Tacita Capital Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Tacita Capital Inc reported 237 stock positions worth $168.9 million. Its top holding was iShares MSCI Global Min Vol (ACWV) at 6.3% of the portfolio, followed by iShares MSCI USA Momentum Fa (MTUM, 4.6%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 4.4%). Compared with Q4 2025, it opened 40 new positions, sold out of 18, added to 36 and reduced 50. The biggest buy was Suncor Energy (SU, shares +522%) and the biggest sale an exit from Granite Real Estate Investme (GRTUF).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001846287
- Portfolio Value
- $168.9M (Q1 2026)
- SEC Filing
- 0001846287-26-000002 ↗ filed May 7, 2026
Holdings Value
Holdings 237 stocks · $168.9M
| ACWV iShares MSCI Global Min Vol | 6.31% | 89,226 | $10.7M | Add +1.3% |
| MTUM iShares MSCI USA Momentum Fa | 4.58% | 32,220 | $7.7M | Reduce -1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 4.43% | 34,436 | $7.5M | Reduce -2.5% |
| BN Brookfield Corp. | 4.31% | 180,087 | $7.3M | Add +1.1% |
| RY Royal Bank of Canada | 3.34% | 35,019 | $5.6M | Reduce -0.3% |
| MOAT Vaneck Morningstar Wide Moat | 3.29% | 57,524 | $5.6M | Reduce -10.0% |
| IEMG iShares Core MSCI Emerging | 3.22% | 77,946 | $5.4M | Reduce -3.8% |
| IMTM iShares MSCI Intl Momentum F | 3.11% | 109,564 | $5.3M | Add +0.4% |
| BIP Brookfield Infrastructure Pa | 3.00% | 140,927 | $5.1M | Reduce -1.5% |
| QUAL iShares MSCI USA Quality Fac | 2.83% | 24,925 | $4.8M | Reduce -1.3% |
| IQLT iShares MSCI International Q | 2.77% | 101,146 | $4.7M | Reduce -1.4% |
| TD Toronto-Dominion Bank | 2.57% | 46,601 | $4.3M | Reduce -0.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.49% | 22,793 | $4.2M | Reduce -4.4% |
| TRP TC Energy Corp. | 2.41% | 65,226 | $4.1M | No change |
| ENB Enbridge Inc. | 2.29% | 71,638 | $3.9M | Add +1.1% |
| BEP Brookfield Renewable Partner | 2.19% | 113,880 | $3.7M | Reduce -4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.17% | 18,659 | $3.7M | Reduce -2.6% |
| IVLU iShares MSCI International V | 1.99% | 84,864 | $3.4M | Add +0.3% |
| FTS Fortis Inc. | 1.83% | 55,542 | $3.1M | Reduce -3.6% |
| EMA Emera Inc. | 1.75% | 57,086 | $2.9M | No change |
| TAC Transalta Corp. | 1.73% | 222,601 | $2.9M | Add +6.9% |
| USMV iShares MSCI USA Min Vol Fac | 1.68% | 30,517 | $2.8M | Reduce -4.8% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 1.60% | 39,203 | $2.7M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.51% | 7,959 | $2.6M | Reduce -3.0% |
| PBA Pembina Pipeline Corp. | 1.37% | 51,774 | $2.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 4,644 | $2.2M | Add +62.4% |
| BAM Brookfield Asset Mgmt-A | 1.28% | 48,820 | $2.2M | Reduce -11.8% |
| CNI Canadian Natl Railway Co. | 1.18% | 19,371 | $2.0M | Reduce -2.2% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 1.04% | 13,962 | $1.8M | No change |
| FNV Franco-Nevada Corp. | 0.95% | 6,521 | $1.6M | Add +0.9% |
| CLS Celestica Inc. | 0.90% | 5,387 | $1.5M | Reduce -12.9% |
| PRMB Primo Brands Corp. | 0.89% | 79,500 | $1.5M | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.85% | 15,759 | $1.4M | No change |
| MSFT Microsoft Corp. | 0.85% | 3,861 | $1.4M | Reduce -5.0% |
| AAPL Apple Inc. | 0.82% | 5,484 | $1.4M | Reduce -6.7% |
| KGC Kinross Gold Corp. | 0.76% | 42,057 | $1.3M | Reduce -12.2% |
| GOOG Alphabet Inc. Class C | 0.71% | 4,163 | $1.2M | Reduce -0.8% |
| EQIX Equinix Inc. | 0.71% | 1,217 | $1.2M | Add +38.8% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.69% | 8,637 | $1.2M | Reduce -0.2% |
| DLR Digital Realty Trust Inc. | 0.66% | 6,166 | $1.1M | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.64% | 11,510 | $1.1M | Add +1.9% |
| AMT American Tower Corp. | 0.63% | 6,165 | $1.1M | Add +57.1% |
| EFXT Enerflex Ltd. | 0.63% | 50,840 | $1.1M | Reduce -1.0% |
| SU Suncor Energy Inc. | 0.62% | 15,792 | $1.0M | Add +521.7% |
