Canoe Financial LP Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$7.4B
Holdings
103
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
TSMTAIWAN SEMICONDUCTOR MANUFACTU | $364.1M |
GOOGLALPHABET INC | $320.6M |
CNRCANADIAN NATIONAL RAILWAY CO | $289.2M |
WFCWELLS FARGO & CO | $261.4M |
MSFTMICROSOFT CORP | $252.7M |
OTISOTIS WORLDWIDE CORP | $243.5M |
MCOMOODY'S CORP | $217.6M |
CRCCANADIAN NATURAL RESOURCES LTD | $189.3M |
MAMASTERCARD INC | $178.4M |
IHGINTERCONTINENTAL HOTELS GROUP | $177.2M |
ADIANALOG DEVICES INC | $173.3M |
QSRRESTAURANT BRANDS INTL INC | $169.9M |
AZOAUTOZONE INC | $167.5M |
LMTLOCKHEED MARTIN CORP | $166.4M |
TECK/BTECK RESOURCES LTD | $159.6M |
ICEINTERCONTINENTAL EXCHANGE INC | $154.1M |
CVSCVS HEALTH CORP | $150.7M |
CMECME GROUP INC | $147.5M |
ROPROPER TECHNOLOGIES INC | $146.0M |
ROSTROSS STORES INC | $142.8M |
VVISA INC COM CL A | $135.6M |
MTBM&T BANK CORP | $131.5M |
ELVELEVANCE HEALTH INC | $129.9M |
TJXTJX COS INC/THE | $126.8M |
RBARB GLOBAL INC | $124.9M |
AEMAGNICO EAGLE MINES LIMITED | $120.7M |
EQTEQT CORP | $118.6M |
AXPAMERICAN EXPRESS CO | $118.3M |
RYROYAL BANK OF CANADA | $117.9M |
MSCIMSCI INC | $114.8M |
SHWSHERWIN-WILLIAMS CO/THE | $112.3M |
JNJJOHNSON & JOHNSON | $104.6M |
WPMWHEATON PRECIOUS METALS CORP | $104.4M |
CVECENOVUS ENERGY INC | $102.7M |
4I1PHILIP MORRIS INTERNATIONAL IN | $99.6M |
EFXENERFLEX LTD | $94.9M |
WTWWILLIS TOWERS WATSON PLC | $85.5M |
BRK/BBERKSHIRE HATHAWAY INC | $81.5M |
MTDMETTLER-TOLEDO INTERNATIONAL I | $75.1M |
TDTORONTO DOMINION BANK | $68.0M |
ASML.ASASML HOLDING NV | $65.9M |
COFCAPITAL ONE FINANCIAL CORP | $65.6M |
CARRCARRIER GLOBAL CORP | $63.1M |
DEODIAGEO PLC | $61.1M |
TXNTEXAS INSTRUMENTS INC | $58.9M |
RRCRANGE RESOURCES CORP | $56.3M |
CBCHUBB LTD | $44.6M |
SLBSCHLUMBERGER LTD | $43.4M |
BYDBOYD GROUP SERVICES INC | $43.2M |
RCI/BROGERS COMMUNICATIONS INC | $43.0M |
GGGGRACO INC | $39.9M |
SPGIS&P GLOBAL INC | $38.0M |
ICLRICON PLC | $35.3M |
FISVFISERV INC | $33.0M |
EMREMERSON ELECTRIC CO | $31.8M |
MARMARRIOTT INTERNATIONAL INC/MD | $31.6M |
NOCNORTHROP GRUMMAN CORP | $29.8M |
AONAON PLC | $27.4M |
ALCALCON INC | $26.6M |
ULUNILEVER PLC | $22.0M |
HDBHDFC BANK LTD | $21.4M |
UNHUNITEDHEALTH GROUP INC | $15.6M |
LINLINDE PLC | $14.0M |
HLTHILTON WORLDWIDE HOLDINGS INC | $13.4M |
LOWLOWE'S COS INC | $13.3M |
PEPPEPSICO INC | $12.4M |
AMZNAMAZON.COM INC | $12.2M |
CPRTCOPART INC | $11.4M |
ORCLORACLE CORP | $11.2M |
SPYSPDR S&P 500 ETF TRUST | $10.1M |
EXEExpand Energy Corp | $8.7M |
—VOLUTION GROUP PLC | $8.3M |
CLCOLGATE-PALMOLIVE CO | $7.6M |
FDSFACTSET RESEARCH SYSTEMS INC | $7.2M |
STNSTANTEC INC | $7.0M |
AGIALAMOS GOLD INC NEW | $7.0M |
NKENIKE INC | $6.9M |
GDXJVANECK JUNIOR GOLD MINERS | $6.2M |
GIB/ACGI INC | $6.1M |
DSGDESCARTES SYS GROUP INC | $6.1M |
RALRALLIANT CORP | $5.7M |
CIGICOLLIERS INTL GROUP INC | $5.6M |
KGCKINROSS GOLD CORP | $4.6M |
FSVFIRSTSERVICE CORP | $4.4M |
EFXEQUIFAX INC | $4.4M |
NTBBANK OF NT BUTTERFIELD & SON L | $3.2M |
SYFSYNCHRONY FINANCIAL | $2.9M |
JKHYJACK HENRY & ASSOCIATES INC | $2.8M |
ADBEADOBE INC | $2.8M |
GRT-UGRANITE REAL ESTATE INVESTMENT TRUST | $2.6M |
ATSATS CORP | $2.2M |
WCNWASTE CONNECTIONS INC | $2.1M |
CICIGNA CORP | $2.1M |
EROERO COPPER CORP | $1.8M |
ZTSZOETIS INC | $1.7M |
TFIITFI INTERNATIONAL INC | $1.7M |
SLBSLB LTD | $1.6M |
RGLDROYAL GOLD INC | $1.4M |
VNOMVIPER ENERGY INC/OLD | $965K |
UNPUNION PACIFIC CORP | $433K |
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