2026 Q1 Portfolio Activity
In 2026 Q1, Tacita Capital Inc maintained a portfolio of 256 distinct positions. The most significant new addition was ISHARES TR, now representing 0.04% of the total fund value. They heavily accumulated shares in SUNCOR ENERGY INC NEW, increasing the position by 521.7%. Conversely, Tacita Capital Inc completely exited their position in GRANITE REAL ESTATE INVT TR.
Position History
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Total Positions
256
Quarter
2026 Q1
Top Holding
ACWV (6.3%)
Top 10 Concentration
38.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 256
Tacita Capital Inc Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ACWV
ISHARES INC
|
ETF | 6.31% | 6.06% |
#1
Prev: #1
|
5.0 |
—
|
1,144 | 1.3% |
P
S
|
89,226 | $10,663,399 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 4.58% | 4.75% |
#2
Prev: #2
|
3.8 |
—
|
-511 | -1.6% |
P
S
|
32,220 | $7,732,478 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 4.43% | 4.34% |
#3
1
Prev: #4
|
3.3 |
—
|
-901 | -2.5% |
P
S
|
34,436 | $7,481,221 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 4.31% | 4.74% |
#4
1
Prev: #3
|
2.7 |
—
|
1,937 | 1.1% |
P
S
|
180,087 | $7,274,509 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
RY
ROYAL BK CDA
|
Financial Services | 3.34% | 3.47% |
#5
1
Prev: #6
|
2.3 |
—
|
-98 | -0.3% |
P
S
|
35,019 | $5,643,231 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 3.29% | 3.83% |
#6
1
Prev: #5
|
1.8 |
—
|
-6,367 | -10.0% |
P
S
|
57,524 | $5,562,571 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEMG
ISHARES INC
|
ETF | 3.22% | 3.16% |
#7
Prev: #7
|
1.8 |
—
|
-3,110 | -3.8% |
P
S
|
77,946 | $5,436,734 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IMTM
ISHARES TR
|
Bond/Debt | 3.11% | 3.03% |
#8
Prev: #8
|
1.7 |
—
|
483 | 0.4% |
P
S
|
109,564 | $5,261,263 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BIP
BROOKFIELD INFR...
|
Bond/Debt | 3.00% | 2.88% |
#9
1
Prev: #10
|
1.7 |
—
|
-2,094 | -1.5% |
P
S
|
140,927 | $5,067,551 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QUAL
ISHARES TR
|
ETF | 2.83% | 2.91% |
#10
1
Prev: #9
|
1.6 |
—
|
-333 | -1.3% |
P
S
|
24,925 | $4,780,864 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 2.77% | 2.70% |
#11
Prev: #11
|
1.6 |
—
|
-1,483 | -1.4% |
P
S
|
101,146 | $4,675,980 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 2.57% | 2.55% |
#12
Prev: #12
|
1.5 |
—
|
-13 | -0.0% |
P
S
|
46,601 | $4,338,549 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 2.49% | 2.45% |
#13
Prev: #13
|
1.5 |
—
|
-1,058 | -4.4% |
P
S
|
22,793 | $4,200,294 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TRP
TC ENERGY CORP
|
Energy | 2.41% | 2.08% |
#14
1
Prev: #15
|
2.0 |
—
|
no change | no change |
P
S
|
65,226 | $4,071,571 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ENB
ENBRIDGE INC
|
Energy | 2.29% | 1.97% |
#15
1
Prev: #16
|
1.4 |
—
|
767 | 1.1% |
P
S
|
71,638 | $3,871,200 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BEP
BROOKFIELD RENE...
|
Utilities | 2.19% | 1.87% |
#16
2
Prev: #18
|
1.4 |
—
|
-5,221 | -4.4% |
P
S
|
113,880 | $3,703,269 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.17% | 2.12% |
#17
3
Prev: #14
|
1.4 |
—
|
-504 | -2.6% |
P
S
|
18,659 | $3,660,896 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IVLU
ISHARES TR
|
Bond/Debt | 1.99% | 1.87% |
#18
1
Prev: #19
|
1.3 |
—
|
248 | 0.3% |
P
S
|
84,864 | $3,367,404 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
FTS
FORTIS INC
|
Utilities | 1.83% | 1.74% |
#19
2
Prev: #21
|
1.2 |
—
|
-2,054 | -3.6% |
P
S
|
55,542 | $3,088,961 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EMRAF
EMERA INC
|
Unknown | 1.75% | 1.63% |
#20
4
Prev: #24
|
1.7 |
—
|
no change | no change |
P
S
|
57,086 | $2,949,839 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TAC
TRANSALTA CORP
|
Utilities | 1.73% | 1.53% |
#21
5
Prev: #26
|
2.7 |
—
|
14,294 | 6.9% |
P
S
|
222,601 | $2,917,522 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
USMV
ISHARES TR
|
ETF | 1.68% | 1.75% |
#22
2
Prev: #20
|
1.2 |
—
|
-1,548 | -4.8% |
P
S
|
30,517 | $2,830,147 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 1.60% | 1.66% |
#23
Prev: #23
|
1.1 |
—
|
260 | 0.7% |
P
S
|
39,203 | $2,710,097 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.51% | 1.59% |
#24
1
Prev: #25
|
1.1 |
—
|
-245 | -3.0% |
P
S
|
7,959 | $2,553,327 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PBA
PEMBINA PIPELIN...
