Rempart Asset Management Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Rempart Asset Management Inc. reported 35 stock positions worth $529.1 million. Its top holding was Royal Bank of Canada (RY) at 6.5% of the portfolio, followed by Thermo Fisher Scientific (TMO, 5.7%) and Microsoft (MSFT, 5.4%). Compared with Q3 2025, it added to 6 and reduced 24. The biggest buy was Cgi (GIB, shares +1%) and the biggest sale Microsoft (MSFT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, Z4
- CIK
- 0001844571
- Portfolio Value
- $529.1M (Q4 2025)
- SEC Filing
- 0001844571-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 35 stocks · $529.1M
| RY Royal Bank of Canada | 6.48% | 200,912 | $34.3M | Reduce -7.2% |
| TMO Thermo Fisher Scientific Inc. | 5.69% | 51,953 | $30.1M | Reduce -2.3% |
| MSFT Microsoft Corp. | 5.37% | 58,740 | $28.4M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 5.34% | 87,737 | $28.3M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 5.11% | 31,357 | $27.0M | Reduce -2.8% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 5.10% | 207,665 | $27.0M | Reduce -6.4% |
| JCI Johnson Controls Internation | 5.09% | 224,843 | $26.9M | Reduce -8.3% |
| WFC Wells Fargo & Co. | 5.09% | 288,705 | $26.9M | Reduce -5.8% |
| NVT Nvent Electric PLC | 4.79% | 248,450 | $25.3M | Reduce -15.6% |
| V Visa Inc. Class A | 4.78% | 72,094 | $25.3M | Reduce -2.2% |
| CNQ Canadian Natural Resources | 4.03% | 629,690 | $21.3M | Reduce -0.0% |
| SU Suncor Energy Inc. | 4.00% | 476,655 | $21.2M | Reduce -1.6% |
| CL Colgate-Palmolive Co. | 3.95% | 264,418 | $20.9M | Add +3.3% |
| ULTA Ulta Beauty Inc. | 3.80% | 33,188 | $20.1M | Reduce -3.1% |
| SYK Stryker Corp. | 3.78% | 56,860 | $20.0M | Add +2.4% |
| CNI Canadian Natl Railway Co. | 3.75% | 200,447 | $19.8M | Reduce -1.2% |
| ROP Roper Technologies Inc. | 3.57% | 42,450 | $18.9M | Add +0.6% |
| LOW Lowe's Cos Inc. | 3.54% | 77,587 | $18.7M | Reduce -1.8% |
| GIB Cgi Inc. | 3.41% | 195,325 | $18.1M | Add +0.5% |
| BDX Becton Dickinson and Co. | 2.91% | 79,449 | $15.4M | Reduce -16.6% |
| VZ Verizon Communications Inc. | 2.74% | 356,060 | $14.5M | Add +3.8% |
| BEPC Brookfield Renewable Corp. | 2.42% | 333,625 | $12.8M | Reduce -6.4% |
| SWK Stanley Black & Decker Inc. | 1.44% | 102,411 | $7.6M | Reduce -35.5% |
| BEP Brookfield Renewable Partner | 1.41% | 276,764 | $7.5M | Reduce -0.2% |
| TD Toronto-Dominion Bank | 1.03% | 57,948 | $5.5M | Reduce -1.1% |
| HD Home Depot Inc. | 0.39% | 6,021 | $2.1M | No change |
| AAPL Apple Inc. | 0.28% | 5,447 | $1.5M | Reduce -6.0% |
| TRMB Trimble Inc. | 0.25% | 17,090 | $1.3M | No change |
| JNJ Johnson & Johnson | 0.14% | 3,565 | $738K | Reduce -27.8% |
| TRP TC Energy Corp. | 0.06% | 5,500 | $303K | No change |
| TU Telus Corp. | 0.06% | 22,785 | $300K | Reduce -22.3% |
| PG The Procter & Gamble Co. | 0.06% | 2,088 | $299K | No change |
| SLF Sun Life Financial Inc. | 0.05% | 4,535 | $283K | Add +12.4% |
| IMO Imperial Oil Ltd. | 0.05% | 3,050 | $264K | Reduce -16.4% |
| MA Mastercard Inc. Class A | 0.04% | 406 | $232K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -8.4% | 5.37% | −0.77 |
| SWK Stanley Black & Decker Inc. | Reduce -35.5% | 1.44% | −0.74 |
| NVT Nvent Electric PLC | Reduce -15.6% | 4.79% | −0.58 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 5.11% | −0.41 |
| BDX Becton Dickinson and Co. | Reduce -16.6% | 2.91% | −0.38 |
| BMO Bank of Montreal | Reduce -6.4% | 5.10% | −0.25 |
| JPM JPMorgan Chase & Co. | Reduce -6.8% | 5.34% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -1.8% | 3.54% | −0.13 |
| JNJ Johnson & Johnson | Reduce -27.8% | 0.14% | −0.03 |
| TU Telus Corp. | Reduce -22.3% | 0.06% | −0.03 |
| IMO Imperial Oil Ltd. | Reduce -16.4% | 0.05% | −0.01 |
| AAPL Apple Inc. | Reduce -6.0% | 0.28% | +0.01 |
| BEP Brookfield Renewable Partner | Reduce -0.2% | 1.41% | +0.09 |
| JCI Johnson Controls Internation | Reduce -8.3% | 5.09% | +0.10 |
| V Visa Inc. Class A | Reduce -2.2% | 4.78% | +0.12 |
| BEPC Brookfield Renewable Corp. | Reduce -6.4% | 2.42% | +0.15 |
| TD Toronto-Dominion Bank | Reduce -1.1% | 1.03% | +0.17 |
| CNI Canadian Natl Railway Co. | Reduce -1.2% | 3.75% | +0.21 |
| SU Suncor Energy Inc. | Reduce -1.6% | 4.00% | +0.25 |
| CNQ Canadian Natural Resources | Reduce -0.0% | 4.03% | +0.31 |
| WFC Wells Fargo & Co. | Reduce -5.8% | 5.09% | +0.33 |
| ULTA Ulta Beauty Inc. | Reduce -3.1% | 3.80% | +0.33 |
| RY Royal Bank of Canada | Reduce -7.2% | 6.48% | +0.57 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.3% | 5.69% | +0.92 |
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 36 | $487.9M | RY, BMO, NVT, JPM, JCI |
| Q1 2026 | 36 | $475.5M | COST, CNQ, SU, RY, BMO |
| Q4 2025 | 35 | $529.1M | RY, TMO, MSFT, JPM, COST |
| Q3 2025 | 35 | $540.7M | MSFT, RY, COST, JPM, NVT |
| Q2 2025 | 34 | $520.7M | MSFT, COST, JPM, RY, JCI |
| Q1 2025 | 34 | $484.6M | COST, V, MSFT, JPM, ROP |
| Q4 2024 | 35 | $502.6M | COST, MSFT, JPM, V, RY |
| Q3 2024 | 36 | $538.1M | COST, MSFT, RY, JPM, TMO |
| Q2 2024 | 42 | $507.5M | MSFT, COST, TMO, JPM, CL |
| Q1 2024 | 40 | $520.5M | MSFT, COST, TMO, JPM, CNQ |