Rempart Asset Management Inc. 13F 持仓 · 2026年Q2
Rempart Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 4.88 亿美元。前几大持仓：RY（6.50%）、BMO（6.30%）、NVT（6.04%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RY | ROYAL BANK OF CANADA | $31.7M | 6.50% | 153,505 | 减持 |
| 2 | BMO | BANK OF MONTREAL | $30.7M | 6.30% | 174,264 | 减持 |
| 3 | NVT | NVENT ELECTRIC | $29.5M | 6.04% | 173,735 | 减持 |
| 4 | JPM | JPMORGAN CHASE | $26.8M | 5.50% | 81,980 | 减持 |
| 5 | JCI | JOHNSON CONTROLS | $25.7M | 5.26% | 175,713 | 减持 |
| 6 | COST | COSTCO WHOLESALE | $25.1M | 5.14% | 26,802 | 减持 |
| 7 | TMO | THERMO FISHER SCIENTIFIC | $23.5M | 4.83% | 46,972 | 减持 |
| 8 | V | VISA | $22.3M | 4.57% | 64,982 | 减持 |
| 9 | CNI | CN RAILWAY | $22.0M | 4.51% | 184,692 | 增持 |
| 10 | CL | COLGATE PALMOLIVE | $21.6M | 4.43% | 235,853 | 减持 |
| 11 | WFC | WELLS FARGO | $21.6M | 4.42% | 260,857 | 减持 |
| 12 | CNQ | CANADIAN NATURAL RESOURCES | $20.4M | 4.19% | 517,047 | 减持 |
| 13 | MSFT | MICROSOFT | $20.3M | 4.16% | 54,466 | 增持 |
| 14 | SU | SUNCOR ENERGY | $19.0M | 3.90% | 354,109 | 减持 |
| 15 | SYK | STRYKER CORP | $18.9M | 3.88% | 60,129 | 增持 |
| 16 | ROP | ROPER TECHNOLOGIES | $17.0M | 3.48% | 50,213 | 增持 |
| 17 | LOW | LOWES | $16.5M | 3.39% | 74,952 | 减持 |
| 18 | GIB | CGI CLASS A | $15.5M | 3.17% | 239,659 | 增持 |
| 19 | ULTA | ULTA BEAUTY | $14.4M | 2.94% | 31,838 | 增持 |
| 20 | BDX | BECTON DICKINSON | $14.3M | 2.93% | 94,380 | 增持 |
| 21 | VZ | VERIZON | $14.3M | 2.93% | 337,105 | 增持 |
| 22 | BEPC | BROOKFIELD RENEWABLE CL A NE | $10.6M | 2.18% | 286,535 | 减持 |
| 23 | SWK | STANLEY BLACK & DECKER | $9.6M | 1.97% | 102,320 | 增持 |
| 24 | BEP | BROOKFIELD RENEWABLE ENERGY | $9.2M | 1.88% | 265,247 | 减持 |
| 25 | TD | TD BANK | $2.2M | 0.46% | 18,523 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR