Fund Holdings — Connor, Clark & Lunn Investment Management Ltd.

Total Portfolio Value
$43.40B
Total Bought
$12.43B
Total Sold
$6.80B
Net Transaction
+$5.63B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SUNCOR ENERGY INC NEW(SU)9,795,48814,519,545+4,724,057434,777960,5162.21%+525,739
ENBRIDGE INC(ENB)9,870,46417,419,225+7,548,761472,336944,4402.18%+472,104
TC ENERGY CORP(TRP)9,654,08513,054,490+3,400,405531,616816,2601.88%+284,644
MDA SPACE LTD(MDA)09,708,152+9,708,1520245,9780.57%+245,978
CHEVRON CORPORATION(CVX)36,1801,105,006+1,068,8265,514228,6260.53%+223,112
ALPHABET INC(GOOG)718,7301,533,694+814,964224,962441,0291.02%+216,067
CANADIAN PACIFIC KANSAS CITY(CP)5,261,1167,077,878+1,816,762387,342557,0861.28%+169,744
CANADIAN NATL RY CO(CNI)3,067,6344,575,185+1,507,551303,406470,9861.09%+167,580
ELI LILLY & CO(LLY)76,901256,933+180,03282,644236,3190.54%+153,675
SYNOPSYS INC(SNPS)51,245439,296+388,05124,071174,1720.40%+150,101
APPLE INC(AAPL)2,278,1983,021,296+743,098619,351766,7751.77%+147,424
NATIONAL GRID PLC(NGG)225,2841,844,307+1,619,02317,426156,0280.36%+138,603
TORONTO DOMINION BK ONT(TD)9,120,80110,640,443+1,519,642859,631992,6412.29%+133,010
CANADIAN NAT RES LTD MED TER(CNQ)6,021,4736,717,486+696,013203,953327,6710.75%+123,718
LOCKHEED MARTIN CORP(LMT)98,347277,684+179,33747,567167,8290.39%+120,262
WELLS FARGO & CO(WFC)9,5931,441,784+1,432,191894114,7800.26%+113,886
CENOVUS ENERGY INC(CVE)7,148,5308,831,030+1,682,500120,938233,7020.54%+112,764
COSTCO WHOLESALE CORPORATION(COST)105,708195,447+89,73991,156194,7490.45%+103,593
AMERICAN EXPRESS CO(AXP)9,547353,448+343,9013,532106,9110.25%+103,379
MASTERCARD INCORPORATED(MA)320,894573,464+252,570183,192286,5370.66%+103,345
ENERFLEX LTD(EFXT)8,554,08111,193,025+2,638,944131,877234,1880.54%+102,311
ROGERS COMMUNICATIONS INC(RCI)579,4103,181,014+2,601,60421,871122,3590.28%+100,488
BAKER HUGHES COMPANY(BKR)126,4751,712,358+1,585,8835,760104,5390.24%+98,780
LAM RESEARCH CORP(LRCX)807,0491,088,123+281,074138,151232,4880.54%+94,338
BRITISH AMERN TOB PLC(BTI)205,6811,793,515+1,587,83411,646104,8670.24%+93,221
SERVICENOW INC(NOW)0886,304+886,304092,6630.21%+92,663
UNITEDHEALTH GROUP INC(UNH)207,751586,928+379,17768,581158,8170.37%+90,236
QUALCOMM INC(QCOM)0691,218+691,218089,0150.21%+89,015
MCDONALDS CORP(MCD)491,591763,056+271,465150,245237,1500.55%+86,905
VERTIV HOLDINGS CO(VRT)9,997343,258+333,2611,62086,0140.20%+84,394
GOLDMAN SACHS GROUP INC(GS)84199,967+99,12673984,5710.19%+83,832
BAYTEX ENERGY CORP(BTE)29,652,06639,829,373+10,177,30795,922178,1220.41%+82,200
COEUR MNG INC(CDE)04,357,027+4,357,027081,5620.19%+81,562
IAMGOLD CORP(IAG)4,955,2048,600,025+3,644,82181,773161,7570.37%+79,983
THE CIGNA GROUP(CI)0297,773+297,773079,4310.18%+79,431
PDD HOLDINGS INC(PDD)216,7651,017,683+800,91824,579103,9870.24%+79,408
NVIDIA CORPORATION(NVDA)4,428,8115,180,697+751,886825,973903,5142.08%+77,540
SLB LIMITED(SLB)01,481,547+1,481,547076,1370.18%+76,137
EQUINOR ASA(EQNR)01,794,125+1,794,125075,7120.17%+75,712
CSX CORP(CSX)56,3181,889,926+1,833,6082,04277,5810.18%+75,540
MORGAN STANLEY(MS)738,4741,252,759+514,285131,101206,1670.47%+75,065
TECK RESOURCES LTD(TECK)322,7471,745,733+1,422,98615,45290,3350.21%+74,883
KINDER MORGAN INC DEL(KMI)4,287,6435,725,664+1,438,021117,867191,9820.44%+74,114
STARBUCKS CORP(SBUX)399,5811,201,097+801,51633,649107,6060.25%+73,958
BANK AMERICA CORP1,576,9183,295,934+1,719,01686,730160,6770.37%+73,946
WILLIAMS COS INC(WMB)185,7031,137,849+952,14611,16382,8130.19%+71,650
NETFLIX INC.(NFLX)38,482768,799+730,3173,60873,9200.17%+70,312
GSK PLC(GSK)1,737,1182,817,445+1,080,32785,188155,4950.36%+70,307
TJX COS INC NEW(TJX)43,598479,950+436,3526,69776,6480.18%+69,951
