Purpose Unlimited Inc. Top Holdings and 13F Report (2026)

About Purpose Unlimited Inc.

Investment Activity

Purpose Unlimited Inc. has $2.42 billion in total holdings as of March 31, 2026.
Purpose Unlimited Inc. owns shares of 576 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 20.75% of the portfolio was purchased this quarter.
About 8.04% of the portfolio was sold this quarter.
This quarter, Purpose Unlimited Inc. has purchased 402 new stocks and bought additional shares in 129 stocks.
Purpose Unlimited Inc. sold shares of 112 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Tesla: $314,456,601
NVIDIA: $181,117,694
Vanguard Short-Term Bond ETF: $178,863,090
Canadian Natural Resources: $113,981,760
Amazon.com: $96,166,675

Largest New Holdings this Quarter

025072703 - Avantis International Equity ETF: $18,484,091 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $14,319,152 Holding
16411R208 - CHENIERE ENERGY INC: $7,048,598 Holding
82835P103 - Silvercorp Metals: $6,383,647 Holding
166764100 - Chevron: $6,320,503 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF: 871,032 shares (about $68.30M)
Tesla: 114,813 shares (about $42.68M)
Franco-Nevada: 180,182 shares (about $42.54M)
BARRICK MNG CORP: 542,480 shares (about $22.09M)
Newmont: 198,365 shares (about $21.47M)

