DKRT Investments Corp.
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| BOSTON SCIENTIFIC CORP | 0 | 435,000 | +435,000 | 0 | 27,296,250 | +27,296,250 |
| THERMO FISHER SCIENTIFIC INC | 0 | 42,000 | +42,000 | 0 | 20,644,260 | +20,644,260 |
| AGILENT TECHNOLOGIES INC | 70,000 | 200,000 | +130,000 | 9,524,900 | 22,796,000 | +13,271,100 |
| FEDEX CORP | 90,000 | 90,000 | 0 | 25,997,400 | 32,056,200 | +6,058,800 |
| ICON PLC | 0 | 50,000 | +50,000 | 0 | 5,533,000 | +5,533,000 |
| GOLDMAN SACHS GROUP INC | 25,000 | 30,000 | +5,000 | 21,975,000 | 25,379,700 | +3,404,700 |
| ELEVANCE HEALTH INC FORMERLY | 70,000 | 95,000 | +25,000 | 24,538,500 | 27,811,250 | +3,272,750 |
| CATERPILLAR INC | 15,000 | 15,000 | 0 | 8,593,050 | 10,626,900 | +2,033,850 |
| 3M CO | 10,000 | 25,000 | +15,000 | 1,601,000 | 3,630,750 | +2,029,750 |
| NOVO-NORDISK A S | 25,000 | 60,000 | +35,000 | 1,272,000 | 2,205,000 | +933,000 |
| RELX PLC | 0 | 25,000 | +25,000 | 0 | 828,750 | +828,750 |
| NUTRIEN LTD | 45,000 | 45,000 | 0 | 2,777,400 | 3,395,700 | +618,300 |
| TARGET CORP | 25,000 | 25,000 | 0 | 2,443,750 | 3,030,000 | +586,250 |
| EXXON MOBIL CORP | 10,000 | 10,000 | 0 | 1,203,400 | 1,696,600 | +493,200 |
| MERCK & CO INC | 32,500 | 32,500 | 0 | 3,420,950 | 3,909,425 | +488,475 |
| NU HLDGS LTD | 0 | 25,000 | +25,000 | 0 | 359,250 | +359,250 |
| GE VERNOVA INC | 1,250 | 1,250 | 0 | 816,963 | 1,091,125 | +274,162 |
| SHAKE SHACK INC | 25,000 | 25,000 | 0 | 2,029,250 | 2,211,750 | +182,500 |
| WALMART INC | 10,000 | 10,000 | 0 | 1,114,100 | 1,242,800 | +128,700 |
| PFIZER INC | 35,000 | 35,000 | 0 | 871,500 | 982,800 | +111,300 |
| OVINTIV INC | 3,000 | 3,000 | 0 | 117,570 | 178,080 | +60,510 |
| BIOGEN INC | 2,500 | 2,500 | 0 | 439,975 | 458,325 | +18,350 |
| BCE INC | 6,400 | 6,400 | 0 | 152,448 | 161,536 | +9,088 |
| WABTEC | 214 | 214 | 0 | 45,678 | 53,481 | +7,803 |
| VIATRIS INC | 4,341 | 4,341 | 0 | 54,045 | 58,647 | +4,602 |
| ORGANON & CO | 1,250 | 1,250 | 0 | 8,963 | 7,488 | -1,475 |
| ALGONQUIN POWER & UTILITIES | 175,000 | 175,000 | 0 | 1,076,250 | 1,074,500 | -1,750 |
| GE HEALTHCARE TECHNOLOGIES I | 1,666 | 1,666 | 0 | 136,645 | 118,586 | -18,059 |
| UNITED PARCEL SVCS INC | 25,000 | 25,000 | 0 | 2,479,750 | 2,459,500 | -20,250 |
| VERTEX INC | 20,000 | 30,000 | +10,000 | 399,400 | 356,700 | -42,700 |
| CITIGROUP INC | 13,500 | 13,500 | 0 | 1,575,315 | 1,531,035 | -44,280 |
| TORONTO DOMINION BK ONT | 75,000 | 75,000 | 0 | 7,065,000 | 6,998,250 | -66,750 |
| TELUS CORPORATION | 200,000 | 200,000 | 0 | 2,634,000 | 2,566,000 | -68,000 |
| SOLVENTUM CORP | 6,250 | 6,250 | 0 | 495,250 | 408,125 | -87,125 |
| GE AEROSPACE | 5,000 | 5,000 | 0 | 1,540,150 | 1,418,850 | -121,300 |
| ROYAL BK CDA | 20,000 | 20,000 | 0 | 3,409,800 | 3,235,600 | -174,200 |
| BERKSHIRE HATHAWAY INC DEL CL B | 10,000 | 10,000 | 0 | 5,026,500 | 4,792,000 | -234,500 |
| BANK NOVA SCOTIA B C | 56,000 | 56,000 | 0 | 4,126,640 | 3,881,360 | -245,280 |
| TPG INC | 25,000 | 25,000 | 0 | 1,596,000 | 1,012,750 | -583,250 |
| NIKE INC | 55,000 | 55,000 | 0 | 3,504,050 | 2,905,100 | -598,950 |
| BOEING CO | 37,500 | 37,500 | 0 | 8,142,000 | 7,463,625 | -678,375 |
| AMAZON COM INC | 35,000 | 35,000 | 0 | 8,078,700 | 7,289,450 | -789,250 |
| WELLS FARGO & CO | 105,000 | 105,000 | 0 | 9,786,000 | 8,359,050 | -1,426,950 |
| DISNEY WALT CO | 30,000 | 20,000 | -10,000 | 3,413,100 | 1,927,600 | -1,485,500 |
| JPMORGAN CHASE & CO | 125,000 | 125,000 | 0 | 40,277,500 | 36,770,000 | -3,507,500 |
| VERTEX PHARMACEUTICALS INC | 10,000 | 0 | -10,000 | 4,533,600 | 0 | -4,533,600 |
| CANADIAN PACIFIC KANSAS CITY | 72,000 | 0 | -72,000 | 5,301,360 | 0 | -5,301,360 |
| UNION PAC CORP | 49,500 | 24,700 | -24,800 | 11,450,340 | 5,992,714 | -5,457,626 |
| CANADIAN NATL RY CO | 117,500 | 58,700 | -58,800 | 11,614,875 | 6,032,599 | -5,582,276 |
| THOMSON REUTERS CORP | 808,847 | 1,003,851 | +195,004 | 106,678,831 | 90,326,513 | -16,352,318 |