Genus Capital Management as of Sept. 30, 2025
Portfolio Holdings for Genus Capital Management
Genus Capital Management holds 201 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.0 | $43M | 230k | 186.58 | |
| Rbc Cad (RY) | 2.8 | $24M | 163k | 147.42 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 2.5 | $22M | 932k | 23.12 | |
| Gilead Sciences (GILD) | 2.4 | $21M | 185k | 111.00 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.2 | $19M | 130k | 148.60 | |
| Corning Incorporated (GLW) | 2.2 | $19M | 228k | 82.03 | |
| Lam Research Corp Com New (LRCX) | 2.1 | $18M | 134k | 133.90 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $17M | 167k | 100.25 | |
| Agnico (AEM) | 1.9 | $17M | 99k | 168.46 | |
| Broadcom (AVGO) | 1.9 | $17M | 50k | 329.91 | |
| Cisco Systems (CSCO) | 1.8 | $16M | 227k | 68.42 | |
| Kla Corp Com New (KLAC) | 1.6 | $13M | 12k | 1078.60 | |
| Microsoft Corporation (MSFT) | 1.6 | $13M | 26k | 517.95 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.5 | $13M | 53k | 236.06 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $11M | 101k | 111.47 | |
| Te Connectivity Ord Shs (TEL) | 1.3 | $11M | 50k | 219.53 | |
| Ge Vernova (GEV) | 1.3 | $11M | 18k | 614.90 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $11M | 34k | 315.43 | |
| Abbvie (ABBV) | 1.2 | $11M | 46k | 231.54 | |
| Steel Dynamics (STLD) | 1.2 | $10M | 72k | 139.43 | |
| Celestica (CLS) | 1.1 | $9.7M | 40k | 246.13 | |
| Visa Com Cl A (V) | 1.1 | $9.7M | 29k | 341.38 | |
| Nutrien (NTR) | 1.1 | $9.7M | 165k | 58.74 | |
| Kinross Gold Corp (KGC) | 1.1 | $9.5M | 381k | 24.82 | |
| Emcor (EME) | 1.1 | $9.3M | 14k | 649.54 | |
| American Express Company (AXP) | 1.1 | $9.1M | 27k | 332.16 | |
| Bank of New York Mellon Corporation (BK) | 1.0 | $8.9M | 82k | 108.96 | |
| Oracle Corporation (ORCL) | 1.0 | $8.8M | 31k | 281.24 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $8.6M | 12k | 718.54 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.0 | $8.4M | 106k | 79.98 | |
| IDEXX Laboratories (IDXX) | 0.9 | $7.9M | 12k | 638.89 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.9 | $7.8M | 96k | 81.19 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $7.7M | 13k | 612.38 | |
| Roblox Corp Cl A (RBLX) | 0.9 | $7.7M | 55k | 138.52 | |
| Manulife Finl Corp (MFC) | 0.9 | $7.4M | 239k | 31.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $7.1M | 29k | 243.55 | |
| Stantec (STN) | 0.8 | $6.9M | 64k | 107.87 | |
| Meta Platforms Cl A (META) | 0.8 | $6.7M | 9.2k | 734.38 | |
| Amphenol Corp Cl A (APH) | 0.8 | $6.6M | 54k | 123.75 | |
| Barrick Mng Corp Com Shs (B) | 0.8 | $6.6M | 202k | 32.85 | |
| Ecolab (ECL) | 0.7 | $6.4M | 23k | 273.86 | |
| Enbridge (ENB) | 0.7 | $6.3M | 127k | 50.14 | |
| Analog Devices (ADI) | 0.7 | $6.3M | 26k | 245.70 | |
| Flex Ord (FLEX) | 0.7 | $6.2M | 107k | 57.97 | |
| Synchrony Financial (SYF) | 0.7 | $6.1M | 86k | 71.05 | |
| Amazon (AMZN) | 0.7 | $6.0M | 28k | 219.57 | |
| Vici Pptys (VICI) | 0.7 | $5.9M | 180k | 32.61 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.7 | $5.8M | 101k | 57.78 | |
| Trane Technologies SHS (TT) | 0.7 | $5.8M | 14k | 421.96 | |
| Imperial Oil Com New (IMO) | 0.7 | $5.8M | 64k | 90.69 | |
| Apple (AAPL) | 0.7 | $5.7M | 22k | 254.63 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.7 | $5.6M | 61k | 91.75 | |
| UnitedHealth (UNH) | 0.6 | $5.5M | 16k | 345.30 | |
| Ralph Lauren Corp Cl A (RL) | 0.6 | $5.5M | 17k | 313.56 | |
| Affiliated Managers (AMG) | 0.6 | $5.4M | 23k | 238.43 | |
| eBay (EBAY) | 0.6 | $5.3M | 59k | 90.95 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $5.1M | 54k | 95.19 | |
| International Business Machines (IBM) | 0.6 | $5.1M | 18k | 282.16 | |
| F5 Networks (FFIV) | 0.6 | $4.9M | 15k | 323.19 | |
| Hewlett Packard Enterprise (HPE) | 0.6 | $4.9M | 200k | 24.56 | |
| CVS Caremark Corporation (CVS) | 0.6 | $4.9M | 65k | 75.39 | |
| Citigroup Com New (C) | 0.6 | $4.8M | 47k | 101.50 | |
| Hca Holdings (HCA) | 0.6 | $4.8M | 11k | 426.20 | |
| Insulet Corporation (PODD) | 0.5 | $4.7M | 15k | 308.73 | |
| Carvana Cl A (CVNA) | 0.5 | $4.7M | 13k | 377.24 | |
| NetApp (NTAP) | 0.5 | $4.7M | 39k | 118.46 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $4.5M | 49k | 93.37 | |
| Hldgs (UAL) | 0.5 | $4.5M | 46k | 96.50 | |
| Mueller Industries (MLI) | 0.5 | $4.3M | 42k | 101.11 | |
| McKesson Corporation (MCK) | 0.5 | $4.3M | 5.5k | 772.54 | |
| Or Royalties Com Shs (OR) | 0.5 | $4.2M | 105k | 40.09 | |
| Netflix (NFLX) | 0.5 | $4.2M | 3.5k | 1198.92 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $4.2M | 47k | 89.37 | |
| Wal-Mart Stores (WMT) | 0.5 | $4.1M | 40k | 103.06 | |
| Topbuild (BLD) | 0.5 | $4.1M | 11k | 390.86 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $4.0M | 32k | 124.34 | |
| Valero Energy Corporation (VLO) | 0.5 | $3.9M | 23k | 170.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.9M | 16k | 243.10 | |
| Cibc Cad (CM) | 0.4 | $3.9M | 48k | 79.93 | |
| Lpl Financial Holdings (LPLA) | 0.4 | $3.8M | 12k | 332.69 | |
| At&t (T) | 0.4 | $3.8M | 135k | 28.24 | |
| Tesla Motors (TSLA) | 0.4 | $3.8M | 8.5k | 444.72 | |
| Alnylam Pharmaceuticals (ALNY) | 0.4 | $3.8M | 8.3k | 456.00 | |
| Williams-Sonoma (WSM) | 0.4 | $3.6M | 18k | 195.45 | |
| Bank Of Montreal Cadcom (BMO) | 0.4 | $3.6M | 27k | 130.34 | |
| Technipfmc (FTI) | 0.4 | $3.5M | 88k | 39.45 | |
| Rivian Automotive Com Cl A (RIVN) | 0.4 | $3.5M | 236k | 14.68 | |
| Booking Holdings (BKNG) | 0.4 | $3.5M | 642.00 | 5399.27 | |
| Chevron Corporation (CVX) | 0.4 | $3.3M | 22k | 155.29 | |
| B2gold Corp (BTG) | 0.4 | $3.2M | 650k | 4.94 | |
| Arista Networks Com Shs (ANET) | 0.4 | $3.2M | 22k | 145.71 | |
| Fastenal Company (FAST) | 0.3 | $2.9M | 59k | 49.04 | |
| Curtiss-Wright (CW) | 0.3 | $2.9M | 5.3k | 542.94 | |
| Walt Disney Company (DIS) | 0.3 | $2.9M | 25k | 114.50 | |
| Garmin SHS (GRMN) | 0.3 | $2.8M | 12k | 246.22 | |
| Boston Scientific Corporation (BSX) | 0.3 | $2.8M | 29k | 97.63 | |
| Allegion Ord Shs (ALLE) | 0.3 | $2.8M | 16k | 177.35 | |
| Verizon Communications (VZ) | 0.3 | $2.8M | 63k | 43.95 | |
| Humana (HUM) | 0.3 | $2.8M | 11k | 260.17 | |
| Acuity Brands (AYI) | 0.3 | $2.7M | 7.9k | 344.39 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $2.6M | 8.9k | 297.91 | |
| Granite Real Estate Invt Tr Tr Unit New (GRP.U) | 0.3 | $2.6M | 47k | 55.58 | |
| Bk Nova Cad (BNS) | 0.3 | $2.6M | 40k | 64.68 | |
