Fund HoldingsAddenda Capital Inc.

Total Portfolio Value
$2.63B
Total Bought
$64.18M
Total Sold
$155.22M
Net Transaction
-$91.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WHEATON PRECIOUS METALS CORP(WPM)619,975857,015+237,04040,52854,6782.08%+14,150
SHOPIFY INC(SHOP)733,742857,658+123,91675,69389,6253.40%+13,932
CANADIAN PACIFIC KANSAS CITY(CP)829,502802,461-27,04187,12395,9903.64%+8,868
BANK MONTREAL QUE848,655897,240+48,585111,267118,6604.51%+7,393
CANADIAN NAT RES LTD(CNQ)01,195,270+1,195,2700124,7604.74%+124,760
BROOKFIELD CORP(BN)1,869,1921,861,606-7,58699,348105,5164.01%+6,168
MANULIFE FINL CORP(MFC)1,568,8831,523,504-45,37945,93751,5401.96%+5,603
BANK NOVA SCOTIA HALIFAX1,191,4841,176,492-14,99276,85182,4373.13%+5,586
WASTE CONNECTIONS INC(WCN)200,025193,359-6,66639,57745,0281.71%+5,451
DISNEY WALT CO(DIS)142,459138,455-4,00412,90116,9410.64%+4,040
CAMECO CORP(CCJ)793,632835,732+42,10045,34049,0071.86%+3,667
CANADIAN IMPERIAL BK COMM TO(CM)228,018259,520+31,50214,75318,0530.69%+3,300
BROADCOM INC(AVGO)27,09025,101-1,98930,23933,2681.26%+3,029
CANADIAN NATL RY CO(CNI)447,723435,008-12,71574,56877,5922.95%+3,024
SUNCOR ENERGY INC NEW(SU)0883,469+883,469044,1651.68%+44,165
FORTIS INC(FTS)180,329222,965+42,6369,83011,9330.45%+2,103
TC ENERGY CORP(TRP)1,089,1461,072,990-16,15657,38759,4412.26%+2,054
CENOVUS ENERGY INC(CVE)0496,660+496,660013,4500.51%+13,450
BECTON DICKINSON & CO(BDX)030,123+30,12307,4540.28%+7,454
CATERPILLAR INC(CAT)26,30826,235-737,7789,6130.36%+1,835
DESCARTES SYS GROUP INC(DSGX)236,384226,190-10,19426,31728,0251.06%+1,708
RESMED INC(RMD)48,62850,239+1,6118,3659,9490.38%+1,584
DEERE & CO(DE)12,70516,033+3,3285,0996,6040.25%+1,505
RB GLOBAL INC(RBA)105,234104,940-2949,33110,8270.41%+1,496
GILDAN ACTIVEWEAR INC(GIL)211,901212,701+8009,28610,7520.41%+1,466
COLLIERS INTL GROUP INC(CIGI)117,022127,362+10,34019,63621,0870.80%+1,451
FISERV INC(FISV)70,55867,208-3,3509,37310,7410.41%+1,368
MERCK & CO INC(MRK)57,90757,745-1626,3577,6630.29%+1,306
HONDA MOTOR LTD(HMC)201,698201,136-5626,2347,4880.28%+1,254
CGI INC(GIB)434,867421,439-13,42861,72962,9802.39%+1,250
JPMORGAN CHASE & CO(JPM)62,71559,243-3,47210,66811,8660.45%+1,199
JOHNSON & JOHNSON(JNJ)067,857+67,857010,7340.41%+10,734
INTERNATIONAL BUSINESS MACHS(IBM)41,59941,483-1166,8047,9220.30%+1,118
EMERSON ELEC CO(EMR)065,588+65,58807,4390.28%+7,439
ENBRIDGE INC(ENB)1,661,5091,640,060-21,44979,25480,2813.05%+1,027
BALL CORP150,597143,037-7,5608,6629,6350.37%+973
FEDEX CORP(FDX)026,797+26,79707,7970.30%+7,797
MICROSOFT CORP(MSFT)104,28495,500-8,78439,21540,1791.53%+964
SUN LIFE FINANCIAL INC.(SLF)148,679151,077+2,39810,21711,1660.42%+949
WALMART INC(WMT)0124,119+124,11907,4940.28%+7,494
THOMSON REUTERS CORP.(TRI)54,52854,376-15210,56411,4620.44%+899
AMPHENOL CORP NEW81,25177,120-4,1318,0698,9100.34%+841
MASTERCARD INCORPORATED(MA)15,06615,024-426,4267,2350.27%+809
FORTIVE CORP(FTV)090,551+90,55107,7890.30%+7,789
RIO TINTO PLC(RIO)78,813100,677+21,8645,8686,6200.25%+752
VISA INC(V)77,76274,922-2,84020,24520,9090.79%+664
