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CIK: 0001938757
Total reported value
$740.3M
$740.3M
144 檔
13.9%
At the close of Q4 2024, Triasima Portfolio Management inc. disclosed equity holdings valued at approximately $740.3M, spread across 144 reported holdings.
In Q4 2024, Triasima Portfolio Management inc. displayed an active expansion posture, initiating 29 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 7.14% | +0.97% | -2.41% | |
| 2 | BN | Brookfield CORP | Stock-Financials | 4.32% | -0.26% | -9.80% | |
| 3 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.09% | +0.49% | -10.69% | |
| 4 | KGC | Kinross Gold CORP | Stock-Materials | 2.70% | -1.21% | -12.28% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.67% | +0.17% | +101.85% | |
| 6 | TRP | Tc Energy CORP | Stock-Energy | 2.42% | +0.42% | NEW | |
| 7 | MFC | Manulife Financial CORP | Stock-Financials | 2.25% | +0.14% | -10.49% | |
| 8 | AGI | Alamos Gold Inc-class A | Stock-Materials | 2.13% | -1.03% | -3.30% | |
| 9 | CNQ | Canadian Natural Resources | Stock-Energy | 2.03% | +0.65% | -10.25% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.04% | -5.83% | |
| 11 | PBA | Pembina Pipeline CORP | Stock-Energy | 1.95% | +0.41% | NEW | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.24% | +9.91% | |
| 13 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.80% | — | +8.52% | |
| 14 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.70% | — | -22.59% | |
| 15 | ANET | Arista Networks Inc | Stock-Tech | 1.68% | +0.05% | — | |
| 16 | CLS | Celestica Inc | Stock-Tech | 1.67% | — | -16.53% | |
| 17 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.64% | — | -6.37% | |
| 18 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.60% | -1.96% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.18% | +0.82% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.53% | +0.10% | +30.76% | |
| 21 | ARES | Ares Management CORP - A | Stock-Financials | 1.51% | — | +3.74% | |
| 22 | WCN | Waste Connections Inc | Stock-Industrials | 1.22% | — | -3.92% | |
| 23 | HUBB | Hubbell Inc | Stock-Industrials | 1.12% | — | +2.49% | |
| 24 | IMO | Imperial Oil LTD | Stock-Energy | 1.11% | -0.67% | -15.40% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.11% | -0.21% | +10.28% | |
| 26 | ENB | Enbridge Inc | Stock-Energy | 1.09% | +0.11% | -0.62% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.15% | +3.48% | |
| 28 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.04% | — | +23.60% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.95% | -0.09% | EXIT | |
| 30 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.95% | — | — | |
| 31 | RBA | Rb Global Inc | Stock-Industrials | 0.94% | — | -4.58% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.91% | — | +1.10% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.87% | — | -7.65% | |
| 34 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.84% | -0.46% | +12.79% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.83% | — | +3.61% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.75% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | — | — | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.79% | — | -22.56% | |
| 39 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.78% | — | — | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.78% | — | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.11% | +25.57% | |
| 42 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.76% | — | +62.39% | |
| 43 | IT | Gartner Inc | Stock-Tech | 0.72% | — | — | |
| 44 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.71% | — | — | |
| 45 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.71% | -0.03% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | — | -33.70% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.68% | +0.35% | — | |
| 48 | KEY | Keycorp | Stock-Financials | 0.67% | — | +107.66% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | — | — | |
