Triasima Portfolio Management inc. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
TP
Triasima Portfolio Management inc.
Institutional Filer 0.93%$661.5M137

Current Portfolio Holdings

Showing all 137 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1RYRoyal Bank of CanadaFinancial Services253K$40.8M6.16%
2TDThe Toronto-Dominion BankFinancial Services276K$25.7M3.89%
3CMCanadian Imperial Bank of CommerceFinancial Services231K$21.8M3.30%
4BMOBank of MontrealFinancial Services141K$19.0M2.87%
5SHOPShopify Inc.Technology155K$18.4M2.78%
6KGCKinross Gold CorporationBasic Materials507K$15.4M2.34%
7TIGOMillicom International Cellular S.A.Communication Services204K$15.3M2.31%
8FTSFortis Inc.Utilities256K$14.3M2.15%
9GOOGLAlphabet Inc.Technology48K$13.7M2.08%
10PAASPan American Silver Corp.Basic Materials223K$12.2M1.84%
11HBMHudbay Minerals Inc.Basic Materials573K$12.0M1.81%
12CCJCameco CorporationEnergy109K$11.8M1.78%
13TJXThe TJX Companies, Inc.Consumer Cyclical72K$11.4M1.73%
14TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology32K$11.0M1.66%
15MSFTMicrosoft CorporationTechnology29K$10.7M1.61%
Showing 1 to 15 of 137 holdings
Triasima Portfolio Management inc. 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner