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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 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STLD STEEL DYNAMICS INC COMMO Basic Materials 11,248.0 $2.0M 0.08% -444.0 -3.8% $180.00 +52.4%
82 FE FIRST ENERGY CORP Utilities 39,220.0 $2.0M 0.08% -11K -21.5% $50.66 -5.9%
83 ORLY O REILLY AUTOMOTIVE INC NEW COMMON Consumer Cyclical 21,325.0 $2.0M 0.08% -2K -10.5% $92.31 -1.8%
84 TMUS T-MOBILE US INC COMMON Communication Services 8,940.0 $1.9M 0.07% -3K -26.3% $210.03 -12.2%
85 LEIDOS HOLDINGS INC-W/I COMMON 11,706.0 $1.8M 0.07% -316.0 -2.6% $155.52
86 JBL JABIL INC Technology 6,710.0 $1.8M 0.07% -500.0 -6.9% $265.63 +41.4%
87 BX BLACKSTONE GROUP CL A COMMON Financial Services 15,210.0 $1.7M 0.07% -3K -17.8% $114.99 +11.2%
88 ECL ECOLAB INC Basic Materials 6,435.0 $1.7M 0.07% -280.0 -4.2% $266.02 +3.0%
89 CDNS CADENCE DESIGN SYSTEMS INC PRD Technology 5,905.0 $1.6M 0.07% -2K -20.5% $277.87 +39.6%
90 MDLZ MONDELEZ INTL INC CLASS A COMMON Consumer Defensive 28,334.0 $1.6M 0.07% -25K -46.9% $57.64 +7.8%
91 RF REGIONS FINANCIAL CORP COMMON Financial Services 60,941.0 $1.6M 0.06% -3K -4.2% $26.12 +11.0%
92 MAR MARRIOTT INTL INC CL A (NEW) Consumer Cyclical 4,675.0 $1.5M 0.06% -1K -17.6% $327.07 +22.0%
93 YUMC YUM CHINA HOLDINGS INC W/I COMMON Consumer Cyclical 29,932.0 $1.5M 0.06% -4K -12.5% $48.78 -10.5%
94 KKR KKR & CO INC COMMON Financial Services 15,540.0 $1.4M 0.06% -2K -9.6% $92.50 +7.0%
95 CTVA CORTEVA INC COMMON Basic Materials 17,059.0 $1.4M 0.06% -4K -18.8% $83.71 -8.2%
96 AMERISOURCEBERGEN CORPORATION COMMO 4,482.0 $1.4M 0.06% -1K -23.5% $314.14
97 SWKS SKYWORKS SOLUTIONS INC COMMON Technology 25,237.0 $1.4M 0.05% -2K -8.0% $53.55 +33.4%
98 DASH DOORDASH RG-A COMMON Communication Services 8,850.0 $1.3M 0.05% -500.0 -5.3% $150.15 +13.2%
99 LVS LAS VEGAS SANDS CORP COMMON Consumer Cyclical 24,340.0 $1.3M 0.05% -30K -55.4% $53.88 -9.2%
100 MNST MONSTER BEVERAGE CORP COM NEW NPV Consumer Defensive 18,024.0 $1.3M 0.05% -3K -14.6% $72.46 +28.3%
Page 5 of 9  ·  173 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%