Total net assets ($CAD):
$13.47 million

The top 2 holdings make up 99.92% of the Fund.
US Equity
International Equity
Cash and Equivalents
Canadian Equity
United States
Other
Canada
Ireland
France
Netherlands
Financial Services
Technology
Other
Consumer Services
Industrial Goods
Healthcare
Cash and Cash Equivalent
Consumer Goods
Telecommunications
Real Estate
Underlying fund allocations Sector allocation (%)
U.S. Equity Value Pool Series I Mutual Fund 98.46%
Cash Cash and Cash Equivalent 1.46%
Top Holdings Sector allocation (%)
Berkshire Hathaway Inc Cl B Insurance 8.12%
Cash Cash and Cash Equivalent 5.56%
Amazon.com Inc Retail 5.54%
Amrize Ltd Other 4.54%
StandardAero Inc Aerospace and Defence 4.50%
Fairfax Financial Holdings Ltd Insurance 4.36%
Crh PLC Construction Materials 4.11%
Meta Platforms Inc Cl A Information Technology 4.08%
Microsoft Corp Information Technology 4.06%
Walt Disney Co Television Broadcasting 4.00%
BJ's Wholesale Club Holdings Inc Retail 3.97%
Fedex Freight Holding Co Inc Other 3.53%
American Express Co Specialty Finance 3.29%
Constellation Energy Corp Diversified Technology 3.25%
Labcorp Holdings Inc Healthcare Services 2.91%
Asset allocation

US Equity 79.04%

International Equity 10.96%

Cash and Equivalents 5.64%

Canadian Equity 4.36%

Geographic allocation

United States 68.67%

Other 10.37%

Canada 10.00%

Ireland 6.33%

France 2.68%

Netherlands 1.95%

Sector allocation

Financial Services 24.95%

Technology 14.16%

Other 12.10%

Consumer Services 11.46%

Industrial Goods 11.15%

Healthcare 8.20%

Cash and Cash Equivalent 5.64%

Consumer Goods 5.64%

Telecommunications 4.00%

Real Estate 2.70%