STRYKER CORPORATION(SYK)17,83216,749-1,0835,3526,0050.23%+653
HOME DEPOT INC(HD)17,76417,714-506,1566,7950.26%+639
TFI INTL INC(TFII)011,111+11,11102,4060.09%+2,406
STANTEC INC(STN)108,831108,528-30311,59912,2280.46%+629
RESTAURANT BRANDS INTL INC(QSR)396,378386,948-9,43041,32441,9271.59%+602
LOWES COS INC(LOW)35,08132,961-2,1207,8078,3960.32%+589
UNITED PARCEL SERVICE INC(UPS)075,882+75,882011,2780.43%+11,278
PAYPAL HLDGS INC(PYPL)99,95099,671-2796,1376,6750.25%+538
ALPHABET INC(GOOG)49,46949,331-1386,9107,4390.28%+529
PROCTER AND GAMBLE CO(PG)034,083+34,08305,5300.21%+5,530
BROOKFIELD ASSET MANAGMT LTD(BAM)328,321315,486-12,83517,47317,9510.68%+478
LINDE PLC(LIN)14,09313,462-6315,7746,2510.24%+477
FORD MTR CO DEL(F)0451,379+451,37905,9940.23%+5,994
ALPHABET INC(GOOG)146,522138,612-7,91020,64921,1050.80%+456
FRANCO NEV CORP(FNV)056,209+56,20909,0720.34%+9,072
WEST FRASER TIMBER CO LTD(WFG)03,790+3,79004430.02%+443
BHP GROUP LTD88,594112,562+23,9686,0526,4940.25%+442
IQVIA HLDGS INC(IQV)44,34642,187-2,15910,26110,6690.41%+408
GRANITE REAL ESTATE INVT TR60,48864,883+4,3954,6315,0340.19%+403
MIDDLEBY CORP(MIDD)55,76853,133-2,6358,2078,5430.32%+336
DOW INC(DOW)105,796105,501-2955,8026,1120.23%+310
BROOKFIELD INFRASTRUCTURE CO(BIPC)06,300+6,30003070.01%+307
MEDTRONIC PLC(MDT)65,32965,147-1825,4265,7220.22%+296
NUVEI CORPORATION27,43828,880+1,4429551,2410.05%+285
AT&T INC(T)327,956327,042-9145,5035,7560.22%+253
PEMBINA PIPELINE CORP(PBA)660,402635,252-25,15030,12830,3711.15%+244
COCA COLA CO(KO)94,66594,413-2525,5795,8210.22%+243
WABTEC(WAB)09,253+9,25301,3480.05%+1,348
TJX COS INC NEW(TJX)129,162121,355-7,80712,11712,3080.47%+191
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
27,34031,440+4,1001,1421,3300.05%+188
CHURCH & DWIGHT CO INC(CHD)050,334+50,33405,2500.20%+5,250
ROYAL BK CDA(RY)836,019821,206-14,813112,027112,1934.26%+167
DIAGEO PLC(DEO)038,520+38,52005,7910.22%+5,791
ABBOTT LABS49,24449,107-1375,4205,5820.21%+161
OSISKO GOLD ROYALTIES LTD036,569+36,56908150.03%+815
MONDELEZ INTL INC(MDLZ)89,78094,486+4,7066,5356,6480.25%+113
MOLSON COORS BEVERAGE CO(TAP)011,405+11,40507670.03%+767
DANAHER CORPORATION(DHR)27,93926,249-1,6906,4696,5610.25%+92
IMPERIAL OIL LTD(IMO)06,030+6,03005670.02%+567
F5 INC(FFIV)27,67026,271-1,3994,9524,9810.19%+28
AMAZON COM INC(AMZN)54,64146,192-8,4498,3038,3250.32%+22
PEPSICO INC(PEP)78,21575,999-2,21613,36913,3890.51%+20
BRP INC(DOO)010,583+10,58309630.04%+963
GLOBAL PMTS INC(GPN)68,78165,396-3,3858,7358,7410.33%+6
DUPONT DE NEMOURS INC(DD)091,038+91,03806,9800.27%+6,980
CAE INC(CAE)0333,146+333,14609,3180.35%+9,318
CISCO SYS INC(CSCO)0118,170+118,17005,8930.22%+5,893
PNC FINL SVCS GROUP INC(PNC)33,45031,426-2,0245,1805,0780.19%-101
SCHWAB CHARLES CORP(SCHW)141,960133,377-8,5839,7679,6480.37%-118
SPDR S&P 500 ETF TR(SPY)01,727+1,72709030.03%+903
PFIZER INC(PFE)198,325199,272+9475,7105,5300.21%-180
ISHARES TR022,700+22,70004,7740.18%+4,774
NUTRIEN LTD(NTR)0552,004+552,004041,0061.56%+41,006
AGNICO EAGLE MINES LTD(AEM)07,627+7,62706160.02%+616
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