Tacita Capital Inc

Q3 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
213
Total value ($000)
$165,473
Net value change ($000)
+9,924 (6.4%)
New positions
9
Sold out positions
11
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BN 789 11.1%
RY 701 15.9%
TAC 633 26.8%
TD 623 20.5%
VBR 597 8.8%
IEMG 472 9.7%
BMO 455 71.5%
BNS 443 25.4%
KGC 442 47.2%
VOE 373 9.8%
Top Reduces (Value $000, Stocks/ETFs)
TRI -896 -45.9%
PRMB -598 -25.4%
DSGX -486 -100.0%
BRK-B -311 -17.7%
BAC -216 -66.9%
CNI -193 -9.4%
XLK -127 -84.7%
SU -113 -51.6%
AMT -96 -13.0%
DVA -85 -100.0%
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