DKRT Investments Corp. 13F Holdings · Q2 2026
DKRT Investments Corp. reported 50 securities worth $409.25M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TRI (19.72%), JPM (10.00%), BSX (8.13%). Among its top 25 positions this quarter: 5 new, 2 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRI | THOMSON REUTERS CORP | $80.7M | 19.72% | 988,349 | New |
| 2 | JPM | JPMORGAN CHASE & CO | $40.9M | 10.00% | 125,000 | Hold |
| 3 | BSX | BOSTON SCIENTIFIC CORP | $33.3M | 8.13% | 780,000 | Added |
| 4 | FDX | FEDEX CORP | $28.2M | 6.89% | 90,000 | Hold |
| 5 | A | AGILENT TECHNOLOGIES INC | $26.6M | 6.49% | 200,000 | Hold |
| 6 | GS | GOLDMAN SACHS GROUP INC | $25.3M | 6.18% | 25,000 | Trimmed |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $21.1M | 5.15% | 42,000 | Hold |
| 8 | SYK | STRYKER CORPORATION | $13.1M | 3.21% | 41,700 | New |
| 9 | ALC | ALCON AG | $12.6M | 3.09% | 188,500 | New |
| 10 | CAT | CATERPILLAR INC | $10.6M | 2.60% | 10,000 | Trimmed |
| 11 | ALLE | ALLEGION PLC | $10.3M | 2.51% | 73,000 | New |
| 12 | TD | TORONTO DOMINION BK ONT | $9.1M | 2.23% | 75,000 | Hold |
| 13 | WFC | WELLS FARGO & CO | $8.7M | 2.12% | 105,000 | Hold |
| 14 | AMZN | AMAZON COM INC | $8.3M | 2.04% | 35,000 | Hold |
| 15 | BA | BOEING CO | $8.1M | 1.98% | 37,500 | Hold |
| 16 | FDXF | FEDEX FGHT HLDG CO INC | $6.8M | 1.66% | 45,000 | New |
| 17 | UNP | UNION PAC CORP | $6.7M | 1.64% | 24,700 | Hold |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.22% | 10,000 | Hold |
| 19 | BNS | BANK NOVA SCOTIA B C | $4.9M | 1.19% | 56,000 | Hold |
| 20 | UPS | UNITED PARCEL SVCS INC | $4.8M | 1.18% | 45,000 | Added |
| 21 | MRK | MERCK & CO INC | $4.2M | 1.02% | 32,500 | Hold |
| 22 | RY | ROYAL BK CDA | $4.1M | 1.01% | 20,000 | Hold |
| 23 | MMM | 3M CO | $4.0M | 0.99% | 25,000 | Hold |
| 24 | TGT | TARGET CORP | $3.3M | 0.80% | 25,000 | Hold |
| 25 | NVO | NOVO-NORDISK A S | $2.9M | 0.70% | 60,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR