Mackenzie Financial Corp.
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$83.3B
Holdings
1,405
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RY
ROYAL BK CDA
Q4 2025: Sold 2.8% (21.62M → 21.02M shares)
3.8%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +1.8% (13.06M → 13.29M shares)
3.0%
03
$AAPL
APPLE INC
Q4 2025: Increased +1.6% (9.06M → 9.20M shares)
2.9%
04
$TD
TORONTO DOMINION BK ONT
Q3 2025: Sold 8.1% (27.83M → 25.58M shares)
2.7%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 80.3% (3.09M → 609.8k shares)
2.7%
06
$MSFT
MICROSOFT CORP
Q4 2025: Sold 6.8% (5.93M → 5.53M shares)
2.3%
07
$GOOGL
ALPHABET INC
Q4 2025: Sold 3.5% (6.62M → 6.39M shares)
2.2%
08
$AEM
AGNICO EAGLE MINES LTD
Q4 2025: Increased +4.0% (8.35M → 8.69M shares)
2.2%
09
$CNQ
CANADIAN NAT RES LTD MED TER
Q3 2025: Sold 2.5% (31.80M → 31.02M shares)
1.6%
10
$CP
CANADIAN PACIFIC KANSAS CITY
Q4 2025: Sold 1.7% (16.34M → 16.07M shares)
1.5%
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 08:11 UTC.