Arkolith/Funds/Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan

CIK 1991835Pension / sovereign
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·One quarter behind·13F-HR
Inactive

Canada Post Corp Registered Pension Plan holds a diversified book of 493 reported positions worth $2.5B as of Q1 2026 (disclosed May 12, 2026, a ~42-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Apple Inc. Their largest long position is Microsoft Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Canada Post Corp Registered Pension Plan is a pension or sovereign fund: this book is a long-horizon allocation, often run by external managers.

Trimmed
178
sold some, still holds it
+175 more · largest first
Sold out
9
exited the position entirely
+6 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.4%
+13.1%/yr · since Feb '25
Their reported book
+15.3%
held from quarter-end
S&P 500
+27.4%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Sep '25Jan '26May '26Sep '26
Canada Post Corp Registered Pension Plan (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.1 points over this window.

Growth of $10,000 cloning Canada Post Corp Registered Pension Plan's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

96% mapped to company sectors

Information Technology
36%
Financials
14%
Health Care
12%
Industrials
10%
Consumer Discretionary
10%
ETFs / funds
3%
Energy
3%
Materials
3%

+5 sectors below the cut, 8% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Canada Post Corp Registered Pension Plan

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC13 / 80$257.0M
Hoffman, Alan N Investment Management8 / 80$160.9M
Uhlmann Price Securities, LLC51 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Draper Asset Management, LLC11 / 80$178.8M
Conway Capital Management, Inc.18 / 80$201.9M
Howard Hughes Medical Institute22 / 80$388.5M
H&H International Investment, LLC9 / 80$16.5B

Ranked by the share of each fund's own book sitting in the names it shares with Canada Post Corp Registered Pension Plan: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

