 TORONTO DOMINION BK ONT COM NEWTD |
| 6.29% | 4.85% | $193.5M | 1.6M | $139.5M | 1.5M | +92,308+6.16% | Add |
 ROYAL BK CDA COMRY |
| 5.8% | 4.55% | $178.3M | 861,023 | $130.9M | 812,192 | +48,831+6.01% | Add |
 ALPHABET INCGOOGL |
| 4.67% | 4.4% | $143.5M | 400,684 | $126.7M | 439,704 | -39,020-8.87% | Reduce |
 VISA INCV |
| 4.48% | 4.02% | $137.8M | 401,205 | $115.6M | 381,968 | +19,237+5.04% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.36% | 3.64% | $134.1M | 267,762 | $104.8M | 218,432 | +49,330+22.58% | Add |
 MICROSOFT CORPMSFT |
| 4.31% | 4.42% | $132.6M | 355,109 | $127.2M | 343,473 | +11,636+3.39% | Add |
 TFI INTERNATIONAL INCTFII |
| 3.9% | 3.35% | $120.0M | 833,692 | $96.4M | 884,525 | -50,833-5.75% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.63% | 3.57% | $111.7M | 222,498 | $102.7M | 208,627 | +13,871+6.65% | Add |
 WHEATON PRECIOUS METALS CORPWPM |
| 3.58% | 4.24% | $110.1M | 978,187 | $121.9M | 929,304 | +48,883+5.26% | Add |
| IISHARES TRIEFA |
| 3.49% | 7.79% | $107.4M | 1.1M | $224.2M | 2.5M | -1.4M-55.07% | Reduce |
 AMETEK INC COMAME |
| 3.25% | 2.98% | $99.9M | 413,030 | $85.7M | 399,784 | +13,246+3.31% | Add |
 BROOKFIELD INFRASTRUC LPBIP |
| 2.97% | 2.99% | $91.4M | 2.5M | $86.1M | 2.4M | +107,452+4.49% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 2.93% | 3.83% | $90.2M | 732,247 | $110.3M | 700,664 | +31,583+4.51% | Add |
| MMETHANEX CORPMEOH |
| 2.88% | 4.03% | $88.5M | 1.9M | $116.0M | 2.0M | -33,719-1.73% | Reduce |
 BROOKFIELD CORPBN |
| 2.83% | 2.85% | $87.0M | 2.0M | $81.8M | 2.0M | +12,627+0.62% | Add |
 TEXAS INSTRS INCTXN |
| 2.51% | 1.72% | $77.2M | 258,730 | $49.6M | 255,104 | +3,626+1.42% | Add |
 HEICO CORP NEWHEI |
| 2.44% | 1.92% | $75.1M | 210,971 | $55.2M | 201,424 | +9,547+4.74% | Add |
| CCANADIAN NAT RES LTDCNQ |
| 2.41% | 2.91% | $74.2M | 1.9M | $83.6M | 1.7M | +151,643+8.91% | Add |
 AMAZON COM INCAMZN |
| 2.29% | 2.14% | $70.5M | 295,677 | $61.5M | 295,240 | +437+0.15% | Add |
| BBOYD GROUP SERVICES INCBGSI |
| 2.24% | 2.71% | $68.9M | 726,545 | $78.1M | 612,852 | +113,693+18.55% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.09% | 1.89% | $64.1M | 139,646 | $54.3M | 112,044 | +27,602+24.63% | Add |
 DOMINOS PIZZA INCDPZ |
| 1.97% | 1.65% | $60.5M | 204,298 | $47.3M | 131,944 | +72,354+54.84% | Add |
 CANADIAN NATL RY COCNI |
| 1.92% | 1.6% | $59.0M | 494,412 | $46.0M | 448,437 | +45,975+10.25% | Add |
 ROPER TECHNOLOGIES INCROP |
| 1.66% | 1.8% | $51.0M | 150,754 | $51.8M | 146,385 | +4,369+2.98% | Add |
 META PLATFORMS INCMETA |
| 1.4% | 1.29% | $43.2M | 76,662 | $37.1M | 64,776 | +11,886+18.35% | Add |
