PeraltaAsset Management

AI-native asset management

Peralta is an asset management team led by John Peralta, CFA.

Peralta gives one investment professional the analyst capacity of a larger firm. AI analysts gather sources, monitor companies, build models, prepare questions, and keep the investment work moving.

GEOGRAPHIC ALLOCATION

Current Equity Portfolio

ETF holdings as of Sep 12, 2026. Canadian equity holdings as of Aug 19, 2026. Values and weights priced as of Oct 16, 2026.

Total invested
CAD 218,145.25

United States

CAD 130,196.92

Portfolio
59.68%
Benchmark
62.48%
United States ETF holdings
ETFShares heldValue CAD
VUN742.9358$106,797.02
XUU296.6143$23,399.90

Developed ex-North America

CAD 45,636.05

Portfolio
20.92%
Benchmark
22.36%
Developed ex-North America ETF holdings
ETFShares heldValue CAD
VIU805.3141$39,218.80
XEF124.8006$6,417.25

Emerging Markets

CAD 35,553.56

Portfolio
16.30%
Benchmark
12.05%
Emerging Markets ETF holdings
ETFShares heldValue CAD
VEE557.2416$27,472.01
XEC190.9630$8,081.55

Canada

CAD 6,758.72

Portfolio
3.10%
Benchmark
3.11%

Combined Canadian stock portfolio

CANADIAN EQUITY PORTFOLIO

Current Canadian Equity Holdings

Public Canadian equity portfolio holdings as of Aug 19, 2026. Values and weights priced as of Oct 16, 2026. Benchmark weights as of Sep 10, 2026.

Invested
CAD 6,758.72
Holdings
30
  1. CSU

    Constellation Software Inc.

    Technology · Software - Application

    CAD 330.05

    Shares

    0.1036

    Portfolio Wt

    4.88%

    Benchmark Wt

    1.09%

  2. DPM

    DPM Metals Inc.

    Basic Materials · Gold

    CAD 306.87

    Shares

    5.1968

    Portfolio Wt

    4.54%

    Benchmark Wt

    0.26%

  3. CVE

    Cenovus Energy Inc.

    Energy · Oil & Gas Integrated

    CAD 281.84

    Shares

    6.0391

    Portfolio Wt

    4.17%

    Benchmark Wt

    1.23%

  4. CNQ

    Canadian Natural Resources Limited

    Energy · Oil & Gas E&P

    CAD 280.57

    Shares

    3.6868

    Portfolio Wt

    4.15%

    Benchmark Wt

    2.87%

  5. DOL

    Dollarama Inc.

    Consumer Defensive · Discount Stores

    CAD 274.97

    Shares

    1.3312

    Portfolio Wt

    4.07%

    Benchmark Wt

    0.90%

  6. BTO

    B2Gold Corp.

    Basic Materials · Gold

    CAD 269.55

    Shares

    35.9877

    Portfolio Wt

    3.99%

    Benchmark Wt

    0.19%

  7. GMIN

    G Mining Ventures Corp.

    Basic Materials · Gold

    CAD 265.69

    Shares

    5.9003

    Portfolio Wt

    3.93%

    Benchmark Wt

    0.21%

  8. ELD

    Eldorado Gold Corporation

    Basic Materials · Gold

    CAD 261.31

    Shares

    5.1388

    Portfolio Wt

    3.87%

    Benchmark Wt

    0.28%

  9. AEM

    Agnico Eagle Mines Limited

    Basic Materials · Gold

    CAD 256.93

    Shares

    0.9599

    Portfolio Wt

    3.80%

    Benchmark Wt

    2.73%

  10. GIB-A

    CGI Inc.

    Technology · Information Technology Services

    CAD 256.37

    Shares

    2.409

    Portfolio Wt

    3.79%

    Benchmark Wt

    0.36%

  11. SSRM

    SSR Mining Inc.

