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Credential Securities 13F Portfolio

Portfolio Manager
Credential Securities Inc.
Performance
0% (N/A)
AUM (13F)
$440.44M
# of Holdings
241
Performance Rank
N/A
Allocation (Top 20)
60.68%
Latest filing
Q2 2025

Credential Securities Inc. Holdings Map

Top 50 Credential Securities Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TD
TORONTO DOMINION BK ONT
6.94%528.5K$30.6Mโ€”โ€”โ€”2018-06-30
CNQ
CANADIAN NAT RES LTD
6.48%791.2K$28.6Mโ€”โ€”โ€”2018-06-30
BNS
BANK N S HALIFAX
5.71%444.0K$25.1Mโ€”โ€”โ€”2018-06-30
CNI
CANADIAN NATL RY CO
3.85%207.3K$16.9Mโ€”โ€”โ€”2018-06-30
V
VISA INC
3.72%123.5K$16.4Mโ€”โ€”โ€”2018-06-30
MFC
MANULIFE FINL CORP
3.67%900.0K$16.2Mโ€”โ€”โ€”2018-06-30
TMO
THERMO FISHER SCIENTIFIC INC
2.92%62.1K$12.9Mโ€”โ€”โ€”2018-06-30
DEO
DIAGEO P L C
2.59%79.3K$11.4Mโ€”โ€”โ€”2018-06-30
SAP
SAP SE
2.57%97.8K$11.3Mโ€”โ€”โ€”2018-06-30
UNH
UNITEDHEALTH GROUP INC
2.32%41.6K$10.2Mโ€”โ€”โ€”2018-06-30

About Credential Securities Inc.โ€™s portfolio

Credential Securities Inc. reports $440.44M in US-listed equity holdings across 241 positions in its most recent 13F filing. Its largest disclosed positions are TD (6.9%), CNQ (6.5%) and BNS (5.7%). The top 20 holdings account for 60.68% of reported assets. Figures reflect the Q2 2025 filing.

Portfolio concentration

Portfolio concentration
TD โ€” 8.4% ($30.58M)CNQ โ€” 7.9% ($28.55M)BNS โ€” 6.9% ($25.14M)CNI โ€” 4.7% ($16.94M)V โ€” 4.5% ($16.39M)MFC โ€” 4.5% ($16.16M)TMO โ€” 3.5% ($12.86M)DEO โ€” 3.1% ($11.43M)SAP โ€” 3.1% ($11.31M)UNH โ€” 2.8% ($10.21M)Other โ€” 50.5% ($183.43M)
49%in top 10
  • TD8.4%
  • CNQ7.9%
  • BNS6.9%
  • CNI4.7%
  • V4.5%
  • MFC4.5%
  • TMO3.5%
  • DEO3.1%
  • SAP3.1%
  • UNH2.8%
  • Other50.5%

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Source filings

Holdings on this page are parsed from Credential Securities Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2077904). View Credential Securities Inc.โ€™s 13F filings on SEC

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