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Portfolio (Quarterly) Guide ↗

MUFG SECURITIES (CANADA), LTD.

· CIK 0001656187
13F Portfolio $3.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLF SUN LIFE FINANCIAL INC. COM Financial Services 848,740.0 $53.0M 1.47% NEW $62.44 +14.7%
22 CLS CELESTICA INC COM Technology 175,158.0 $52.3M 1.46% NEW $298.81 +20.0%
23 KGC KINROSS GOLD CORP COM Basic Materials 1,838,128.0 $51.8M 1.44% NEW $28.17 +9.6%
24 NTR NUTRIEN LTD COM Basic Materials 736,138.0 $45.4M 1.26% NEW $61.74 +14.9%
25 FTS FORTIS INC COM Utilities 769,632.0 $40.0M 1.11% NEW $52.00 +8.5%
26 CVE CENOVUS ENERGY INC COM Energy 2,094,102.0 $35.4M 0.99% NEW $16.92 +78.2%
27 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 499,134.0 $34.1M 0.95% NEW $68.25 +12.0%
28 BCE BCE INC COM NEW Communication Services 1,419,886.0 $33.9M 0.94% NEW $23.86 -0.3%
29 PBA PEMBINA PIPELINE CORP COM Energy 884,716.0 $33.7M 0.94% NEW $38.11 +27.5%
30 TECK TECK RESOURCES LTD CL B Basic Materials 680,583.0 $32.6M 0.91% NEW $47.89 +36.6%
31 TU TELUS CORPORATION COM Communication Services 2,295,522.0 $30.3M 0.84% NEW $13.18 -6.1%
32 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 573,553.0 $30.1M 0.84% NEW $52.40
33 GIB CGI INC CL A SUB VTG Technology 296,956.0 $27.4M 0.76% NEW $92.39 -32.6%
34 THOMSON REUTERS CORP COM 204,028.0 $26.9M 0.75% NEW $132.00
35 BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT Utilities 702,294.0 $24.4M 0.68% NEW $34.77 +9.2%
36 EMERA INC COM 457,692.0 $22.6M 0.63% NEW $49.29
37 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 587,985.0 $22.2M 0.62% NEW $37.76 -5.4%
38 MGA MAGNA INTL INC COM Consumer Cyclical 403,351.0 $21.5M 0.60% NEW $53.32 +18.8%
39 IMO IMPERIAL OIL LTD COM NEW Energy 234,525.0 $20.3M 0.56% NEW $86.41 +53.2%
40 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 281,928.0 $17.6M 0.49% NEW $62.52 -8.7%
Page 2 of 3  ·  43 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 38.4%
Energy 23.3%
Basic Materials 15.0%
Technology 11.5%
Industrials 4.9%
Communication Services 2.5%
Consumer Cyclical 2.1%
Utilities 1.9%
Real Estate 0.3%