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Portfolio (Quarterly) Guide ↗

Canada Post Corp Registered Pension Plan

· CIK 0001991835
13F Portfolio $2.9B AUM 492 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 118 Added 99 Reduced 7 Exited
Page 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EOG EOG RESOURCES INC Energy 27,921.0 $3.6M 0.13% +3K +12.5% $129.73 +11.5%
62 NKE NIKE INC CL B Consumer Cyclical 86,747.0 $3.6M 0.12% +17K +25.0% $41.05 -6.6%
63 VLO VALERO ENERGY CORPORATION COMMO Energy 13,558.0 $3.5M 0.12% +868.0 +6.8% $260.44 +32.6%
64 FDX FEDEX CORP Industrials 11,233.0 $3.5M 0.12% +5K +68.4% $313.13 +6.3%
65 CFG CITIZENS FINANCIAL GROUP INC COMMON Financial Services 48,813.0 $3.4M 0.12% +13K +34.5% $70.07 +0.5%
66 VRT VERTIV HOLDINGS LLC NPV COMMON Industrials 10,150.0 $3.4M 0.12% +490.0 +5.1% $334.82 -19.9%
67 ADBE ADOBE SYSTEMS INC Technology 16,348.0 $3.4M 0.12% +465.0 +2.9% $205.02 +41.5%
68 BK BANK NEW YORK MELLON CORP COMMO Financial Services 21,607.0 $3.1M 0.11% +4K +22.7% $144.61 -1.9%
69 PWR QUANTA SERVICES INC (PAR 0.00001) - COM Industrials 4,295.0 $3.1M 0.11% +300.0 +7.5% $720.04 -13.2%
70 MDLZ MONDELEZ INTL INC CLASS A COMMON Consumer Defensive 52,167.0 $3.0M 0.10% +24K +84.1% $57.84 +8.3%
71 GWW W.W. GRAINGER INC Industrials 2,187.0 $3.0M 0.10% +414.0 +23.4% $1360.40 -3.0%
72 EME EMCOR GROUP INCORPORATED COMMO Industrials 3,564.0 $3.0M 0.10% +73.0 +2.1% $829.88 -6.9%
73 WYNN WYNN RESORTS LTD COM Consumer Cyclical 29,533.0 $2.9M 0.10% +2K +6.4% $97.09 -3.2%
74 AME AMETEK INC Industrials 10,401.0 $2.5M 0.09% +1K +14.0% $241.94 +0.6%
75 CDNS CADENCE DESIGN SYSTEMS INC PRD Technology 6,605.0 $2.5M 0.09% +700.0 +11.8% $375.32 -7.7%
76 FORTINET INC COMMON 15,840.0 $2.4M 0.09% +2K +13.2% $153.62
77 STT STATE STREET CORP Financial Services 14,298.0 $2.4M 0.09% +942.0 +7.0% $169.60 +13.8%
78 KR KROGER COMPANY COMMO Consumer Defensive 42,458.0 $2.4M 0.08% +25K +147.4% $55.53 +3.0%
79 HUM HUMANA INC COM Healthcare 5,558.0 $2.2M 0.08% +369.0 +7.1% $397.22 -0.4%
80 POOL POOL CORPORATION COMMO Industrials 10,236.0 $2.2M 0.08% +4K +61.5% $214.90 -13.1%
Page 4 of 6  ·  118 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
Technology 33.8%
Financial Services 16.2%
Healthcare 12.8%
Consumer Cyclical 9.7%
Industrials 8.3%
Communication Services 7.5%
Consumer Defensive 4.0%
Energy 3.3%
Utilities 2.2%
Basic Materials 1.4%