13F
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NATIONAL BANK OF CANADA /FI/

13F equity value
$97.7B
Positions
2,634
Top 10 concentration
33.4%
Quarters / total new picks
16 / 1,498
13F equity value over time
$0M$49B$98B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 16 quarters, returned +4.3% per quarter — versus +3.3% per quarter from simply owning every 13F stock. It beat that baseline in only 56.2% of quarters (excess t = 1.49, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+2.0%
t-stat
1.49
Quarterly win rate
56%
Annualized excess
+4.1%
$1 → follow vs universe
$1.86 vs $1.61
Cumulative return: $1 invested in new picks vs universe
1.00 20220331: universe 1.07420220630: universe 0.99520220930: universe 1.06820221231: universe 0.99220230331: universe 1.04620230630: universe 1.00820230930: universe 1.14420231231: universe 1.19620240331: universe 1.22220240630: universe 1.33320240930: universe 1.32220241231: universe 1.23420250331: universe 1.34520250630: universe 1.38720250930: universe 1.56020251231: universe 1.614 20220331: follow 1.08720220630: follow 1.03720220930: follow 1.11620221231: follow 1.02820230331: follow 1.15120230630: follow 1.10220230930: follow 1.26620231231: follow 1.38220240331: follow 1.38220240630: follow 1.49420240930: follow 1.42620241231: follow 1.30520250331: follow 1.41020250630: follow 1.48720250930: follow 1.74220251231: follow 1.859 0.91 1.46 2.01 2022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 2634 · 2026 Q1

Ticker Value Weight QoQ
NVDA $7.0B
7.1%
ADD
AAPL $4.6B
4.7%
ADD
MSFT $4.4B
4.5%
ADD
GOOGL $3.1B
3.2%
ADD
RY $2.6B
2.7%
TRIM
TD $2.6B
2.6%
ADD
AMZN $2.4B
2.5%
ADD
GOOG $2.2B
2.2%
ADD
TSLA $2.0B
2.0%
HOLD
AVGO $1.9B
1.9%
TRIM
META $1.7B
1.7%
TRIM
SHOP $1.5B
1.6%
ADD
MU $1.5B
1.5%
ADD
BMO $1.5B
1.5%
TRIM
CM $1.2B
1.3%
TRIM
BNS $1.1B
1.2%
TRIM
JPM $1.1B
1.1%
ADD
ENB $1.1B
1.1%
TRIM
UNH $1.0B
1.1%
ADD
BN $979M
1.0%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.