DORCHESTER WEALTH MANAGEMENT Co

CIK 1649888 · View on SEC EDGAR ↗

Portfolio value
$501.3M
#3,763 of 9,443 by 13F value · top 39.8%
Positions
146
As of
Dec. 31, 2024 Data as of Q4 2024
Top 10 holdings weight
37.52%
Top 25 holdings weight
66.17%
Positions above 1%
33
Effective number of positions
36.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

New positions
146
Increased
0
Decreased
0
Closed
0
On this page

Sector breakdown

Technology
20.4%
Financials
18.8%
Energy
10.4%
Communication Services
7.5%
Healthcare
7.3%
Retail
5.8%
Industrials
4.3%
Consumer Staples
3.4%
Telecommunication
3.2%
Materials
3.0%
Communications
2.7%
Financial Services
2.3%
Consumer products
2.0%
Consumer Discretionary
1.9%
Logistics & Transportation
1.4%
Utilities
0.8%
Real Estate
0.1%
Other/Unmapped
4.9%

Full portfolio 146 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $52,037,884 10.38% 207,802 Up ×1
BMO Bank Of Montreal Common Stock $17,668,801 3.52% 183,463 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $17,437,407 3.48% 91,564 Up ×1
TD Toronto Dominion Bank (The) Common Stock $15,822,919 3.16% 302,234 Up ×1
RY Royal Bank Of Canada Common Stock $14,821,997 2.96% 123,052 Up ×1
WMT Walmart Inc. - Common Stock $14,429,799 2.88% 159,710 Up ×1
ENB Enbridge Inc Common Stock $14,297,557 2.85% 341,353 Up ×1
JPM JP Morgan Chase & Co. Common Stock $14,080,872 2.81% 58,741 Up ×1
MFC Manulife Financial Corporation Common Stock $13,993,862 2.79% 459,423 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $13,493,752 2.69% 227,935 Up ×1
SU Suncor Energy Inc. Common Stock $13,223,317 2.64% 386,750 Up ×1
TRP TC Energy Corporation Common Stock $12,157,319 2.43% 265,181 Up ×1
BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares $11,525,230 2.30% 216,142 Up ×1
ORCL Oracle Corporation Common Stock $10,882,425 2.17% 65,305 Up ×1
JNJ Johnson & Johnson Common Stock $10,807,019 2.16% 75,027 Up ×1
GIB CGI Inc. Common Stock $10,025,630 2.00% 93,521 Up ×1
RCI Rogers Communication, Inc. Common Stock $9,692,717 1.93% 317,971 Up ×1
CNI Canadian National Railway Company Common Stock $9,357,743 1.87% 93,054 Up ×1
MSFT Microsoft Corporation - Common Stock $8,734,649 1.74% 20,723 Up ×1
PM Philip Morris International Inc Common Stock $8,551,589 1.71% 71,056 Up ×1
PEP PepsiCo, Inc. - Common Stock $8,390,671 1.67% 55,180 Up ×1
PFE Pfizer, Inc. Common Stock $7,801,863 1.56% 294,077 Up ×1
IBM International Business Machines Corporation Common Stock $7,662,834 1.53% 34,858 Up ×1
CMCSA Comcast Corporation - Class A Common Stock $7,494,929 1.50% 199,705 Up ×1
KVUE Kenvue Inc. Common Stock $7,345,895 1.47% 344,070 Up ×1
OTEX Open Text Corporation - Common Shares $7,137,136 1.42% 256,149 Up ×1
CNQ Canadian Natural Resources Limited Common Stock $7,025,697 1.40% 229,729 Up ×1
FDX FedEx Corporation Common Stock $6,861,851 1.37% 24,391 Up ×1
COST Costco Wholesale Corporation - Common Stock $6,775,817 1.35% 7,395 Up ×1
AEM Agnico Eagle Mines Limited Common Stock $6,447,477 1.29% 94,901 Up ×1
BBU $5,626,919 1.12% 244,547 Up ×1
CVS CVS Health Corporation Common Stock $5,496,556 1.10% 122,445 Up ×1
GDX GDX $5,341,333 1.07% 157,515 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $4,924,468 0.98% 26,014 Up ×1
DIS Walt Disney Company (The) Common Stock $4,630,806 0.92% 41,588 Up ×1
NEM Newmont Corporation $4,596,521 0.92% 150,410 Up ×1
V Visa Inc. $4,457,744 0.89% 14,105 Up ×1
BRKB $4,214,597 0.84% 9,298 Up ×1
VTRS Viatris Inc. - Common Stock $4,044,694 0.81% 324,875 Up ×1
AMZN Amazon.com, Inc. - Common Stock $3,977,541 0.79% 18,130 Up ×1
FIX Comfort Systems USA, Inc. Common Stock $3,969,202 0.79% 9,360 Up ×1
MCD McDonald's Corporation Common Stock $3,778,426 0.75% 13,034 Up ×1
CVE Cenovus Energy Inc Common Stock $3,122,532 0.62% 222,071 Up ×1
BBUC Brookfield Business Corporation Class A Subordinate Voting Shares $2,751,800 0.55% 118,001 Up ×1
TU Telus Corporation Ordinary Shares $2,609,241 0.52% 192,634 Up ×1
NVDA NVIDIA Corporation - Common Stock $2,595,020 0.52% 19,324 Up ×1
NKE Nike, Inc. Common Stock $2,384,891 0.48% 31,517 Up ×1
