Hillsdale Investment Management Inc.
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$7.4B
Holdings
654
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RY
Royal Bank of Canada
Held since at least Q1 2024
4.7%
02
$CM
Canadian Imperial Bank of Commerce
Held since at least Q1 2024
3.2%
03
$TD
Toronto-Dominion Bank (The)
Held since at least Q1 2024
3.1%
04
$BNS
The Bank of Nova Scotia
Held since at least Q1 2024
2.5%
05
$EFXT
Enerflex Ltd
Held since at least Q1 2024
2.2%
06
$AEM
Agnico Eagle Mines Ltd
Held since at least Q1 2024
2.1%
07
$BMO
Bank of Montreal
Held since at least Q1 2024
2.0%
08
$MFC
Manulife Financial Corp
Held since at least Q1 2024
1.8%
09
$FTS
FORTIS INC
Held since at least Q1 2024
1.7%
10
$CGAU
Centerra Gold Inc
Held since at least Q1 2024
1.6%
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 08:08 UTC.