Arkolith/Funds/Rempart Asset Management Inc.

Rempart Asset Management Inc.

CIK 1844571
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Rempart Asset Management Inc. holds a diversified book of 36 reported positions worth $487.9M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they trimmed Royal Bank Of Canada. Their largest long position is Royal Bank Of Canada at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.2%
+13.1%/yr · since Oct '24
Their reported book
+26.9%
held from quarter-end
S&P 500
+33.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Rempart Asset Management Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Rempart Asset Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 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
30%
Top 10 holdings
53%
Top 20 holdings
90%

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

100% mapped to company sectors

Financials
28%
Industrials
21%
Information Technology
13%
Consumer Discretionary
11%
Energy
8%
Health Care
7%
Materials
4%
Utilities
4%

+1 sector below the cut, 3% 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 Rempart Asset Management Inc.

Manager / fundShared namesTheir $ in those
Emerald Advisors, LLC10 / 36$606.1M
Independent Investors Inc12 / 36$380.1M
Hoffman, Alan N Investment Management4 / 36$116.7M
Prospect Hill Management, LLC4 / 36$163.2M
Blacksheep Fund Management Ltd3 / 36$191.3M
Ghe, LLC8 / 36$162.3M
Greenleaf Trust26 / 36$5.8B
V. M. Manning & Co., Inc.7 / 36$63.8M

Ranked by the share of each fund's own book sitting in the names it shares with Rempart Asset Management Inc.: 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.

36 positions
#SecurityValueShares% PortLast moveHistory
1Royal Bank Of Canada
COM
$31.7M153.5K
6.5%
−9.5%
Reduced · −16K sh
2Bank Of Montreal
COM
$30.7M174.3K
6.3%
−9.2%
Reduced · −18K sh
3Nvent Electric
SHS
$29.5M173.7K
6.0%
−19%
Reduced · −41K sh
4JPMorgan Chase
COM
$26.8M82.0K
5.5%
−5.6%
Reduced · −5K sh
5Johnson Controls
SHS
$25.7M175.7K
5.3%
−9.9%
Reduced · −19K sh
6Costco Wholesale
COM
$25.1M26.8K
5.1%
−4.4%
Reduced · −1K sh
7Thermo Fisher Scientific
COM
$23.5M47.0K
4.8%
−0.9%
Reduced · −444 sh
8VISA
COM CL A
$22.3M65.0K
4.6%
−1.2%
Reduced · −793 sh
9CN Railway
COM
$22.0M184.7K
4.5%
+0.1%
Added · +125 sh
10Colgate Palmolive
COM
$21.6M235.9K
4.4%
−0.8%
Reduced · −2K sh
11Wells Fargo
COM
$21.6M260.9K
4.4%
−1.8%
Reduced · −5K sh
12Canadian Natural Resources
COM
$20.4M517.0K
4.2%
−8.2%
Reduced · −46K sh
13Microsoft
COM
$20.3M54.5K
4.2%
+3.3%
Added · +2K sh
14Suncor Energy
COM
$19.0M354.1K
3.9%
−15%
Reduced · −61K sh
15Stryker Corp
COM
$18.9M60.1K
3.9%
+16%
Added · +8K sh
16Roper Technologies
COM
$17.0M50.2K
3.5%
+25%
Added · +10K sh
17LOWES
COM
$16.5M75.0K
3.4%
−2.2%
Reduced · −2K sh
18Cgi Class A
CL A SUB VTG
$15.5M239.7K
3.2%
+28%
Added · +52K sh
19Ulta Beauty
COM
$14.4M31.8K
2.9%
+7.1%
Added · +2K sh
20Becton Dickinson
COM
$14.3M94.4K
2.9%
+63%
Added · +36K sh
21Verizon
COM
$14.3M337.1K
2.9%
+9.2%
Added · +28K sh
22Brookfield Renewable CL A Ne
CL A SUB VTG
$10.6M286.5K
2.2%
−0.6%
Reduced · −2K sh
23Stanley Black & Decker
COM
$9.6M102.3K
2.0%
+0.3%
Added · +259 sh
24Brookfield Renewable Energy
PARTNERSHIP UN
$9.2M265.2K
1.9%
−1.9%
Reduced · −5K sh
25TD Bank
COM NEW
$2.2M18.5K
0.5%
−7.1%
Reduced · −1K sh
26Johnson & Johnson
COM
$905K3.6K
0.2%
Held
27APPLE
COM
$874K3.0K
0.2%
−46%
Reduced · −3K sh
28Trimble
COM
$858K16.8K
0.2%
−0.2%
Reduced · −30 sh
29Nvidia Corp
COM
$380K1.9K
0.1%
−14%
Reduced · −320 sh
30TC Energy
COM
$364K5.5K
0.1%
Held
31Imperial Oil
COM NEW
$342K3.0K
0.1%
Held
32Waters Corp
COM
$328K874
0.1%
−86%
Reduced · −5K sh
33Procter & Gamble
COM
$306K2.1K
0.1%
Held
34Sun Life Financial
COM
$289K3.7K
0.1%
−19%
Reduced · −850 sh
35TELUS
COM
$236K22.4K
<0.1%
−20%
Reduced · −6K sh
36Mastercard Class A
CL A
$209K406
<0.1%
Held
Showing all 36 positions
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Filing history

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

$540.7M · Q3 2025Q3 2024 · $538.1MQ2 2026 · $487.9M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202616d36$487.9M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202615d36$475.5M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d35$529.1M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202527d35$540.7M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202517d34$520.7M13F-HR
Q1 2025Mar 31, 2025Apr 2, 20252d34$484.6M13F-HR
Q4 2024Dec 31, 2024Jan 8, 20258d35$502.6M13F-HR
Q3 2024Sep 30, 2024Oct 21, 202421d36$538.1M13F-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.