Canada Post Corp Registered Pension Plan
TORONTO, Z4
$2.9bn in 492 US stocks at the end of 30 June 2026. The top 10 are 33.7% of the money. It changed about 10.2% of the portfolio this quarter.
Value
$2.9bn
Stocks
492
Top 10 share
33.7%
Turnover
10.2%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL0.2% of the fund
- Honeywell AerospaceHONA0.2% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Caseys General StoresCASY<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Honeywell InternationalHON0.0% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA5.3% of the fund+15%
- AlphabetGOOG3.1% of the fund+5%
- Amazon.comAMZN3.1% of the fund+13%
- State STR Spdr S&P 500 ETF TSPY2.8% of the fund+9%
- BroadcomAVGO2.1% of the fund+5%
- MastercardMA1.7% of the fund+11%
- Micron TechnologyMU1.5% of the fund+7%
- JPMorgan ChaseJPM1.1% of the fund+3%
- Charles SchwabSCHW0.8% of the fund+11%
- Thermo Fisher ScientificTMO0.8% of the fund+12%
- Applied MaterialsAMAT0.7% of the fund+5%
- Edwards LifesciencesEW0.7% of the fund+23%
- NetflixNFLX0.5% of the fund+46%
- Home DepotHD0.5% of the fund+4%
- Union PacificUNP0.4% of the fund+3%
- AutozoneAZO0.4% of the fund+10%
- CitigroupC0.4% of the fund+5%
- ProgressivePGR0.4% of the fund+216%
- Philip Morris InternationalPM0.3% of the fund+9%
- Walt DisneyDIS0.3% of the fund+6%
- Morgan StanleyMS0.3% of the fund+7%
- AmgenAMGN0.3% of the fund+4%
- Goldman Sachs GroupGS0.3% of the fund+7%
- NextEra EnergyNEE0.2% of the fund+4%
- Dell TechnologiesDELL0.2% of the fund+15%
Cut
Sold some of their stake.
- VisaV2.2% of the fund-3%
- Lam ResearchLRCX1.6% of the fund-15%
- IntelINTC1.1% of the fund-10%
- KLAKLAC0.9% of the fund-11%
- Advanced Micro DevicesAMD0.9% of the fund-7%
- Cisco SystemsCSCO0.9% of the fund-2%
- Texas InstrumentsTXN0.8% of the fund-6%
- CaterpillarCAT0.8% of the fund-16%
- SalesforceCRM0.6% of the fund-5%
- Booking HoldingsBKNG0.5% of the fund-5%
- Abbott LaboratoriesABT0.5% of the fund-3%
- Elevance HealthELV0.5% of the fund-6%
- US BancorpUSB0.4% of the fund-12%
- TJX CompaniesTJX0.4% of the fund-6%
- ChevronCVX0.4% of the fund-6%
- AmphenolAPH0.4% of the fund-16%
- Hilton Worldwide HoldingsHLT0.3% of the fund-27%
- PfizerPFE0.3% of the fund-2%
- Gilead SciencesGILD0.3% of the fund-11%
- PNC Financial Services GroupPNC0.3% of the fund-4%
- Wells Fargo & CompanyWFC0.3% of the fund-3%
- SandiskSNDK0.3% of the fund-9%
- Ferguson EnterprisesFERG0.3% of the fund-15%
- QualcommQCOM0.2% of the fund-12%
- RTXRTX0.2% of the fund-4%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Coterra EnergyCTRA-100%
- Cheniere EnergyLNG-100%
- CoupangCPNG-100%
- DuPont de NemoursDD-100%
- Hologic-100%
- Campbell'sCPB-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.8%
- Value
- $80m
- Shares
- 106,914
+9%
- Ishares TRIWM
