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CIK: 0002115120
Total reported value
$2.6B
$2.6B
402 檔
31.3%
The Q4 2025 SEC filing reveals that Purpose Unlimited Inc. held a total portfolio value of $2.6B, covering 402 public equity positions.
During Q4 2025, Purpose Unlimited Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TSLA, NVDA, BSV) accounted for 31.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 402 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 15.04% | +1.68% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.83% | -0.56% | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.08% | +0.27% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.71% | -0.30% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.84% | +0.12% | — | |
| 6 | CNQ | Canadian Natural Resources | Stock-Energy | 3.37% | -1.26% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.34% | +0.11% | — | |
| 8 | ENB | Enbridge Inc | Stock-Energy | 2.78% | -0.32% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.71% | +0.14% | — | |
| 10 | RY | Royal Bank Of Canada | Stock-Financials | 2.49% | +0.56% | — | |
| 11 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.39% | +0.30% | — | |
| 12 | TD | Toronto-dominion Bank | Stock-Financials | 2.17% | +0.35% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +0.08% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.03% | — | |
| 15 | BMO | Bank Of Montreal | Stock-Financials | 1.79% | +0.24% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.18% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.48% | +0.17% | — | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.44% | +0.07% | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.43% | +0.04% | — | |
| 20 | TRP | Tc Energy CORP | Stock-Energy | 1.30% | -0.16% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | +0.19% | — | |
| 22 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.08% | +0.15% | — | |
| 23 | PBA | Pembina Pipeline CORP | Stock-Energy | 1.02% | -0.14% | — | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.92% | +0.12% | — | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.83% | +0.71% | — | |
| 26 | TU | Telus CORP | Stock-Other | 0.76% | -0.23% | — | |
| 27 | FLNC 2.25 06-15-30Bond | Fluence Energy Inc | Bond | 0.76% | +0.10% | — | |
| 28 | BN | Brookfield CORP | Stock-Financials | 0.70% | -0.01% | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.07% | — | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.64% | — | — | |
| 31 | SLF | Sun Life Financial Inc | Stock-Financials | 0.60% | +0.27% | — | |
| 32 | EMA | Emera Inc | Stock-Other | 0.60% | -0.01% | — | |
| 33 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 0.58% | -0.01% | — | |
| 34 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.57% | +0.10% | — | |
| 35 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.54% | -0.03% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | +0.01% | — | |
| 37 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.50% | +0.08% | — | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | -0.09% | — | |
| 39 | NTR | Nutrien LTD | Stock-Materials | 0.48% | -0.11% | — | |
| 40 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.45% | -0.40% | EXIT | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.45% | +0.11% | — | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.44% | +0.05% | — | |
| 43 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.43% | +0.01% | — | |
| 44 | APP | Applovin Corp-class A | Stock-Tech | 0.42% | +0.05% | — | |
| 45 | SU | Suncor Energy Inc | Stock-Energy | 0.41% | -0.57% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.01% | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | -0.02% | — | |
| 48 | CVE | Cenovus Energy Inc | Stock-Energy | 0.40% | -0.31% | — | |
| 49 | LAZ | Lazard Inc | Stock-Financials | 0.39% | -0.01% | — | |
| 50 | MFC | Manulife Financial CORP | Stock-Financials | 0.38% | +0.30% | — |
According to official SEC Form 13F filings, Purpose Unlimited Inc. reported a total U.S. public equity portfolio value of $2.6B across 402 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2025, Purpose Unlimited Inc.'s top holdings by market value included TSLA (15.0%)、NVDA (8.8%)、BSV (5.1%). The largest single position, TSLA, represented 15.0% of total portfolio value.
In Q4 2025, Purpose Unlimited Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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