Fund HoldingsConnor, Clark & Lunn Investment Management Ltd.

Total Portfolio Value
$38.13B
Total Bought
$12.00B
Total Sold
$5.99B
Net Transaction
+$6.01B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ROYAL BK CDA(RY)11,147,98011,535,677+387,6971,642,7121,966,6245.16%+323,912
BANK NOVA SCOTIA HALIFAX7,690,88310,187,643+2,496,760497,197751,3661.97%+254,169
ASML HOLDING N V
N Y REGISTRY SHS
0274,479+274,4790293,6540.77%+293,654
GE AEROSPACE(GE)0680,011+680,0110209,4640.55%+209,464
BROADCOM INC(AVGO)486,748947,495+460,747160,583327,9280.86%+167,345
APPLE INC(AAPL)1,795,5812,278,198+482,617457,209619,3511.62%+162,142
ALPHABET INC(GOOG)0718,730+718,7300224,9620.59%+224,962
BOEING CO(BA)0727,768+727,7680158,0130.41%+158,013
MASTERCARD INCORPORATED(MA)0320,894+320,8940183,1920.48%+183,192
BARRICK MNG CORP(B)9,013,46410,059,966+1,046,502295,977438,2341.15%+142,257
MCDONALDS CORP(MCD)0491,591+491,5910150,2450.39%+150,245
MERCADOLIBRE INC(MELI)067,866+67,8660136,7000.36%+136,700
UNION PAC CORP(UNP)151,358734,360+583,00235,776169,8720.45%+134,096
ADOBE INC(ADBE)0488,589+488,5890171,0010.45%+171,001
TAIWAN SEMICONDUCTOR MFG LTD(TSM)515,605901,261+385,656144,003273,8840.72%+129,881
SHELL PLC(SHEL)760,6102,489,647+1,729,03754,406182,9390.48%+128,533
ASTRAZENECA PLC(AZN)01,421,698+1,421,6980130,6970.34%+130,697
EATON CORP PLC(ETN)0391,827+391,8270124,8010.33%+124,801
SCHWAB CHARLES CORP(SCHW)360,2121,573,703+1,213,49134,389157,2290.41%+122,839
OREILLY AUTOMOTIVE INC(ORLY)01,622,071+1,622,0710147,9490.39%+147,949
INTERCONTINENTAL EXCHANGE IN(ICE)0829,743+829,7430134,3850.35%+134,385
MICRON TECHNOLOGY INC(MU)530,766708,994+178,22888,808202,3540.53%+113,546
EXXON MOBIL CORP665,7101,559,424+893,71475,059187,6610.49%+112,602
LAM RESEARCH CORP(LRCX)199,238807,049+607,81126,678138,1510.36%+111,473
ENBRIDGE INC(ENB)09,870,464+9,870,4640472,3361.24%+472,336
ALPHABET INC(GOOG)1,346,1001,370,140+24,040327,843429,9501.13%+102,107
EQUINOX GOLD CORP(EQX)3,625,13410,077,672+6,452,53840,600141,6330.37%+101,033
CANADIAN NATL RY CO(CNI)03,067,634+3,067,6340303,4060.80%+303,406
TEXAS INSTRS INC(TXN)0578,727+578,7270100,4030.26%+100,403
KINDER MORGAN INC DEL(KMI)04,287,643+4,287,6430117,8670.31%+117,867
BAYTEX ENERGY CORP(BTE)029,652,066+29,652,066095,9220.25%+95,922
VALE S A13,177,65417,937,883+4,760,229143,109233,7310.61%+90,621
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0378,179+378,1790104,1470.27%+104,147
BERKSHIRE HATHAWAY INC DEL0325,940+325,9400163,8340.43%+163,834
TC ENERGY CORP(TRP)09,654,085+9,654,0850531,6161.39%+531,616
VISA INC(V)519,991759,737+239,746177,515266,4470.70%+88,933
CELESTICA INC(CLS)1,595,4481,627,290+31,842392,528481,3441.26%+88,816
NOVARTIS AG(NVS)0651,144+651,144089,7730.24%+89,773
VERALTO CORP(VLTO)0789,594+789,594078,7860.21%+78,786
HUDBAY MINERALS INC(HBM)6,502,1808,831,733+2,329,55398,466175,3450.46%+76,879
AMAZON COM INC(AMZN)1,769,5422,012,585+243,043388,538464,5451.22%+76,007
GE VERNOVA INC(GEV)0126,963+126,963082,9790.22%+82,979
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
1,989,7563,937,332+1,947,57665,550136,8650.36%+71,315
VERTEX PHARMACEUTICALS INC(VRTX)0345,383+345,3830156,5830.41%+156,583
ENERFLEX LTD(EFXT)08,554,081+8,554,0810131,8770.35%+131,877
LAS VEGAS SANDS CORP(LVS)01,147,152+1,147,152074,6680.20%+74,668
WALMART INC(WMT)731,4871,289,096+557,60975,387143,6180.38%+68,231
BANK AMERICA CORP01,576,918+1,576,918086,7300.23%+86,730
