Tacita Capital Inc Portfolio Holdings

Tacita Capital Inc

$122 Million
Q1 2025

Tacita Capital Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Million distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Global Min Vol Fa with a value of $9.63M, Ishares Msci Usa Momentum Fact with a value of $6.83M, Vanguard Small Cap Value ETF with a value of $6.31M, Vaneck Morningstar Wide Moat E with a value of $5.28M, and Ishares Msci Usa Quality Facto with a value of $4.37M.

Examining the 13F form we can see an decrease of $1.11M in the current position value, from $123M to 122M.

Tacita Capital Inc is based out at Toronto, A6

Below you can find more details about Tacita Capital Inc portfolio as well as his latest detailed transactions.

Portfolio value $122 Million

ETFs: $64.4 Million

Financial Services: $13 Million

Utilities: $11.6 Million

Energy: $8.8 Million

Technology: $4.31 Million

Industrials: $4.1 Million

Basic Materials: $3.59 Million

Real Estate: $3.34 Million

Other: $8.34 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SII Sprott Inc. Financial Services	$1.75B	$34,000 0.03% of portfolio	772	Q1 2025 New

Summary

Portfolio
No. of Stocks 208
Current Value $122 Million
Prior Value $123 Million
Filing
Period Q1 2025
Filing Date May 13, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 6 stocks
Additional Purchases 23 stocks
Sold out of 0 stocks
Reduced holdings in 23 stocks

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Tacita Capital Inc Portfolio Holdings