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Showing Q2 2025 data
Credential Securities Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Credential Securities Inc.
•CIK: 2077904•Filing: Q2 2025
**Credential Securities Inc.** manages $484M across a diverse portfolio of 491 positions. The fund maintains significant exposure to key names, notably allocating $30.6M to TD and $28.6M to CRC. Further concentration is evident with substantial holdings in BNS ($25.1M), CNR ($16.9M), and V ($16.4M). This structure suggests a focused, large-cap tilt across its current investment mandate.
Total AUM
$484.3M
QoQ Performance
N/A
Positions
478
Top 10 Concentration
38.7%
Latest Filing
Q2 2025
Top Holdings Allocation
TD
CRC
BNS
TD6.3%
CRC5.9%
BNS5.2%
CNR3.5%
V3.4%
MFC3.3%
TMO2.7%
DGED2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other74.2%
Healthcare7.4%
Financial6.3%
Technology4.3%
Communication2.3%
Consumer Staples2.0%
Materials1.8%
Industrial0.7%