Scotia Capital Inc.
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$48.7B
Holdings
915
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RY
ROYAL BK CDA
Q4 2025: Exited (was 9.09M shares)
6.0%
02
$TD
TORONTO DOMINION BK ONT
Q4 2025: Exited (was 10.75M shares)
4.1%
03
$BNS
BANK NOVA SCOTIA B C
Q4 2025: Exited (was 14.10M shares)
3.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 66.9% (60.4k → 20.0k shares)
3.5%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 34.3% (121.8k → 80.0k shares)
3.4%
06
$ENB
ENBRIDGE INC
Q4 2025: Exited (was 14.37M shares)
3.3%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 43.5% (309.7k → 175.0k shares)
2.7%
08
$TRP
TC ENERGY CORP
Q4 2025: Exited (was 9.16M shares)
2.4%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 31.6% (142.5k → 97.5k shares)
2.4%
10
$GOOGL
ALPHABET INC
Q1 2026: Sold 35.9% (187.1k → 120.0k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:42 UTC.