GRAYHAWK INVESTMENT STRATEGIES INC. — 13F Holdings

2025 Q1  ·  122 Positions

2025 Q1 Portfolio Activity

In 2025 Q1, GRAYHAWK INVESTMENT STRATEGIES INC. maintained a portfolio of 122 distinct positions. The most significant new addition was FirstService Corporation, now representing 0.16% of the total fund value. The fund also reduced its exposure to Vanguard S&P 500 Growth ETF by 48.3%.
Position History hover any row below to update
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GRAYHAWK INVESTMENT STRATEGIES INC. Calgary Multi-Family Office / Asset Manager AUM $44M
PCA Score Concentration Risk
Risk ENB
Total Positions
122
Quarter
2025 Q1
Top Holding
EFV (14.5%)
Top 10 Concentration
85.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 122

GRAYHAWK INVESTMENT STRATEGIES INC. Full Holdings List — 2025 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
EFV
iShares MSCI EA...
ETF 14.50% 13.65% #1
Prev: #1
6.0
-28,400 -20.8%
P
S
108,050 $6,368,467 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
IVV
iShares Core S&...
ETF 12.42% 10.89% #2 1
Prev: #3
6.5
no change no change
P
S
9,706 $5,453,801 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
VOOV
Vanguard S&P 50...
ETF 11.63% 12.39% #3 1
Prev: #2
5.0
-7,500 -21.3%
P
S
27,730 $5,107,589 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
EFG
iShares MSCI EA...
ETF 9.55% 9.75% #4 2
Prev: #6
4.3
-10,900 -20.6%
P
S
41,950 $4,195,000 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
HGER
Harbor Commodit...
Unknown 8.91% 8.07% #5 2
Prev: #7
4.6
-28,450 -14.9%
P
S
162,782 $3,914,907 2024 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
USMV
iShares MSCI US...
ETF 8.30% 6.63% #6 2
Prev: #8
3.8
-240 -0.6%
P
S
38,914 $3,644,685 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
VGT
Vanguard Inform...
ETF 8.28% 9.96% #7 2
Prev: #5
3.3
-1,700 -20.2%
P
S
6,706 $3,637,200 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
VOOG
Vanguard S&P 50...
ETF 5.79% 10.26% #8 4
Prev: #4
2.3
-7,100 -48.3%
P
S
7,600 $2,542,048 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
NTR
Nutrien Limited
Basic Materials 2.93% 2.21% #9
Prev: #9
2.2
no change no change
P
S
25,930 $1,286,770 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
VYMI
Vanguard Int'l ...
ETF 2.75% 2.12% #10
Prev: #10
2.1
no change no change
P
S
16,370 $1,206,305 2022 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
IDV
iShares Interna...
ETF 1.33% 0.98% #11 2
Prev: #13
1.5
no change no change
P
S
18,810 $583,486 2022 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
IWN
iShares Russell...
ETF 1.23% 1.44% #12
Prev: #12
0.5
-1,000 -21.8%
P
S
3,586 $541,414 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
IWO
iShares Russell...
ETF 1.19% 1.45% #13 2
Prev: #11
0.5
-600 -22.7%
P
S
2,044 $522,303 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
EFA
iShares MSCI EA...
ETF 0.95% 0.73% #14
Prev: #14
1.4
no change no change
P
S
5,097 $416,578 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
RY
Royal Bank of C...
Financial Services 0.71% 0.63% #15
Prev: #15
1.3
no change no change
P
S
2,752 $309,963 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
EFAV
iShares Edge MS...
ETF 0.66% 0.55% #16
Prev: #16
0.8
-335 -8.3%
P
S
3,712 $289,239 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
TD
Toronto Dominio...
Financial Services 0.60% 0.45% #17 1
Prev: #18
1.2
no change no change
P
S
4,409 $264,166 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
SLF
Sun Life Financ...
Financial Services 0.42% 0.36% #18 1
Prev: #19
1.2
no change no change
P
S
3,221 $184,326 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
BN
Brookfield Corp...
Financial Services 0.33% 0.31% #19 2
Prev: #21
1.1
no change no change
P
S
2,797 $146,360 2022 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
ENB
Enbridge Inc.
Energy 0.31% 0.25% #20 4
Prev: #24
1.1
no change no change
P
S
3,101 $137,231 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
AAPL
Apple Inc.
Technology 0.30% 0.28% #21 1
Prev: #22
1.1
no change no change
P
S
588 $130,612 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
MSFT
Microsoft Corpo...
Technology 0.27% 0.25% #22 1
Prev: #23
1.1
no change no change
P
S
315 $118,248 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
WCN
Waste Connectio...
Industrials 0.27% 0.20% #23 5
Prev: #28
1.1
no change no change
P
S
599 $116,741 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