GSK PLC(GSK)01,737,118+1,737,118085,1880.22%+85,188
AUTODESK INC0217,230+217,230064,3020.17%+64,302
AMERIPRISE FINL INC(AMP)87,482216,737+129,25542,976106,2750.28%+63,299
ELDORADO GOLD CORP NEW(EGO)01,810,820+1,810,820065,0830.17%+65,083
ALBEMARLE CORP(ALB)0497,313+497,313070,3400.18%+70,340
CANADIAN PACIFIC KANSAS CITY(CP)05,261,116+5,261,1160387,3421.02%+387,342
NVIDIA CORPORATION(NVDA)4,110,7494,428,811+318,062766,984825,9732.17%+58,990
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
02,736,463+2,736,463073,9480.19%+73,948
AUTOMATIC DATA PROCESSING IN0223,770+223,770057,5600.15%+57,560
TE CONNECTIVITY PLC(TEL)0272,725+272,725062,0480.16%+62,048
HDFC BANK LTD(HDB)03,836,544+3,836,5440140,1870.37%+140,187
UNITEDHEALTH GROUP INC(UNH)0207,751+207,751068,5810.18%+68,581
PROCTER AND GAMBLE CO(PG)461,570892,641+431,07170,920127,9240.34%+57,004
FREEPORT-MCMORAN INC(FCX)01,619,770+1,619,770082,2680.22%+82,268
LOWES COS INC(LOW)0763,324+763,3240184,0830.48%+184,083
ACCENTURE PLC IRELAND
SHS CLASS A
0208,127+208,127055,8400.15%+55,840
NU HLDGS LTD(NU)2,418,5005,531,857+3,113,35738,72092,6030.24%+53,883
BROOKFIELD CORP(BN)05,486,858+5,486,8580251,9310.66%+251,931
BOSTON SCIENTIFIC CORP(BSX)258,947818,916+559,96925,28178,0840.20%+52,803
CHARTER COMMUNICATIONS INC N(CHTR)99,309377,845+278,53627,32078,8750.21%+51,555
SNOWFLAKE INC(SNOW)201,401441,676+240,27545,42696,8860.25%+51,460
ILLINOIS TOOL WKS INC(ITW)0220,807+220,807054,3850.14%+54,385
TORONTO DOMINION BK ONT(TD)10,113,2869,120,801-992,485808,477859,6312.25%+51,154
CROWN CASTLE INC(CCI)0621,067+621,067055,1940.14%+55,194
ARIS MNG CORP(ARIS)05,488,875+5,488,875089,0200.23%+89,020
D R HORTON INC(DHI)0385,270+385,270055,4900.15%+55,490
SANOFI SA(SNY)01,023,626+1,023,626049,6050.13%+49,605
HSBC HLDGS PLC(HSBC)0715,725+715,725056,3060.15%+56,306
TRACTOR SUPPLY CO(TSCO)0959,620+959,620047,9910.13%+47,991
FORD MTR CO(F)03,593,926+3,593,926047,1520.12%+47,152
MORGAN STANLEY(MS)0738,474+738,4740131,1010.34%+131,101
ELI LILLY & CO(LLY)076,901+76,901082,6440.22%+82,644
FACTSET RESH SYS INC(FDS)0163,187+163,187047,3550.12%+47,355
VALERO ENERGY CORP(VLO)0264,507+264,507043,0590.11%+43,059
COSTCO WHSL CORP NEW(COST)0105,708+105,708091,1560.24%+91,156
ADVANCED MICRO DEVICES INC(AMD)860,470840,569-19,901139,215180,0160.47%+40,801
BP PLC(BP)1,295,6202,454,406+1,158,78644,64785,2420.22%+40,594
CARNIVAL CORP01,437,554+1,437,554043,9030.12%+43,903
CENOVUS ENERGY INC(CVE)4,767,9057,148,530+2,380,62580,939120,9380.32%+39,999
AMERICAN TOWER CORP NEW(AMT)0237,142+237,142041,6350.11%+41,635
ARROWHEAD PHARMACEUTICALS IN(ARWR)0663,262+663,262044,0340.12%+44,034
WESTERN DIGITAL CORP(WDC)0230,471+230,471039,7030.10%+39,703
FLUENCE ENERGY INC(FLNC)02,643,233+2,643,233052,2830.14%+52,283
PAN AMERN SILVER CORP(PAAS)4,351,3633,999,858-351,505168,582207,3760.54%+38,794
CINTAS CORP(CTAS)0205,954+205,954038,7340.10%+38,734
IAMGOLD CORP(IAG)3,385,7104,955,204+1,569,49443,73281,7730.21%+38,041
3M CO(MMM)0223,576+223,576035,7950.09%+35,795
CIPHER MINING INC(CIFR)02,415,784+2,415,784035,6570.09%+35,657
HILTON WORLDWIDE HLDGS INC(HLT)0124,568+124,568035,7820.09%+35,782
CAMECO CORP(CCJ)4,291,2024,312,230+21,028360,063394,8381.04%+34,774
RESTAURANT BRANDS INTL INC(QSR)0570,138+570,138038,9060.10%+38,906
QUANTA SVCS INC0219,024+219,024092,4410.24%+92,441
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