RTX CORPORATION(RTX)114,860465,119+350,25921,06589,7210.21%+68,656
BRISTOL-MYERS SQUIBB CO(BMY)01,100,589+1,100,589066,7510.15%+66,751
CVS HEALTH CORP(CVS)55,391988,761+933,3704,39671,0130.16%+66,617
SPROTT INC(SII)871,2791,060,940+189,66185,343151,4350.35%+66,093
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
2,736,4634,288,912+1,552,44973,948139,9380.32%+65,990
GALLAGHER ARTHUR J & CO(AJG)89,423401,590+312,16723,14286,9760.20%+63,835
UNILEVER PLC(UL)248,5081,373,912+1,125,40416,25278,2720.18%+62,019
NUTRIEN LTD(NTR)1,050,9191,678,747+627,82864,868126,7430.29%+61,875
CAE INC(CAE)02,344,602+2,344,602061,1250.14%+61,125
HUBSPOT INC(HUBS)33,275303,713+270,43813,35374,1360.17%+60,783
AGNICO EAGLE MINES LTD(AEM)6,529,5135,749,629-779,8841,107,3011,167,2992.69%+59,998
META PLATFORMS INC(META)264,191407,955+143,764174,390233,4030.54%+59,013
CHENIERE ENERGY INC(LNG)0206,773+206,773058,6740.14%+58,674
JPMORGAN CHASE & CO(JPM)262,484484,736+222,25284,578142,5900.33%+58,012
SANOFI SA(SNY)1,023,6262,223,301+1,199,67549,605107,1190.25%+57,514
SAP SE(SAP)141,710533,732+392,02234,42391,3800.21%+56,957
ALMONTY INDS INC03,847,146+3,847,146055,9850.13%+55,985
HOME DEPOT INC(HD)27,386198,220+170,8349,42465,1930.15%+55,769
UNION PAC CORP(UNP)734,360929,527+195,167169,872225,5220.52%+55,650
ABBVIE INC(ABBV)93,374348,241+254,86721,33575,7390.17%+54,404
LINDE PLC(LIN)1,119109,880+108,76147754,4740.13%+53,997
ANHEUSER BUSCH INBEV SA NV(BUD)268,038985,938+717,90017,16568,3950.16%+51,229
TRAVELERS COMPANIES INC(TRV)47,309222,322+175,01313,72264,8470.15%+51,124
INTERNATIONAL BUSINESS MACHS(IBM)99,526328,255+228,72929,48179,5660.18%+50,085
FORTIS INC(FTS)4,240,4124,841,744+601,332220,461270,1730.62%+49,712
CHUBB LTD SWITZ
COM
74,773221,294+146,52123,33872,1260.17%+48,788
QUANTA SVCS INC219,024257,230+38,20692,441141,2240.33%+48,783
ROSS STORES INC(ROST)159,997357,435+197,43828,82277,4310.18%+48,609
JOHNSON & JOHNSON(JNJ)103,405286,234+182,82921,40069,9670.16%+48,567
SOUTH BOW CORP(SOBO)1,612,4332,793,557+1,181,12444,34992,8350.21%+48,486
RESTAURANT BRANDS INTL INC(QSR)570,1381,153,250+583,11238,90685,3540.20%+46,448
AMAZON COM INC(AMZN)2,012,5852,447,707+435,122464,545509,7841.17%+45,239
WELLTOWER INC(WELL)150,147361,093+210,94627,86971,3920.16%+43,523
AMERICAN ELEC PWR CO INC195,301502,641+307,34022,52065,8860.15%+43,366
BANK NEW YORK MELLON CORP5,650365,623+359,97365643,3740.10%+42,718
DESCARTES SYS GROUP INC(DSGX)506,0541,215,678+709,62444,39687,0920.20%+42,696
CHIPOTLE MEXICAN GRILL INC(CMG)01,314,113+1,314,113042,0650.10%+42,065
BANCO BILBAO VIZCAYA ARGENTA(BBVA)641,3052,531,808+1,890,50314,94954,8390.13%+39,890
WASTE CONNECTIONS INC(WCN)1,327,8671,673,089+345,222232,884271,8730.63%+38,989
IMPERIAL OIL LTD(IMO)1,384,0211,206,888-177,133119,572158,1110.36%+38,539
TASEKO MINES LTD(TGB)10,402,02714,832,211+4,430,18458,88796,0840.22%+37,197
SCHWAB CHARLES CORP(SCHW)1,573,7032,062,821+489,118157,229193,8640.45%+36,635
METHANEX CORP(MEOH)1,750,2811,778,679+28,39869,424106,0040.24%+36,581
ORLA MNG LTD NEW7,692,6708,620,685+928,015103,473138,6820.32%+35,209
ROCKET LAB CORP(RKLB)360,804935,187+574,38325,17060,0580.14%+34,888
DUKE ENERGY CORP NEW(DUK)216,347460,063+243,71625,35860,2410.14%+34,883
WESTERN DIGITAL CORP(WDC)230,471275,539+45,06839,70374,5310.17%+34,827
ARIS MINING CORPORATION(ARIS)5,488,8756,580,775+1,091,90089,020122,2150.28%+33,195
FORD MTR CO(F)3,593,9266,955,959+3,362,03347,15280,2720.18%+33,119
PROCTER & GAMBLE CO(PG)892,6411,114,838+222,197127,924161,0270.37%+33,103
HALLIBURTON CO(HAL)623,7641,284,293+660,52917,62850,0750.12%+32,447
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Connor, Clark & Lunn Investment Management Ltd. — 13F Holdings — Q1 2026 | TickerTrail