StockDriftsStockDriftsTop 36 Rempart Asset Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BANK OF CANADA | 6.5% | 153.5K | $31.7M | -9.47%(-16.05K) | $99.06(+114.64%) | 2026-06-30 | |
| BMO | BANK OF MONTREAL | 6.3% | 174.3K | $30.7M | -9.19%(-17.64K) | $71.42(+156.62%) | 2026-06-30 | |
| NVT | NVENT ELECTRIC | 6.04% | 173.7K | $29.5M | -18.95%(-40.62K) | $41.93(+300.16%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE | 5.5% | 82.0K | $26.8M | -5.62%(-4.88K) | $115.01(+214.31%) | 2026-06-30 | |
| JCI | JOHNSON CONTROLS | 5.26% | 175.7K | $25.7M | -9.95%(-19.41K) | $61.66(+150.73%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE | 5.14% | 26.8K | $25.1M | -4.36%(-1.22K) | $370.56(+157.16%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC | 4.83% | 47.0K | $23.5M | -0.94%(-444) | $458.20(+30.93%) | 2026-06-30 | |
| V | VISA | 4.57% | 65.0K | $22.3M | -1.21%(-793) | $218.98(+65.05%) | 2026-06-30 | |
| CNI | CN RAILWAY | 4.51% | 184.7K | $22.0M | +0.07%(+125) | $110.45(+14.20%) | 2026-06-30 | |
| CL | COLGATE PALMOLIVE | 4.43% | 235.9K | $21.6M | -0.82%(-1.96K) | $80.80(+15.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.74% | +43.28% | +6.87% | +39.40% |
| Top 20 Holdings Unweighted | +12.15% | +41.06% | +6.29% | +35.66% |
Rempart Asset Management Inc. reports $487.88M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are RY (6.5%), BMO (6.3%) and NVT (6.0%). The top 20 holdings account for 89.54% of reported assets. Its disclosed equity book has returned +43.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rempart Asset Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844571). View Rempart Asset Management Inc.’s 13F filings on SEC