| AEM Agnico Eagle Mines Ltd. | 0.60% | 5,035 | $1.0M | Reduce -0.7% |
| MFC Manulife Financial Corp. | 0.60% | 29,293 | $1.0M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.57% | 3,265 | $960K | Add +1.2% |
| HDV iShares Core High Dividend E | 0.55% | 6,840 | $928K | Reduce -5.7% |
| ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW | 0.53% | 55,840 | $895K | Reduce -16.0% |
| IAU iShares Gold Trust | 0.41% | 7,777 | $686K | No change |
| JNJ Johnson & Johnson | 0.41% | 2,802 | $685K | Reduce -3.1% |
| MGA Magna International Inc. | 0.38% | 11,552 | $643K | Add +15.7% |
| GIL Gildan Activewear Inc. | 0.38% | 11,547 | $641K | Add +2.6% |
| CCJ Cameco Corp. | 0.38% | 5,857 | $635K | Reduce -0.2% |
| RCI Rogers Communications Inc. Class B | 0.36% | 15,722 | $603K | Add +1.4% |
| MCD McDonald's Corp. | 0.34% | 1,845 | $573K | No change |
| BCE Bce Inc. | 0.34% | 22,675 | $570K | Reduce -6.7% |
| ARKQ ARK Autonomous Tech & Robot | 0.32% | 4,750 | $534K | Reduce -10.4% |
| SLF Sun Life Financial Inc. | 0.27% | 7,263 | $454K | Add +1.3% |
| DOO BRP Inc./Ca- Sub Voting | 0.27% | 6,306 | $452K | Reduce -5.3% |
| COST Costco Wholesale Corp. | 0.25% | 432 | $430K | No change |
| PEP Pepsico Inc. | 0.22% | 2,420 | $376K | No change |
| WCN Waste Connections Inc. | 0.22% | 2,307 | $374K | No change |
| QSR Restaurant Brands Intern | 0.22% | 5,061 | $373K | No change |
| AQN Algonquin Power & Utilities | 0.22% | 60,462 | $369K | Add +150.8% |
| PG The Procter & Gamble Co. | 0.21% | 2,500 | $361K | No change |
| TRI Thomson Reuters Corp. | 0.20% | 3,727 | $335K | Reduce -0.2% |
| NTR Nutrien Ltd. | 0.19% | 4,244 | $319K | No change |
| AMZN Amazon.com Inc. | 0.19% | 1,511 | $315K | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.18% | 521 | $298K | No change |
| V Visa Inc. Class A | 0.17% | 971 | $293K | Reduce -0.7% |
| CNQ Canadian Natural Resources | 0.17% | 5,837 | $284K | Add +1.7% |
| SBUX Starbucks Corp. | 0.16% | 3,000 | $269K | Reduce -5.2% |
| B Barrick Mining Corp. | 0.15% | 6,342 | $258K | Add +6.4% |
| XLP SS Consumer Staples Sel Sect | 0.15% | 3,000 | $246K | No change |
| ADP Automatic Data Processing | 0.14% | 1,200 | $244K | No change |
| UL Unilever PLC-Sponsored ADR | 0.13% | 3,909 | $223K | No change |
| VT Vanguard Tot World STK ETF | 0.13% | 1,608 | $222K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 2,930 | $220K | Reduce -12.9% |
| WPM Wheaton Precious Metals Corp. | 0.13% | 1,637 | $214K | Reduce -77.4% |
| TU Telus Corp. | 0.12% | 16,354 | $210K | No change |
| NSC Norfolk Southern Corp. | 0.12% | 725 | $208K | Reduce -14.7% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 1,390 | $206K | No change |
| WMT Walmart Inc. | 0.12% | 1,650 | $205K | No change |
| DE Deere & Co. | 0.12% | 350 | $197K | Reduce -17.6% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 1,200 | $183K | No change |
| VTHR Vanguard Russell 3000 | 0.11% | 625 | $180K | No change |
| SOXX iShares Semiconductor ETF | 0.11% | 540 | $177K | No change |
| IXUS iShares Core Intl Stock ETF | 0.10% | 1,919 | $166K | No change |
| RTX RTX Corp. | 0.10% | 847 | $163K | No change |
| ABT Abbott Laboratories | 0.09% | 1,547 | $159K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 2,833 | $153K | No change |
| SSRM SSR Mining Inc. | 0.09% | 5,129 | $150K | Reduce -5.8% |
| VRSN Verisign Inc. | 0.08% | 550 | $137K | No change |
| IMO Imperial Oil Ltd. | 0.08% | 1,027 | $134K | Add +20.0% |
| GLD SPDR Gold Shares | 0.08% | 300 | $129K | No change |
| GOOGL Alphabet Inc. Class A | 0.07% | 416 | $120K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 664 | $113K | No change |
| CSCO Cisco Systems Inc. | 0.06% | 1,410 | $109K | No change |
| LMT Lockheed Martin Corp. | 0.06% | 180 | $109K | Add +34.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $693 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 990 | $693 | No change |
Total filed on the 13F, all lines: $168.9M.
