SCOTIA CAPITAL INC. — 13F Holdings & Portfolio

CIK 1335644 · latest 13F-HR filed 2026-05-13

SCOTIA CAPITAL INC. manages $24.33B in 13F-reported U.S. long-equity assets across 916 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RY (5.91%), TD (4.06%), BNS (3.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 106 new positions, exited 83, added to 310, and trimmed 340.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$24.33B

Long-equity book

Holdings

916

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+106 / −83 / ↑310 / ↓340

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CANADIAN NAT RES LTD MED TER$153.6M +50.1%
  • SUNCOR ENERGY INC NEW$94.4M +48.3%
  • ENBRIDGE INC$85.7M +12.2%
  • TC ENERGY CORP$63.3M +12.4%
  • LAM RESEARCH CORP$55.6M +646.2%
Show all 310

Top Trims

  • MICROSOFT CORP-$167.5M -17.1%
  • ROYAL BK CDA-$109.4M -7.1%
  • ALPHABET INC-$101.5M -15.9%
  • BANK NOVA SCOTIA B C-$89.4M -8.8%
  • VISA INC-$87.2M -15.7%
Show all 340

New Positions

  • ASTRAZENECA PLC$41.7M
  • PUBLIC STORAGE OPER CO$11.3M
  • MDA SPACE LTD$7.4M
  • ISHARES TR$6.2M
  • INVESCO DB MULTI-SECTOR COMM$5.6M
Show all 106

Exited Positions

  • ASTRAZENECA PLC$42.4M
  • GRANITE REAL ESTATE INVT TR$9.9M
  • INVESCO ACTIVELY MANAGED EXC$9.6M
  • TIDAL TRUST I$5.5M
  • CLEARWATER ANALYTICS HLDGS I$4.0M
Show all 83
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ROYAL BK CDA RY 780087102 $1.44B 5.91% 8,898,150 SH
2 TORONTO DOMINION BK ONT TD 891160509 $987.4M 4.06% 10,586,822 SH
3 BANK NOVA SCOTIA B C BNS 064149107 $929.0M 3.82% 13,422,749 SH
4 APPLE INC AAPL 037833100 $832.3M 3.42% 3,279,655 SH
5 MICROSOFT CORP MSFT 594918104 $815.1M 3.35% 2,201,821 SH
6 ENBRIDGE INC ENB 29250N105 $788.5M 3.24% 14,599,455 SH
7 AMAZON COM INC AMZN 023135106 $641.4M 2.64% 3,079,767 SH
8 TC ENERGY CORP TRP 87807B107 $573.6M 2.36% 9,247,515 SH
9 NVIDIA CORPORATION NVDA 67066G104 $571.2M 2.35% 3,275,357 SH
10 ALPHABET INC GOOGL 02079K305 $538.9M 2.21% 1,874,006 SH
11 FORTIS INC FTS 349553107 $523.5M 2.15% 9,392,836 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $476.8M 1.96% 1,620,878 SH
13 VISA INC V 92826C839 $469.2M 1.93% 1,552,308 SH
14 BANK MONTREAL MEDIUM BMO 063671101 $466.0M 1.92% 3,461,718 SH
15 CANADIAN NAT RES LTD MED TER CNQ 136385101 $460.0M 1.89% 9,481,269 SH
16 BROOKFIELD CORP BN 11271J107 $448.2M 1.84% 11,077,640 SH
17 CANADIAN IMPERIAL BANK OF CO CM 136069101 $414.3M 1.70% 4,380,269 SH
18 CANADIAN NATL RY CO CNI 136375102 $402.0M 1.65% 3,924,912 SH
19 ALPHABET INC GOOG 02079K107 $393.0M 1.62% 1,370,090 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $387.3M 1.59% 388,703 SH
21 MANULIFE FINL CORP MFC 56501R106 $373.2M 1.53% 10,873,355 SH
22 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $332.2M 1.37% 693,312 SH
23 JOHNSON & JOHNSON JNJ 478160104 $301.1M 1.24% 1,231,920 SH
24 PEMBINA PIPELINE CORP PBA 706327103 $299.3M 1.23% 6,746,275 SH
25 SUNCOR ENERGY INC NEW SU 867224107 $290.0M 1.19% 4,385,717 SH
26 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $288.0M 1.18% 3,691,285 SH
27 META PLATFORMS INC META 30303M102 $285.8M 1.17% 499,468 SH
28 BROOKFIELD INFRASTRUCTURE PA BIP G16252101 $266.0M 1.09% 7,381,068 SH
29 EMERA INC EMA 290876101 $240.5M 0.99% 4,670,078 SH
30 TELUS CORPORATION TU 87971M103 $217.4M 0.89% 16,940,624 SH
31 WALMART INC WMT 931142103 $215.8M 0.89% 1,736,208 SH
32 SUN LIFE FINANCIAL INC. SLF 866796105 $203.6M 0.84% 3,262,998 SH
33 HOME DEPOT INC HD 437076102 $192.3M 0.79% 584,606 SH
34 AGNICO EAGLE MINES LTD AEM 008474108 $177.0M 0.73% 872,774 SH
35 WASTE MGMT INC DEL WM 94106L109 $167.0M 0.69% 726,641 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $161.8M 0.66% 248,761 SH
37 BROADCOM INC AVGO 11135F101 $161.1M 0.66% 520,542 SH
38 SHOPIFY INC SHOP 82509L107 $154.7M 0.64% 1,305,851 SH
39 ROGERS COMMUNICATIONS INC RCI 775109200 $145.5M 0.60% 3,816,866 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $124.4M 0.51% 367,994 SH
41 WHEATON PRECIOUS METALS CORP WPM 962879102 $118.1M 0.49% 909,877 SH
42 PALO ALTO NETWORKS INC PANW 697435105 $108.7M 0.45% 677,820 SH
43 BLACKROCK INC BLK 09290D101 $108.5M 0.45% 112,811 SH
44 MCDONALDS CORP MCD 580135101 $103.1M 0.42% 331,607 SH
45 SPDR GOLD TR GLD 78463V107 $98.5M 0.41% 229,013 SH
46 RESTAURANT BRANDS INTL INC QSR 76131D103 $96.7M 0.40% 1,320,532 SH
47 CAMECO CORP CCJ 13321L108 $96.1M 0.39% 886,907 SH
48 EMERSON ELEC CO EMR 291011104 $95.7M 0.39% 730,127 SH
49 BCE INC BCE 05534B760 $94.8M 0.39% 3,766,099 SH
50 UBER TECHNOLOGIES INC UBER 90353T100 $94.2M 0.39% 1,309,599 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $24.33B 916 0001335644-26-000002
2025-12-31 2026-02-12 $24.83B 893 0001335644-26-000001
2025-09-30 2025-11-14 $23.51B 905 0001335644-25-000004