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Portfolio (Quarterly) Guide ↗

Woodbridge Co Ltd

· CIK 0001397960
13F Portfolio $27.8B AUM 46 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THOMSON REUTERS CORP 300,790,959.0 $27.07B 97.32% $89.98
2 GOOGL ALPHABET INC Communication Services 304,910.0 $87.7M 0.32% $287.56 +33.2%
3 AMZN AMAZON COM INC Consumer Cyclical 268,854.0 $56.0M 0.20% $208.27 +27.9%
4 ENB ENBRIDGE INC Energy 908,200.0 $49.2M 0.18% $54.14 +7.2%
5 BERKSHIRE HATHAWAY INC DEL 91,969.0 $44.1M 0.16% $479.20
6 TD TORONTO DOMINION BK ONT Financial Services 388,202.0 $36.2M 0.13% $93.31 +19.9%
7 RY ROYAL BK CDA Financial Services 222,615.0 $36.0M 0.13% $161.78 +17.3%
8 JPM JPMORGAN CHASE & CO Financial Services 117,593.0 $34.6M 0.12% $294.16 +4.2%
9 FTS FORTIS INC Utilities 601,750.0 $33.6M 0.12% $55.79 +1.2%
10 EMERA INC 631,641.0 $32.8M 0.12% $51.87
11 NEE NEXTERA ENERGY INC Utilities 347,500.0 $32.3M 0.12% $92.88 -4.7%
12 SRE SEMPRA Utilities 244,000.0 $23.7M 0.09% $97.17 -4.5%
13 V VISA INC Financial Services 75,250.0 $22.7M 0.08% $302.24 +8.8%
14 DHR DANAHER CORP DEL Healthcare 104,086.0 $19.7M 0.07% $189.60 -9.3%
15 GFL GFL ENVIRONMENTAL INC Industrials 463,635.0 $19.3M 0.07% $41.72 -14.4%
16 WM WASTE MGMT INC DEL Industrials 82,700.0 $19.0M 0.07% $229.79 -5.2%
17 TMO THERMO FISHER SCIENTIFIC INC Healthcare 38,200.0 $18.8M 0.07% $491.53 -8.8%
18 UNH UNITEDHEALTH GROUP INC Healthcare 65,300.0 $17.7M 0.06% $270.59 +43.6%
19 MSFT MICROSOFT CORP Technology 46,592.0 $17.2M 0.06% $370.17 +13.1%
20 BXP BXP INC Real Estate 300,053.0 $15.6M 0.06% $51.90 +16.2%
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.9%
Utilities 13.8%
Communication Services 13.6%
Consumer Cyclical 12.6%
Healthcare 9.7%
Energy 8.4%
Industrials 7.4%
Technology 7.0%
Real Estate 2.4%
Basic Materials 0.7%