TriCert Investment Counsel Inc.

CIK 0002143895 · WATERLOO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

TriCert Investment Counsel Inc. reported 88 positions worth $1.07B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: XLK (7.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.07B
2026 Q2
Positions
88
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.7%
Est. Net Flow (Q)
2026 Q2
10 / 88 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1XLKSELECT SECTOR SPDR TRSH$85.0M7.92%446,333
2JNJJOHNSON & JOHNSONSH$49.3M4.59%194,235
3BRK-BBERKSHIRE HATHAWAY INC DELSH$47.5M4.42%94,873
4MSFTMICROSOFT CORPSH$42.0M3.91%112,490
5QQQINVESCO QQQ TRSH$37.5M3.49%50,940
6NVSNOVARTIS AGSH$35.5M3.30%226,301
7GOOGLALPHABET INCSH$28.1M2.61%78,496
8VVISA INCSH$27.3M2.54%79,475
9ETNEATON CORP PLCSH$27.1M2.52%63,568
10IQLTISHARES TRSH$25.8M2.40%519,816

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TriCert Investment Counsel Inc. hold as of Q2 2026?

TriCert Investment Counsel Inc. reported 88 positions worth $1.07B in its Q2 2026 13F filing. Largest positions: XLK (7.9%), JNJ (4.6%), BRK-B (4.4%), MSFT (3.9%) and QQQ (3.5%).

What did TriCert Investment Counsel Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TriCert Investment Counsel Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.