 20,800.0 $1.1M 0.01% NEW $55.00 +30.2%
103 SLM SLM CORP Financial Services 34,270.0 $889K 0.01% NEW $25.94 +1.5%
104 ALLE ALLEGION PLC Industrials 4,404.0 $619K 0.01% NEW $140.49 +15.8%
105 ZTS ZOETIS INC Healthcare 7,630.0 $548K 0.01% NEW $71.86 +7.4%
106 CIGI COLLIERS INTL GROUP INC Real Estate 5,340.0 $501K 0.01% NEW $93.75 +15.1%
107 FTS FORTIS INC Utilities 6,402.0 $366K 0.01% NEW $57.23 -3.3%
108 SLF SUN LIFE FINANCIAL INC Financial Services 4,579.0 $359K 0.00% NEW $78.44 +0.8%
109 IGV ISHARES EXPANDED TECH-SOFTWA 750.0 $285K 0.00% NEW $380.00 -73.0%
110 BMO BANK OF MONTREAL Financial Services 1,336.0 $236K 0.00% NEW $176.57 -2.4%
Page 6 of 6  ·  110 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 17.8%
Energy 16.7%
Industrials 15.6%
Healthcare 12.4%
Technology 12.2%
Consumer Cyclical 10.0%
Basic Materials 8.8%
Communication Services 3.5%
Consumer Defensive 2.7%
Real Estate 0.1%