Fund HoldingsGenus Capital Management Inc.

Total Portfolio Value
$858.52M
Total Bought
$227.79M
Total Sold
$244.85M
Net Transaction
-$17.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
INTERNATIONAL BUSINESS MACHS(IBM)061,227+61,227018,1362.11%+18,136
APPLE INC(AAPL)22,27459,194+36,9205,67216,0921.87%+10,421
ULTA BEAUTY INC(ULTA)1,44018,083+16,64378710,9401.27%+10,153
US BANCORP DEL(USB)0183,730+183,73009,8041.14%+9,804
JOHNSON & JOHNSON(JNJ)10,93154,548+43,6172,02711,2891.31%+9,262
TORONTO DOMINION BK ONT(TD)0177,625+177,625016,7631.95%+16,763
TJX COS INC NEW(TJX)12,07660,876+48,8001,7459,3511.09%+7,606
SPDR SERIES TRUST
ST STR BLO 1 ETF
074,555+74,55506,8130.79%+6,813
EXPEDIA GROUP INC(EXPE)9,80031,093+21,2932,0958,8091.03%+6,714
ADVANCED MICRO DEVICES INC(AMD)030,770+30,77006,5900.77%+6,590
PARKER-HANNIFIN CORP(PH)07,083+7,08306,2260.73%+6,226
MERCK & CO INC(MRK)055,453+55,45305,8370.68%+5,837
CANADIAN IMPERIAL BANK OF CO(CM)48,42599,055+50,6303,8708,9921.05%+5,121
NEW YORK TIMES CO(NYT)071,229+71,22904,9450.58%+4,945
ELI LILLY & CO(LLY)04,600+4,60004,9440.58%+4,944
COMMERCIAL METALS CO(CMC)065,464+65,46404,5310.53%+4,531
FIRST SOLAR INC(FSLR)017,320+17,32004,5250.53%+4,525
GILDAN ACTIVEWEAR INC(GIL)101,043165,278+64,2355,83910,3441.20%+4,505
BORGWARNER INC090,100+90,10004,0600.47%+4,060
ABBVIE INC(ABBV)45,58563,640+18,05510,55514,5411.69%+3,986
NUTRIEN LTD(NTR)165,350221,481+56,1319,71313,6891.59%+3,976
NEUROCRINE BIOSCIENCES INC(NBIX)026,990+26,99003,8280.45%+3,828
CHUBB LIMITED
COM
011,740+11,74003,6640.43%+3,664
HCA HEALTHCARE INC(HCA)017,896+17,89608,3550.97%+8,355
BARRICK MNG CORP(B)201,729234,059+32,3306,62710,2091.19%+3,582
VALERO ENERGY CORP(VLO)23,10046,000+22,9003,9337,4880.87%+3,555
CISCO SYS INC(CSCO)0247,296+247,296019,0492.22%+19,049
CSX CORP(CSX)093,400+93,40003,3860.39%+3,386
MANULIFE FINL CORP(MFC)239,000297,950+58,9507,44810,8331.26%+3,385
JOHNSON CTLS INTL PLC
SHS
025,145+25,14503,0110.35%+3,011
EDISON INTL(EIX)049,740+49,74002,9850.35%+2,985
WELLS FARGO CO NEW(WFC)9,30039,800+30,5007803,7090.43%+2,930
SYNCHRONY FINANCIAL(SYF)86,266105,276+19,0106,1298,7831.02%+2,654
DOVER CORP(DOV)012,756+12,75602,4900.29%+2,490
ISHARES TR
MSCI USA VALUE
017,598+17,59802,4060.28%+2,406
AFFILIATED MANAGERS GROUP IN22,63526,985+4,3505,3977,7790.91%+2,382
COCA COLA CONS INC(COKE)015,500+15,50002,3760.28%+2,376
ROYAL BK CDA(RY)162,627153,928-8,69923,97426,2763.06%+2,301
ISHARES TR53,93076,320+22,3905,1347,3480.86%+2,214
UNITED THERAPEUTICS CORP DEL(UTHR)04,440+4,44002,1630.25%+2,163
INTERACTIVE BROKERS GROUP IN(IBKR)032,400+32,40002,0840.24%+2,084
ALPHABET INC(GOOG)28,95529,080+1257,0529,1251.06%+2,073
VERTIV HOLDINGS CO(VRT)012,247+12,24701,9840.23%+1,984
CATERPILLAR INC(CAT)03,400+3,40001,9480.23%+1,948
INCYTE CORP(INCY)28,46543,675+15,2102,4144,3140.50%+1,900
TRAVELERS COMPANIES INC(TRV)06,922+6,92202,0080.23%+2,008
