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 9, 2026.

Total invested
CAD 224,452.05

United States

CAD 133,843.47

Portfolio
59.63%
Benchmark
62.48%
United States ETF holdings
ETFShares heldValue CAD
VUN742.9358$109,776.19
XUU296.6143$24,067.28

Developed ex-North America

CAD 46,642.48

Portfolio
20.78%
Benchmark
22.36%
Developed ex-North America ETF holdings
ETFShares heldValue CAD
VIU805.3141$40,169.07
XEF124.8006$6,473.41

Emerging Markets

CAD 37,224.22

Portfolio
16.59%
Benchmark
12.05%
Emerging Markets ETF holdings
ETFShares heldValue CAD
VEE557.2416$28,569.78
XEC190.9630$8,654.44

Canada

CAD 6,741.88

Portfolio
3.00%
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 9, 2026. Benchmark weights as of Sep 10, 2026.

Invested
CAD 6,741.88
Holdings
30
  1. CSU

    Constellation Software Inc.

    Technology · Software - Application

    CAD 301.68

    Shares

    0.1036

    Portfolio Wt

    4.47%

    Benchmark Wt

    1.09%

  2. DPM

    DPM Metals Inc.

    Basic Materials · Gold

    CAD 296.32

    Shares

    5.1968

    Portfolio Wt

    4.40%

    Benchmark Wt

    0.26%

  3. GMIN

    G Mining Ventures Corp.

    Basic Materials · Gold

    CAD 287.88

    Shares

    5.9003

    Portfolio Wt

    4.27%

    Benchmark Wt

    0.21%

  4. SSRM

    SSR Mining Inc.

    Basic Materials · Gold

    CAD 280.00

    Shares

    5.6681

    Portfolio Wt

    4.15%

    Benchmark Wt

    0.21%

  5. ELD

    Eldorado Gold Corporation

    Basic Materials · Gold

    CAD 275.72

    Shares

    5.1388

    Portfolio Wt

    4.09%

    Benchmark Wt

    0.28%

  6. CVE

    Cenovus Energy Inc.

    Energy · Oil & Gas Integrated

    CAD 270.31

    Shares

    6.0391

    Portfolio Wt

    4.01%

    Benchmark Wt

    1.23%

  7. BTO

    B2Gold Corp.

    Basic Materials · Gold

    CAD 265.95

    Shares

    35.9877

    Portfolio Wt

    3.94%

    Benchmark Wt

    0.19%

  8. IMG

    IAMGOLD Corporation

    Basic Materials · Gold

    CAD 261.63

    Shares

    9.755

    Portfolio Wt

    3.88%

    Benchmark Wt

    0.32%

  9. CNQ

    Canadian Natural Resources Limited

    Energy · Oil & Gas E&P

    CAD 257.34

    Shares

    3.6868

    Portfolio Wt

    3.82%

    Benchmark Wt

    2.87%

  10. AEM

    Agnico Eagle Mines Limited

    Basic Materials · Gold

    CAD 256.95

    Shares

    0.9599

    Portfolio Wt

    3.81%

    Benchmark Wt

    2.73%

  11. DOL

    Dollarama Inc.

    Consumer Defensive · Discount Stores

    CAD 251.60

    Shares

    1.3312

    Portfolio Wt

    3.73%

    Benchmark Wt

    0.90%

  12. GIB-A

    CGI Inc.

    Technology · Information Technology Services

    CAD 240.30

    Shares

    2.409

    Portfolio Wt

    3.56%

    Benchmark Wt

    0.36%

  13. LUG

    Lundin Gold Inc.

    Basic Materials · Gold

    CAD 238.92

    Shares

    2.6368

    Portfolio Wt

    3.54%

    Benchmark Wt

    0.18%

  14. ABX

    Barrick Mining Corporation

    Basic Materials · Gold

    CAD 235.40

    Shares

    4.0531

    Portfolio Wt

    3.49%

    Benchmark Wt

    1.99%

  15. OR

    OR Royalties Inc.

    Basic Materials · Gold

    CAD 233.76

    Shares

    4.7493

    Portfolio Wt

    3.47%

    Benchmark Wt

    0.18%

  16. OGC

    OceanaGold Corporation

    Basic Materials · Gold

    CAD 227.74

    Shares

    5.897

    Portfolio Wt

    3.38%

    Benchmark Wt

    0.18%

  17. BBD-B

    Bombardier Inc.

    Industrials · Aerospace & Defense

    CAD 223.01

    Shares

    0.7465

    Portfolio Wt

    3.31%

    Benchmark Wt

    0.53%

  18. EQX

    Equinox Gold Corp.

    Basic Materials · Gold

    CAD 215.53

    Shares

    13.3371

    Portfolio Wt

    3.20%

    Benchmark Wt

    0.35%

  19. FFH

    Fairfax Financial Holdings Limited

    Financial Services · Insurance - Property & Casualty

    CAD 210.60

    Shares

    0.095

    Portfolio Wt

    3.12%

    Benchmark Wt

    0.87%

  20. IVN

    Ivanhoe Mines Ltd.

    Basic Materials · Other Industrial Metals & Mining

    CAD 210.39

    Shares

    18.5039

    Portfolio Wt

    3.12%

    Benchmark Wt

    0.19%

  21. FM

    First Quantum Minerals Ltd.

    Basic Materials · Copper

    CAD 209.56

    Shares

    5.5294

    Portfolio Wt

    3.11%

    Benchmark Wt

    0.57%

  22. CS

    Capstone Copper Corp.

    Basic Materials · Copper

    CAD 207.30

    Shares

    15.2202

    Portfolio Wt

    3.07%

    Benchmark Wt

    0.18%

  23. ATZ

    Aritzia Inc.

    Consumer Cyclical · Apparel Retail

    CAD 206.00

    Shares

    1.5259

    Portfolio Wt

    3.06%

    Benchmark Wt

    0.23%

  24. AG

    First Majestic Silver Corp.

    Basic Materials · Silver

    CAD 203.08

    Shares

    8.2485

    Portfolio Wt

    3.01%

    Benchmark Wt

    0.26%

  25. PAAS

    Pan American Silver Corp.

    Basic Materials · Gold

    CAD 200.65

    Shares

    3.0499

    Portfolio Wt

    2.98%

    Benchmark Wt

    0.58%

  26. AGI

    Alamos Gold Inc.

    Basic Materials · Gold

    CAD 200.28

    Shares

    4.2859

    Portfolio Wt

    2.97%

    Benchmark Wt

    0.41%

  27. LUN

    Lundin Mining Corporation

    Basic Materials · Copper

    CAD 192.59

    Shares

    5.5952

    Portfolio Wt

    2.86%

    Benchmark Wt

    0.46%

  28. RY

    Royal Bank of Canada

    Financial Services · Banks - Diversified

    CAD 167.83

    Shares

    0.6187

    Portfolio Wt

    2.49%

    Benchmark Wt

    7.86%

  29. ENB

    Enbridge Inc.

    Energy · Oil & Gas Midstream

    CAD 93.90

    Shares

    1.4191

    Portfolio Wt

    1.39%

    Benchmark Wt

    2.88%

  30. BN

    Brookfield Corporation

    Financial Services · Asset Management

    CAD 19.66

    Shares

    0.3738

    Portfolio Wt

    0.29%

    Benchmark Wt

    2.22%