Triasima Portfolio Management inc. Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$547.2B
Holdings
128
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RYROYAL BK CDA | 216,559 | $28.5B | 5.21% | |
| 2 | BNBROOKFIELD CORP | 264,943 | $16.4B | 2.99% | |
| 3 | SHOPSHOPIFY INC | 134,249 | $15.5B | 2.82% | |
| 4 | CLSCELESTICA INC | 92,775 | $14.5B | 2.64% | |
| 5 | CMCANADIAN IMPERIAL BK COMM | 192,086 | $13.6B | 2.49% | |
| 6 | KGCKINROSS GOLD CORP | 859,091 | $13.4B | 2.45% | |
| 7 | ENBENBRIDGE INC | 262,391 | $11.9B | 2.17% | |
| 8 | AGIALAMOS GOLD INC NEW | 435,364 | $11.6B | 2.11% | |
| 9 | BMOBANK MONTREAL QUE | 103,567 | $11.5B | 2.09% | |
| 10 | NVDANVIDIA CORPORATION | 64,600 | $10.2B | 1.87% | |
| 11 | FTSFORTIS INC | 209,745 | $10.0B | 1.83% | |
| 12 | TRITHOMSON REUTERS CORP | 46,995 | $9.4B | 1.72% | |
| 13 | AVGOBROADCOM INC | 34,122 | $9.4B | 1.72% | |
| 14 | MSFTMICROSOFT CORP | 18,575 | $9.2B | 1.69% | |
| 15 | NTRNUTRIEN LTD | 154,600 | $9.0B | 1.64% | |
| 16 | RACEFERRARI N V | 18,223 | $8.9B | 1.63% | |
| 17 | GOOGLALPHABET INC | 48,588 | $8.6B | 1.56% | |
| 18 | TDTORONTO DOMINION BK ONT | 115,690 | $8.5B | 1.55% | |
| 19 | MLB1MERCADOLIBRE INC | 3,200 | $8.4B | 1.53% | |
| 20 | ARESARES MANAGEMENT CORPORATION | 47,287 | $8.2B | 1.50% | |
| 21 | RBARB GLOBAL INC | 75,749 | $8.0B | 1.47% | |
| 22 | JPMJPMORGAN CHASE & CO. | 27,154 | $7.9B | 1.44% | |
| 23 | RELXRELX PLC | 127,720 | $6.9B | 1.27% | |
| 24 | MFCMANULIFE FINL CORP | 215,410 | $6.9B | 1.26% | |
| 25 | WELLWELLTOWER INC | 42,449 | $6.5B | 1.19% | |
| 26 | AXONAXON ENTERPRISE INC | 7,765 | $6.4B | 1.17% | |
| 27 | TJXTJX COS INC NEW | 51,160 | $6.3B | 1.15% | |
| 28 | METAMETA PLATFORMS INC | 8,456 | $6.2B | 1.14% | |
| 29 | VVISA INC | 17,137 | $6.1B | 1.11% | |
| 30 | PAASPAN AMERN SILVER CORP | 211,010 | $6.0B | 1.09% | |
| 31 | SPOTSPOTIFY TECHNOLOGY S A | 7,529 | $5.8B | 1.06% | |
| 32 | NOWSERVICENOW INC | 5,489 | $5.6B | 1.03% | |
| 33 | IMGIAMGOLD CORP | 759,188 | $5.6B | 1.02% | |
| 34 | GEVGE VERNOVA INC | 10,402 | $5.5B | 1.01% | |
| 35 | TRPTC ENERGY CORP | 104,481 | $5.1B | 0.93% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 22,089 | $5.0B | 0.91% | |
| 37 | BSXBOSTON SCIENTIFIC CORP | 46,484 | $5.0B | 0.91% | |
| 38 | AERAERCAP HOLDINGS NV | 42,510 | $5.0B | 0.91% | |
| 39 | RSGREPUBLIC SVCS INC | 19,846 | $4.9B | 0.89% | |
| 40 | CIB1NGRUPO CIBEST SA | 104,655 | $4.8B | 0.88% | |
| 41 | AJGGALLAGHER ARTHUR J & CO | 15,077 | $4.8B | 0.88% | |
| 42 | CAECAE INC | 157,900 | $4.6B | 0.84% | |
| 43 | IBNICICI BANK LIMITED | 135,120 | $4.5B | 0.83% | |
| 44 | UNMUNUM GROUP | 55,290 | $4.5B | 0.82% | |
| 45 | WCNWASTE CONNECTIONS INC | 23,365 | $4.4B | 0.80% | |
| 46 | XPEVXPENG INC | 236,865 | $4.2B | 0.77% | |
| 47 | AEMAGNICO EAGLE MINES LTD | 35,535 | $4.2B | 0.77% | |
| 48 | SYKSTRYKER CORPORATION | 10,424 | $4.1B | 0.75% | |
| 49 | CRCCANADIAN NAT RES LTD | 124,670 | $3.9B | 0.71% | |
| 50 | VOOVANGUARD INDEX FDS | 6,835 | $3.9B | 0.71% | |
