Hillsdale Investment Management Inc. — 13F Holdings & Portfolio

CIK 1368465 · latest 13F-HR filed 2026-05-04

Hillsdale Investment Management Inc. manages $3.68B in 13F-reported U.S. long-equity assets across 655 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RY (4.68%), CM (3.20%), TD (3.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 129 new positions, exited 127, added to 251, and trimmed 192.

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.

Loading holdings…
AUM

$3.68B

Long-equity book

Holdings

655

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+129 / −127 / ↑251 / ↓192

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Manulife Financial Corp$38.4M +147.9%
  • Precision Drilling Corp$27.0M +128.6%
  • Celestica Inc$22.9M +158.7%
  • Canadian Natural Resources Ltd$21.3M +128.3%
  • FORTIS INC$19.9M +48.9%
Show all 251

Top Trims

  • SHOPIFY INC-$31.3M -40.4%
  • Ero Copper Corp.-$29.3M -61.3%
  • Pembina Pipeline Corp-$20.0M -57.1%
  • Aris Mining Corp-$13.4M -41.1%
  • Brookfield Asset Management Ltd-$10.1M -74.9%
Show all 192

New Positions

  • Sandisk Corp$9.1M
  • Axsome Therapeutics Inc$9.0M
  • PBF Energy Inc$8.5M
  • Rush Street Interactive Inc$7.9M
  • Constellium SE$7.8M
Show all 129

Exited Positions

  • New Gold Inc$29.5M
  • Gildan Activewear Inc$13.1M
  • Arrowhead Pharmaceuticals Inc$12.9M
  • Rigel Pharmaceuticals Inc$12.1M
  • REV Group Inc$9.6M
Show all 127
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 Bank of Canada RY 780087102 $172.2M 4.68% 1,065,340 SH
2 Canadian Imperial Bank of Commerce CM 136069101 $117.7M 3.20% 1,241,867 SH
3 Toronto-Dominion Bank (The) TD 891160509 $112.2M 3.05% 1,201,500 SH
4 The Bank of Nova Scotia BNS 064149107 $89.7M 2.44% 1,293,232 SH
5 Enerflex Ltd EFXT 29269R105 $80.1M 2.18% 3,831,659 SH
6 Agnico Eagle Mines Ltd AEM 008474108 $77.8M 2.12% 383,209 SH
7 Bank of Montreal BMO 063671101 $73.6M 2.00% 543,809 SH
8 Manulife Financial Corp MFC 56501R106 $64.3M 1.75% 1,866,622 SH
9 FORTIS INC FTS 349553107 $60.7M 1.65% 1,088,628 SH
10 Centerra Gold Inc CGAU 152006102 $57.4M 1.56% 3,227,935 SH
11 Barrick Mining Corporation B 06849F108 $54.2M 1.48% 1,327,142 SH
12 Precision Drilling Corp PDS 74022D407 $48.0M 1.30% 487,434 SH
13 Enbridge Inc ENB 29250N105 $47.9M 1.30% 884,313 SH
14 NVIDIA Corporation NVDA 67066G104 $47.5M 1.29% 272,626 SH
15 Suncor Energy Inc. SU 867224107 $46.7M 1.27% 706,845 SH
16 Magna International Inc MGA 559222401 $46.5M 1.26% 832,575 SH
17 SHOPIFY INC SHOP 82509L107 $46.1M 1.25% 388,301 SH
18 Kinross Gold Corp KGC 496902404 $45.9M 1.25% 1,501,773 SH
19 APPLE INC AAPL 037833100 $41.3M 1.12% 162,694 SH
20 BCE Inc. BCE 05534B760 $40.9M 1.11% 1,620,047 SH
21 Rogers Communications Inc RCI 775109200 $38.1M 1.04% 991,365 SH
22 Wheaton Precious Metals Corp WPM 962879102 $38.1M 1.04% 290,075 SH
23 Canadian Natural Resources Ltd CNQ 136385101 $37.8M 1.03% 775,589 SH
24 Alphabet Inc GOOGL 02079K305 $37.6M 1.02% 130,862 SH
25 IAMGold Corp IAG 450913108 $37.5M 1.02% 1,993,050 SH
26 Celestica Inc CLS 15101Q207 $37.4M 1.02% 132,579 SH
27 First Majestic Silver Corp AG 32076V103 $36.1M 0.98% 1,683,825 SH
28 Emera Inc EMA 290876101 $33.2M 0.90% 640,280 SH
29 Cenovus Energy Inc CVE 15135U109 $33.0M 0.90% 1,243,918 SH
30 MICROSOFT CORP MSFT 594918104 $31.0M 0.84% 83,612 SH
31 iShares MSCI India Small-Cap ETF SMIN 46429B614 $30.8M 0.84% 514,118 SH
32 Restaurant Brands International Inc QSR 76131D103 $29.1M 0.79% 393,580 SH
33 Pan American Silver Corp PAAS 697900108 $22.7M 0.62% 415,270 SH
34 Amazon.com Inc AMZN 023135106 $21.0M 0.57% 100,609 SH
35 Aris Mining Corp ARIS 04040Y109 $19.3M 0.53% 1,039,776 SH
36 SSR Mining Inc SSRM 784730103 $18.8M 0.51% 639,352 SH
37 Ero Copper Corp. ERO 296006109 $18.5M 0.50% 694,080 SH
38 Brookfield Corp BN 11271J107 $17.5M 0.48% 431,808 SH
39 Meta Platforms Inc META 30303M102 $16.3M 0.44% 28,435 SH
40 Cameco Corp CCJ 13321L108 $15.8M 0.43% 145,643 SH
41 Pembina Pipeline Corp PBA 706327103 $15.0M 0.41% 335,664 SH
42 Nutrien Ltd NTR 67077M108 $13.3M 0.36% 176,725 SH
43 Broadcom Inc AVGO 11135F101 $13.1M 0.36% 42,304 SH
44 Fortuna Mining Corp FSM 349942102 $13.0M 0.35% 1,304,555 SH
45 Par Pacific Holdings Inc PARR 69888T207 $12.5M 0.34% 199,016 SH
46 BridgeBio Pharma Inc BBIO 10806X102 $12.5M 0.34% 167,742 SH
47 Hudbay Minerals Inc HBM 443628102 $12.4M 0.34% 590,200 SH
48 RB Global Inc RBA 74935Q107 $12.3M 0.33% 128,100 SH
49 Guardant Health Inc GH 40131M109 $11.5M 0.31% 124,384 SH
50 EnerSys ENS 29275Y102 $11.3M 0.31% 64,921 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $3.68B 655 0001193125-26-204083
2025-12-31 2026-02-10 $3.62B 653 0001193125-26-043773