| New Gold Inc Cda (NGD) | 0.3 | $2.5M | 346k | 7.17 | |
| National Fuel Gas (NFG) | 0.3 | $2.5M | 27k | 92.37 | |
| InterDigital (IDCC) | 0.3 | $2.5M | 7.1k | 345.23 | |
| Incyte Corporation (INCY) | 0.3 | $2.4M | 29k | 84.81 | |
| Eversource Energy (ES) | 0.3 | $2.4M | 33k | 71.14 | |
| Cummins (CMI) | 0.3 | $2.3M | 5.5k | 422.37 | |
| American Water Works (AWK) | 0.3 | $2.3M | 17k | 139.19 | |
| Darden Restaurants (DRI) | 0.3 | $2.3M | 12k | 190.36 | |
| Allstate Corporation (ALL) | 0.3 | $2.2M | 10k | 214.65 | |
| Old Republic International Corporation (ORI) | 0.2 | $2.1M | 50k | 42.47 | |
| Expedia Group Com New (EXPE) | 0.2 | $2.1M | 9.8k | 213.75 | |
| Onemain Holdings (OMF) | 0.2 | $2.1M | 37k | 56.46 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.1M | 11k | 183.73 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.0M | 11k | 185.42 | |
| Suncor Energy (SU) | 0.2 | $2.0M | 47k | 41.86 | |
| Marvell Technology (MRVL) | 0.2 | $1.8M | 22k | 84.07 | |
| Ryder System (R) | 0.2 | $1.8M | 9.4k | 188.64 | |
| Ge Aerospace Com New (GE) | 0.2 | $1.8M | 5.9k | 300.82 | |
| O'reilly Automotive (ORLY) | 0.2 | $1.8M | 16k | 107.81 | |
| Tapestry (TPR) | 0.2 | $1.8M | 16k | 113.22 | |
| Kinder Morgan (KMI) | 0.2 | $1.7M | 62k | 28.31 | |
| TJX Companies (TJX) | 0.2 | $1.7M | 12k | 144.54 | |
| Hasbro (HAS) | 0.2 | $1.7M | 22k | 75.85 | |
| Qualcomm (QCOM) | 0.2 | $1.6M | 9.8k | 166.36 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.6M | 5.8k | 279.29 | |
| West Fraser Timb (WFG) | 0.2 | $1.6M | 24k | 68.00 | |
| Lowe's Companies (LOW) | 0.2 | $1.6M | 6.4k | 251.31 | |
| Louisiana-Pacific Corporation (LPX) | 0.2 | $1.6M | 18k | 88.84 | |
| Newmont Mining Corporation (NEM) | 0.2 | $1.6M | 19k | 82.31 | |
| Tractor Supply Company (TSCO) | 0.2 | $1.5M | 27k | 56.87 | |
| Rb Global (RBA) | 0.2 | $1.4M | 13k | 108.34 | |
| Triple Flag Precious Metals (TFPM) | 0.2 | $1.3M | 45k | 29.28 | |
| Mohawk Industries (MHK) | 0.1 | $1.3M | 9.8k | 128.92 | |
| Exelon Corporation (EXC) | 0.1 | $1.2M | 26k | 45.01 | |
| Moody's Corporation (MCO) | 0.1 | $1.1M | 2.4k | 476.48 | |
| Canadian Natural Resources (CNQ) | 0.1 | $1.1M | 35k | 31.98 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $991k | 13k | 74.49 | |
| Autodesk (ADSK) | 0.1 | $883k | 2.8k | 317.67 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $867k | 6.3k | 137.80 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $820k | 15k | 53.40 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $787k | 1.4k | 546.75 | |
| Wells Fargo & Company (WFC) | 0.1 | $780k | 9.3k | 83.82 | |
| Stride (LRN) | 0.1 | $736k | 4.9k | 148.94 | |
| Enerflex (EFXT) | 0.1 | $714k | 66k | 10.79 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $700k | 21k | 34.16 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $665k | 23k | 28.91 | |
| Grab Holdings Class A Ord (GRAB) | 0.1 | $604k | 100k | 6.02 | |
| Kt Corp Sponsored Adr (KT) | 0.1 | $595k | 31k | 19.50 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $570k | 2.4k | 241.96 | |
| United Rentals (URI) | 0.1 | $568k | 595.00 | 954.66 | |
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.1 | $559k | 30k | 18.82 | |
