DKRT Investments Corp.

Toronto, A6 · CIK 2080627 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityDKRT INVESTMENTS CORP. (CA)

Others nearbyToronto

$409.3m reported value +3.7% vs Q1 2026

50positions

71.5%in top 10

6 new 3 added 2 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	THOMSON REUTERS CORP COM TRI	TRI	988,349	$80.7m19.72%	19.72%	New
2	JPMORGAN CHASE & CO COM JPM	JPM	125,000	$40.9m10.00%	10.00%	Unchanged
3	BOSTON SCIENTIFIC CORP COM BSX	BSX	780,000	$33.3m8.13%	8.13%	Added +345.0k	+345,000 79.3%
4	FEDEX CORP COM FDX	FDX	90,000	$28.2m6.89%	6.89%	Unchanged
5	AGILENT TECHNOLOGIES INC COM A	A	200,000	$26.6m6.49%	6.49%	Unchanged
6	GOLDMAN SACHS GROUP INC COM GS	GS	25,000	$25.3m6.18%	6.18%	Reduced -5.0k	-5,000 -16.7%
7	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	42,000	$21.1m5.15%	5.15%	Unchanged
8	STRYKER CORPORATION COM SYK	SYK	41,700	$13.1m3.21%	3.21%	New
9	ALCON AG ORD SHS ALC	ALC	188,500	$12.6m3.09%	3.09%	New
10	CATERPILLAR INC COM CAT	CAT	10,000	$10.6m2.60%	2.60%	Reduced -5.0k	-5,000 -33.3%
11	ALLEGION PLC ORD SHS ALLE	ALLE	73,000	$10.3m2.51%	2.51%	New
12	TORONTO DOMINION BK ONT COM NEW TD	TD	75,000	$9.1m2.23%	2.23%	Unchanged
13	WELLS FARGO CO NEW COM WFC	WFC	105,000	$8.7m2.12%	2.12%	Unchanged
14	AMAZON COM INC COM AMZN	AMZN	35,000	$8.3m2.04%	2.04%	Unchanged
15	BOEING CO COM BA	BA	37,500	$8.1m1.98%	1.98%	Unchanged
16	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	45,000	$6.8m1.66%	1.66%	New
17	UNION PAC CORP COM UNP	UNP	24,700	$6.7m1.64%	1.64%	Unchanged
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,000	$5.0m1.22%	1.22%	Unchanged
19	BANK NOVA SCOTIA HALIFAX COM BNS	BNS	56,000	$4.9m1.19%	1.19%	Unchanged
20	UNITED PARCEL SERVICE INC CL B UPS	UPS	45,000	$4.8m1.18%	1.18%	Added +20.0k	+20,000 80.0%
21	MERCK & CO INC COM MRK	MRK	32,500	$4.2m1.02%	1.02%	Unchanged
22	ROYAL BK CDA COM RY	RY	20,000	$4.1m1.01%	1.01%	Unchanged
23	3M CO COM MMM	MMM	25,000	$4.0m0.99%	0.99%	Unchanged
24	TARGET CORP COM TGT	TGT	25,000	$3.3m0.80%	0.80%	Unchanged
25	NOVO-NORDISK A S ADR NVO	NVO	60,000	$2.9m0.70%	0.70%	Unchanged
26	NUTRIEN LTD COM NTR	NTR	45,000	$2.8m0.69%	0.69%	Unchanged
27	NIKE INC CL B NKE	NKE	55,000	$2.3m0.55%	0.55%	Unchanged
28	TELUS CORPORATION COM TU	TU	200,000	$2.1m0.52%	0.52%	Unchanged
29	SHAKE SHACK INC CL A SHAK	SHAK	35,000	$2.0m0.48%	0.48%	Added +10.0k	+10,000 40.0%
30	DISNEY WALT CO COM DIS	DIS	20,000	$1.9m0.47%	0.47%	Unchanged
31	CITIGROUP INC COM NEW C	C	13,500	$1.9m0.46%	0.46%	Unchanged
32	GE AEROSPACE COM NEW GE	GE	5,000	$1.9m0.46%	0.46%	Unchanged
33	GE VERNOVA INC COM GEV	GEV	1,250	$1.5m0.36%	0.36%	Unchanged
34	EXXON MOBIL CORP COM XOM	XOM	10,000	$1.4m0.33%	0.33%	Unchanged
35	WALMART INC COM WMT	WMT	10,000	$1.1m0.28%	0.28%	Unchanged
36	ALGONQUIN PWR UTILS CORP COM AQN	AQN	175,000	$1.0m0.25%	0.25%	Unchanged
37	TPG INC COM CL A TPG	TPG	25,000	$1.0m0.25%	0.25%	Unchanged
38	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	5,000	$854.3k0.21%	0.21%	New
39	PFIZER INC COM PFE	PFE	35,000	$842.8k0.21%	0.21%	Unchanged
40	RELX PLC SPONSORED ADR RELX	RELX	25,000	$791.8k0.19%	0.19%	Unchanged
41	BIOGEN INC COM BIIB	BIIB	2,500	$540.1k0.13%	0.13%	Unchanged
42	SOLVENTUM CORP COM SHS SOLV	SOLV	6,250	$482.2k0.12%	0.12%	Unchanged
43	VERTEX INC CL A VERX	VERX	30,000	$344.4k0.08%	0.08%	Unchanged
44	NU HLDGS LTD ORD SHS CL A NU	NU	25,000	$334.0k0.08%	0.08%	Unchanged
45	OVINTIV INC COM OVV	OVV	3,000	$157.9k0.04%	0.04%	Unchanged
46	BCE INC COM NEW BCE	BCE	6,400	$137.7k0.03%	0.03%	Unchanged
47	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	1,666	$106.6k0.03%	0.03%	Unchanged
48	VIATRIS INC COM VTRS	VTRS	4,341	$68.9k0.02%	0.02%	Unchanged
49	WABTEC COM WAB	WAB	214	$57.7k0.01%	0.01%	Unchanged
50	ORGANON & CO COMMON STOCK OGN	OGN	1,250	$16.9k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
THOMSON REUTERS CORP		1,003,851	$90.3m1.0m shares
ELEVANCE HEALTH INC ELV	ELV	95,000	$27.8m95.0k shares
CANADIAN NATL RY CO CNI	CNI	58,700	$6.0m58.7k shares
ICON PLC ICLR	ICLR	50,000	$5.5m50.0k shares