 TRIPLE FLAG PRECIOUS METALTFPM |
| 1.24% | 1.49% | $38.2M | 1.3M | $42.8M | 1.2M | +41,003+3.32% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.2% | 0.88% | $36.8M | 509,439 | $25.3M | 352,423 | +157,016+44.55% | Add |
 DANAHER CORP DEL COMDHR |
| 1.16% | 1.22% | $35.6M | 186,233 | $35.2M | 185,291 | +942+0.51% | Add |
 CARLISLE COS INCCSL |
| 1.05% | 1.03% | $32.3M | 89,063 | $29.6M | 88,652 | +411+0.46% | Add |
 FORTINET INCFTNT |
| 1.02% | 0.96% | $31.3M | 203,938 | $27.6M | 337,594 | -133,656-39.59% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.96% | 0.92% | $29.5M | 89,984 | $26.5M | 89,925 | +59+0.07% | Add |
 HCA HEALTHCARE INCHCA |
| 0.96% | 1.24% | $29.5M | 75,600 | $35.6M | 75,190 | +410+0.55% | Add |
 NETFLIX INCNFLX |
| 0.92% | 1.33% | $28.4M | 397,083 | $38.1M | 396,354 | +729+0.18% | Add |
| TTHOMSON REUTERS CORPTRI |
| 0.85% | — | $26.1M | 320,163 | $0 | 0 | +320,163 | New Buy |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.83% | 0.65% | $25.6M | 68,177 | $18.7M | 67,473 | +704+1.04% | Add |
 DESCARTES SYS GROUP INCDSGX |
| 0.79% | 0.84% | $24.4M | 351,850 | $24.3M | 340,370 | +11,480+3.37% | Add |
 LOWES COS INC COMLOW |
| 0.76% | 1.73% | $23.5M | 106,145 | $49.9M | 210,949 | -104,804-49.68% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.61% | 0.6% | $18.8M | 216,511 | $17.2M | 218,538 | -2,027-0.93% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.6% | 0.5% | $18.5M | 10,910 | $14.4M | 8,300 | +2,610+31.45% | Add |
 WASTE CONNECTIONS INCWCN |
| 0.59% | 0.62% | $18.1M | 108,357 | $17.8M | 109,806 | -1,449-1.32% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.49% | — | $15.2M | 29,431 | $0 | 0 | +29,431 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 0.47% | 0.21% | $14.5M | 151,130 | $6.1M | 74,000 | +77,130+104.23% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.4% | 0.42% | $12.4M | 24,142 | $12.0M | 24,035 | +107+0.45% | Add |
| GGENMAB A/S SPONSORED ADSGMAB |
| 0.37% | — | $11.4M | 416,000 | $0 | 0 | +416,000 | New Buy |
| HHDFC BANK LTDHDB |
| 0.36% | 0.23% | $11.2M | 434,000 | $6.5M | 263,000 | +171,000+65.02% | Add |
| GGRUPO AEROPORTUNARIO DEL PACPAC |
| 0.35% | 0.19% | $10.8M | 42,500 | $5.6M | 22,700 | +19,800+87.22% | Add |
 NOVARTIS AGNVS |
| 0.34% | — | $10.4M | 66,500 | $0 | 0 | +66,500 | New Buy |
| CCERTARA INCCERT |
| 0.33% | 0.3% | $10.1M | 1.5M | $8.8M | 1.5M | +8,080+0.53% | Add |
| AAPI GROUP CORP COM STKAPG |
| 0.32% | — | $9.8M | 232,387 | $0 | 0 | +232,387 | New Buy |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.31% | — | $9.6M | 160,400 | $0 | 0 | +160,400 | New Buy |
