Titelia

Holdings of NORTH SQUARE STRATEGIC INCOME FUND

Exchange Place Advisors Trust · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 58.1M $ in equities, 5.4 %
Positions
10 in 3 countries
Bond lines
37 from 31 companies
Top ten
5.4 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1VanEck J. P. Morgan EM Local Currency Bond ETF 1,118,87229.8M $2.79 %
2Exchange Place Advisors Trust 276,5017.1M $0.67 %
3Alamos Gold Inc 51,7462.8M $0.26 %
4Agnico Eagle Mines Ltd 10,7602.7M $0.25 %
5Kinross Gold Corp 71,8192.7M $0.25 %
6Halliburton Co 73,3872.6M $0.25 %
7Exxon Mobil Corp 17,2142.6M $0.25 %
8Transocean Ltd 403,8032.6M $0.25 %
9BHP Group Ltd 31,6892.6M $0.24 %
10SLB Ltd 50,1812.6M $0.24 %

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The bonds it holds

31 companies, 37 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1CenterPoint Energy Inc213.5M $1.26 %
2Enbridge Inc211.4M $1.07 %
3Dominion Energy Inc111.2M $1.05 %
4NiSource Inc210.3M $0.97 %
5Exelon Corp110.2M $0.95 %
6Truist Financial Corp110.1M $0.95 %
7Citigroup Inc29.8M $0.92 %
8CMS Energy Corp19.7M $0.90 %
9Energy Transfer LP19.6M $0.90 %
10American Electric Power Co Inc28.7M $0.81 %
11Charles Schwab Corp/The18.6M $0.80 %
12Bank of America Corp18.2M $0.77 %
13TELUS Corp28M $0.75 %
14JPMorgan Chase & Co18M $0.75 %
15Citizens Financial Group Inc17.7M $0.72 %
16Nordea Bank Abp17M $0.66 %
17Southern Co/The16.7M $0.63 %
18Svenska Handelsbanken AB16.4M $0.59 %
19CVS Health Corp16.2M $0.58 %
20Rogers Communications Inc16.1M $0.57 %
21Huntington Bancshares Inc/OH16M $0.57 %
22Vistra Corp15.6M $0.52 %
23Emera Inc15.5M $0.51 %
24Algonquin Power & Utilities Corp15.4M $0.51 %
25BNP Paribas SA15M $0.47 %
26HSBC Holdings PLC15M $0.47 %
27Royal Bank of Canada15M $0.47 %
28Duke Energy Corp14.7M $0.44 %
29NRG Energy Inc14.4M $0.41 %
30UBS Group AG13.6M $0.34 %
31FMC Corp13.5M $0.32 %

Sector breakdown

  • Materials 13.7 %
  • Energy 13.5 %
  • Unattributed 72.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 81.5 %
  • Canada 14.1 %
  • Australia 4.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States647.4M $81.49 %
2Canada38.2M $14.06 %
3Australia12.6M $4.45 %
Cite this page

Titelia. "Holdings of NORTH SQUARE STRATEGIC INCOME FUND". https://titelia.com/en/funds/S000067945