- Share
- 0.6%
- Value
- $17m
- Shares
- 57,711
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $10m
- Shares
- 170,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 5.3% | $152m | 757,688 | +15% |
| MicrosoftMSFT | 5.1% | $145m | 389,783 | Held |
| AppleAAPL | 4.8% | $139m | 480,147 | Held |
| AlphabetGOOGL | 3.5% | $100m | 280,714 | Held |
| AlphabetGOOG | 3.1% | $88m | 248,295 | +5% |
| Amazon.comAMZN | 3.1% | $87m | 367,093 | +13% |
| State STR Spdr S&P 500 ETF TSPY | 2.8% | $80m | 106,914 | +9% |
| VisaV | 2.2% | $62m | 180,780 | -3% |
| BroadcomAVGO | 2.1% | $61m | 160,313 | +5% |
| Meta PlatformsMETA | 1.8% | $53m | 93,212 | Held |
| Johnson & JohnsonJNJ | 1.8% | $50m | 198,752 | Held |
| MastercardMA | 1.7% | $50m | 97,070 | +11% |
| Lam ResearchLRCX | 1.6% | $45m | 103,446 | -15% |
| Micron TechnologyMU | 1.5% | $43m | 37,462 | +7% |
| Eli LillyLLY | 1.2% | $34m | 28,062 | Held |
| IntelINTC | 1.1% | $33m | 234,186 | -10% |
| MerckMRK | 1.1% | $32m | 247,017 | Held |
| JPMorgan ChaseJPM | 1.1% | $31m | 95,250 | +3% |
| UnitedHealth GroupUNH | 1.1% | $31m | 73,567 | Held |
| TeslaTSLA | 1.0% | $30m | 70,955 | Held |
| KLAKLAC | 0.9% | $27m | 88,199 | -11% |
| Advanced Micro DevicesAMD | 0.9% | $26m | 44,790 | -7% |
| Cisco SystemsCSCO | 0.9% | $26m | 221,273 | -2% |
| Charles SchwabSCHW | 0.8% | $24m | 263,922 | +11% |
| Texas InstrumentsTXN | 0.8% | $24m | 81,146 | -6% |
| ExxonMobil HoldingsXOM | 0.8% | $24m | 175,330 | Held |
| General ElectricGE | 0.8% | $24m | 63,863 | Held |
| Berkshire HathawayBRK-B | 0.8% | $23m | 46,090 | Held |
| Thermo Fisher ScientificTMO | 0.8% | $23m | 45,314 | +12% |
| CaterpillarCAT | 0.8% | $23m | 21,147 | -16% |
| Applied MaterialsAMAT | 0.7% | $20m | 28,124 | +5% |
| Edwards LifesciencesEW | 0.7% | $20m | 218,724 | +23% |
| Bank of AmericaBAC | 0.6% | $18m | 321,032 | Held |
| Ishares TRIWM | 0.6% | $17m | 57,711 | Held |
| SalesforceCRM | 0.6% | $16m | 101,639 | -5% |
| NetflixNFLX | 0.5% | $16m | 219,771 | +46% |
| WalmartWMT | 0.5% | $16m | 137,746 | Held |
| Booking HoldingsBKNG | 0.5% | $16m | 87,450 | -5% |
| AbbVieABBV | 0.5% | $15m | 60,412 | Held |
| Coca-ColaKO | 0.5% | $15m | 184,774 | Held |
| Abbott LaboratoriesABT | 0.5% | $14m | 153,326 | -3% |
| Home DepotHD | 0.5% | $14m | 38,443 | +4% |
| Elevance HealthELV | 0.5% | $13m | 33,682 | -6% |
| Union PacificUNP | 0.4% | $13m | 46,454 | +3% |
| US BancorpUSB | 0.4% | $12m | 204,676 | -12% |
| TJX CompaniesTJX | 0.4% | $12m | 81,557 | -6% |
| AutozoneAZO | 0.4% | $12m | 3,741 | +10% |
| ChevronCVX | 0.4% | $12m | 71,836 | -6% |
| MercadoLibreMELI | 0.4% | $11m | 6,645 | Held |
| CitigroupC | 0.4% | $11m | 78,910 | +5% |
| Costco WholesaleCOST | 0.4% | $11m | 11,606 | Held |
| AmphenolAPH | 0.4% | $10m | 58,542 | -16% |
| ProgressivePGR | 0.4% | $10m | 46,922 | +216% |
