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Tacita Capital Inc Top Holdings and 13F Report (2026)

About Tacita Capital Inc

Investment Activity

  • Tacita Capital Inc has $168.91 million in total holdings as of March 31, 2026.
  • Tacita Capital Inc owns shares of 238 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 2.46% of the portfolio was purchased this quarter.
  • About 5.59% of the portfolio was sold this quarter.
  • This quarter, Tacita Capital Inc has purchased 216 new stocks and bought additional shares in 36 stocks.
  • Tacita Capital Inc sold shares of 50 stocks and completely divested from 18 stocks this quarter.

Largest New Holdings this Quarter

464288877 - iShares MSCI EAFE Value ETF
$74,350 Holding
036752103 - Elevance Health
$33,081 Holding
682680103 - ONEOK
$30,642 Holding
20030N101 - Comcast
$29,026 Holding
011532108 - Alamos Gold
$23,417 Holding

Largest Purchases this Quarter

Suncor Energy
13,252 shares (about $873.76K)
Berkshire Hathaway
1,784 shares (about $854.89K)
American Tower
2,241 shares (about $386.75K)
Equinix
340 shares (about $333.28K)
Algonquin Power & Utilities
36,351 shares (about $221.94K)

Largest Sales this Quarter

Wheaton Precious Metals
5,608 shares (about $733.81K)
VanEck Morningstar Wide Moat ETF
6,367 shares (about $615.69K)
SHOPIFY INC
3,910 shares (about $462.48K)
Brookfield Asset Management
6,511 shares (about $288.58K)
CELESTICA INC
796 shares (about $223.84K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTacita Capital Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$10,663,399$136,719 1.3%89,2266.3%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$7,732,478$122,635 -1.6%32,2204.6%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$7,481,221$195,742 -2.5%34,4364.4%ETF
Brookfield Corporation stock logo
BN
Brookfield
$7,274,509$78,244 1.1%180,0874.3%Finance
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$5,643,231$15,792 -0.3%35,0193.3%Finance
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$5,562,571$615,689 -10.0%57,5243.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,436,734$216,923 -3.8%77,9463.2%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$5,261,263$23,194 0.4%109,5643.1%ETF
Brookfield Infrastructure Partners LP stock logo
BIP
Brookfield Infrastructure Partners
$5,067,551$75,298 -1.5%140,9273.0%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$4,780,864$63,873 -1.3%24,9252.8%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$4,675,980$68,559 -1.4%101,1462.8%ETF
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$4,338,549$1,210 0.0%46,6012.6%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$4,200,294$194,968 -4.4%22,7932.5%ETF
TC Energy Corporation stock logo
TRP
TC Energy
$4,071,5710.0%65,2262.4%Energy
Enbridge Inc stock logo
ENB
Enbridge
$3,871,200$41,447 1.1%71,6382.3%Energy
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$3,703,269$169,782 -4.4%113,8802.2%Utilities
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,660,896$98,885 -2.6%18,6592.2%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$3,367,404$9,841 0.3%84,8642.0%ETF
Fortis stock logo
FTS
Fortis
$3,088,961$114,233 -3.6%55,5421.8%Utilities
Emera Incorporated stock logo
EMRAF
Emera
$2,949,8390.0%57,0861.7%Utilities
TransAlta Corporation stock logo
TAC
TransAlta
$2,917,522$187,344 6.9%222,6011.7%Utilities
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,830,147$143,562 -4.8%30,5171.7%ETF
Bank of Nova Scotia (The) stock logo
BNS
Bank of Nova Scotia
$2,710,097$17,974 0.7%39,2031.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,553,327$78,598 -3.0%7,9591.5%ETF
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$2,310,2760.0%51,7741.4%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,225,405$854,893 62.4%4,6441.3%Finance
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$2,163,768$288,576 -11.8%48,8201.3%Finance
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$1,987,502$44,940 -2.2%19,3711.2%Transportation
Sun Communities, Inc. stock logo
SUI
Sun Communities
$1,758,6540.0%13,9621.0%Finance
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$1,609,584$14,810 0.9%6,5211.0%Basic Materials
CELESTICA INC
$1,514,856$223,840 -12.9%5,3870.9%COM
PRIMO BRANDS CORPORATION
$1,496,9850.0%79,5000.9%CLASS A COM SHS
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$1,439,9000.0%15,7590.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,429,226$75,885 -5.0%3,8610.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,391,784$100,247 -6.7%5,4840.8%Computer and Technology
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$1,281,761$177,923 -12.2%42,0570.8%Basic Materials
Alphabet Inc. stock logo
GOOG
Alphabet
$1,194,198$9,753 -0.8%4,1630.7%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$1,192,952$333,282 38.8%1,2170.7%Finance
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$1,166,174$2,565 -0.2%8,6370.7%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$1,111,1750.0%6,1660.7%Finance
