1y return+27.1%S&P 500 +20.9%
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, 2024: $137 against $143 in the S&P 500.2
SIG North Trading, ULCS&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 |
|---|---|---|---|
| BNSBank Nova Scotia B C | $111.5M | 20.4% | +33.1% |
| CMCanadian Imperial Bank Of Co | $103.4M | 18.9% | New |
| TUTelus Corporation | $70.1M | 12.8% | −23.3% |
| BCEBce Inc | $49.0M | 9.0% | +53.2% |
| RCIRogers Communications Inc | $47.4M | 8.7% | +33.0% |
| TDToronto Dominion Bk Ont | $26.4M | 4.8% | −26.7% |
| TRPTc Energy Corp | $19.7M | 3.6% | +41.4% |
| BBarrick Mng Corp | $15.1M | 2.8% | +17.5% |
| TFIITfi International Inc | $9.3M | 1.7% | +103.0% |
| BMOBank Montreal Medium | $8.7M | 1.6% | New |
| ENBEnbridge Inc | $5.3M | 1.0% | −60.5% |
| CNQCanadian Nat Res Ltd Med Ter | $4.7M | 0.9% | New |
| BTGB2gold Corp | $4.4M | 0.8% | −14.9% |
| TRIThomson Reuters Corp | $4.1M | 0.7% | New |
| VETVermilion Energy Inc | $3.8M | 0.7% | |
| AGFirst Majestic Silver Corp | $3.6M | 0.7% | −46.1% |
| PSLVSprott Asset Management LP | $3.1M | 0.6% | −28.8% |
| BTEBaytex Energy Corp | $3.0M | 0.6% | +137.7% |
| KGCKinross Gold Corp | $2.4M | 0.4% | −11.9% |
| WPMWheaton Precious Metals Corp | $2.3M | 0.4% | −14.4% |
| SOBOSouth Bow Corp | $2.2M | 0.4% | −55.4% |
| PBAPembina Pipeline Corp | $2.0M | 0.4% | +21.8% |
| BEPCBrookfield Renewable Corp | $2.0M | 0.4% | +158.8% |
| EQXEquinox Gold Corp | $1.9M | 0.4% | −18.1% |
| GFLGfl Environmental Inc | $1.9M | 0.4% | +18.5% |
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 |
|---|---|---|---|
| SVMSilvercorp Metals Inc | December 31, 2024 | +236.7% | $1.4M |
| PAASPan Amern Silver Corp | March 31, 2024 | +197.0% | $1.4M |
| AGFirst Majestic Silver Corp | March 31, 2024 | +188.4% | $3.6M |
| CDECoeur Mng Inc | March 31, 2025 | +175.7% | $1.2M |
| EGOEldorado Gold Corp New | December 31, 2024 | +109.1% | $1.3M |
| TDToronto Dominion Bk Ont | March 31, 2024 | +101.1% | $26.4M |
| BBarrick Mng Corp | June 30, 2025 | +76.4% | $15.1M |
| BNSBank Nova Scotia B C | March 31, 2024 | +67.7% | $111.5M |
| TRPTc Energy Corp | March 31, 2024 | +64.9% | $19.7M |
| TFIITfi International Inc | September 30, 2025 | +63.0% | $9.3M |
Sold off last quarter
- MFCManulife Finl Corp was $16.1M
- SLFSun Life Financial Inc. was $12.2M
- Thomson Reuters CorpCUSIP 884903808 was $4.5M
- SHOPShopify Inc was $3.5M
- CPCanadian Pacific Kansas City was $3.0M
- AEMAgnico Eagle Mines Ltd was $2.8M
- CNICanadian Natl Ry Co was $2.2M
- MDAMda Space Ltd was $2.2M
- GILGildan Activewear Inc was $1.6M
- RYRoyal Bk Cda was $1.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.6% | +14.8% |
| March 31, 2026 | +8.0% | −4.6% |
| December 31, 2025 | +6.3% | +2.4% |
| September 30, 2025 | +13.6% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | +0.7% | −4.6% |
| December 31, 2024 | −9.0% | +2.1% |
| September 30, 2024 | +10.4% | +5.4% |
| June 30, 2024 | −2.7% | +4.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +2.6% | +8.3% |
| March 31, 2023 | +0.1% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −11.4% | −5.3% |
| June 30, 2022 | −10.8% | −16.5% |
| March 31, 2022 | +12.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SIG North Trading, ULC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1868643&type=13F-HR&dateb=&owner=include&count=40CIK 1868643
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1868643/000186864326000008/Filed August 14, 2026 · accession 0001868643-26-000008