    Basic Materials · Gold

    CAD 255.40

    Shares

    5.6681

    Portfolio Wt

    3.78%

    Benchmark Wt

    0.21%

  12. IMG

    IAMGOLD Corporation

    Basic Materials · Gold

    CAD 249.44

    Shares

    9.755

    Portfolio Wt

    3.69%

    Benchmark Wt

    0.32%

  13. LUG

    Lundin Gold Inc.

    Basic Materials · Gold

    CAD 248.02

    Shares

    2.6368

    Portfolio Wt

    3.67%

    Benchmark Wt

    0.18%

  14. OR

    OR Royalties Inc.

    Basic Materials · Gold

    CAD 238.70

    Shares

    4.7493

    Portfolio Wt

    3.53%

    Benchmark Wt

    0.18%

  15. ABX

    Barrick Mining Corporation

    Basic Materials · Gold

    CAD 234.03

    Shares

    4.0531

    Portfolio Wt

    3.46%

    Benchmark Wt

    1.99%

  16. BBD-B

    Bombardier Inc.

    Industrials · Aerospace & Defense

    CAD 229.92

    Shares

    0.7465

    Portfolio Wt

    3.40%

    Benchmark Wt

    0.53%

  17. FFH

    Fairfax Financial Holdings Limited

    Financial Services · Insurance - Property & Casualty

    CAD 228.30

    Shares

    0.095

    Portfolio Wt

    3.38%

    Benchmark Wt

    0.87%

  18. ATZ

    Aritzia Inc.

    Consumer Cyclical · Apparel Retail

    CAD 227.48

    Shares

    1.5259

    Portfolio Wt

    3.37%

    Benchmark Wt

    0.23%

  19. OGC

    OceanaGold Corporation

    Basic Materials · Gold

    CAD 225.21

    Shares

    5.897

    Portfolio Wt

    3.33%

    Benchmark Wt

    0.18%

  20. EQX

    Equinox Gold Corp.

    Basic Materials · Gold

    CAD 210.06

    Shares

    13.3371

    Portfolio Wt

    3.11%

    Benchmark Wt

    0.35%

  21. FM

    First Quantum Minerals Ltd.

    Basic Materials · Copper

    CAD 203.43

    Shares

    5.5294

    Portfolio Wt

    3.01%

    Benchmark Wt

    0.57%

  22. AGI

    Alamos Gold Inc.

    Basic Materials · Gold

    CAD 194.97

    Shares

    4.2859

    Portfolio Wt

    2.88%

    Benchmark Wt

    0.41%

  23. PAAS

    Pan American Silver Corp.

    Basic Materials · Gold

    CAD 190.80

    Shares

    3.0499

    Portfolio Wt

    2.82%

    Benchmark Wt

    0.58%

  24. IVN

    Ivanhoe Mines Ltd.

    Basic Materials · Other Industrial Metals & Mining

    CAD 190.22

    Shares

    18.5039

    Portfolio Wt

    2.81%

    Benchmark Wt

    0.19%

  25. AG

    First Majestic Silver Corp.

    Basic Materials · Silver

    CAD 186.50

    Shares

    8.2485

    Portfolio Wt

    2.76%

    Benchmark Wt

    0.26%

  26. LUN

    Lundin Mining Corporation

    Basic Materials · Copper

    CAD 186.49

    Shares

    5.5952

    Portfolio Wt

    2.76%

    Benchmark Wt

    0.46%

  27. CS

    Capstone Copper Corp.

    Basic Materials · Copper

    CAD 186.45

    Shares

    15.2202

    Portfolio Wt

    2.76%

    Benchmark Wt

    0.18%

  28. RY

    Royal Bank of Canada

    Financial Services · Banks - Diversified

    CAD 173.24

    Shares

    0.6187

    Portfolio Wt

    2.56%

    Benchmark Wt

    7.86%

  29. ENB

    Enbridge Inc.

    Energy · Oil & Gas Midstream

    CAD 96.56

    Shares

    1.4191

    Portfolio Wt

    1.43%

    Benchmark Wt

    2.88%

  30. BN

    Brookfield Corporation

    Financial Services · Asset Management

    CAD 19.35

    Shares

    0.3738

    Portfolio Wt

    0.29%

    Benchmark Wt

    2.22%