StockDriftsStockDriftsTop 50 Sig North Trading Ulc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNS | BANK NOVA SCOTIA B C | 20.39% | 1.28M | $111.5M | +33.15%(+319.77K) | $61.84(+46.75%) | 2026-06-30 | |
| CM | CANADIAN IMPERIAL BANK OF CO | 18.9% | 899.2K | $103.4M | new | $80.98(+51.57%) | 2026-06-30 | |
| TU | TELUS CORPORATION | 12.8% | 6.63M | $70.1M | -23.29%(-2.01M) | $14.45(-32.47%) | 2026-06-30 | |
| BCE | BCE INC | 8.96% | 2.28M | $49.0M | +53.17%(+791.53K) | $24.32(-3.49%) | 2026-06-30 | |
| RCI | ROGERS COMMUNICATIONS INC | 8.67% | 1.46M | $47.4M | +32.99%(+362.00K) | $32.94(+10.50%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK ONT | 4.83% | 217.7K | $26.4M | -26.69%(-79.23K) | $86.28(+42.85%) | 2026-06-30 | |
| TRP | TC ENERGY CORP | 3.61% | 297.6K | $19.7M | +41.42%(+87.17K) | $57.14(+12.04%) | 2026-06-30 | |
| B | BARRICK MNG CORP | 2.77% | 412.2K | $15.1M | +17.50%(+61.39K) | $29.61(+40.48%) | 2026-06-30 | |
| TFII | TFI INTERNATIONAL INC | 1.71% | 65.1K | $9.3M | +103.01%(+33.02K) | $111.75(+30.30%) | 2026-06-30 | |
| BMO | BANK MONTREAL MEDIUM | 1.58% | 49.0K | $8.7M | new | $130.98(+41.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.61% | +35.32% | — | — | +29.01% |
| Top 20 Holdings Unweighted | +9.00% | +29.52% | — | — | +13.64% |
Sig North Trading Ulc reports $5.42B in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are BNS (20.4%), CM (18.9%) and TU (12.8%). The top 20 holdings account for 90.57% of reported assets. Its disclosed equity book has returned +35.32% 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 Sig North Trading Ulc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1868643). View Sig North Trading Ulc’s 13F filings on SEC