| NVIDIA Corp. (NVDA) | $1.1B | 4.12% | 5,278,210 | -344,109 | Trimmed |
| Alphabet Inc. (GOOGL) | $968.7M | 3.78% | 2,710,627 | -7,974 | Trimmed |
| Amazon.com Inc. (AMZN) | $729.4M | 2.85% | 3,060,490 | -65,241 | Trimmed |
| Eli Lilly & Co. (LLY) | $667.4M | 2.60% | 556,470 | +284,422 | Added |
| Applied Materials Inc. (AMAT) | $616.2M | 2.40% | 852,219 | -16,945 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $588.5M | 2.30% | 1,013,047 | +554,209 | Added |
| Royal Bank of Canada (RY) | $522.8M | 2.04% | 2,228,739 | -207,215 | Trimmed |
| Broadcom Inc. (AVGO) | $520.4M | 2.03% | 1,377,728 | +45,185 | Added |
| Linde plc (LIN) | $460.8M | 1.80% | 887,952 | -18,498 | Trimmed |
| Technology Select Sector SPDR ETF (XLK) | $408.0M | 1.59% | 2,141,700 | -16,184 | Trimmed |
| Johnson & Johnson (JNJ) | $392.4M | 1.53% | 1,545,100 | +885,875 | Added |
| Corning Inc. (GLW) | $373.8M | 1.46% | 1,463,448 | -885,698 | Trimmed |
| Toronto-Dominion Bank (TD) | $363.1M | 1.42% | 2,510,292 | -130,231 | Trimmed |
| Quanta Services, Inc. (PWR) | $332.4M | 1.30% | 461,604 | +133,448 | Added |
| Goldman Sachs Group Inc. (GS) | $330.0M | 1.29% | 326,297 | +1,831 | Added |
| Eaton Corp. plc (ETN) | $329.4M | 1.28% | 773,058 | +448,256 | Added |
| Hilton Worldwide Holdings Inc. (HLT) | $320.8M | 1.25% | 970,898 | +161,159 | Added |
| Caterpillar Inc. (CAT) | $302.9M | 1.18% | 284,409 | -1,187 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $298.1M | 1.16% | 624,253 | +138,614 | Added |
| Lam Research Corp. (LRCX) | $289.1M | 1.13% | 667,135 | +660,471 | Added |
| Monster Beverage Corp. (MNST) | $282.5M | 1.10% | 2,939,527 | +2,939,527 | New position |
| Tesla, Inc. (TSLA) | $276.0M | 1.08% | 656,200 | +78,618 | Added |
| Marvell Technology, Inc. (MRVL) | $275.3M | 1.07% | 924,243 | +912,945 | Added |
| GE Vernova Inc. (GEV) | $274.0M | 1.07% | 233,192 | +170 | Held |
| Cameco Corp. (CCJ) | $266.5M | 1.04% | 2,614,922 | +118,710 | Added |
| Viking Holdings Ltd (VIK) | $265.7M | 1.04% | 2,538,429 | +2,238,653 | Added |
| Micron Technology Inc. (MU) | $265.3M | 1.03% | 229,835 | +32,993 | Added |
| Targa Resources Corp. (TRGP) | $243.2M | 0.95% | 907,065 | -9,293 | Trimmed |
| Valero Energy Corp. (VLO) | $240.9M | 0.94% | 924,987 | -516,431 | Trimmed |
| Illumina, Inc. (ILMN) | $240.0M | 0.94% | 1,364,815 | +1,364,815 | New position |
| Microsoft Corp. (MSFT) | $238.9M | 0.93% | 640,577 | -102,105 | Trimmed |
| Dell Technologies Inc. (DELL) | $237.9M | 0.93% | 551,278 | +551,278 | New position |
| Howmet Aerospace Inc. (HWM) | $230.6M | 0.90% | 857,634 | +140,790 | Added |
| TJX Companies Inc. (TJX) | $228.9M | 0.89% | 1,511,208 | +747,090 | Added |