| 51 | HLIHOULIHAN LOKEY INC | 21,500 | $3.9B | 0.71% | |
| 52 | GILDGILEAD SCIENCES INC | 34,666 | $3.8B | 0.70% | |
| 53 | TOSTTOAST INC | 86,727 | $3.8B | 0.70% | |
| 54 | COSTCOSTCO WHSL CORP NEW | 3,805 | $3.8B | 0.69% | |
| 55 | WABWABTEC | 17,850 | $3.7B | 0.68% | |
| 56 | STNSTANTEC INC | 34,319 | $3.7B | 0.68% | |
| 57 | GATXGATX CORP | 24,176 | $3.7B | 0.68% | |
| 58 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 37,769 | $3.7B | 0.68% | |
| 59 | TTANSERVICETITAN INC | 34,037 | $3.6B | 0.67% | |
| 60 | LIESUN LIFE FINANCIAL INC. | 54,630 | $3.6B | 0.66% | |
| 61 | BNSBANK NOVA SCOTIA HALIFAX | 64,190 | $3.5B | 0.65% | |
| 62 | BBUBROOKFIELD BUSINESS PARTNERS | 135,680 | $3.5B | 0.64% | |
| 63 | NUNU HLDGS LTD | 254,379 | $3.5B | 0.64% | |
| 64 | ORLYOREILLY AUTOMOTIVE INC | 38,685 | $3.5B | 0.64% | |
| 65 | TIGOMILLICOM INTL CELLULAR S A | 91,505 | $3.4B | 0.63% | |
| 66 | KDKYNDRYL HLDGS INC | 80,565 | $3.4B | 0.62% | |
| 67 | ROPROPER TECHNOLOGIES INC | 5,772 | $3.3B | 0.60% | |
| 68 | MCKMCKESSON CORP | 4,434 | $3.2B | 0.59% | |
| 69 | PANWPALO ALTO NETWORKS INC | 15,621 | $3.2B | 0.58% | |
| 70 | CHRWC H ROBINSON WORLDWIDE INC | 32,645 | $3.1B | 0.57% | |
| 71 | SFMSPROUTS FMRS MKT INC | 18,702 | $3.1B | 0.56% | |
| 72 | BOWBOWHEAD SPECIALTY HLDGS INC | 81,720 | $3.1B | 0.56% | |
| 73 | SOBOSOUTH BOW CORP | 116,885 | $3.0B | 0.55% | |
| 74 | CPCANADIAN PACIFIC KANSAS CITY | 37,700 | $3.0B | 0.55% | |
| 75 | NGDNEW GOLD INC CDA | 601,765 | $3.0B | 0.55% | |
| 76 | DSGDESCARTES SYS GROUP INC | 29,305 | $3.0B | 0.54% | |
| 77 | BABAALIBABA GROUP HLDG LTD | 25,450 | $2.9B | 0.53% | |
| 78 | WPMWHEATON PRECIOUS METALS CORP | 30,600 | $2.7B | 0.50% | |
| 79 | ROLROLLINS INC | 47,465 | $2.7B | 0.49% | |
| 80 | CCOCAMECO CORP | 34,350 | $2.5B | 0.47% | |
| 81 | AMZNAMAZON COM INC | 11,012 | $2.4B | 0.44% | |
| 82 | G4RABANCO DE CHILE | 77,380 | $2.4B | 0.43% | |
| 83 | FERFERROVIAL SE | 43,585 | $2.3B | 0.43% | |
| 84 | ABTABBOTT LABS | 16,285 | $2.2B | 0.40% | |
| 85 | TAT&T INC | 73,389 | $2.1B | 0.39% | |
| 86 | NVSNNOVARTIS AG | 17,465 | $2.1B | 0.39% | |
| 87 | CSCOCISCO SYS INC | 25,574 | $1.8B | 0.32% | |
| 88 | MRSHMARSH & MCLENNAN COS INC | 8,018 | $1.8B | 0.32% | |
| 89 | UBERUBER TECHNOLOGIES INC | 18,463 | $1.7B | 0.31% | |
| 90 | VZLAVIZSLA SILVER CORP | 524,856 | $1.5B | 0.28% | |
| 91 | BNTBROOKFIELD WEALTH SOL LTD | 25,022 | $1.5B | 0.28% | |
| 92 | EFAISHARES TR | 16,796 | $1.5B | 0.27% | |
| 93 | AZOAUTOZONE INC | 391 | $1.5B | 0.27% | |
| 94 | CARRCARRIER GLOBAL CORPORATION | 19,420 | $1.4B | 0.26% | |
| 95 | OTISOTIS WORLDWIDE CORP | 13,969 | $1.4B | 0.25% | |
| 96 | ECLECOLAB INC | 5,068 | $1.4B | 0.25% | |
| 97 | EZPWEZCORP INC | 95,195 | $1.3B | 0.24% | |
| 98 | CITCINTAS CORP | 5,479 | $1.2B | 0.22% | |
| 99 | GFLGFL ENVIRONMENTAL INC | 24,196 | $1.2B | 0.22% | |
| 100 | ARISARIS MNG CORP | 174,907 | $1.2B | 0.21% |
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