1y return+37.1%S&P 500 +20.9%
3y return+83.2%S&P 500 +68.5%
5y return+78.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $271 against $317 in the S&P 500.2
Hillsdale Investment Management Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RYRoyal Bank of Canada | $207.9M | 4.7% | −5.7% |
| CMCanadian Imperial Bank of Commerce | $127.3M | 2.9% | −10.9% |
| TDToronto-Dominion Bank (The) | $123.8M | 2.8% | −15.2% |
| BNSThe Bank of Nova Scotia | $117.1M | 2.7% | +4.3% |
| EFXTEnerflex Ltd | $88.7M | 2.0% | −5.6% |
| SUSuncor Energy Inc. | $85.0M | 1.9% | +123.8% |
| BMOBank of Montreal | $81.3M | 1.9% | −15.3% |
| CNQCanadian Natural Resources Ltd | $76.6M | 1.7% | +149.9% |
| ENBEnbridge Inc | $75.0M | 1.7% | +56.6% |
| AEMAgnico Eagle Mines Ltd | $59.2M | 1.3% | |
| CVECenovus Energy Inc | $59.2M | 1.3% | +91.9% |
| NVDANVIDIA Corporation | $56.2M | 1.3% | +2.9% |
| SHOPShopify Inc | $51.6M | 1.2% | +16.3% |
| AAPLApple Inc | $48.6M | 1.1% | +3.3% |
| BBarrick Mining Corporation | $47.9M | 1.1% | −1.7% |
| PBAPembina Pipeline Corp | $47.6M | 1.1% | +207.0% |
| CLSCelestica Inc | $43.6M | 1.0% | −9.7% |
| EMAEmera Inc | $43.5M | 1.0% | +28.3% |
| BCEBCE Inc. | $43.2M | 1.0% | +23.9% |
| GOOGLAlphabet Inc | $42.9M | 1.0% | −8.2% |
| BBBlackBerry Ltd | $41.0M | 0.9% | New |
| CGAUCenterra Gold Inc | $40.5M | 0.9% | −20.9% |
| OGCOceanaGold Corp | $39.7M | 0.9% | New |
| MGAMagna International Inc | $39.5M | 0.9% | −27.7% |
| FTSFortis Inc | $39.4M | 0.9% | −36.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corporation | June 30, 2020 | +2006.7% | $56.2M |
| CLSCelestica Inc | March 31, 2024 | +711.7% | $43.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $42.9M |
| CNQCanadian Natural Resources Ltd | June 30, 2020 | +354.1% | $76.6M |
| IAGIAMGold Corp | June 30, 2024 | +322.4% | $31.4M |
| EFXTEnerflex Ltd | September 30, 2024 | +311.2% | $88.7M |
| CMCanadian Imperial Bank of Commerce | June 30, 2020 | +243.6% | $127.3M |
| BMOBank of Montreal | June 30, 2020 | +233.0% | $81.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $48.6M |
| RYRoyal Bank of Canada | June 30, 2020 | +205.3% | $207.9M |
Sold off last quarter
- ALNTAllient Inc was $7.9M
- KTBKontoor Brands Inc was $7.6M
- SKYWSkyWest Inc was $6.9M
- ZUMZZumiez Inc was $6.6M
- COMPCompass Inc was $6.4M
- RCKYRocky Brands Inc was $6.1M
- BCRXBioCryst Pharmaceuticals Inc was $6.1M
- ACIWACI Worldwide Inc was $6.0M
- CDECoeur Mining Inc was $5.9M
- RNGRRanger Energy Services Inc was $5.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | +0.6% | −4.6% |
| December 31, 2025 | +6.4% | +2.4% |
| September 30, 2025 | +14.4% | +7.8% |
| June 30, 2025 | +11.2% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +7.5% | +5.4% |
| June 30, 2024 | −1.9% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +1.1% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | +0.6% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hillsdale Investment Management Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1368465&type=13F-HR&dateb=&owner=include&count=40CIK 1368465
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1368465/000119312526346602/Filed August 12, 2026 · accession 0001193125-26-346602