Wellington-Altus USA Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2026. The filing lists a total of 739 distinct positions held by the firm.
The filing details a broad portfolio across various sectors, including technology, healthcare, finance, and energy. Major holdings include significant positions in Apple Inc., Amazon.com Inc., and Alphabet Inc. Class A and Class C stocks. The portfolio also features substantial stakes in Canadian entities such as Canadian Natural Resources Ltd., Brookfield Asset Management Inc., and various Canadian banks, including Bank of Montreal, Banque Nationale du Canada, and Banque Royale du Canada.
Other notable entries in the portfolio include shares of BlackRock Inc., Broadcom Inc., Costco Wholesale Corp., and Deere & Co. The filing indicates that Wellington-Altus USA Inc. holds the majority of these positions as sole voting power.
