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Canerector Inc 13F Portfolio

Portfolio Manager
Canerector INC
Performance
+20.98% (2026 Q2)
AUM (13F)
$219.18M
# of Holdings
9
Performance Rank
N/A
Allocation (Top 20)
99.99%
Latest filing
Q2 2026

Canerector INC Holdings Map

Top 9 Canerector INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
15.67%50.0K$34.3M
+10.74%(+4.85K)
2025-Q2: 45.1K shares2025-Q3: 45.1K shares2025-Q4: 45.1K shares2026-Q1: 45.1K shares2026-Q2: 50.0K shares
$543.03(+30.94%)
2026-06-30
MFC
MANULIFE FINL CORP
14.77%800.0K$32.4M
+0.00%(+0)
2025-Q2: 620.0K shares2025-Q3: 650.0K shares2025-Q4: 630.0K shares2026-Q1: 800.0K shares2026-Q2: 800.0K shares
$31.32(+40.95%)
2026-06-30
BNS
BANK NOVA SCOTIA B C
11.87%300.0K$26.0M
+0.00%(+0)
2025-Q2: 300.0K shares2025-Q3: 300.0K shares2025-Q4: 300.0K shares2026-Q1: 300.0K shares2026-Q2: 300.0K shares
$54.11(+64.38%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
11.42%50.0K$25.0M
+80.90%(+22.36K)
2025-Q2: 25.7K shares2025-Q3: 27.5K shares2025-Q4: 27.6K shares2026-Q1: 27.6K shares2026-Q2: 50.0K shares
$471.79(+10.93%)
2026-06-30
TD
TORONTO DOMINION BK ONT
11.07%200.0K$24.3M
+0.00%(+0)
2025-Q2: 200.0K shares2025-Q3: 200.0K shares2025-Q4: 200.0K shares2026-Q1: 200.0K shares2026-Q2: 200.0K shares
$58.25(+109.85%)
2026-06-30
CM
CANADIAN IMPERIAL BANK OF CO
10.49%200.0K$23.0M
+0.00%(+0)
2025-Q2: 200.0K shares2025-Q3: 200.0K shares2025-Q4: 200.0K shares2026-Q1: 200.0K shares2026-Q2: 200.0K shares
$62.28(+93.03%)
2026-06-30
BMO
BANK MONTREAL MEDIUM
10.06%125.0K$22.1M
+0.00%(+0)
2025-Q2: 125.0K shares2025-Q3: 125.0K shares2025-Q4: 125.0K shares2026-Q1: 125.0K shares2026-Q2: 125.0K shares
$93.63(+95.75%)
2026-06-30
MKL
MARKEL GROUP INC
7.57%8.5K$16.6M
+50.84%(+2.87K)
2025-Q2: 5.6K shares2025-Q3: 5.6K shares2025-Q4: 5.6K shares2026-Q1: 5.6K shares2026-Q2: 8.5K shares
$1740.78(+5.95%)
2026-06-30
RY
ROYAL BK CDA
7.07%75.0K$15.5M
+0.00%(+0)
2025-Q2: 65.0K shares2025-Q3: 65.0K shares2025-Q4: 65.0K shares2026-Q1: 75.0K shares2026-Q2: 75.0K shares
$128.42(+65.57%)
2026-06-30

About Canerector INC’s portfolio

Canerector INC reports $219.18M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.7%), MFC (14.8%) and BNS (11.9%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +55.21% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VOO — 15.7% ($34.34M)MFC — 14.8% ($32.38M)BNS — 11.9% ($26.02M)BRK.B — 11.4% ($25.02M)TD — 11.1% ($24.27M)CM — 10.5% ($22.99M)BMO — 10.1% ($22.05M)MKL — 7.6% ($16.60M)RY — 7.1% ($15.50M)
100%in top 9
  • VOO15.7%
  • MFC14.8%
  • BNS11.9%
  • BRK.B11.4%
  • TD11.1%
  • CM10.5%
  • BMO10.1%
  • MKL7.6%
  • RY7.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
3
BRK.BBERKSHIRE HATHAWAY INC DEL+80.9%
MKLMARKEL GROUP INC+50.8%
VOOVANGUARD INDEX FDS+10.7%

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Source filings

Holdings on this page are parsed from Canerector INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1113234). View Canerector INC’s 13F filings on SEC

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