Credential Qtrade Securities Inc.

CIK: 0002077908SEC EDGAR →

Portfolio Value

$1.9B

Holdings

379

As of

Q2 2025

New Positions

379

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TORONTO DOMINION BK ONT

2,124,259$128.2M
6.88%
2

CANADIAN NAT RES LTD

1,283,500$97.9M
5.26%
3

BANK MONTREAL QUE

950,068$92.8M
4.98%
4

VISA INC

258,217$72.1M
3.87%
5

RESTAURANT BRANDS INTL INC

863,776$68.6M
3.68%
6

CANADIAN PACIFIC KANSAS CITY

770,157$67.9M
3.65%
7

SAP SE

338,580$66.0M
3.54%
8

CGI INC

543,731$60.0M
3.22%
9

BROOKFIELD CORP

1,360,726$57.0M
3.06%
10

UNITEDHEALTH GROUP INC

110,783$54.8M
2.94%

Sector Breakdown

Sector# HoldingsValue%
Financial Services70$517.8M27.6%
Industrials58$226.9M12.1%
Energy21$209.9M11.2%
Healthcare38$178.4M9.5%
Unknown35$161.3M8.6%
Technology47$146.1M7.8%
Consumer Cyclical29$144.9M7.7%
Basic Materials24$93.8M5.0%
Consumer Defensive18$92.8M4.9%
Communication Services18$84.9M4.5%
Utilities14$14.4M0.8%
Real Estate7$7.2M0.4%