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Portfolio (Quarterly) Guide ↗

Canada Post Corp Registered Pension Plan

· CIK 0001991835
13F Portfolio $2.5B AUM 493 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 106 Added 173 Reduced 9 Exited
Page 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 YUM YUM BRANDS INC COMMON Consumer Cyclical 11,973.0 $1.9M 0.07% +6K +96.9% $155.48 +0.5%
82 OKE ONEOK INC (NEW) COMMON Energy 20,384.0 $1.8M 0.07% +3K +20.1% $90.39 -4.8%
83 PAYX PAYCHEX INC Industrials 19,586.0 $1.8M 0.07% +1K +7.2% $92.12 +8.7%
84 TRGP TARGA RESOURCES CORP COMMON Energy 7,040.0 $1.8M 0.07% +2K +37.2% $250.73 +3.8%
85 STT STATE STREET CORP Financial Services 13,356.0 $1.7M 0.07% +3K +35.1% $126.56 +37.0%
86 OXY OCCIDENTAL PETE Corp. Energy 23,575.0 $1.5M 0.06% +5K +30.1% $65.00 -17.4%
87 CCK CROWN HOLDINGS INC COMMO Consumer Cyclical 13,435.0 $1.3M 0.05% +979.0 +7.9% $100.25 +3.1%
88 DVN DEVON ENERGY CORPORATION COMMO Energy 26,698.0 $1.3M 0.05% +7K +33.4% $50.32 -14.9%
89 NRG NRG ENERGY INC COMMO Utilities 9,028.0 $1.3M 0.05% +680.0 +8.2% $146.14 -7.8%
90 EXPE EXPEDIA GROUP INC COMMON Consumer Cyclical 4,785.0 $1.1M 0.04% +2K +83.5% $230.89 +4.7%
91 ULTA ULTA BEAUTY INC COMMON Consumer Cyclical 2,001.0 $1.0M 0.04% +874.0 +77.5% $522.71 -11.7%
92 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACOMMO Technology 16,863.0 $1.0M 0.04% +6K +61.4% $61.35 -18.3%
93 APA APA CORPORATION COMMON Energy 23,788.0 $1.0M 0.04% +15K +163.5% $42.44 -19.5%
94 NTRS NORTHERN TRUST CORP COM Financial Services 7,110.0 $992K 0.04% +2K +47.5% $139.57 +26.3%
95 DG DOLLAR GENERAL CORP COMMON Consumer Defensive 7,571.0 $899K 0.04% +990.0 +15.0% $118.73 -6.1%
96 DLTR DOLLAR TREE INC COMMON Consumer Defensive 8,089.0 $886K 0.04% +1K +15.6% $109.51 -0.9%
97 TPL TEXAS PACIFIC LAND CORP COMMON Energy 1,790.0 $849K 0.03% +560.0 +45.5% $474.56 -25.7%
98 EXPAND ENERGY CORPORATION COMMON 7,360.0 $808K 0.03% +1K +22.5% $109.78
99 ES EVERSOURCE ENERGY COMMON Utilities 11,540.0 $799K 0.03% +3K +34.5% $69.28 +0.5%
100 IBKR INTERACTIVE BROKERS GROUP INC COMMO Financial Services 11,770.0 $789K 0.03% +2K +19.4% $67.07 +41.6%
Page 5 of 6  ·  106 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 28.7%
Financial Services 15.7%
Healthcare 13.5%
Communication Services 10.4%
Consumer Cyclical 9.5%
Industrials 8.6%
Consumer Defensive 4.3%
Energy 4.3%
Utilities 2.4%
Basic Materials 1.6%