Q2 2025 Holdings
Filed 2025-07-17 | 10 holdings | $176.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Manulife Finl Corp(MFC) | COM | 56501R106 | $27.0M | 620,000 | 15.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $25.6M | 45,140 | 14.5% |
| Bank Nova Scotia Halifax(BNS) | COM | 064149107 | $22.6M | 300,000 | 12.8% |
| Toronto Dominion BK ONT(TD) | COM NEW | 891160509 | $20.0M | 200,000 | 11.4% |
| Canadian Imperial BK Comm(CM) | COM | 136069101 | $19.3M | 200,000 | 11.0% |
| Bank Montreal QUE(BMO) | COM | 063671101 | $18.9M | 125,000 | 10.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $12.5M | 25,690 | 7.1% |
| Royal BK CDA(RY) | COM | 780087102 | $11.7M | 65,000 | 6.6% |
| Markel Group Inc(MKL) | COM | 570535104 | $11.2M | 5,600 | 6.3% |
| BCE Inc(BCE) | COM NEW | 05534B760 | $7.6M | 250,000 | 4.3% |