Largest Sales this Quarter

Invesco QQQ: 93,114 shares (about $53.74M)
TC Energy: 245,694 shares (about $15.37M)
Alphabet: 51,642 shares (about $14.85M)
Enbridge: 207,553 shares (about $11.25M)
ECHOSTAR CORP: 1,837,735 shares (about $6.57M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSLA Tesla	$314,456,601	$42,681,728 â–²	15.7%	845,882	13.0%	Auto/Tires/Trucks
NVDA NVIDIA	$181,117,694	$595,922 â–²	0.3%	1,038,524	7.5%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$178,863,090	$68,297,619 â–²	61.8%	2,281,126	7.4%	ETF
CNQ Canadian Natural Resources	$113,981,760	$7,947,438 â–²	7.5%	2,336,691	4.7%	Energy
AMZN Amazon.com	$96,166,675	$3,214,852 â–²	3.5%	461,741	4.0%	Retail/Wholesale
GOOGL Alphabet	$62,260,727	$14,852,428 â–¼	-19.3%	216,481	2.6%	Computer and Technology
RY Royal Bank Of Canada	$61,098,007	$9,439,463 â–²	18.3%	378,169	2.5%	Finance
ENB Enbridge	$57,541,383	$11,248,452 â–¼	-16.4%	1,061,736	2.4%	Energy
BRK.B Berkshire Hathaway	$57,363,477	$782,532 â–²	1.4%	119,707	2.4%	Finance
BNS Bank of Nova Scotia	$54,089,318	$5,072,104 â–²	10.3%	780,376	2.2%	Finance
TD Toronto Dominion Bank	$50,817,931	$3,774,517 â–²	8.0%	544,286	2.1%	Finance
SPY SPDR S&P 500 ETF Trust	$47,133,999	$5,100,462 â–²	12.1%	74,696	1.9%	Finance
BMO Bank Of Montreal	$43,087,328	$2,343,670 â–²	5.8%	318,347	1.8%	Finance
FNV Franco-Nevada	$42,775,707	$42,539,615 â–²	18,018.2%	181,182	1.8%	Basic Materials
AAPL Apple	$41,932,887	$3,095,303 â–²	8.0%	165,236	1.7%	Computer and Technology
MSFT Microsoft	$37,741,123	$12,622,330 â–²	50.3%	101,948	1.6%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$32,984,878	$1,303,179 â–²	4.1%	364,353	1.4%	ETF
ACWI iShares MSCI ACWI ETF	$30,828,836		0.0%	222,800	1.3%	Manufacturing
UNH UnitedHealth Group	$30,550,633	$4,013,924 â–²	15.1%	112,904	1.3%	Medical
CM Canadian Imperial Bank of Commerce	$27,383,960	$2,699,618 â–²	10.9%	289,033	1.1%	Finance
PBA Pembina Pipeline	$26,492,325	$435,508 â–²	1.7%	592,493	1.1%	Energy
TU TELUS	$26,437,328	$10,200,389 â–²	62.8%	2,057,912	1.1%	Utilities
SLF Sun Life Financial	$24,008,295	$10,794,747 â–²	81.7%	383,668	1.0%	Finance
BARRICK MNG CORP	$23,953,150	$22,093,971 â–²	1,188.4%	588,129	1.0%	COM SHS
BCE BCE	$23,536,864	$14,702,932 â–²	166.4%	933,105	1.0%	Utilities
SU Suncor Energy	$22,926,568	$9,524,969 â–²	71.1%	346,776	0.9%	Energy
NEM Newmont	$21,485,244	$21,471,389 â–²	154,972.7%	198,493	0.9%	Basic Materials
MFC Manulife Financial	$21,142,671	$13,196,456 â–²	166.1%	614,406	0.9%	Finance
META Meta Platforms	$19,799,579	$1,403,998 â–¼	-6.6%	34,607	0.8%	Computer and Technology
AVDE Avantis International Equity ETF	$18,484,091	$18,484,091 â–²	New Holding	217,870	0.8%	ETF
TRP TC Energy	$17,025,257	$15,371,004 â–¼	-47.4%	272,136	0.7%	Energy
AMD Advanced Micro Devices	$16,699,976	$636,329 â–¼	-3.7%	82,092	0.7%	Computer and Technology
CNI Canadian National Railway	$16,410,393	$3,495,533 â–²	27.1%	159,680	0.7%	Transportation
EELV Invesco S&P Emerging Markets Low Volatility ETF	$16,192,308	$6,667,507 â–²	70.0%	576,176	0.7%	ETF
EWJ iShares MSCI Japan ETF	$15,936,530	$5,773,754 â–²	56.8%	188,732	0.7%	ETF
EMRAF Emera	$15,429,968	$1,737,348 â–²	12.7%	298,031	0.6%	Utilities
BEP Brookfield Renewable Partners	$15,389,753	$214,620 â–²	1.4%	471,975	0.6%	Utilities
COIN Coinbase Global	$15,313,795	$6,950,165 â–²	83.1%	87,703	0.6%	Finance
QQQ Invesco QQQ	$14,806,393	$53,743,518 â–¼	-78.4%	25,653	0.6%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$14,319,152	$14,319,152 â–²	New Holding	178,637	0.6%	ETF
PALANTIR TECHNOLOGIES INC	$14,223,682	$2,308,298 â–¼	-14.0%	97,236	0.6%	CL A
FLUENCE ENERGY INC	$13,823,300		0.0%	13,700,000	0.6%	NOTE 2.250% 6/1
BIP Brookfield Infrastructure Partners	$12,309,546	$47,659 â–²	0.4%	341,452	0.5%	Finance
MRK Merck & Co., Inc.	$11,657,186	$966,009 â–¼	-7.7%	96,913	0.5%	Medical
PG Procter & Gamble	$11,416,764	$2,435,355 â–²	27.1%	79,015	0.5%	Consumer Staples
NFLX Netflix	$10,925,814	$4,536,838 â–²	71.0%	113,633	0.5%	Consumer Discretionary
NTR Nutrien	$10,701,618	$2,054,377 â–¼	-16.1%	141,971	0.4%	Basic Materials
SCHD Schwab US Dividend Equity ETF	$9,826,553	$8,959 â–²	0.1%	320,292	0.4%	ETF
GRANITE REAL ESTATE INVT TR	$9,667,434	$41,796 â–¼	-0.4%	164,454	0.4%	TR UNIT NEW
