Tacita Capital Inc Top Holdings and 13F Report (2025) About Tacita Capital IncInvestment ActivityTacita Capital Inc has $155.55 million in total holdings as of June 30, 2025.Tacita Capital Inc owns shares of 215 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Tacita Capital Inc has purchased 208 new stocks and bought additional shares in 48 stocks.Tacita Capital Inc sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares MSCI Global Min Vol Factor ETF $10,036,239iShares MSCI USA Momentum Factor ETF $8,140,119Brookfield $7,086,162Vanguard Small-Cap Value ETF $6,798,829VanEck Morningstar Wide Moat ETF $5,986,991 Largest New Holdings this Quarter 290876101 - Emera $2,614,153 Holding644535106 - NEW GOLD INC CDA $456,706 Holding126408103 - CSX $81,249 Holding866796105 - Sun Life Financial $57,205 Holding91913Y100 - Valero Energy $56,456 Holding Largest Purchases this Quarter Emera 57,086 shares (about $2.61M)Wheaton Precious Metals 5,608 shares (about $504.15K)NEW GOLD INC CDA 91,895 shares (about $456.71K)Brookfield Asset Management 4,768 shares (about $263.81K)iShares MSCI Global Min Vol Factor ETF 1,893 shares (about $224.45K) Largest Sales this Quarter Colliers International Group 4,042 shares (about $528.60K)Restaurant Brands International 3,430 shares (about $227.45K)CELESTICA INC 1,367 shares (about $213.51K)Shopify 1,151 shares (about $132.71K)Gildan Activewear 1,552 shares (about $76.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTacita Capital Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWViShares MSCI Global Min Vol Factor ETF$10,036,239$224,453 ▲2.3%84,6446.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$8,140,119$18,505 ▲0.2%33,8725.2%ETFBNBrookfield$7,086,1620.0%114,5334.6%FinanceVBRVanguard Small-Cap Value ETF$6,798,829$191,305 ▲2.9%34,8644.4%ETFMOATVanEck Morningstar Wide Moat ETF$5,986,991$214,029 ▲3.7%63,8343.8%ETFIMTMiShares MSCI Intl Momentum Factor ETF$4,953,207$125,373 ▲2.6%108,4093.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,858,228$6,663 ▼-0.1%80,9303.1%ETFBIPBrookfield Infrastructure Partners$4,764,479$11,286 ▼-0.2%142,2673.1%FinanceQUALiShares MSCI USA Quality Factor ETF$4,720,778$49,179 ▲1.1%25,8223.0%ETFRYRoyal Bank Of Canada$4,410,303$96,177 ▲2.2%33,4752.8%FinanceIQLTiShares MSCI Intl Quality Factor ETF$4,048,590$120,713 ▲3.1%93,6742.6%ETFVOEVanguard Mid-Cap Value ETF$3,813,170$28,781 ▲0.8%23,1862.5%ETFVTVVanguard Value ETF$3,561,664$17,674 ▲0.5%20,1522.3%ETFTRPTC Energy$3,319,0950.0%68,0102.1%EnergyUSMViShares MSCI USA Min Vol Factor ETF$3,163,2310.0%33,6982.0%ETFTDToronto Dominion Bank$3,040,9540.0%41,3582.0%FinanceBEPBrookfield Renewable Partners$2,914,3990.0%114,3441.9%UtilitiesBAMBrookfield Asset Management$2,877,561$263,810 ▲10.1%52,0081.8%FinanceFTSFortis$2,866,5490.0%60,0561.8%UtilitiesENBEnbridge$2,864,042$64,823 ▲2.3%63,1811.8%EnergyGRANITE REAL ESTATE INVT TR$2,798,311$84,354 ▲3.1%55,1011.8%TR UNIT NEWIVLUiShares MSCI Intl Value Factor ETF$2,789,401$33,712 ▲1.2%84,8101.8%ETFEMRAFEmera$2,614,153$2,614,153 ▲New Holding57,0861.7%UtilitiesVTIVanguard Total Stock Market ETF$2,515,325$7,598 ▼-0.3%8,2761.6%ETFTACTransAlta$2,365,0600.0%219,3131.5%UtilitiesPRIMO BRANDS CORPORATION$2,354,7900.0%79,5001.5%CLASS A COM SHSMSFTMicrosoft$2,093,599$216,373 ▲11.5%4,2091.3%Computer and TechnologyCNICanadian National Railway$2,051,9840.0%19,7001.3%TransportationTRIThomson Reuters$1,952,367$36,185 ▲1.9%9,7121.3%Business ServicesPBAPembina Pipeline$1,939,1870.0%51,6641.2%EnergyBRK.BBerkshire Hathaway$1,762,3740.0%3,6281.1%FinanceBNSBank of Nova Scotia$1,740,533$22,111 ▼-1.3%31,4871.1%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$1,324,702$32,363 ▼-2.4%15,7590.9%ETFCELESTICA INC$1,274,489$213,508 ▼-14.3%8,1600.8%COMAAPLApple$1,164,135$177,472 ▲18.0%5,6740.7%Computer and TechnologySUISun Communities$1,030,514$112,323 ▲12.2%8,1470.7%FinanceMFCManulife Financial$947,632$13,904 ▲1.5%29,6480.6%FinanceWCNWaste Connections$942,854$60,691 ▲6.9%5,0490.6%Business ServicesKGCKinross Gold$935,832$17,231 ▼-1.8%59,9060.6%Basic MaterialsFNVFranco-Nevada$910,8830.0%5,5500.6%Basic MaterialsJPMJPMorgan Chase & Co.