Fund HoldingsSIG North Trading, ULC

Total Portfolio Value
$547.16M
Total Bought
$212.68M
Total Sold
$160.66M
Net Transaction
+$52.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CANADIAN IMPERIAL BANK OF CO(CM)0899,155+899,1550103,40318.90%+103,403
BANK NOVA SCOTIA B C964,7461,284,517+319,77166,867111,54720.39%+44,681
BCE INC(BCE)1,488,5672,280,098+791,53137,57149,0458.96%+11,473
BANK MONTREAL MEDIUM048,961+48,96108,6511.58%+8,651
TC ENERGY CORP(TRP)210,444297,615+87,17113,17419,7293.61%+6,555
TFI INTERNATIONAL INC(TFII)32,05865,082+33,0243,4829,3441.71%+5,861
ROGERS COMMUNICATIONS INC(RCI)1,097,3811,459,384+362,00342,19447,4308.67%+5,236
CANADIAN NAT RES LTD MED TER(CNQ)0119,875+119,87504,7350.87%+4,735
THOMSON REUTERS CORP(TRI)049,633+49,63304,0540.74%+4,054
ALLIED GOLD CORP(AAUC)071,177+71,17701,6930.31%+1,693
BAYTEX ENERGY CORP(BTE)319,160758,706+439,5461,4273,0350.55%+1,608
WASTE CONNECTIONS INC(WCN)08,115+8,11501,3530.25%+1,353
AYA GOLD & SILVER INC(AYA)069,627+69,62701,3190.24%+1,319
BROOKFIELD RENEWABLE CORP(BEPC)20,72053,628+32,9088251,9910.36%+1,165
PAN AMERN SILVER CORP(PAAS)4,99230,306+25,3142731,3570.25%+1,085
STANTEC INC(STN)2,79516,766+13,9712411,1550.21%+914
BARRICK MNG CORP(B)350,852412,239+61,38714,31115,1422.77%+830
ALAMOS GOLD INC14,39645,334+30,9386401,3750.25%+736
METHANEX CORP(MEOH)013,133+13,13306060.11%+606
BRP INC(DOO)09,911+9,91106050.11%+605
SEABRIDGE GOLD INC021,337+21,33705490.10%+549
OR ROYALTIES INC.(OR)15,86934,308+18,4396031,0850.20%+482
SKEENA RES LTD NEW(SKE)015,756+15,75604200.08%+420
ELECTROVAYA INC(ELVA)039,500+39,50004150.08%+415
PEMBINA PIPELINE CORP(PBA)35,76443,546+7,7821,6012,0140.37%+413
DESCARTES SYS GROUP INC(DSGX)17,60622,806+5,2001,2601,5790.29%+319
BAUSCH HEALTH COS INC056,225+56,22502770.05%+277
PRIMO BRANDS CORPORATION(PRMB)49,25749,25709281,2040.22%+276
OCEANAGOLD CORP(OGC)010,911+10,91102740.05%+274
OPEN TEXT CORP(OTEX)010,939+10,93902420.04%+242
NOVAGOLD RESOURCES INC037,284+37,28402230.04%+223
ARIS MINING CORPORATION(ARIS)014,552+14,55202170.04%+217
SUNOCOCORP LLC(SUNC)5,9848,362+2,3783695660.10%+197
MAGNA INTL INC(MGA)15,56615,56608691,0220.19%+153
GFL ENVIRONMENTAL INC(GFL)44,62452,867+8,2431,8621,9450.36%+83
CRONOS GROUP INC(CRON)117,468129,668+12,2002953600.07%+66
LIGHTSPEED COMMERCE INC(LSPD)31,69831,69802843330.06%+48
TRILOGY METALS INC NEW(TMQ)011,700+11,7000410.01%+41
BALLARD PWR SYS INC NEW24,63824,316-32260950.02%+35
DENISON MINES CORP(DNN)17,60029,100+11,50062890.02%+27
CANOPY GROWTH CORPORATION(CGC)465,493465,49304424420.08%0
IMPERIAL OIL LTD(IMO)13,74916,058+2,3091,7991,7990.33%0
TILRAY BRANDS INC(TLRY)71,747100,407+28,6604644510.08%-13
VILLAGE FARMS INTL INC(VFF)16,18916,189046320.01%-14
AURORA CANNABIS INC(ACB)42,03421,634-20,400137600.01%-77
FORTUNA MNG CORP(FSM)80,61484,230+3,6168007120.13%-89
ATS CORPORATION(ATS)26,27522,575-3,7007416500.12%-91
COEUR MNG INC(CDE)74,05874,05801,3901,2090.22%-181
SUNOPTA INC
COM
33,2220-33,2222150-215