SU
Suncor Energy I...
Energy 0.26% 0.20% #24 2
Prev: #26
1.1
no change no change
P
S
3,004 $116,303 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
BCE
BCE Inc.
Communication Services 0.25% 0.21% #25
Prev: #25
1.1
no change no change
P
S
4,866 $111,676 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
MFC
Manulife Financ...
Financial Services 0.22% 0.18% #26 4
Prev: #30
1.1
no change no change
P
S
3,081 $95,992 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
CP
Canadian Pacifi...
Industrials 0.22% 0.19% #27 2
Prev: #29
1.1
no change no change
P
S
1,355 $95,082 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
BRK/B
Berkshire Hatha...
Financial Services 0.21% 0.15% #28 8
Prev: #36
1.1
no change no change
P
S
170 $90,539 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
TU
TELUS Corporati...
Communication Services 0.20% 0.16% #29 4
Prev: #33
1.1
no change no change
P
S
6,044 $86,679 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
GOOGL
Alphabet Inc. C...
Communication Services 0.20% 0.20% #30 3
Prev: #27
1.1
no change no change
P
S
560 $86,598 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
META
Meta Platforms ...
Communication Services 0.19% 0.16% #31 1
Prev: #32
1.1
no change no change
P
S
144 $82,996 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
C
Citigroup Inc.
Financial Services 0.18% 0.15% #32 3
Prev: #35
1.1
no change no change
P
S
1,100 $78,089 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
XOM
Exxon Mobil Cor...
Energy 0.17% 0.13% #33 6
Prev: #39
1.1
no change no change
P
S
631 $75,045 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
NVDA
NVIDIA Corporat...
Technology 0.16% 0.16% #34 3
Prev: #31
1.1
no change no change
P
S
640 $69,363 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
AEM
FirstService Co...
Basic Materials 0.16% #35
Prev: #—
3.6
416
NEW
416 $68,973 2023 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
AMZN
Amazon.Com Inc.
Consumer Cyclical 0.16% 0.15% #36 2
Prev: #34
1.1
no change no change
P
S
360 $68,494 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
CIGI
Colliers Intern...
Real Estate 0.15% 0.15% #37
Prev: #37
1.1
no change no change
P
S
560 $67,763 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
CNQ
Canadian Natura...
Energy 0.14% 0.12% #38 3
Prev: #41
1.1
no change no change
P
S
1,956 $60,180 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
SPGI
S&P Global Inc.
Financial Services 0.13% 0.11% #39 3
Prev: #42
1.1
no change no change
P
S
114 $57,923 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
AON
Aon PLC
Financial Services 0.13% 0.10% #40 5
Prev: #45
1.1
no change no change
P
S
142 $56,671 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
JPM
JP Morgan Chase...
Financial Services 0.12% 0.10% #41 2
Prev: #43
1.0
no change no change
P
S
222 $54,457 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
ORLY
O'Reilly Automo...
Consumer Cyclical 0.11% 0.08% #42 9
Prev: #51
1.0
no change no change
P
S
35 $50,140 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
BIP
Brookfield Infr...
Utilities 0.11% 0.10% #43 1
Prev: #44
1.0
no change no change
P
S
1,656 $49,259 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
UNH
UnitedHealth Gr...
Healthcare 0.11% 0.09% #44 2
Prev: #46
1.0
no change no change
P
S
94 $49,233 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
AVGO
Broadcom Inc.
Technology 0.11% 0.12% #45 5
Prev: #40
1.0
no change no change
P
S
280 $46,880 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
TRP
TC Energy Corpo...
Energy 0.10% 0.08% #46 1
Prev: #47
1.0
no change no change
P
S
942 $44,482 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
TJX
The TJX Compani...
Consumer Cyclical 0.10% 0.08% #47 1
Prev: #48
1.0
no change no change
P
S
362 $44,092 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
PH
Parker-Hannifin...
Industrials 0.09% 0.08% #48 2
Prev: #50
1.0
no change no change
P
S
66 $40,118 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
BAC
Bank of America...
Financial Services 0.09% 0.08% #49 3
Prev: #52
1.0
no change no change
P
S
897 $37,432 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
PFE
Pfizer Inc.
Healthcare 0.08% 0.07% #50 3
Prev: #53
1.0
no change no change
P
S
1,472 $37,300 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
Showing 1-50 of 122 holdings

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