Returns–Not enough quarters yet
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.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSLATesla Inc | $383.9M | 14.8% | +7.9% |
| BSVVanguard Bd Index Fds | $200.4M | 7.7% | +12.7% |
| NVDANvidia Corporation | $181.2M | 7.0% | −12.8% |
| AMZNAmazon Com Inc | $96.1M | 3.7% | −12.7% |
| CNQCanadian Nat Res Ltd Med Ter | $90.3M | 3.5% | −2.4% |
| RYRoyal Bk Cda | $80.8M | 3.1% | +3.1% |
| GOOGLAlphabet Inc | $70.5M | 2.7% | −9.0% |
| BNSBank Nova Scotia B C | $66.3M | 2.6% | −2.3% |
| BRK/BBerkshire Hathaway Inc Del | $65.7M | 2.5% | +9.6% |
| TDToronto Dominion Bk Ont | $64.0M | 2.5% | −3.3% |
| ENBEnbridge Inc | $54.0M | 2.1% | −6.3% |
| SPYState Str Spdr S&p 500 Etf T | $53.2M | 2.0% | |
| BMOBank Montreal Medium | $52.9M | 2.0% | −6.0% |
| AAPLApple Inc | $46.2M | 1.8% | −3.6% |
| MSFTMicrosoft Corp | $45.6M | 1.8% | +19.8% |
| FNVFranco Nev Corp | $38.2M | 1.5% | |
| UNHUnitedhealth Group Inc | $37.3M | 1.4% | −20.5% |
| AMDAdvanced Micro Devices Inc | $36.6M | 1.4% | −23.2% |
| IEFAIshares Tr | $36.6M | 1.4% | +4.0% |
| ACWIIshares Tr | $35.0M | 1.3% | |
| CMCanadian Imperial Bank Of Co | $33.4M | 1.3% | |
| SLFSun Life Financial Inc. | $32.9M | 1.3% | +9.2% |
| MFCManulife Finl Corp | $30.7M | 1.2% | +23.0% |
| METAMeta Platforms Inc | $26.4M | 1.0% | +35.6% |
| PBAPembina Pipeline Corp | $24.9M | 1.0% | −9.3% |
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 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $36.6M |
| BMOBank Montreal Medium | December 31, 2025 | +36.1% | $52.9M |
| TDToronto Dominion Bk Ont | December 31, 2025 | +28.9% | $64.0M |
| Brookfield Renewable EnergyCUSIP G16258108 | December 31, 2025 | +28.8% | $16.5M |
| CMCanadian Imperial Bank Of Co | December 31, 2025 | +26.9% | $33.4M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $37.3M |
| SLFSun Life Financial Inc. | December 31, 2025 | +25.7% | $32.9M |
| PBAPembina Pipeline Corp | December 31, 2025 | +21.5% | $24.9M |
| RYRoyal Bk Cda | December 31, 2025 | +21.4% | $80.8M |
| CNICanadian Natl Ry Co | December 31, 2025 | +20.6% | $20.3M |
Sold off last quarter
- GRTUFGranite Real Estate Invt Tr was $9.7M
- LNGCheniere Energy Inc was $7.0M
- EEni Spa was $6.0M
- DINOHf Sinclair Corp was $6.0M
- MPCMarathon Pete Corp was $5.7M
- Digitalbridge Group IncCUSIP 25401T603 was $3.2M
- KRPKimbell Rty Partners LP was $3.1M
- ARIApollo Coml Real Estate Fin was $2.9M
- LITGlobal X Fds was $1.8M
- ROBOExchange Traded Concepts Tru was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Purpose Unlimited Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2115120&type=13F-HR&dateb=&owner=include&count=40CIK 2115120
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2115120/000110465926095855/Filed August 13, 2026 · accession 0001104659-26-095855