Portfolio Sells Q4 2025 → Q1 2026
| GRTUF Granite Real Estate Investme | Sold out | 0.00% | −1.90 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -10.0% | 3.29% | −0.54 |
| NGD New Gold Inc. | Sold out | 0.00% | −0.47 |
| BAM Brookfield Asset Mgmt-A | Reduce -11.8% | 1.28% | −0.40 |
| SHOP Shopify Inc. Class A | Reduce -84.1% | 0.05% | −0.38 |
| WPM Wheaton Precious Metals Corp. | Reduce -77.4% | 0.13% | −0.37 |
| MSFT Microsoft Corp. | Reduce -5.0% | 0.85% | −0.29 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -1.6% | 4.58% | −0.17 |
| CLS Celestica Inc. | Reduce -12.9% | 0.90% | −0.16 |
| RY Royal Bank of Canada | Reduce -0.3% | 3.34% | −0.13 |
| AAPL Apple Inc. | Reduce -6.7% | 0.82% | −0.10 |
| TRI Thomson Reuters Corp. | Reduce -0.2% | 0.20% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.0% | 1.51% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.3% | 2.83% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.8% | 1.68% | −0.07 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.71% | −0.06 |
| STN Stantec Inc. | Sold out | 0.00% | −0.04 |
| ARKQ ARK Autonomous Tech & Robot | Reduce -10.4% | 0.32% | −0.04 |
| CAT Caterpillar Inc. | Reduce -70.4% | 0.02% | −0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.03 |
| V Visa Inc. Class A | Reduce -0.7% | 0.17% | −0.03 |
| KGC Kinross Gold Corp. | Reduce -12.2% | 0.76% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -14.7% | 0.12% | −0.02 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.02 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| HPQ HP Inc. | Sold out | 0.00% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -12.9% | 0.13% | −0.01 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.01 |
| RBA RB Global Inc. | Reduce -82.3% | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -3.6% | 0.04% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -33.3% | 0.01% | −0.01 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.01 |
| DOO BRP Inc./Ca- Sub Voting | Reduce -5.3% | 0.27% | −0.01 |
| DLTR Dollar Tree Inc. | Reduce -3.5% | 0.02% | −0.00 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.00 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -9.5% | 0.01% | −0.00 |
| CP Canadian Pacific Kansas City | Reduce -21.9% | 0.01% | −0.00 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.00 |
| MEOH Methanex Corp. | Sold out | 0.00% | −0.00 |
| BIPC Brookfield Infrastructure-A | Sold out | 0.00% | −0.00 |
| BEPC Brookfield Renewable Corp. | Sold out | 0.00% | −0.00 |
| TECK Teck Resources Ltd.-CLS B | Reduce -3.3% | 0.02% | +0.00 |
| BCE Bce Inc. | Reduce -6.7% | 0.34% | +0.00 |
| DE Deere & Co. | Reduce -17.6% | 0.12% | +0.00 |
| SBUX Starbucks Corp. | Reduce -5.2% | 0.16% | +0.00 |
| SII Sprott Inc. | Reduce -11.1% | 0.04% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SU Suncor Energy Inc. | Add +521.7% | 0.62% | +0.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +62.4% | 1.32% | +0.48 |
| ENB Enbridge Inc. | Add +1.1% | 2.29% | +0.33 |
| EQIX Equinix Inc. | Add +38.8% | 0.71% | +0.32 |
