Timelo Investment Management Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $70.2 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $8.38M, Profound Medical Corp. with a value of $4.96M, Ishares Barclays 1 3 Year Trea with a value of $4.32M, Bce Inc with a value of $1.11M, and Rogers Communications Inc with a value of $1.1M.

Examining the 13F form we can see an increase of $36.2M in the current position value, from $34M to 70.2M.

Below you can find more details about Timelo Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $70.2 Million
ETFs: $55.9 Million
Healthcare: $5.89 Million
Consumer Cyclical: $2.49 Million
Technology: $2.48 Million
Communication Services: $2.21 Million
Utilities: $647,000
Energy: $246,000
Basic Materials: $3,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $70.2 Million
  • Prior Value $34 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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