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Turn8 Private Wealth Inc.

CIK:0002070026
Investment Adviser
$283M AUM
44 holdings
Pointe Claire, QC, Canada
Founded:2013
5 employees
Latest filing:Jun 30, 2025

TURN8 Private Wealth Inc. is a registered investment adviser based in Pointe Claire, Quebec, Canada. Founded in 2013, the firm manages assets for individuals (including high-net-worth individuals) and pooled investment vehicles, with a total of 5 employees, most of whom are investment professionals. They offer discretionary investment management and serve both U.S. and non-U.S. clients.

Investment Strategy

TURN8 Private Wealth Inc. primarily allocates assets across equities in multiple sectors, with an emphasis on diversified holdings in major North American and global companies. The firm manages investment portfolios on a discretionary basis, serving high net-worth individuals and pooled investment vehicles, and aims to provide tailored solutions balancing growth, risk management, and client objectives.

Latest 13F Filing Activity

Turn8 Private Wealth Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions with a total 13F market value of $138M. The fund increased holdings in SPDR S&P 500 Etf, Cameco Corp., Ishares China Large-cap Etf among other positions. Turn8 Private Wealth Inc. reduced exposure to Camden Property Trust, CDN Natural Resources LTD, Prologis Inc. among others.

Top Buys
S
SPYSPDR S&P 500 ETF
+$6.2M
C
CCJCAMECO CORP
+$2.9M
F
FXIISHARES CHINA LARGE-CAP ETF
+$2.6M
R
RYROYAL BANK OF CANADA
+$2.0M
B
BABAALIBABA GROUP HOLDING-ADR
+$1.7M
Top Sells
C
CPTCAMDEN PROPERTY TRUST
-$3.0M
C
CNQCDN NATURAL RESOURCES LTD
-$2.8M
P
PLDPROLOGIS INC
-$2.6M
B
BIPCBROOKFIELD INFRASTRU F CLASS A
-$2.5M
A
ADBEADOBE INC
-$2.5M

Top Holdings

S
SPYSPDR S&P 500 ETF
+4.9%$6.8M
J
JEPIJPMORGAN EQT PREM ICM ETF
+4.9%$6.8M
M
MSFTMICROSOFT CORP
+4.2%$5.8M
C
CCJCAMECO CORP
+4.0%$5.6M
R
RYROYAL BANK OF CANADA
+4.0%$5.5M

Equity Positions (44)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR S&P 500 ETF4.91%$6.8M10,762$611.58$617.85+$6.2M
JPMORGAN EQT PREM ICM ETF4.90%$6.8M119,149$57.43$56.85+$1.0M
MICROSOFT CORP4.17%$5.8M11,423$422.94$497.41+$1.6M
CAMECO CORP4.03%$5.6M54,660$48.71$74.23+$2.9M
ROYAL BANK OF CANADA3.99%$5.5M31,006$119.60$131.55+$2.0M

Industry Allocation

SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+9.1%
SERVICES-BUSINESS SERVICES, NEC
+7.6%
SEMICONDUCTORS & RELATED DEVICES
+7.3%
RETAIL-VARIETY STORES
+5.5%
SERVICES-PREPACKAGED SOFTWARE
+4.5%