Fund HoldingsAddenda Capital Inc.

Total Portfolio Value
$2.70B
Total Bought
$128.46M
Total Sold
$342.12M
Net Transaction
-$213.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AGNICO EAGLE MINES LTD(AEM)138,817713,237+574,42015,611111,2014.11%+95,589
ALAMOS GOLD INC NEW1,890,9301,732,010-158,92050,14766,5962.46%+16,448
TORONTO DOMINION BK ONT(TD)01,328,052+1,328,0520114,5184.23%+114,518
NVIDIA CORPORATION(NVDA)64,947143,891+78,9448,72115,6420.58%+6,921
WABTEC(WAB)49,88676,568+26,6829,45813,8860.51%+4,428
CAMECO CORP(CCJ)0729,527+729,527043,2171.60%+43,217
WASTE CONNECTIONS INC(WCN)208,978196,441-12,53751,53455,1002.04%+3,566
VISA INC(V)79,73079,318-41225,19827,7981.03%+2,600
S&P GLOBAL INC(SPGI)13,04917,019+3,9706,4998,6470.32%+2,149
LINDE PLC(LIN)21,95923,667+1,7089,19411,0200.41%+1,827
AT&T INC(T)326,075325,522-5537,4259,2060.34%+1,781
F5 INC(FFIV)50,31453,098+2,78412,65214,1380.52%+1,486
SCHWAB CHARLES CORP(SCHW)145,128155,764+10,63610,74112,1930.45%+1,452
PFIZER INC(PFE)198,688255,713+57,0255,2716,4800.24%+1,209
ABBOTT LABS61,92961,823-1067,0058,2010.30%+1,196
AMPHENOL CORP NEW174,398201,023+26,62512,13613,2130.49%+1,077
FISERV INC(FISV)75,35574,863-49215,47916,5320.61%+1,053
LKQ CORP(LKQ)179,805179,516-2896,6117,6370.28%+1,025
THOMSON REUTERS CORP(TRI)54,21554,123-9212,51413,4400.50%+926
COCA COLA CO(KO)94,12393,973-1505,8606,7780.25%+917
MONDELEZ INTL INC(MDLZ)0113,102+113,10207,7190.29%+7,719
INTUIT(INTU)23,24725,248+2,00114,61115,5020.57%+891
JOHNSON & JOHNSON(JNJ)41,80741,736-716,0466,9210.26%+875
MIDDLEBY CORP(MIDD)54,77354,415-3587,4198,2700.31%+851
MEDTRONIC PLC(MDT)81,61181,474-1376,5647,3770.27%+814
BROADRIDGE FINL SOLUTIONS IN(BR)51,54851,208-34011,69312,4540.46%+761
UNITED PARCEL SERVICE INC(UPS)42,47855,239+12,7615,3566,0760.22%+719
DEERE & CO(DE)15,98515,958-276,7987,5150.28%+717
STANTEC INC(STN)108,207108,023-18412,22612,9090.48%+683
STARBUCKS CORP(SBUX)79,03278,897-1357,2147,7410.29%+527
MCDONALDS CORP(MCD)22,35722,319-386,4816,9720.26%+491
KINROSS GOLD CORP(KGC)025,730+25,73004660.02%+466
UNITEDHEALTH GROUP INC(UNH)026,824+26,824014,0490.52%+14,049
JPMORGAN CHASE & CO.(JPM)57,49457,688+19413,78214,1510.52%+369
DOW INC(DOW)141,519172,749+31,2305,6796,0320.22%+353
RIO TINTO PLC(RIO)0100,208+100,20806,2460.23%+6,246
MASTERCARD INCORPORATED(MA)14,97914,954-257,8878,1970.30%+309
CHURCH & DWIGHT CO INC(CHD)65,29464,817-4776,8377,1360.26%+299
OSISKO GOLD ROYALTIES LTD38,32542,261+3,9361,0001,2860.05%+286
CISCO SYS INC(CSCO)117,821117,621-2006,9737,2560.27%+283
COSTCO WHSL CORP NEW(COST)11,69711,611-8610,71810,9810.41%+264
SUNCOR ENERGY INC NEW(SU)876,546811,534-65,01244,97645,2191.67%+243
FORTIS INC(FTS)186,643173,402-13,24111,14811,3670.42%+218
STRYKER CORPORATION(SYK)18,91418,776-1386,8237,0030.26%+179
UNION PAC CORP(UNP)26,34026,148-1926,0076,1770.23%+171
ADOBE INC(ADBE)28,22733,100+4,87312,55212,6950.47%+143
MOLSON COORS BEVERAGE CO(TAP)13,91515,235+1,3207989270.03%+130
PROCTER AND GAMBLE CO(PG)33,98233,925-575,6975,7810.21%+84
