Canoe Financial LP

CIK: 0001908219SEC EDGAR →

Portfolio Value

$7.4M

Holdings

103

As of

Q4 2025

New Positions

11

Closed Positions

10

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TAIWAN SEMICONDUCTOR MANUFACTU

1,198,170$364K
4.95%
2

ALPHABET INC

1,024,214$321K
4.35%
3

CANADIAN NATIONAL RAILWAY CO

2,924,012$289K
3.93%
4

WELLS FARGO & CO

2,804,535$261K
3.55%
5

MICROSOFT CORP

522,481$253K
3.43%
6

OTIS WORLDWIDE CORP

2,787,870$244K
3.31%
7

MOODY'S CORP

425,922$218K
2.96%
8

CANADIAN NATURAL RESOURCES LTD

5,588,945$189K
2.57%
9

MASTERCARD INC

312,481$178K
2.42%
10

INTERCONTINENTAL HOTELS GROUP

1,257,505$177K
2.41%

Quarterly Changes

Top Buys

IHGNEW
$177K
LMTNEW
$166K
CVENEW
$103K
4I1↑ Increased
$100K
JNJ↑ Increased
$91K

Top Sells

CNR↓ Decreased
$261K
ORCL↓ Decreased
$134K
SYYCLOSED
$118K
UNH↓ Decreased
$95K
AEM↓ Decreased
$69K

New Positions (13)

$177K · 1.3M shares
$166K · 344K shares
$103K · 6.1M shares
$61K · 2.8M shares
$59K · 340K shares
$43K · 1.1M shares
$43K · 271K shares
$22K · 336K shares
$12K · 53K shares
VOLUTION GROUP PLC
$8K · 950K shares
$2K · 7K shares
$965 · 25K shares
$318 · 3K shares

Closed Positions (14)

$118K · 1.4M shares
$58K · 245K shares
$19K · 8.3M shares
$7K · 155K shares
$4K · 45K shares
$4K · 46K shares
$869 · 4K shares
$759 · 3K shares
$622 · 3K shares
$590 · 5K shares
$570 · 12K shares
$79 · 107 shares
$47 · 395 shares
$45 · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services22$2.0M26.6%
Industrials18$976K13.3%
Consumer Cyclical11$905K12.3%
Technology8$899K12.2%
Energy11$811K11.0%
Healthcare11$542K7.4%
Unknown10$473K6.4%
Basic Materials8$366K5.0%
Communication Services1$321K4.4%
Consumer Defensive4$103K1.4%
Real Estate2$10K0.1%
Utilities1$3940.0%