CI INVESTMENTS INC.

Q1 2026 13F-HR Holdings

Location
Toronto, Z4
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
613
Total value ($000)
$20,646,391
Net value change ($000)
-2,180,337 (-9.6%)
New positions
40
Sold out positions
67
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 211,545 2816.8%
BWX 143,040 NEW
COST 82,045 487.0%
NEE 71,528 109.5%
LNG 67,130 45.3%
GLD 64,620 113.6%
TRGP 62,288 45.4%
EMB 61,975 106.7%
PANW 59,255 481.4%
RTX 59,160 3445.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -491,029 -38.1%
UNH -175,556 -69.6%
GOOGL -149,965 -18.2%
META -142,694 -22.0%
BKNG -135,544 -64.8%
AMZN -133,388 -12.3%
TMO -106,962 -33.7%
CEG -95,525 -86.4%
V -92,635 -36.5%
NVDA -87,805 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type