DKRT Investments Corp. — 13F Holdings & Portfolio

CIK 2080627 · latest 13F-HR filed 2026-08-13

DKRT Investments Corp. manages $409.3M in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TRI (19.72%), JPM (10.00%), BSX (8.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 4, added to 22, and trimmed 12.

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.

Filer Information
Address
SUITE 2400, 65 QUEEN STREET WEST
TORONTO M5H 2M8
Phone
(416) 364-8700
Filing Manager
DKRT Investments Corp.
Toronto, A6
Signatory
Patrick Phillips
President
Loading holdings…
AUM

$409.3M

Long-equity book

Holdings

50

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+6 / −4 / ↑22 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BOSTON SCIENTIFIC CORP$6.0M +22.0%
  • JPMORGAN CHASE & CO$4.1M +11.3%
  • AGILENT TECHNOLOGIES INC$3.8M +16.5%
  • UNITED PARCEL SVCS INC$2.4M +96.7%
  • TORONTO DOMINION BK ONT$2.1M +30.1%
Show all 22 →

Top Trims

  • FEDEX CORP-$3.9M -12.1%
  • NIKE INC-$647.4K -22.3%
  • NUTRIEN LTD-$563.0K -16.6%
  • TELUS CORPORATION-$452.0K -17.6%
  • EXXON MOBIL CORP-$329.4K -19.4%
Show all 12 →

New Positions

  • THOMSON REUTERS CORP$80.7M
  • STRYKER CORPORATION$13.1M
  • ALCON AG$12.6M
  • ALLEGION PLC$10.3M
  • FEDEX FGHT HLDG CO INC$6.8M
Show all 6 →

Exited Positions

  • THOMSON REUTERS CORP$90.3M
  • ELEVANCE HEALTH INC FORMERLY$27.8M
  • CANADIAN NATL RY CO$6.0M
  • ICON PLC$5.5M
Show all 4 →
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 THOMSON REUTERS CORP TRI 884903881 $80.7M 19.72% 988,349 SH
2 JPMORGAN CHASE & CO JPM 46625H100 $40.9M 10.00% 125,000 SH
3 BOSTON SCIENTIFIC CORP BSX 101137107 $33.3M 8.13% 780,000 SH
4 FEDEX CORP FDX 31428X106 $28.2M 6.89% 90,000 SH
5 AGILENT TECHNOLOGIES INC A 00846U101 $26.6M 6.49% 200,000 SH
6 GOLDMAN SACHS GROUP INC GS 38141G104 $25.3M 6.18% 25,000 SH
7 THERMO FISHER SCIENTIFIC INC TMO 883556102 $21.1M 5.15% 42,000 SH
8 STRYKER CORPORATION SYK 863667101 $13.1M 3.21% 41,700 SH
9 ALCON AG ALC H01301128 $12.6M 3.09% 188,500 SH
10 CATERPILLAR INC CAT 149123101 $10.6M 2.60% 10,000 SH
11 ALLEGION PLC ALLE G0176J109 $10.3M 2.51% 73,000 SH
12 TORONTO DOMINION BK ONT TD 891160509 $9.1M 2.23% 75,000 SH
13 WELLS FARGO & CO WFC 949746101 $8.7M 2.12% 105,000 SH
14 AMAZON COM INC AMZN 023135106 $8.3M 2.04% 35,000 SH
15 BOEING CO BA 097023105 $8.1M 1.98% 37,500 SH
16 FEDEX FGHT HLDG CO INC FDXF 314352105 $6.8M 1.66% 45,000 SH
17 UNION PAC CORP UNP 907818108 $6.7M 1.64% 24,700 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.0M 1.22% 10,000 SH
19 BANK NOVA SCOTIA B C BNS 064149107 $4.9M 1.19% 56,000 SH
20 UNITED PARCEL SVCS INC UPS 911312106 $4.8M 1.18% 45,000 SH
21 MERCK & CO INC MRK 58933Y105 $4.2M 1.02% 32,500 SH
22 ROYAL BK CDA RY 780087102 $4.1M 1.01% 20,000 SH
23 3M CO MMM 88579Y101 $4.0M 0.99% 25,000 SH
24 TARGET CORP TGT 87612E106 $3.3M 0.80% 25,000 SH
25 NOVO-NORDISK A S NVO 670100205 $2.9M 0.70% 60,000 SH
26 NUTRIEN LTD NTR 67077M108 $2.8M 0.69% 45,000 SH
27 NIKE INC NKE 654106103 $2.3M 0.55% 55,000 SH
28 TELUS CORPORATION TU 87971M103 $2.1M 0.52% 200,000 SH
29 SHAKE SHACK INC SHAK 819047101 $2.0M 0.48% 35,000 SH
30 DISNEY WALT CO DIS 254687106 $1.9M 0.47% 20,000 SH
31 CITIGROUP INC C 172967424 $1.9M 0.46% 13,500 SH
32 GE AEROSPACE GE 369604301 $1.9M 0.46% 5,000 SH
33 GE VERNOVA INC GEV 36828A101 $1.5M 0.36% 1,250 SH
34 EXXON MOBIL CORP XOM 30231G102 $1.4M 0.33% 10,000 SH
35 WALMART INC WMT 931142103 $1.1M 0.28% 10,000 SH
36 ALGONQUIN POWER & UTILITIES AQN 015857105 $1.0M 0.25% 175,000 SH
37 TPG INC TPG 872657101 $1.0M 0.25% 25,000 SH
38 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $854.3K 0.21% 5,000 SH
39 PFIZER INC PFE 717081103 $842.8K 0.21% 35,000 SH
40 RELX PLC RELX 759530108 $791.8K 0.19% 25,000 SH
41 BIOGEN INC BIIB 09062X103 $540.1K 0.13% 2,500 SH
42 SOLVENTUM CORP SOLV 83444M101 $482.2K 0.12% 6,250 SH
43 VERTEX INC VERX 92538J106 $344.4K 0.08% 30,000 SH
44 NU HLDGS LTD NU G6683N103 $334.0K 0.08% 25,000 SH
45 OVINTIV INC OVV 69047Q102 $157.9K 0.04% 3,000 SH
46 BCE INC BCE 05534B760 $137.7K 0.03% 6,400 SH
47 GE HEALTHCARE TECHNOLOGIES I GEHC 36266G107 $106.6K 0.03% 1,666 SH
48 VIATRIS INC VTRS 92556V106 $68.9K 0.02% 4,341 SH
49 WABTEC WAB 929740108 $57.7K 0.01% 214 SH
50 ORGANON & CO OGN 68622V106 $16.9K 0.00% 1,250 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $409.3M 50 0001140361-26-032736
2026-03-31 2026-05-14 $394.6M 48 0001140361-26-021233
2025-12-31 2026-02-13 $353.3M 45 0001140361-26-005207
2025-09-30 2025-11-12 $416.4M 45 0001140361-25-041679