OBSIDIAN ENERGY LTD(OBE)36,64811,548-25,100347940.02%-253
HUDBAY MINERALS INC(HBM)13,1350-13,1352750-275
WEST FRASER TIMBER LTD(WFG)4,6430-4,6433030-303
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
8,5350-8,5353080-308
CAE INC(CAE)29,48217,906-11,5767684490.08%-319
ALGOMA STL GROUP INC171,81796,117-75,7007103890.07%-320
NEXGEN ENERGY LTD(NXE)60,17714,158-46,0196981330.02%-565
SSR MINING IN(SSRM)19,7950-19,7955820-582
SPROTT ASSET MANAGEMENT LP(PHYS)38,65125,177-13,4741,3707600.14%-610
NEWMONT CORP(NEM)5,8010-5,8016280-628
ERO COPPER CORP(ERO)23,8240-23,8246350-635
TECK RESOURCES LTD(TECK)48,71330,415-18,2982,5211,8080.33%-712
TRIPLE FLAG PRECIOUS METAL(TFPM)30,92910,185-20,7441,0743050.06%-768
WHEATON PRECIOUS METALS CORP(WPM)23,77420,340-3,4343,1152,2850.42%-830
ENERGY FUELS INC(UUUU)83,33145,710-37,6211,5216630.12%-858
CGI INC(GIB)25,88114,881-11,0001,8929610.18%-931
ALGONQUIN POWER & UTILITIES250,563102,322-148,2411,5386000.11%-939
SILVERCORP METALS INC(SVM)219,828135,632-84,1962,3611,3700.25%-991
ELDORADO GOLD CORP NEW(EGO)67,11740,826-26,2912,3041,2690.23%-1,035
KINROSS GOLD CORP(KGC)116,564102,740-13,8243,5582,4270.44%-1,131
CENTERRA GOLD INC(CGAU)83,59621,781-61,8151,4873450.06%-1,142
FRANCO NEV CORP(FNV)5,6591,219-4,4401,3982540.05%-1,144
TORONTO DOMINION BK ONT(TD)296,897217,667-79,23027,70326,4314.83%-1,272
ORLA MNG LTD NEW120,32063,832-56,4881,9416250.11%-1,316
ENDEAVOUR SILVER CORP(EXK)262,994132,506-130,4882,4481,0970.20%-1,351
SEABRIDGE GOLD INC(SA)52,5290-52,5291,4890-1,489
CENOVUS ENERGY INC(CVE)57,2590-57,2591,5190-1,519
BROOKFIELD ASSET MANAGMT LTD(BAM)34,7750-34,7751,5460-1,546
ROYAL BK CDA(RY)9,5860-9,5861,5510-1,551
GILDAN ACTIVEWEAR INC(GIL)28,1840-28,1841,5680-1,568
EQUINOX GOLD CORP(EQX)244,789200,599-44,1903,5401,9500.36%-1,590
VERMILION ENERGY INC(VET)405,024406,820+1,7965,5813,8120.70%-1,769
B2GOLD CORP(BTG)1,376,5821,171,530-205,0526,2364,3820.80%-1,854
IAMGOLD CORP(IAG)159,39163,537-95,8543,0001,0060.18%-1,993
MDA SPACE LTD(MDA)86,7690-86,7692,1970-2,197
CANADIAN NATL RY CO(CNI)21,6160-21,6162,2210-2,221
SOUTH BOW CORP(SOBO)137,20861,171-76,0374,5722,1560.39%-2,416
SPROTT ASSET MANAGEMENT LP(PSLV)226,976161,678-65,2985,5363,0510.56%-2,485
AGNICO EAGLE MINES LTD(AEM)13,9570-13,9572,8330-2,833
CANADIAN PACIFIC KANSAS CITY(CP)37,7550-37,7552,9700-2,970
TRANSALTA CORP(TAC)322,75290,847-231,9054,2281,2560.23%-2,972
SHOPIFY INC(SHOP)29,4130-29,4133,4890-3,489
THOMSON REUTERS CORP(TRI)50,3440-50,3444,5300-4,530
FIRST MAJESTIC SILVER CORP(AG)398,147214,459-183,6888,5523,6370.66%-4,915
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
218,64838,878-179,7707,1371,3500.25%-5,786
ENBRIDGE INC(ENB)246,70097,348-149,35213,3565,2770.96%-8,079
SUN LIFE FINANCIAL INC.(SLF)194,6410-194,64112,1770-12,177
NUTRIEN LTD(NTR)199,13417,344-181,79015,0271,0920.20%-13,935
MANULIFE FINL CORP(MFC)467,9030-467,90316,1150-16,115
TELUS CORPORATION(TU)8,639,4466,627,536-2,011,910110,84470,05312.80%-40,791
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