493 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$145.7M393.5K
5.8%
+2.2%
Added · +9K sh
2Apple Inc
COM
$123.8M487.8K
4.9%
−1.5%
Reduced · −7K sh
3Nvidia Corporation Commo
COM
$115.2M660.6K
4.6%
+1.6%
Added · +10K sh
4Alphabet Inc Capital Stock CL A Commo
COM
$82.2M286.0K
3.3%
+3.9%
Added · +11K sh
5Amazon.com Inc
COM
$67.8M325.6K
2.7%
−0.2%
Reduced · −560 sh
6Alphabet Inc- CL C Common
COM
$67.6M235.7K
2.7%
−4.3%
Reduced · −11K sh
7SPDR S&P 500 ETF Trust
COM
$64.0M98.4K
2.5%
Held
8Visa Inc Common CL A
COM
$56.3M186.4K
2.2%
+9.2%
Added · +16K sh
9Facebook Inc CL A Commo
COM
$52.8M92.2K
2.1%
+2.0%
Added · +2K sh
10Johnson & Johnson
COM
$48.3M197.5K
1.9%
−5.3%
Reduced · −11K sh
11Broadcom Inc Common
COM
$47.3M152.8K
1.9%
+0.4%
Added · +614 sh
12Mastercard Incorporated Class
COM
$43.8M87.7K
1.7%
+34%
Added · +22K sh
13Merck & Co Inc New Common
COM
$29.6M245.8K
1.2%
+5.3%
Added · +12K sh
14Exxon Mobil Corporation Commo
COM
$29.3M172.8K
1.2%
+1.7%
Added · +3K sh
15JPMorgan Chase & Co
COM
$27.2M92.3K
1.1%
−5.9%
Reduced · −6K sh
16Tesla Inc Common
COM
$26.4M71.0K
1.0%
Held
17Lam Research Corp Common
COM
$25.9M121.1K
1.0%
−20%
Reduced · −30K sh
18Lilly Eli & Co Comm
COM
$25.8M28.1K
1.0%
Held
19Schwab Charles Corp
COM
$22.3M237.7K
0.9%
−7.9%
Reduced · −20K sh
20Berkshire Hathaway Inc CL B New
COM
$22.1M46.1K
0.9%
−5.1%
Reduced · −2K sh
21Unitedhealth Group Inc Commo
COM
$20.1M74.3K
0.8%
+4.8%
Added · +3K sh
22Salesforce.com Inc Common
COM
$20.1M107.5K
0.8%
+32%
Added · +26K sh
23Thermo Fisher Scientific Inc Common
COM
$19.9M40.6K
0.8%
−0.7%
Reduced · −273 sh
24General Electric RG Common
COM
$18.1M63.9K
0.7%
−8.9%
Reduced · −6K sh
25Caterpillar Inccaterpillar Inc.
COM
$17.8M25.2K
0.7%
−8.9%
Reduced · −2K sh
26Cisco Systems Inc Commo
COM
$17.6M226.3K
0.7%
−4.7%
Reduced · −11K sh
27Walmart Inc
COM
$17.4M139.9K
0.7%
−1.2%
Reduced · −2K sh
28Texas Instrs Inc.
COM
$16.8M86.3K
0.7%
−9.1%
Reduced · −9K sh
29Abbott Laboratories
COM
$16.3M158.5K
0.6%
−3.1%
Reduced · −5K sh
30Chevron Corporation Commo
COM
$15.8M76.4K
0.6%
+2.3%
Added · +2K sh
31Bank Of America Corp
COM
$15.6M319.3K
0.6%
−5.7%
Reduced · −19K sh
32Booking Holdings Inc Common
COM
$15.5M3.7K
0.6%
+18%
Added · +567 sh
33Kla-Tencor Corp
COM
$14.6M9.9K
0.6%
−4.1%
Reduced · −427 sh
34Netflix.com Inccom Usd0.001
COM
$14.5M150.9K
0.6%
+41%
Added · +44K sh
35Ishares Russell 2000 ETF
COM
$14.3M57.7K
0.6%
Held
36Edwards Lifesciences Corporation Commo
COM
$14.2M177.7K
0.6%
+9.0%
Added · +15K sh
37Coca Cola Co
COM
$14.1M184.8K
0.6%
−3.8%
Reduced · −7K sh
38TJX Companies Inc Common
COM
$13.9M86.9K
0.6%
−3.7%
Reduced · −3K sh
39Abbvie Inc Common
COM
$13.1M60.4K
0.5%
Held
40Zoetis Inc CL A Common
COM
$12.8M108.6K
0.5%
−1.8%
Reduced · −2K sh
41Hilton Inc Commo
COM
$12.3M40.5K
0.5%
−14%
Reduced · −6K sh
42Home Depot Inc
COM
$12.2M37.1K
0.5%
−4.1%
Reduced · −2K sh
43US Bancorp Del Common New
COM
$12.1M233.5K
0.5%
−0.6%
Reduced · −1K sh
44Gilead Sciences Inc Common
COM
$12.1M86.8K
0.5%
−1.8%
Reduced · −2K sh
45Micron Technology
COM
$11.8M35.0K
0.5%
−0.2%
Reduced · −70 sh
46Pfizer Inc
COM
$11.7M416.6K
0.5%
+6.8%
Added · +26K sh
47Mercadolibre Inc Commo
COM
$11.7M6.7K
0.5%
+401%
Added · +5K sh
48Costco Wholesale Corp
COM
$11.6M11.6K
0.5%
+1.4%
Added · +160 sh
49Intel Corpintel Corp.
COM
$11.5M261.4K
0.5%
+5.0%
Added · +12K sh
50Autozone Inc
COM
$11.4M3.4K
0.5%
−1.7%
Reduced · −60 sh
Showing 50 of 493 positions
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Filing history

As-of date vs the date the SEC received each filing

$2.6B · Q4 2025Q4 2024 · $1.7BQ1 2026 · $2.5B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026May 12, 202642d493$2.5B13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d496$2.6B13F-HR
Q3 2025Sep 30, 2025Nov 5, 202536d492$2.3B13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d490$1.7B13F-HR
Q1 2025Mar 31, 2025May 16, 202546d48$226.5M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d451$1.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.