FORD MTR CO(F)587,874586,876-9985,8205,8860.22%+66
TELUS CORPORATION(TU)12,40012,40002472610.01%+14
TJX COS INC NEW(TJX)117,028116,174-85414,13814,1500.52%+12
BHP GROUP LTD0112,041+112,04105,4380.20%+5,438
BROOKFIELD INFRASTRUCTURE CO(BIPC)13,87014,580+7108007580.03%-42
IMPERIAL OIL LTD(IMO)4,5303,370-1,1604043530.01%-51
ISHARES TR21,00022,500+1,5004,6394,4890.17%-150
DUPONT DE NEMOURS INC(DD)090,615+90,61506,7670.25%+6,767
SPDR S&P 500 ETF TR(SPY)2,7782,628-1501,6331,4740.05%-159
META PLATFORMS INC(META)16,54416,516-289,6819,5100.35%-172
WALMART INC(WMT)094,971+94,97108,3590.31%+8,359
CAE INC(CAE)398,803403,991+5,18814,55614,2930.53%-263
BRP INC(DOO)13,33114,699+1,3689797140.03%-265
HONDA MOTOR LTD(HMC)200,541200,201-3405,7255,4310.20%-294
GFL ENVIRONMENTAL INC(GFL)263,350237,960-25,39016,87516,5410.61%-335
PEPSICO INC(PEP)084,542+84,542012,6760.47%+12,676
LIGHTSPEED COMMERCE INC(LSPD)46,60951,395+4,7861,0226470.02%-375
INTERNATIONAL BUSINESS MACHS(IBM)41,36034,929-6,4319,0928,6850.32%-407
HOME DEPOT INC(HD)17,66217,632-306,8706,4620.24%-408
SUN LIFE FINANCIAL INC.(SLF)126,238125,649-58910,77410,3480.38%-426
RESMED INC(RMD)053,602+53,602011,9990.44%+11,999
GRANITE REAL ESTATE INVT TR(GRTUF)80,04376,163-3,8805,6065,1280.19%-478
THERMO FISHER SCIENTIFIC INC(TMO)19,31519,188-12710,0559,5550.35%-500
PEMBINA PIPELINE CORP(PBA)0548,465+548,465031,5701.17%+31,570
LOWES COS INC(LOW)36,21835,954-2648,9398,3860.31%-553
MERCK & CO INC(MRK)57,57657,479-975,7745,2050.19%-568
GILDAN ACTIVEWEAR INC(GIL)211,833214,203+2,37014,33113,6970.51%-633
BCE INC(BCE)0681,339+681,339023,2110.86%+23,211
NIKE INC(NKE)171,507192,982+21,47513,04012,3130.46%-727
TFI INTL INC(TFII)10,43511,622+1,1872,0341,3020.05%-731
PNC FINL SVCS GROUP INC(PNC)43,12742,812-3158,3177,5250.28%-792
CATERPILLAR INC(CAT)26,15826,113-459,4898,6120.32%-877
DISNEY WALT CO(DIS)067,961+67,96106,7080.25%+6,708
EMERSON ELEC CO(EMR)65,39465,283-1118,1047,1580.26%-947
FEDEX CORP(FDX)26,71826,673-457,5536,5390.24%-1,014
DIAGEO PLC(DEO)49,03148,778-2536,2335,1890.19%-1,044
IQVIA HLDGS INC(IQV)048,248+48,24808,5060.31%+8,506
AMAZON COM INC(AMZN)38,90138,835-668,5397,3920.27%-1,147
RB GLOBAL INC(RBA)104,63085,928-18,70213,57512,4110.46%-1,164
BOOKING HOLDINGS INC(BKNG)3,2863,265-2116,32615,0420.56%-1,285
FRANCO NEV CORP(FNV)06,546+6,54601,4820.05%+1,482
MAGNA INTL INC(MGA)264,312292,435+28,12315,88014,3030.53%-1,577
CENOVUS ENERGY INC(CVE)0356,505+356,50507,1300.26%+7,130
ALPHABET INC(GOOG)49,18549,102-839,3137,5910.28%-1,722
HONEYWELL INTL INC(HON)46,70740,452-6,25510,5518,5660.32%-1,985
RESTAURANT BRANDS INTL INC(QSR)0329,889+329,889031,9661.18%+31,966
MANULIFE FINL CORP(MFC)1,423,3841,343,263-80,12162,85760,2322.23%-2,625
BALL CORP0104,828+104,82805,4580.20%+5,458
OPEN TEXT CORP(OTEX)0169,703+169,70306,1640.23%+6,164
METHANEX CORP(MEOH)159,739159,468-27111,4748,0470.30%-3,427
ENBRIDGE INC(ENB)1,597,2171,475,038-122,17997,44693,9453.47%-3,501
CANADIAN PACIFIC KANSAS CITY(CP)0838,197+838,197084,8003.14%+84,800
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