|
Energy | 1.37% | 1.14% |
#25
2
Prev: #27
|
1.5 |
—
|
no change | no change |
P
S
|
51,774 | $2,310,276 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.32% | 0.83% |
#26
7
Prev: #33
|
3.5 |
—
|
1,784 | 62.4% |
P
S
|
4,644 | $2,225,405 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 1.28% | 1.68% |
#27
5
Prev: #22
|
1.0 |
—
|
-6,511 | -11.8% |
P
S
|
48,820 | $2,163,768 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.18% | 1.14% |
#28
1
Prev: #29
|
1.0 |
—
|
-438 | -2.2% |
P
S
|
19,371 | $1,987,502 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SUI
SUN CMNTYS INC
|
Real Estate | 1.04% | 1.00% |
#29
2
Prev: #31
|
1.4 |
—
|
no change | no change |
P
S
|
13,962 | $1,758,654 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
FNV
FRANCO NEV CORP
|
Basic Materials | 0.95% | 0.78% |
#30
6
Prev: #36
|
0.9 |
—
|
60 | 0.9% |
P
S
|
6,521 | $1,609,584 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CLS
CELESTICA INC
|
Technology | 0.90% | 1.06% |
#31
1
Prev: #30
|
0.9 |
—
|
-796 | -12.9% |
P
S
|
5,387 | $1,514,856 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PRMB
PRIMO BRANDS CO...
|
Consumer Defensive | 0.89% | 0.75% |
#32
6
Prev: #38
|
1.4 |
—
|
no change | no change |
P
S
|
79,500 | $1,496,985 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EFAV
ISHARES TR
|
ETF | 0.85% | 0.79% |
#33
1
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
15,759 | $1,439,900 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.85% | 1.14% |
#34
6
Prev: #28
|
0.8 |
—
|
-205 | -5.0% |
P
S
|
3,861 | $1,429,226 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE INC
|
Technology | 0.82% | 0.93% |
#35
3
Prev: #32
|
0.8 |
—
|
-395 | -6.7% |
P
S
|
5,484 | $1,391,784 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
KGC
KINROSS GOLD CO...
|
Basic Materials | 0.76% | 0.78% |
#36
1
Prev: #35
|
0.8 |
—
|
-5,838 | -12.2% |
P
S
|
42,057 | $1,281,761 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.71% | 0.76% |
#37
Prev: #37
|
0.8 |
—
|
-34 | -0.8% |
P
S
|
4,163 | $1,194,198 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 0.71% | 0.39% |
#38
15
Prev: #53
|
2.8 |
—
|
340 | 38.8% |
P
S
|
1,217 | $1,192,952 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 0.69% | 0.65% |
#39
Prev: #39
|
0.8 |
—
|
-19 | -0.2% |
P
S
|
8,637 | $1,166,174 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DLR
DIGITAL RLTY TR...
|
Real Estate | 0.66% | 0.55% |
#40
3
Prev: #43
|
1.3 |
—
|
no change | no change |
P
S
|
6,166 | $1,111,175 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 0.64% | 0.59% |
#41
1
Prev: #42
|
0.8 |
—
|
212 | 1.9% |
P
S
|
11,510 | $1,087,416 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.63% | 0.40% |
#42
10
Prev: #52
|
3.3 |
—
|
2,241 | 57.1% |
P
S
|
6,165 | $1,063,956 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EFXT
ENERFLEX LTD
|
Energy | 0.63% | 0.46% |
#43
6
Prev: #49
|
0.8 |
—
|
-528 | -1.0% |
P
S
|
50,840 | $1,060,161 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 0.62% | 0.07% |
#44
58
Prev: #102
|
3.2 |
—
|
13,252 | 521.7% |
P
S
|
15,792 | $1,041,227 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 0.60% | 0.50% |
#45
1
Prev: #46
|
0.7 |
—
|
-33 | -0.7% |
P
S
|
5,035 | $1,018,806 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 0.60% | 0.62% |
#46
6
Prev: #40
|
0.7 |
—
|
39 | 0.1% |
P
S
|
29,293 | $1,005,898 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | 0.60% |
#47
6
Prev: #41
|
0.7 |
—
|
39 | 1.2% |
P
S
|
3,265 | $960,432 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
HDV
ISHARES TR
|
ETF | 0.55% | 0.51% |
#48
3
Prev: #45
|
0.7 |
—
|
-415 | -5.7% |
P
S
|
6,840 | $928,325 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ORLA
ORLA MNG LTD NE...
|
Basic Materials | 0.53% | 0.52% |
#49
5
Prev: #44
|
0.7 |
—
|
-10,643 | -16.0% |
P
S
|
55,840 | $895,127 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.41% | 0.37% |
#50
4
Prev: #54
|
1.2 |
—
|
no change | no change |
P
S
|
7,777 | $685,620 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 256 holdings