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Portfolio (Quarterly) Guide ↗

SIG North Trading, ULC

· CIK 0001868643
13F Portfolio $5.5B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 274 New
Page 4 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TECK CALL TECK RESOURCES LTD Basic Materials 340,900.0 $16.3M 0.30% NEW $47.89 +27.8%
62 SLF SUN LIFE FINANCIAL INC. Financial Services 259,942.0 $16.2M 0.30% NEW $62.40 +17.0%
63 CNI PUT CANADIAN NATL RY CO Industrials 152,700.0 $15.1M 0.28% NEW $98.85 +15.5%
64 TECK PUT TECK RESOURCES LTD Basic Materials 308,500.0 $14.8M 0.27% NEW $47.89 +27.8%
65 MFC MANULIFE FINL CORP Financial Services 378,243.0 $13.7M 0.25% NEW $36.28 +7.6%
66 B BARRICK MNG CORP Basic Materials 308,795.0 $13.4M 0.24% NEW $43.55 -5.3%
67 WCN CALL WASTE CONNECTIONS INC Industrials 71,200.0 $12.5M 0.23% NEW $175.36 -10.5%
68 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 105,900.0 $12.4M 0.23% NEW $117.52 +8.2%
69 CALL HUT 8 CORP 263,500.0 $12.1M 0.22% NEW $45.94
70 PBA CALL PEMBINA PIPELINE CORP Energy 307,000.0 $11.7M 0.21% NEW $38.06 +29.6%
71 MGA CALL MAGNA INTL INC Consumer Cyclical 215,400.0 $11.5M 0.21% NEW $53.30 +18.4%
72 PAAS PAN AMERN SILVER CORP Basic Materials 220,295.0 $11.4M 0.21% NEW $51.81 +5.8%
73 EQX EQUINOX GOLD CORP Basic Materials 780,029.0 $11.0M 0.20% NEW $14.04 -12.3%
74 TAC CALL TRANSALTA CORP Utilities 865,700.0 $10.9M 0.20% NEW $12.64 +2.7%
75 MFC CALL MANULIFE FINL CORP Financial Services 295,700.0 $10.7M 0.20% NEW $36.28 +7.6%
76 SHOP PUT SHOPIFY INC Technology 63,000.0 $10.1M 0.18% NEW $160.97 -34.8%
77 TD TORONTO DOMINION BK ONT Financial Services 106,306.0 $10.0M 0.18% NEW $94.20 +16.3%
78 SU SUNCOR ENERGY INC NEW Energy 218,043.0 $9.7M 0.18% NEW $44.36 +52.9%
79 IMO CALL IMPERIAL OIL LTD Energy 105,300.0 $9.1M 0.17% NEW $86.31 +55.1%
80 AG FIRST MAJESTIC SILVER CORP Basic Materials 541,959.0 $9.0M 0.17% NEW $16.66 +19.4%
Page 4 of 14  ·  274 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 27.0%
Communication Services 25.7%
Energy 25.7%
Basic Materials 14.7%
Utilities 2.6%
Industrials 2.4%
Technology 1.2%
Consumer Cyclical 0.4%
Consumer Defensive 0.2%
Healthcare 0.1%