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CIK: 0001846287
Total reported value
$184.2M
$184.2M
215 檔
20.7%
As reported in its official Q2 2025 Form 13F filing, Tacita Capital Inc's tracked investment portfolio stood at $184.2M with 215 total positions.
During Q2 2025, Tacita Capital 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 ACWV, MTUM, BN) accounted for 20.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 6.45% | -0.40% | +2.29% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.23% | +1.29% | +0.23% | |
| 3 | BN | Brookfield CORP | Stock-Financials | 4.56% | -0.20% | — | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.37% | +0.13% | +2.90% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.85% | -0.27% | +3.71% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 3.18% | +0.10% | +2.60% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.12% | +0.09% | -0.14% | |
| 8 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 3.06% | -0.21% | -0.24% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.03% | +0.13% | +1.05% | |
| 10 | RY | Royal Bank Of Canada | Stock-Financials | 2.84% | +0.59% | +2.23% | |
| 11 | IQLT | Ishares Msci International Q | ETF-Other | 2.60% | -0.03% | +3.07% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.45% | -0.02% | +0.76% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.29% | -0.05% | +0.50% | |
| 14 | TRP | Tc Energy CORP | Stock-Energy | 2.13% | -0.12% | — | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.03% | -0.11% | — | |
| 16 | TD | Toronto-dominion Bank | Stock-Financials | 1.95% | +0.51% | — | |
| 17 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.87% | -0.15% | — | |
| 18 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.85% | +0.11% | +10.09% | |
| 19 | FTS | Fortis Inc | Stock-Utilities | 1.84% | -0.11% | — | |
| 20 | ENB | Enbridge Inc | Stock-Energy | 1.84% | -0.18% | +2.32% | |
| 21 | GRTUF | Granite Real Estate Investme | Stock-Other | 1.80% | — | +3.11% | |
| 22 | IVLU | Ishares Msci International V | ETF-Other | 1.79% | -0.14% | +1.22% | |
| 23 | EMA | Emera Inc | Stock-Other | 1.68% | -0.11% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | +0.11% | -0.30% | |
| 25 | TAC | Transalta CORP | Stock-Other | 1.52% | -0.06% | — | |
| 26 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.51% | +0.16% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.08% | +11.53% | |
| 28 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.32% | +0.07% | — | |
| 29 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.26% | -0.20% | EXIT | |
| 30 | PBA | Pembina Pipeline CORP | Stock-Energy | 1.25% | -0.07% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.06% | — | |
| 32 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.12% | +0.23% | -1.25% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.85% | -0.11% | -2.38% | |
| 34 | CLS | Celestica Inc | Stock-Tech | 0.82% | +0.03% | -14.35% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.02% | +17.99% | |
| 36 | SUI | Sun Communities Inc | Stock-Real Estate | 0.66% | -0.09% | +12.23% | |
| 37 | MFC | Manulife Financial CORP | Stock-Financials | 0.61% | +0.04% | +1.49% | |
| 38 | WCN | Waste Connections Inc | Stock-Industrials | 0.61% | -0.02% | +6.88% | |
| 39 | KGC | Kinross Gold CORP | Stock-Materials | 0.60% | -0.24% | -1.81% | |
| 40 | FNV | Franco-nevada CORP | Stock-Materials | 0.59% | -0.21% | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.01% | +23.14% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.09% | +9.04% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-Other | 0.55% | +0.01% | +14.16% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.48% | -0.08% | +3.59% | |
| 45 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.44% | -0.05% | — | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.44% | -0.02% | +16.58% | |
| 47 | ORLA | Orla Mining LTD | Stock-Other | 0.43% | -0.23% | -2.41% | |
| 48 | RBA | Rb Global Inc | Stock-Industrials | 0.42% | — | -0.65% | |
| 49 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.41% | -0.03% | +358.11% | |
| 50 | BMO | Bank Of Montreal | Stock-Financials | 0.41% | +0.13% | — |
According to official SEC Form 13F filings, Tacita Capital Inc reported a total U.S. public equity portfolio value of $184.2M across 215 disclosed positions in Q2 2025.
During Q2 2025, Tacita Capital Inc's top holdings by market value included ACWV (6.5%)、MTUM (5.2%)、BN (4.6%). The largest single position, ACWV, represented 6.5% of total portfolio value.
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In Q2 2025, Tacita Capital 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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