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$1,087,416$20,029 1.9%11,5100.6%Finance
American Tower Corporation stock logo
AMT
American Tower
$1,063,956$386,752 57.1%6,1650.6%Finance
Enerflex Ltd. stock logo
EFXT
Enerflex
$1,060,161$11,010 -1.0%50,8400.6%Energy
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$1,041,227$873,755 521.7%15,7920.6%Energy
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$1,018,806$6,677 -0.7%5,0350.6%Basic Materials
Manulife Financial Corp stock logo
MFC
Manulife Financial
$1,005,898$1,339 0.1%29,2930.6%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$960,432$11,472 1.2%3,2650.6%Finance
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$928,325$56,324 -5.7%6,8400.5%ETF
Orla Mining Ltd. stock logo
ORLA
Orla Mining
$895,127$170,610 -16.0%55,8400.5%Basic Materials
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$685,6200.0%7,7770.4%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$684,921$22,000 -3.1%2,8020.4%Medical
Magna International Inc. stock logo
MGA
Magna International
$643,125$87,183 15.7%11,5520.4%Auto/Tires/Trucks
Gildan Activewear, Inc. stock logo
GIL
Gildan Activewear
$641,027$16,488 2.6%11,5470.4%Consumer Discretionary
Cameco Corporation stock logo
CCJ
Cameco
$634,936$1,084 -0.2%5,8570.4%Basic Materials
Rogers Communication, Inc. stock logo
RCI
Rogers Communication
$602,747$8,473 1.4%15,7220.4%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$573,4080.0%1,8450.3%Retail/Wholesale
BCE, Inc. stock logo
BCE
BCE
$570,332$40,621 -6.6%22,6750.3%Utilities
ARK Autonomous Technology & Robotics ETF stock logo
ARKQ
ARK Autonomous Technology & Robotics ETF
$534,138$61,848 -10.4%4,7500.3%ETF
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$453,583$5,683 1.3%7,2630.3%Finance
BRP Inc. stock logo
DOOO
BRP
$451,884$25,367 -5.3%6,3060.3%Auto/Tires/Trucks
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$430,4580.0%4320.3%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$375,8020.0%2,4200.2%Consumer Staples
Waste Connections, Inc. stock logo
WCN
Waste Connections
$373,6520.0%2,3070.2%Business Services
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$373,3310.0%5,0610.2%Retail/Wholesale
Algonquin Power & Utilities Corp. stock logo
AQN
Algonquin Power & Utilities
$369,144$221,937 150.8%60,4620.2%Utilities
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$361,1000.0%2,5000.2%Consumer Staples
THOMSON REUTERS CORP
$335,339$810 -0.2%3,7270.2%COM
Nutrien Ltd. stock logo
NTR
Nutrien
$319,3590.0%4,2440.2%Basic Materials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$314,696$7,914 2.6%1,5110.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$298,0800.0%5210.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$293,475$2,116 -0.7%9710.2%Business Services
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$283,842$4,863 1.7%5,8370.2%Energy
Starbucks Corporation stock logo
SBUX
Starbucks
$268,770$14,872 -5.2%3,0000.2%Retail/Wholesale
BARRICK MNG CORP
$258,363$15,481 6.4%6,3420.2%COM SHS
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$245,8500.0%3,0000.1%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$243,8160.0%1,2000.1%Computer and Technology
UNILEVER PLC
$222,6960.0%3,9090.1%SPON ADR NEW
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$222,4190.0%1,6080.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$220,043$32,669 -12.9%2,9300.1%ETF
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$214,202$733,809 -77.4%1,6370.1%Basic Materials
TELUS Corporation stock logo
TU
TELUS
$209,5390.0%16,3540.1%Utilities
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$208,075$35,875 -14.7%7250.1%Transportation
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$205,8590.0%1,3900.1%ETF
WALMART INC
$205,0620.0%1,6500.1%COM
Deere & Company stock logo
DE
Deere & Company
$197,155$42,248 -17.6%3500.1%Industrials
Novartis AG stock logo
NVS
Novartis
$183,3000.0%1,2000.1%Medical
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$179,7340.0%6250.1%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$177,4760.0%5400.1%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$166,2620.0%1,9190.1%Manufacturing
RTX Corporation stock logo
RTX
RTX
$163,3860.0%8470.1%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$158,8300.0%1,5470.1%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$153,1240.0%2,8330.1%ETF
Silver Standard Resources Inc. stock logo
SSRM
Silver Standard Resources
$150,177$9,223 -5.8%5,1290.1%Basic Materials
VeriSign, Inc. stock logo
VRSN
VeriSign
$136,5980.0%5500.1%Computer and Technology
Imperial Oil Limited stock logo
IMO
Imperial Oil
$134,096$22,328 20.0%1,0270.1%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$129,0870.0%3000.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$119,6250.0%4160.1%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$112,6540.0%6640.1%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$109,4020.0%1,4100.1%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$108,790$27,802 34.3%1800.1%Aerospace

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