Wellington-Altus USA Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of December 31, 2025. The filing lists 713 separate positions held by the firm during the fourth quarter of 2025.
The report lists the firm's Chief Compliance Officer, Christopher Corsetti, as the authorized signatory. The filing was submitted on September 17, 2026, and lists the firm's address as 201 Portage Avenue, 3rd Floor, Winnipeg, Manitoba.
The portfolio includes a diverse mix of common stocks and sponsored American Depositary Receipts (ADRs). Notable positions include Apple Inc., with 1,239,433 shares; Amazon.com Inc., with 1,854,639 shares; and Alphabet Inc. Class A, with 1,573,764 shares. The filing also details significant positions in Canadian entities, such as Canadian Natural Resources Ltd., with 178,728 shares, and Brookfield Infrastructure LP, with 2,076 shares across three separate listings.
The filing provides specific share counts for each security, with the smallest position listed as 1 share of Dow Inc. Common Stock. The document serves as a public record of the firm's equity portfolio composition at the end of the reporting period.
