| TRI Thomson Reuters Corp. | 19.72% | 988,349 | $80.7M | No change |
| JPM JPMorgan Chase & Co. | 10.00% | 125,000 | $40.9M | No change |
| BSX Boston Scientific Corp. | 8.13% | 780,000 | $33.3M | Add +79.3% |
| FDX FedEx Corp. | 6.89% | 90,000 | $28.2M | No change |
| A Agilent Technologies Inc. | 6.49% | 200,000 | $26.6M | No change |
| GS Goldman Sachs Group Inc. | 6.18% | 25,000 | $25.3M | Reduce -16.7% |
| TMO Thermo Fisher Scientific Inc. | 5.15% | 42,000 | $21.1M | No change |
| SYK Stryker Corp. | 3.21% | 41,700 | $13.1M | New |
| ALC Alcon Inc. filed as ALCON AG | 3.09% | 188,500 | $12.6M | New |
| CAT Caterpillar Inc. | 2.60% | 10,000 | $10.6M | Reduce -33.3% |
| ALLE Allegion PLC | 2.51% | 73,000 | $10.3M | New |
| TD Toronto-Dominion Bank | 2.23% | 75,000 | $9.1M | No change |
| WFC Wells Fargo & Co. | 2.12% | 105,000 | $8.7M | No change |
| AMZN Amazon.com Inc. | 2.04% | 35,000 | $8.3M | No change |
| BA The Boeing Co. | 1.98% | 37,500 | $8.1M | No change |
| FDXF FedEx Freight Holding Co. | 1.66% | 45,000 | $6.8M | No change |
| UNP Union Pacific Corp. | 1.64% | 24,700 | $6.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 10,000 | $5.0M | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 1.19% | 56,000 | $4.9M | No change |
| UPS United Parcel Service Class B | 1.18% | 45,000 | $4.8M | Add +80.0% |
| MRK Merck & Co. Inc. | 1.02% | 32,500 | $4.2M | No change |
| RY Royal Bank of Canada | 1.01% | 20,000 | $4.1M | No change |
| MMM 3M Co. | 0.99% | 25,000 | $4.0M | No change |
| TGT Target Corp. | 0.80% | 25,000 | $3.3M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.70% | 60,000 | $2.9M | No change |
| NTR Nutrien Ltd. | 0.69% | 45,000 | $2.8M | No change |
| NKE Nike Inc. Class B | 0.55% | 55,000 | $2.3M | No change |
| TU Telus Corp. | 0.52% | 200,000 | $2.1M | No change |
| SHAK Shake Shack Inc. Class A | 0.48% | 35,000 | $2.0M | Add +40.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 20,000 | $1.9M | No change |
| C Citigroup Inc. | 0.46% | 13,500 | $1.9M | No change |
| GE General Electric filed as GE AEROSPACE | 0.46% | 5,000 | $1.9M | No change |
| GEV GE Vernova Inc. | 0.36% | 1,250 | $1.5M | No change |
| XOM Exxon Mobil Corp. | 0.33% | 10,000 | $1.4M | No change |
| WMT Walmart Inc. | 0.28% | 10,000 | $1.1M | No change |
| AQN Algonquin Power & Utilities | 0.25% | 175,000 | $1.0M | No change |
| TPG TPG Inc. | 0.25% | 25,000 | $1.0M | No change |
| SPCX Space Exploration Techn Class A | 0.21% | 5,000 | $854K | New |
| PFE Pfizer Inc. | 0.21% | 35,000 | $843K | No change |
| RELX Relx PLC - Spon ADR | 0.19% | 25,000 | $792K | No change |
| BIIB Biogen Inc. | 0.13% | 2,500 | $540K | No change |
| SOLV Solventum Corp. | 0.12% | 6,250 | $482K | No change |
| VERX Vertex Inc. Class A | 0.08% | 30,000 | $344K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.08% | 25,000 | $334K | No change |
| OVV Ovintiv Inc. | 0.04% | 3,000 | $158K | No change |
| BCE Bce Inc. | 0.03% | 6,400 | $138K | No change |
| GEHC GE Healthcare Technology | 0.03% | 1,666 | $107K | No change |
| VTRS Viatris Inc. | 0.02% | 4,341 | $69K | No change |
| WAB Wabtec Corp. | 0.01% | 214 | $58K | No change |
| OGN Organon & Co. | 0.00% | 1,250 | $17K | No change |