ZTS Zoetis Inc. Class A Common Stock $2,178,537 0.43% 13,371 Up ×1
SLF Sun Life Financial Inc. Common Stock $2,087,454 0.42% 35,192 Up ×1
BN Brookfield Corporation Class A Limited Voting Shares $2,062,486 0.41% 35,920 Up ×1
TAC TransAlta Corporation Ordinary Shares $1,972,387 0.39% 139,600 Up ×1
CM Canadian Imperial Bank of Commerce Common Stock $1,933,803 0.39% 30,601 Up ×1
FISV Fiserv, Inc. - Common Stock $1,899,519 0.38% 9,247 Up ×1
CDNS Cadence Design Systems, Inc. - Common Stock $1,566,899 0.31% 5,215 Up ×1
VZ Verizon Communications Inc. Common Stock $1,564,329 0.31% 39,118 Up ×1
BCE BCE, Inc. Common Stock $1,535,305 0.31% 66,301 Up ×1
GLW Corning Incorporated Common Stock $1,523,586 0.30% 32,062 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $1,443,868 0.29% 2,466 Up ×1
ITA ITA $1,427,337 0.28% 9,820 Up ×1
LOW Lowe's Companies, Inc. Common Stock $1,356,166 0.27% 5,495 Up ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1,330,918 0.27% 2,631 Up ×1
GILD Gilead Sciences, Inc. - Common Stock $1,307,774 0.26% 14,158 Up ×1
HD Home Depot, Inc. (The) Common Stock $1,296,893 0.26% 3,334 Up ×1
SPY SPY $1,254,797 0.25% 2,141 Up ×1
NFLX Netflix, Inc. - Common Stock $1,230,913 0.25% 1,381 Up ×1
ABBV AbbVie Inc. Common Stock $1,198,587 0.24% 6,745 Up ×1
C Citigroup, Inc. Common Stock $1,190,084 0.24% 16,907 Up ×1
PG Procter & Gamble Company (The) Common Stock $1,146,391 0.23% 6,838 Up ×1
YETI YETI Holdings, Inc. Common Stock $1,115,442 0.22% 28,965 Up ×1
AGI Alamos Gold Inc. Class A Common Shares $1,105,845 0.22% 60,092 Up ×1
BMY Bristol-Myers Squibb Company Common Stock $1,093,870 0.22% 19,340 Up ×1
XLK XLK $1,072,378 0.21% 4,610 Up ×1
MA Mastercard Incorporated Common Stock $1,015,377 0.20% 1,928 Up ×1
BIP Brookfield Infrastructure Partners LP Limited Partnership Units $1,011,379 0.20% 36,245 Up ×1
CL Colgate-Palmolive Company Common Stock $964,191 0.19% 10,606 Up ×1
PYPL PayPal Holdings, Inc. - Common Stock $909,404 0.18% 10,655 Up ×1
BAC Bank of America Corporation Common Stock $907,173 0.18% 20,641 Up ×1
PBA Pembina Pipeline Corp. Ordinary Shares (Canada) $868,348 0.17% 23,526 Up ×1
TJX TJX Companies, Inc. (The) Common Stock $781,037 0.16% 6,465 Up ×1
CP Canadian Pacific Kansas City Limited Common Shares $776,784 0.15% 10,739 Up ×1
MRK Merck & Company, Inc. Common Stock (new) $750,577 0.15% 7,545 Up ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $685,426 0.14% 1,197 Up ×1
CAE CAE Inc. Ordinary Shares $595,684 0.12% 23,483 Up ×1
SBUX Starbucks Corporation - Common Stock $567,119 0.11% 6,215 Up ×1
EWC $523,537 0.10% 12,991 Up ×1
CVX Chevron Corporation Common Stock $514,182 0.10% 3,550 Up ×1
SOBO South Bow Corporation Common Shares $511,358 0.10% 22,422 Up ×1
NTR Nutrien Ltd. Common Shares $502,214 0.10% 11,635 Up ×1
XOM Exxon Mobil Corporation Common Stock $494,822 0.10% 4,600 Up ×1
T AT&T Inc. $493,859 0.10% 21,689 Up ×1
FIVN Five9, Inc. - Common Stock $492,760 0.10% 12,125 Up ×1
ASA ASA Gold and Precious Metals Limited $483,764 0.10% 23,925 Up ×1
IWM $478,378 0.10% 2,165 Up ×1
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $471,477 0.09% 8,702 Up ×1
FTS Fortis Inc. Common Shares $471,190 0.09% 11,351 Up ×1
BEP Brookfield Renewable Partners L.P. Limited Partnership Units $468,403 0.09% 26,948 Up ×1
CRM Salesforce, Inc. Common Stock $468,062 0.09% 1,400 Up ×1
SWK Stanley Black & Decker, Inc. Common Stock $465,682 0.09% 5,800 Up ×1
INTC Intel Corporation - Common Stock $452,528 0.09% 22,570 Up ×1
ABT Abbott Laboratories Common Stock $442,034 0.09% 3,908 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AAPL $52,037,884 207,802 10.38%
BMO $17,668,801 183,463 3.52%
GOOG $17,437,407 91,564 3.48%
TD $15,822,919 302,234 3.16%
RY $14,821,997 123,052 2.96%
WMT $14,429,799 159,710 2.88%
ENB $14,297,557 341,353 2.85%
JPM $14,080,872 58,741 2.81%
MFC $13,993,862 459,423 2.79%
CSCO $13,493,752 227,935 2.69%
SU $13,223,317 386,750 2.64%
TRP $12,157,319 265,181 2.43%
BNS $11,525,230 216,142 2.30%
ORCL $10,882,425 65,305 2.17%
JNJ $10,807,019 75,027 2.16%