| Vanguard Intl Equity Index FVWO | 0.4% | $10m | 170,000 | Held |
| Philip Morris InternationalPM | 0.3% | $10m | 54,615 | +9% |
| BoeingBA | 0.3% | $10m | 45,477 | Held |
| Hilton Worldwide HoldingsHLT | 0.3% | $10m | 29,657 | -27% |
| PfizerPFE | 0.3% | $10m | 406,760 | -2% |
| Gilead SciencesGILD | 0.3% | $10m | 77,429 | -11% |
| PNC Financial Services GroupPNC | 0.3% | $10m | 39,705 | -4% |
| Uber TechnologiesUBER | 0.3% | $10m | 132,992 | Held |
| Walt DisneyDIS | 0.3% | $9m | 97,368 | +6% |
| Morgan StanleyMS | 0.3% | $9m | 44,340 | +7% |
| Procter & GamblePG | 0.3% | $9m | 61,640 | Held |
| Intuitive SurgicalISRG | 0.3% | $9m | 22,576 | Held |
| Wells Fargo & CompanyWFC | 0.3% | $9m | 107,614 | -3% |
| SandiskSNDK | 0.3% | $9m | 3,900 | -9% |
| Cigna GroupCI | 0.3% | $9m | 32,059 | Held |
| EquifaxEFX | 0.3% | $9m | 55,270 | Held |
| Ferguson EnterprisesFERG | 0.3% | $9m | 36,251 | -15% |
| GE VernovaGEV | 0.3% | $9m | 7,316 | Held |
| AmgenAMGN | 0.3% | $8m | 23,296 | +4% |
| Goldman Sachs GroupGS | 0.3% | $8m | 8,079 | +7% |
| International Business MachinesIBM | 0.3% | $8m | 28,186 | Held |
| Duke EnergyDUK | 0.3% | $8m | 62,445 | Held |
| NextEra EnergyNEE | 0.2% | $7m | 81,401 | +4% |
| PepsiCoPEP | 0.2% | $7m | 50,469 | Held |
| Palo Alto NetworksPANW | 0.2% | $7m | 19,930 | Held |
| Palantir TechnologiesPLTR | 0.2% | $7m | 57,770 | Held |
| Dell TechnologiesDELL | 0.2% | $7m | 15,595 | +15% |
| QualcommQCOM | 0.2% | $7m | 36,309 | -12% |
| RTXRTX | 0.2% | $7m | 35,219 | -4% |
| CumminsCMI | 0.2% | $7m | 9,272 | Held |
| Constellation BrandsSTZ | 0.2% | $6m | 46,696 | Held |
| General MotorsGM | 0.2% | $6m | 83,273 | Held |
| Freeport-McMoRanFCX | 0.2% | $6m | 101,908 | Held |
| McDonald'sMCD | 0.2% | $6m | 23,508 | -4% |
| SynopsysSNPS | 0.2% | $6m | 14,185 | Held |
| Colgate-PalmoliveCL | 0.2% | $6m | 68,937 | Held |
| Marvell TechnologyMRVL | 0.2% | $6m | 21,000 | New |
| Verizon CommunicationsVZ | 0.2% | $6m | 147,323 | +9% |
| Southern CopperSCCO | 0.2% | $6m | 35,539 | -6% |
| OracleORCL | 0.2% | $6m | 42,076 | +3% |
| Western DigitalWDC | 0.2% | $6m | 9,449 | -10% |
| CSXCSX | 0.2% | $6m | 125,509 | -6% |
| United RentalsURI | 0.2% | $6m | 5,237 | -2% |
| CME GroupCME | 0.2% | $6m | 26,670 | -4% |
| Devon EnergyDVN | 0.2% | $6m | 142,348 | +433% |
| Church & DwightCHD | 0.2% | $6m | 58,869 | +28% |
| United Parcel ServiceUPS | 0.2% | $6m | 53,034 | +4% |
Showing the largest 100 of 492.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 68.4% since 30 June 2025.
Where the money is
Technology32.0%
Financial services13.5%
Health care12.2%
Media & telecom10.2%
Industrials8.7%
Retail & consumer8.7%
Everyday goods3.8%
Energy3.1%
Utilities1.8%
Materials1.4%
Real estate0.9%
Other3.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.