Trade Filings

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管理人 A 管理人 B

1832 Asset Management L.P. ⇄ Mackenzie Financial Corp

60共同持仓

28.7%名称重叠（Jaccard 指数）

15+仅 1832 Asset…

15+仅 Mackenzie…

共同持仓 · Q2 2026

证券	1832 Asset… 权重	Mackenzie Financial… 权重
RY Royal Bank of Canada	4.3%	5.5%
TD The Toronto-Dominion Bank	4.2%	3.9%
NVDA NVIDIA Corporation	2.3%	2.9%
MSFT Microsoft Corporation	3.0%	2.0%
AAPL Apple Inc.	1.8%	2.6%
GOOGL Alphabet Inc.	2.1%	2.1%
BMO Bank of Montreal	2.0%	2.1%
CNI Canadian National Railway…	2.4%	1.5%
BN Brookfield Corporation	2.2%	1.5%
AMZN Amazon.com, Inc.	2.1%	1.5%
CP Canadian Pacific Kansas…	1.5%	2.1%
ENB Enbridge Inc.	1.9%	1.6%
MFC Manulife Financial…	1.3%	1.7%
CNQ Canadian Natural…	1.4%	1.5%
TRP TC Energy Corporation	1.7%	1.1%
BNS The Bank of Nova Scotia	1.7%	1.1%
AEM Agnico Eagle Mines Limited	0.8%	2.0%
SPY State Street SPDR S&P 500…	0.1%	2.6%
SU Suncor Energy Inc.	1.1%	1.1%
V Visa Inc.	1.3%	0.6%
AVGO Broadcom Inc.	0.8%	1.0%
CM Canadian Imperial Bank of…	0.1%	1.8%
JPM JPMorgan Chase & Co.	1.1%	0.7%
JNJ Johnson & Johnson	0.7%	1.0%
WCN Waste Connections, Inc.	1.5%	0.0%
SLF Sun Life Financial Inc.	0.8%	0.7%
GOOG Alphabet Inc.	1.2%	0.3%
META Meta Platforms, Inc.	0.5%	0.9%
LLY Eli Lilly and Company	0.6%	0.7%
SHOP Shopify Inc.	1.3%	0.0%
TMO Thermo Fisher Scientific…	1.1%	0.2%
FNV Franco-Nevada Corporation	0.7%	0.5%
WPM Wheaton Precious Metals…	0.4%	0.7%
TSM Taiwan Semiconductor…	1.0%	0.1%
UNH UnitedHealth Group…	0.7%	0.4%
TJX The TJX Companies, Inc.	0.7%	0.4%
AMD Advanced Micro Devices…	0.7%	0.4%
B Barrick Mining Corporation	0.0%	1.0%
PBA Pembina Pipeline…	0.6%	0.5%
CSCO Cisco Systems, Inc.	0.5%	0.5%
CVE Cenovus Energy Inc.	0.3%	0.7%
AMAT Applied Materials, Inc.	0.5%	0.5%
MA Mastercard Incorporated	0.6%	0.4%
KLAC KLA Corporation	0.7%	0.2%
LRCX Lam Research Corporation	0.3%	0.7%
GIL Gildan Activewear Inc.	0.4%	0.5%
TRI Thomson Reuters…	0.8%	0.1%
FTS Fortis Inc.	0.5%	0.4%
CAE CAE Inc.	0.6%	0.3%
TECK Teck Resources Limited	0.3%	0.6%
ASML ASML Holding N.V.	0.7%	0.1%
MU Micron Technology, Inc.	0.2%	0.7%
KGC Kinross Gold Corporation	0.4%	0.4%
IVV iShares Core S&P 500 ETF	0.7%	0.2%
GIB CGI Inc.	0.3%	0.5%
OTEX Open Text Corporation	0.7%	0.1%
MCD McDonald's Corporation	0.6%	0.2%
LIN Linde plc	0.3%	0.4%
HD The Home Depot, Inc.	0.4%	0.4%
ETN Eaton Corporation plc	0.6%	0.1%

独特地 1832 Asset Management…

VSS Vanguard FTSE…	0.3%
VB Vanguard Morningstar…	0.2%
VO Vanguard Morningstar…	0.2%
USIG iShares Broad USD…	0.2%
BROS Dutch Bros Inc.	0.2%
BAH Booz Allen Hamilton…	0.1%
FROG JFrog Ltd.	0.1%
DOCN DigitalOcean…	0.1%
ICVT iShares Convertible…	0.1%
SPHY State Street SPDR…	0.1%
ACWV iShares MSCI Global…	0.1%
IWC	0.1%
USHY iShares Broad USD…	0.1%
VBR Vanguard Morningstar…	0.1%
VBK Vanguard Morningstar…	0.1%

独特地 Mackenzie Financial…

CLS Celestica Inc.	0.4%
PH Parker-Hannifin…	0.3%
GILD Gilead Sciences, Inc.	0.3%
TLT iShares 20+ Year…	0.3%
PSX Phillips 66	0.2%
PCG PG&E Corporation	0.2%
GFL GFL Environmental Inc.	0.2%
PAAS Pan American Silver…	0.1%
MSI Motorola Solutions…	0.1%
IAG Iamgold Corporation	0.1%
PCAR PACCAR Inc	0.1%
DD DuPont de Nemours…	0.1%
T AT&T Inc.	0.1%
MEOH Methanex Corporation	0.1%
EGO Eldorado Gold…	0.1%

数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。方法论

对比管理人

1832 Asset Management L.P. ⇄ Mackenzie Financial Corp

共同持仓 · Q2 2026

独特地 1832 Asset Management…

独特地 Mackenzie Financial…