Hillsdale Investment Management Inc.
•CIK: 1368465•Filing: Q4 2025
Hillsdale Investment Management Inc., led by the renowned investor David Herro, is known for its concentrated, high-conviction equity strategy, currently managing $3.6 billion across 652 positions. The fund recently made notable moves by adding QSR and ERO, which have surged by 914% and 884% respectively, while exiting positions in GAU and FSV.
Total AUM
$3.6B
QoQ Performance
+9.4%
Positions
651
Top 10 Concentration
28.4%
Latest Filing
Q4 2025
Top Holdings Allocation
RY4.6%
CM3.1%
TD3.0%
BNS2.4%
SHOP2.1%
EFX2.0%
AEM1.9%
BMO1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.7%
Technology6.6%
Consumer2.1%
Financial2.0%
Healthcare0.4%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+452 more exited positions
Changes from Q3 2025
NEW22 new positions
↑79 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022