SHOPIFY INC	$9,490,523	$2,280,781 â–²	31.6%	80,001	0.4%	CL A SUB VTG SHS
CVE Cenovus Energy	$9,323,059	$4,271,273 â–¼	-31.4%	352,001	0.4%	Energy
COST Costco Wholesale	$9,071,234	$245,115 â–²	2.8%	9,104	0.4%	Retail/Wholesale
CSCO Cisco Systems	$8,998,506	$1,722,550 â–¼	-16.1%	115,935	0.4%	Computer and Technology
RCI Rogers Communication	$8,454,484	$1,400,185 â–²	19.8%	220,343	0.3%	Utilities
BN Brookfield	$8,346,996	$5,129,559 â–¼	-38.1%	206,182	0.3%	Finance
AVGO Broadcom	$8,197,566	$4,653,727 â–¼	-36.2%	26,486	0.3%	Computer and Technology
LAZARD INC	$7,809,576	$307,232 â–²	4.1%	183,755	0.3%	COM
KO CocaCola	$7,712,994	$1,370,905 â–²	21.6%	101,373	0.3%	Consumer Staples
QSR Restaurant Brands International	$7,697,225	$228,151 â–¼	-2.9%	104,350	0.3%	Retail/Wholesale
MDT Medtronic	$7,613,814	$232,398 â–²	3.1%	87,835	0.3%	Medical
VTI Vanguard Total Stock Market ETF	$7,466,525	$9,303 â–²	0.1%	23,274	0.3%	ETF
CHENIERE ENERGY INC	$7,048,598	$7,048,598 â–²	New Holding	24,840	0.3%	COM NEW
TAC TransAlta	$6,762,549	$70,124 â–²	1.0%	514,589	0.3%	Utilities
BLOOM ENERGY CORP	$6,553,200		0.0%	1,000,000	0.3%	NOTE 3.000% 6/0
WPM Wheaton Precious Metals	$6,551,013	$585,535 â–²	9.8%	49,910	0.3%	Basic Materials
SABLE OFFSHORE CORP	$6,512,894	$4,537,796 â–²	229.8%	394,243	0.3%	COM SHS
SOUTH BOW CORP	$6,510,170	$881,094 â–¼	-11.9%	195,794	0.3%	COM
SVM Silvercorp Metals	$6,383,647	$6,383,647 â–²	New Holding	593,602	0.3%	Basic Materials
CVX Chevron	$6,320,503	$6,320,503 â–²	New Holding	30,549	0.3%	Energy
E ENI	$5,983,168	$5,983,168 â–²	New Holding	105,691	0.2%	Energy
DINO HF Sinclair	$5,975,839	$5,975,839 â–²	New Holding	95,782	0.2%	Energy
MPC Marathon Petroleum	$5,680,115	$5,680,115 â–²	New Holding	23,262	0.2%	Energy
ACN Accenture	$5,629,850	$434,973 â–¼	-7.2%	28,384	0.2%	Computer and Technology
FTS Fortis	$5,573,712	$1,985,397 â–²	55.3%	100,026	0.2%	Utilities
TFII TFI International	$5,535,026	$5,426,575 â–²	5,003.7%	51,037	0.2%	Transportation
APPLOVIN CORP	$5,373,000		0.0%	13,500	0.2%	COM CL A
IWM iShares Russell 2000 ETF	$4,885,600	$276,768 â–²	6.0%	19,700	0.2%	Finance
VCLT Vanguard Long-Term Corporate Bond ETF	$4,836,625		0.0%	64,730	0.2%	Manufacturing
FLGB Franklin FTSE United Kingdom ETF	$4,834,933	$62,547 â–²	1.3%	139,295	0.2%	ETF
GOOG Alphabet	$4,645,180	$129,909 â–²	2.9%	16,198	0.2%	Computer and Technology
KGC Kinross Gold	$4,217,900	$91,424 â–²	2.2%	137,991	0.2%	Basic Materials
TALEN ENERGY CORP	$3,715,198	$2,755,274 â–¼	-42.6%	11,638	0.2%	COM
IHRT iHeartMedia	$3,708,400		0.0%	1,270,000	0.2%	Consumer Discretionary
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,684,952		0.0%	33,810	0.2%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$3,648,463	$3,522,776 â–²	2,802.8%	42,091	0.2%	ETF
JPM JPMorgan Chase & Co.	$3,378,134	$501,837 â–¼	-12.9%	11,484	0.1%	Finance
DBRG DigitalBridge Group	$3,236,581		0.0%	209,895	0.1%	Finance
KRP Kimbell Royalty	$3,097,549	$3,097,549 â–²	New Holding	214,067	0.1%	Energy
ARI Apollo Commercial Real Estate Finance	$2,927,000	$316,800 â–²	12.1%	277,178	0.1%	Finance
HUDSON PACIFIC PROPERTIES IN	$2,881,722	$295,500 â–²	11.4%	487,601	0.1%	COM
XOM ExxonMobil	$2,878,557	$443,312 â–²	18.2%	16,967	0.1%	Energy
AZNCF AstraZeneca	$2,807,495	$2,807,495 â–²	New Holding	14,239	0.1%	Medical
KOS Kosmos Energy	$2,780,000	$2,780,000 â–²	New Holding	1,000,000	0.1%	Energy
ISHARES BITCOIN TRUST ETF	$2,754,428	$1,039,659 â–²	60.6%	71,681	0.1%	SHS BEN INT
BTAL AGF U.S. Market Neutral Anti-Beta Fund	$2,717,820	$2,005,252 â–²	281.4%	195,386	0.1%	ETF
BABA Alibaba Group	$2,657,132		0.0%	21,179	0.1%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$2,414,445	$163,895 â–²	7.3%	24,322	0.1%	Finance
IMO Imperial Oil	$2,287,319	$781,824 â–²	51.9%	17,621	0.1%	Energy
VEU Vanguard FTSE All-World ex-US ETF	$2,222,660		0.0%	29,596	0.1%	ETF
LIT Global X Lithium & Battery Tech ETF	$1,827,597	$1,413 â–¼	-0.1%	24,581	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Purpose Unlimited Inc. Top Holdings and 13F Report (2026)

About Purpose Unlimited Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Purpose Unlimited Inc. Top Holdings and 13F Report (2026)

About Purpose Unlimited Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPurpose Unlimited Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools