MACKENZIE FINANCIAL CORP
•CIK: 919859•Filing: Q4 2025
**MACKENZIE FINANCIAL CORP** manages $253M across a concentrated portfolio of two key holdings. The fund maintains a significant overweight position in NEE, representing $147.6M, alongside a substantial allocation to SBUX at $105.2M. This structure suggests a focused, high-conviction approach targeting established infrastructure and consumer staples sectors. The current positioning indicates a strategic bet on stable, large-cap revenue streams.
Total AUM
$252.8M
QoQ Performance
-99.7%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NEE0.0%
SBUX0.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Utilities58.4%
Consumer41.6%
🚪 Exited Positionssold since Q3 2025
+1675 more exited positions
Changes from Q3 2025
↑2 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023