| ACWV iShares MSCI Global Min Vol | Add +1.3% | 6.31% | +0.25 |
| AMT American Tower Corp. | Add +57.1% | 0.63% | +0.23 |
| TAC Transalta Corp. | Add +6.9% | 1.73% | +0.20 |
| FNV Franco-Nevada Corp. | Add +0.9% | 0.95% | +0.18 |
| AQN Algonquin Power & Utilities | Add +150.8% | 0.22% | +0.13 |
| IVLU iShares MSCI International V | Add +0.3% | 1.99% | +0.13 |
| IMTM iShares MSCI Intl Momentum F | Add +0.4% | 3.11% | +0.08 |
| MGA Magna International Inc. | Add +15.7% | 0.38% | +0.07 |
| CNQ Canadian Natural Resources | Add +1.7% | 0.17% | +0.06 |
| CM Can Imperial BK of Commerce | Add +1.9% | 0.64% | +0.05 |
| EFV iShares MSCI Eafe Value ETF | New | 0.04% | +0.04 |
| IMO Imperial Oil Ltd. | Add +20.0% | 0.08% | +0.04 |
| LMT Lockheed Martin Corp. | Add +34.3% | 0.06% | +0.03 |
| ELV Elevance Health Inc. | New | 0.02% | +0.02 |
| OKE Oneok Inc. | New | 0.02% | +0.02 |
| RCI Rogers Communications Inc. Class B | Add +1.4% | 0.36% | +0.02 |
| CMCSA Comcast Corp. Class A | New | 0.02% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +19.8% | 0.06% | +0.02 |
| MMM 3M Co. | Add +121.6% | 0.03% | +0.01 |
| AGI Alamos Gold Inc. Class A | New | 0.01% | +0.01 |
| CGAU Centerra Gold Inc. | New | 0.01% | +0.01 |
| MATX Matson Inc. | New | 0.01% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +66.7% | 0.02% | +0.01 |
| HBM Hudbay Minerals Inc. | Add +40450.0% | 0.01% | +0.01 |
| JBL Jabil Inc. | New | 0.01% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| CI The Cigna Group | Add +43.6% | 0.03% | +0.01 |
| OTEX Open Text Corp. | Add +2160.6% | 0.01% | +0.01 |
| BWA Borgwarner Inc. | New | 0.01% | +0.01 |
| SLF Sun Life Financial Inc. | Add +1.3% | 0.27% | +0.01 |
| EGO Eldorado Gold Corp. | New | 0.01% | +0.01 |
| EME Emcor Group Inc. | New | 0.01% | +0.01 |
| NFG National Fuel Gas Co. | New | 0.01% | +0.01 |
| T AT&T Inc. | Add +7.7% | 0.04% | +0.01 |
| NWBI Northwest Bancshares Inc. | New | 0.01% | +0.01 |
| SRCE 1ST Source Corp. | New | 0.01% | +0.01 |
| UBSI United Bankshares Inc. | New | 0.01% | +0.01 |
| SAH Sonic Automotive Inc. Class A | New | 0.01% | +0.01 |
| AMG Affiliated Managers Group | New | 0.01% | +0.01 |
| ALL Allstate Corp. | New | 0.01% | +0.01 |
| GL Globe Life Inc. | New | 0.01% | +0.01 |
| ONB Old National Bancorp | New | 0.01% | +0.01 |
| CNO Cno Financial Group Inc. | New | 0.01% | +0.01 |
| EWBC East West Bancorp Inc. | New | 0.01% | +0.01 |
| PHM Pultegroup Inc. | New | 0.01% | +0.01 |
| HIG Hartford Insurance Group Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 213 | $184.2M | ACWV, MTUM, VBR, BN, RY |
| Q1 2026 | 237 | $168.9M | ACWV, MTUM, VBR, BN, RY |
| Q4 2025 | 215 | $172.6M | ACWV, MTUM, BN, VBR, MOAT |
| Q3 2025 | 212 | $165.5M | ACWV, MTUM, BN, VBR, MOAT |
| Q2 2025 | 214 | $155.5M | ACWV, MTUM, BN, VBR, MOAT |
| Q1 2025 | 207 | $138.8M | ACWV, MTUM, VBR, BN, MOAT |
| Q4 2024 | 204 | $140.1M | ACWV, MTUM, VBR, BN, MOAT |
| Q3 2024 | 200 | $153.3M | ACWV, MTUM, VBR, MOAT, BN |
| Q2 2024 | 208 | $141.5M | ACWV, MTUM, VBR, MOAT, IEMG |
| Q1 2024 | 213 | $144.1M | MTUM, VBR, ACWV, QUAL, IEMG |