$894,952$168,148 ▲23.1%3,0870.6%FinanceGOOGAlphabet$877,194$72,730 ▲9.0%4,9450.6%Computer and TechnologyHDViShares Core High Dividend ETF$850,068$105,453 ▲14.2%7,2550.5%ETFAMTAmerican Tower$739,533$25,638 ▲3.6%3,3460.5%FinanceDLRDigital Realty Trust$686,1630.0%3,9360.4%FinanceEQIXEquinix$682,513$97,047 ▲16.6%8580.4%FinanceORLAOrla Mining$667,656$16,520 ▼-2.4%66,4830.4%Basic MaterialsRBARB Global$660,685$4,354 ▼-0.7%6,2210.4%Business ServicesWPMWheaton Precious Metals$644,928$504,148 ▲358.1%7,1740.4%Basic MaterialsBMOBank Of Montreal$635,5630.0%5,7370.4%FinanceCMCanadian Imperial Bank of Commerce$626,4190.0%8,8280.4%FinanceAEMAgnico Eagle Mines$596,694$52,404 ▲9.6%5,0100.4%Basic MaterialsMCDMcDonald's$551,909$14,608 ▼-2.6%1,8890.4%Retail/WholesaleBCEBCE$536,732$36,026 ▼-6.3%24,2100.3%UtilitiesGILGildan Activewear$530,461$76,449 ▼-12.6%10,7690.3%Consumer DiscretionarySHOPShopify$498,894$132,708 ▼-21.0%4,3270.3%Computer and TechnologyDSGXThe Descartes Systems Group$485,7050.0%4,7830.3%Computer and TechnologyIAUiShares Gold Trust$485,0130.0%7,7770.3%FinanceNEW GOLD INC CDA$456,706$456,706 ▲New Holding91,8950.3%COMJNJJohnson & Johnson$429,6860.0%2,8130.3%MedicalARKQARK Autonomous Technology & Robotics ETF$410,182$17,834 ▲4.5%4,6000.3%ETFPGProcter & Gamble$401,1680.0%2,5180.3%Consumer StaplesCOSTCostco Wholesale$399,9360.0%4040.3%Retail/WholesaleADPAutomatic Data Processing$370,0800.0%1,2000.2%Computer and TechnologyMETAMeta Platforms$341,7360.0%4630.2%Computer and TechnologyBACBank of America$323,4320.0%6,8350.2%FinanceDEDeere & Company$317,8060.0%6250.2%IndustrialsPEPPepsiCo$310,2940.0%2,3500.2%Consumer StaplesQSRRestaurant Brands International$302,446$227,448 ▼-42.9%4,5610.2%Retail/WholesaleULUnilever$299,7330.0%4,9000.2%Consumer StaplesVVisa$299,662$92,313 ▲44.5%8440.2%Business ServicesSBUXStarbucks$290,1010.0%3,1660.2%Retail/WholesaleAMZNAmazon.com$275,993$200,742 ▲266.8%1,2580.2%Retail/WholesaleTUTELUS$262,560$22,477 ▼-7.9%16,3540.2%UtilitiesNTRNutrien$261,7800.0%4,4940.2%Basic MaterialsXLPConsumer Staples Select Sector SPDR Fund$242,9100.0%3,0000.2%ETFVEUVanguard FTSE All-World ex-US ETF$226,1950.0%3,3650.1%ETFRCIRogers Communication$224,750$15,270 ▲7.3%7,5800.1%UtilitiesSUSuncor Energy$219,0990.0%5,8510.1%EnergyNSCNorfolk Southern$217,5750.0%8500.1%TransportationVTVanguard Total World Stock ETF$206,660$12,852 ▲6.6%1,6080.1%ETFABTAbbott Laboratories$202,3830.0%1,4880.1%MedicalORCLOracle$202,233$69,962 ▼-25.7%9250.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$185,3010.0%1,3900.1%ETFVTHRVanguard Russell 3000 ETF$170,4690.0%6250.1%ETFCNQCanadian Natural Resources$170,388$23,722 ▲16.2%5,4230.1%EnergyMGAMagna International$163,3060.0%4,2260.1%Auto/Tires/TrucksVRSNVeriSign$158,8400.0%5500.1%Computer and TechnologyWMTWalmart$151,070$92,402 ▲157.5%1,5450.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$149,8770.0%5920.1%ETFIXUSiShares Core MSCI Total International Stock ETF$148,3580.0%1,9190.1%ManufacturingNVSNovartis$145,2120.0%1,2000.1%MedicalVWOVanguard FTSE Emerging Markets ETF$140,1200.0%2,8330.1%ETFDEODiageo$136,1340.0%1,3500.1%Consumer StaplesSOXXiShares Semiconductor ETF$128,8980.0%5400.1%ETFBSXBoston Scientific$128,8920.0%1,2000.1%MedicalCSCOCisco Systems$115,1710.0%1,6600.1%Computer and TechnologyRTXRTX$109,5150.0%7500.1%AerospaceREETiShares Global REIT ETF$105,2710.0%4,2620.1%ETFMCKMcKesson$95,2610.0%1300.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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