| Suncor Energy Inc. (SU) | $217.4M | 0.85% | 3,432,628 | +747,079 | Added |
| VG Totl STK Vprs (VTI) | $217.3M | 0.85% | 587,282 | -20,042 | Trimmed |
| Meta Platforms, Inc. (META) | $211.5M | 0.82% | 375,407 | -250,031 | Trimmed |
| Fidelity Covington Trust (FTEC) | $197.1M | 0.77% | 690,136 | +11,694 | Added |
| Enbridge Inc. (ENB) | $193.2M | 0.75% | 3,232,501 | +200,761 | Added |
| Canadian Natural Resources Limited (CNQ) | $184.3M | 0.72% | 4,393,486 | -59,550 | Trimmed |
| SPDR Ser Trust (BIL) | $181.7M | 0.71% | 1,982,472 | -59,577 | Trimmed |
| Agnico Eagle Mines Ltd (AEM) | $180.9M | 0.71% | 1,164,454 | -233,168 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $179.7M | 0.70% | 451,896 | +192 | Held |
| Canadian Pacific Kansas City Ltd. (CP) | $172.8M | 0.67% | 1,989,706 | +9,686 | Added |
| Robinhood Markets, Inc. (HOOD) | $165.0M | 0.64% | 1,645,506 | +9,678 | Added |
| AbbVie Inc. (ABBV) | $164.3M | 0.64% | 652,937 | -1,295,183 | Trimmed |
| CoreWeave, Inc. (CRWV) | $161.0M | 0.63% | 1,617,808 | +1,617,808 | New position |
| TechnipFMC plc (FTI) | $158.4M | 0.62% | 2,389,679 | +16,183 | Added |
| JPMorgan Chase & Co. (JPM) | $148.1M | 0.58% | 452,551 | -24,629 | Trimmed |
| Canadian Imperial Bank of Commerce (CM) | $139.7M | 0.55% | 1,204,189 | +317,704 | Added |
| SLB Limited (SLB) | $139.7M | 0.55% | 3,005,302 | -611,148 | Trimmed |
| Vanguard S&P 500 (VOO) | $132.6M | 0.52% | 193,209 | -11,617 | Trimmed |
| Visa Inc. (V) | $131.4M | 0.51% | 382,872 | -110,468 | Trimmed |
| Xpo, Inc. (XPO) | $127.0M | 0.49% | 618,651 | +612,251 | Added |
| Interactive Brokers Group, Inc. (IBKR) | $126.4M | 0.49% | 1,451,924 | +1,451,924 | New position |
| Vanguard Ftse Developed Markets (VEA) | $123.3M | 0.48% | 1,729,995 | +6,822 | Added |
| Thomson Reuters Corporation (TRI) | $122.7M | 0.48% | 1,500,920 | +63,882 | Added |
| Primerica, Inc. (PRI) | $122.0M | 0.48% | 429,312 | -1,441 | Trimmed |
| Waste Connections, Inc. (WCN) | $118.5M | 0.46% | 710,833 | +27,300 | Added |
| Coherent Corp. (COHR) | $117.7M | 0.46% | 298,315 | -700,079 | Trimmed |
| argenx SE (ARGX) | $116.4M | 0.45% | 125,481 | +412 | Added |
| Select Sector SPDR Trust (XLV) | $114.7M | 0.45% | 722,959 | -3,091 | Trimmed |
| STMicroelectronics N.V. (STM) | $112.8M | 0.44% | 1,506,374 | +1,506,374 | New position |
| Baker Hughes Co. (BKR) | $112.0M | 0.44% | 2,018,842 | +6,417 | Added |
| Brookfield Corporation (BN) | $111.8M | 0.44% | 2,607,831 | -638,992 | Trimmed |
| Home Depot, Inc. (HD) | $110.5M | 0.43% | 313,383 | +24,196 | Added |
| Costco Wholesale Corp. (COST) | $109.5M | 0.43% | 117,093 | +39,218 | Added |