| Snap-on Incorporated (SNA) | 0.1 | $534k | 1.5k | 346.53 | |
| Hartford Financial Services (HIG) | 0.1 | $528k | 4.0k | 133.39 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $476k | 20k | 23.34 | |
| McDonald's Corporation (MCD) | 0.1 | $465k | 1.5k | 303.89 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $452k | 3.5k | 128.24 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $439k | 27k | 16.27 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $432k | 4.6k | 93.60 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $425k | 6.2k | 68.53 | |
| GSK Sponsored Adr (GSK) | 0.0 | $413k | 9.6k | 43.16 | |
| Progressive Corporation (PGR) | 0.0 | $397k | 1.6k | 246.95 | |
| Descartes Sys Grp (DSGX) | 0.0 | $394k | 4.2k | 94.18 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $386k | 3.9k | 99.80 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $385k | 676.00 | 568.81 | |
| Alamos Gold Com Cl A (AGI) | 0.0 | $381k | 11k | 34.86 | |
| Barclays Adr (BCS) | 0.0 | $367k | 18k | 20.67 | |
| Sea Sponsord Ads (SE) | 0.0 | $364k | 2.0k | 178.73 | |
| Cintas Corporation (CTAS) | 0.0 | $343k | 1.7k | 205.26 | |
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $336k | 455.00 | 737.56 | |
| Procter & Gamble Company (PG) | 0.0 | $332k | 2.2k | 153.65 | |
| Kanzhun Sponsored Ads (BZ) | 0.0 | $327k | 14k | 23.36 | |
| Amgen (AMGN) | 0.0 | $307k | 1.1k | 282.20 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $296k | 14k | 21.00 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $290k | 15k | 19.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $289k | 575.00 | 502.74 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.0 | $285k | 15k | 19.00 | |
| Advanced Micro Devices (AMD) | 0.0 | $280k | 1.7k | 161.79 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $275k | 3.8k | 72.77 | |
| Ubs Group SHS (UBS) | 0.0 | $271k | 6.6k | 41.00 | |
| Entergy Corporation (ETR) | 0.0 | $265k | 2.8k | 93.19 | |
| Banco Santander Chile Sp Adr Rep Com (BSAC) | 0.0 | $265k | 10k | 26.50 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $263k | 938.00 | 280.83 | |
| Motorola Solutions Com New (MSI) | 0.0 | $261k | 571.00 | 457.29 | |
| MercadoLibre (MELI) | 0.0 | $259k | 111.00 | 2336.94 | |
| Travelers Companies (TRV) | 0.0 | $257k | 922.00 | 279.22 | |
| Ameriprise Financial (AMP) | 0.0 | $253k | 515.00 | 491.25 | |
| Tko Group Holdings Cl A (TKO) | 0.0 | $239k | 1.2k | 201.96 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.0 | $236k | 12k | 19.64 | |
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.0 | $226k | 9.2k | 24.43 | |
| Southern Copper Corporation (SCCO) | 0.0 | $215k | 1.8k | 121.34 | |
| AmerisourceBergen (COR) | 0.0 | $215k | 687.00 | 312.53 | |
| Sk Telecom Sponsored Adr (SKM) | 0.0 | $205k | 9.5k | 21.60 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $202k | 3.1k | 66.01 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $179k | 17k | 10.86 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $175k | 20k | 8.99 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $160k | 72k | 2.23 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $83k | 25k | 3.38 | |
| Greentree Hospitality Group Sponsored Ads (GHG) | 0.0 | $34k | 16k | 2.20 |