PHILLIPS 66(PSX)013,225+13,22501,7070.20%+1,707
BEST BUY INC(BBY)024,740+24,74001,6560.19%+1,656
CVS HEALTH CORP(CVS)64,60079,165+14,5654,8706,2830.73%+1,412
HOWMET AEROSPACE INC(HWM)06,100+6,10001,2510.15%+1,251
QUALCOMM INC(QCOM)016,610+16,61002,8410.33%+2,841
RIVIAN AUTOMOTIVE INC(RIVN)0236,020+236,02004,6520.54%+4,652
ALPHABET INC(GOOG)16,04015,840-2003,8994,9580.58%+1,059
GENERAL MTRS CO(GM)013,000+13,00001,0570.12%+1,057
SLB LIMITED(SLB)025,000+25,00009600.11%+960
MCKESSON CORP(MCK)06,286+6,28605,1560.60%+5,156
MICRON TECHNOLOGY INC(MU)03,100+3,10008850.10%+885
TOPBUILD CORP10,46511,837+1,3724,0904,9380.58%+848
CUMMINS INC(CMI)5,5286,235+7072,3353,1830.37%+848
MARRIOTT INTL INC NEW(MAR)02,600+2,60008070.09%+807
WALMART INC(WMT)40,07544,050+3,9754,1304,9080.57%+777
AMERICAN EXPRESS CO(AXP)026,346+26,34609,7471.14%+9,747
BANK NEW YORK MELLON CORP82,13782,482+3458,9509,5751.12%+626
DISNEY WALT CO(DIS)030,285+30,28503,4460.40%+3,446
ENERFLEX LTD(EFXT)66,20081,900+15,7007141,2640.15%+550
ASML HOLDING N V
N Y REGISTRY SHS
0505+50505400.06%+540
EXELON CORP(EXC)26,00039,100+13,1001,1701,7040.20%+534
BANK NOVA SCOTIA HALIFAX40,17442,020+1,8462,5983,1030.36%+505
ACUITY INC(AYI)08,970+8,97003,2300.38%+3,230
PDD HOLDINGS INC(PDD)03,795+3,79504300.05%+430
ONEMAIN HLDGS INC(OMF)037,015+37,01502,5000.29%+2,500
UNITED AIRLS HLDGS INC(UAL)46,23343,233-3,0004,4614,8340.56%+373
ENBRIDGE INC(ENB)126,474139,547+13,0736,3426,6700.78%+328
CELESTICA INC(CLS)39,59833,873-5,7259,74610,0331.17%+287
ARGENX SE(ARGX)455725+2703366100.07%+274
GRANITE REAL ESTATE INVT TR(GRTUF)47,28548,525+1,2402,6282,8930.34%+265
IDEXX LABS INC(IDXX)12,30212,002-3007,8608,1200.95%+260
SOCIEDAD QUIMICA Y MINERA DE(SQM)03,517+3,51702420.03%+242
INTUITIVE SURGICAL INC0403+40302280.03%+228
CITIGROUP INC(C)47,13742,642-4,4954,7844,9760.58%+191
GSK PLC(GSK)012,080+12,08005920.07%+592
AMAZON COM INC(AMZN)026,868+26,86806,2020.72%+6,202
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
53,39046,300-7,09012,60312,7511.49%+147
ISHARES TR048,161+48,16104,6250.54%+4,625
BARCLAYS PLC017,880+17,88004550.05%+455
MOODYS CORP(MCO)02,388+2,38801,2200.14%+1,220
INFOSYS LTD(INFY)028,864+28,86405140.06%+514
LLOYDS BANKING GROUP PLC(LYG)013,365+13,3650710.01%+71
ISHARES TR2,3542,554+2005706290.07%+59
AMGEN INC(AMGN)01,087+1,08703560.04%+356
HDFC BANK LTD(HDB)020,504+20,50407490.09%+749
CURTISS WRIGHT CORP(CW)5,3005,30002,8782,9220.34%+44
KE HLDGS INC(BEKE)15,00020,700+5,7002853260.04%+41
SEA LTD(SE)03,138+3,13804000.05%+400
ISHARES GOLD TR(IAU)03,780+3,78003070.04%+307
MAKEMYTRIP LIMITED MAURITIUS
SHS
05,613+5,61304610.05%+461
BANCO BILBAO VIZCAYA ARGENTA(BBVA)013,670+13,67003190.04%+319
HARTFORD INSURANCE GROUP INC(HIG)04,004+4,00405520.06%+552
KT CORP(KT)032,526+32,52606170.07%+617
AMBEV SA(ABEV)071,608+71,60801770.02%+177
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