| TC Energy Corporation (TRP) | $109.2M | 0.43% | 1,362,629 | +228,884 | Added |
| Intercontinental Exchange, Inc. (ICE) | $109.2M | 0.43% | 886,993 | +140,574 | Added |
| Analog Devices Inc. (ADI) | $108.5M | 0.42% | 273,122 | +22,293 | Added |
| Waste Management Inc. (WM) | $103.7M | 0.41% | 465,476 | -5,745 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $103.3M | 0.40% | 207,971 | +6,568 | Added |
| Southern Copper Corp. (SCCO) | $103.2M | 0.40% | 592,269 | -681,357 | Trimmed |
| Morgan Stanley (MS) | $103.1M | 0.40% | 493,165 | -122,533 | Trimmed |
| Financial Select Sector SPDR ETF (XLF) | $103.0M | 0.40% | 1,920,670 | -8,427 | Trimmed |
| L3Harris Technologies, Inc. (LHX) | $100.9M | 0.39% | 347,225 | -507,124 | Trimmed |
| Select Sector SPDR Trust (XLI) | $99.8M | 0.39% | 538,815 | -2,365 | Trimmed |
| Philip Morris International Inc. (PM) | $97.9M | 0.38% | 541,305 | +12,555 | Added |
| Alcoa Corp. (AA) | $96.2M | 0.38% | 1,844,711 | -230,502 | Trimmed |
| Mondelez International, Inc. (MDLZ) | $95.0M | 0.37% | 1,642,168 | -5,177 | Trimmed |
| Select Sector SPDR Trust (XLC) | $92.9M | 0.36% | 867,312 | -3,745 | Trimmed |
| Apple Inc. (AAPL) | $91.7M | 0.36% | 316,863 | -55,243 | Trimmed |
| Rogers Communications Inc. (RCI) | $90.3M | 0.35% | 2,085,139 | +343,667 | Added |
| Motorola Solutions, Inc. (MSI) | $88.8M | 0.35% | 213,797 | +93,592 | Added |
| Canadian Natl Ry Co. (CNI) | $88.4M | 0.34% | 540,109 | +5,271 | Added |
| Chubb Ltd. (CB) | $88.3M | 0.34% | 259,133 | -2,749 | Trimmed |
| Vanguard Large Cap ETF (VV) | $88.3M | 0.34% | 256,630 | -4,357 | Trimmed |
| Celestica Inc. (CLS) | $86.1M | 0.34% | 236,135 | +224,409 | Added |
| Manulife Financial Corporation (MFC) | $85.7M | 0.33% | 1,687,076 | -1,759,084 | Trimmed |
| Nucor Corp. (NUE) | $85.6M | 0.33% | 384,065 | +376,892 | Added |
| Palantir Technologies Inc. (PLTR) | $85.3M | 0.33% | 730,843 | -265,974 | Trimmed |
| Sun Life Financial Inc. (SLF) | $84.8M | 0.33% | 815,674 | +102,735 | Added |
| Northrop Grumman Corp. (NOC) | $83.4M | 0.33% | 163,771 | -190,022 | Trimmed |
| Vanguard World FD (VGT) | $82.5M | 0.32% | 689,855 | -64,409 | Trimmed |
| Williams Companies, Inc. (WMB) | $81.7M | 0.32% | 1,098,636 | -73,753 | Trimmed |
| Nutrien Ltd. (NTR) | $81.3M | 0.32% | 978,290 | -93,282 | Trimmed |
| McDonald's Corp. (MCD) | $77.6M | 0.30% | 286,957 | +138,363 | Added |
| Alamos Gold Inc. New (AGI) | $75.3M | 0.29% | 2,484,717 | +1,580,624 | Added |
| Fidelity Covington Trust (FHLC) | $73.7M | 0.29% | 953,891 | +16,167 | Added |
| Bank of Montreal (BMO) | $72.2M | 0.28% | 408,424 | -40,508 | Trimmed |