| 50 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.65% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.7% | NEW | New buy |
| 2 | SHOP | Shopify Inc - Class A | +1.6% | NEW | New buy |
| 3 | BNS | Bank Of Nova Scotia | +1.1% | +101.85% | Add |
| 4 | MELI | Mercadolibre Inc | +1% | NEW | New buy |
| 5 | AXON | Axon Enterprise Inc | +1% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.8% | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | +0.8% | NEW | New buy |
| 8 | IBN | Icici Bank Ltd-spon Adr | +0.8% | NEW | New buy |
| 9 | NOW | Servicenow Inc | +0.8% | NEW | New buy |
| 10 | IT | Gartner Inc | +0.7% | NEW | New buy |
| 11 | AVB | Avalonbay Communities Inc | +0.7% | NEW | New buy |
| 12 | PWR | Quanta Services Inc | +0.7% | NEW | New buy |
| 13 | CHRW | C.h. Robinson Worldwide Inc | +0.7% | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | +0.6% | NEW | New buy |
| 15 | MRVL | Marvell Technology Inc | +0.6% | NEW | New buy |
| 16 | VERX | Vertex Inc - Class A | +0.6% | NEW | New buy |
| 17 | IRM | Iron Mountain Inc | +0.6% | NEW | New buy |
| 18 | PAAS | Pan American Silver CORP | +0.6% | NEW | New buy |
| 19 | PANW | Palo Alto Networks Inc | +0.6% | NEW | New buy |
| 20 | PYPL | Paypal Holdings Inc | +0.6% | NEW | New buy |
| 21 | FSV | Firstservice CORP | +0.6% | NEW | New buy |
| 22 | AVGO | Broadcom Inc | +0.5% | +30.76% | Add |
| 23 | REGN | Regeneron Pharmaceuticals | +0.5% | NEW | New buy |
| 24 | CCJ | Cameco CORP | +0.5% | NEW | New buy |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | NEW | New buy |
| 26 | MUSA | Murphy USA Inc | +0.4% | NEW | New buy |
| 27 | AER | AerCap Holdings N.V. | +0.4% | NEW | New buy |
| 28 | MMYT | MakeMyTrip Limited | +0.4% | NEW | New buy |
| 29 | CP | Canadian Pacific Kansas City | +0.4% | NEW | New buy |
| 30 | MSI | Motorola Solutions Inc | +0.4% | NEW | New buy |
| 31 | ADSK | Autodesk Inc | +0.4% | NEW | New buy |
| 32 | CLS | Celestica Inc | +0.4% | -16.53% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.91% | Add |
| 34 | AMT | American Tower CORP | -0.5% | -37.12% | Trim |
| 35 | ABX | Barrick Gold CORP | -0.6% | EXIT | Sold out |
| 36 | AMGN | Amgen Inc | -0.6% | -62.71% | Trim |
| 37 | IMO | Imperial Oil LTD | -0.6% | -15.40% | Trim |
| 38 | AQN | Algonquin Power & Utilities | -0.6% | -96.34% | Trim |
| 39 | BCE | Bce Inc | -0.7% | EXIT | Sold out |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.8% | -82.73% | Trim |
| 41 | CNQ | Canadian Natural Resources | -0.8% | -10.25% | Trim |
| 42 | COR | Cencora Inc | -0.9% | EXIT | Sold out |
| 43 | KGC | Kinross Gold CORP | -0.9% | -12.28% | Trim |
| 44 | TRI4EUR | Thomson Reuters CORP | -1% | -22.59% | Trim |
| 45 | BCBUSD | Primo Water CORP | -1.1% | EXIT | Sold out |
| 46 | PBA | Pembina Pipeline CORP | -1.3% | -22.17% | Trim |
| 47 | ANETEUR | Arista Networks Inc | -1.4% | EXIT | Sold out |
| 48 | RY | Royal Bank Of Canada | -1.6% | -2.41% | Trim |
| 49 | TD | Toronto-dominion Bank | -1.8% | -95.93% | Trim |
| 50 | EGO | Eldorado Gold CORP | -2% | EXIT | Sold out |
According to official SEC Form 13F filings, Triasima Portfolio Management inc. reported a total U.S. public equity portfolio value of $740.3M across 144 disclosed positions in Q4 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including RY, BN, CM) accounted for 13.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $8.7M
Top Position Liquidated / Trimmed
EGO
前期市值: $9.1M
During Q4 2024, Triasima Portfolio Management inc.'s top holdings by market value included RY (7.1%)、BN (4.3%)、CM (3.1%). The largest single position, RY, represented 7.1% of total portfolio value.
In Q4 2024, Triasima Portfolio Management inc. made 50 total portfolio adjustments, initiating 29 new buys, adding to 3 positions, trimming 12 holdings, and fully liquidating 6 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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