Fund Holdings — Addenda Capital Inc.

Total Portfolio Value
$3.55B
Total Bought
$319.54M
Total Sold
$243.24M
Net Transaction
+$76.30M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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KINROSS GOLD CORP(KGC)34,5701,367,420+1,332,8501,33658,1561.64%+56,820
CANADIAN NAT RES LTD MED TER(CNQ)1,913,1781,812,408-100,77090,072124,0933.49%+34,021
SUNCOR ENERGY INC NEW(SU)760,866747,066-13,80046,35268,7381.94%+22,386
AGNICO EAGLE MINES LTD(AEM)667,254628,844-38,410155,310177,5675.00%+22,257
WHEATON PRECIOUS METALS CORP(WPM)570,442617,307+46,86592,047112,8893.18%+20,842
FRANCO NEV CORP(FNV)203,643221,821+18,17857,93876,4062.15%+18,468
HUDBAY MINERALS INC(HBM)14,030617,158+603,12838217,9780.51%+17,595
CELESTICA INC(CLS)040,090+40,090015,7320.44%+15,732
CAMECO CORP(CCJ)538,043550,763+12,72067,62183,3192.35%+15,698
ENBRIDGE INC(ENB)1,414,0461,406,938-7,10892,875106,0972.99%+13,223
TC ENERGY CORP(TRP)918,924908,833-10,09170,23379,9682.25%+9,735
SUNBELT RENTALS HOLDINGS INC(SUNB)0195,858+195,85809,3030.26%+9,303
CENOVUS ENERGY INC(CVE)656,064642,604-13,46015,23423,7250.67%+8,491
BERKSHIRE HATHAWAY INC DEL016,264+16,26407,7940.22%+7,794
TAIWAN SEMICONDUCTOR MANUFAC(TSM)18,01338,230+20,2175,48412,9480.36%+7,464
STERIS PLC(STE)18,55648,003+29,4474,70410,6150.30%+5,911
PEMBINA PIPELINE CORP(PBA)618,967605,547-13,42032,36637,7071.06%+5,342
METHANEX CORP(MEOH)183,000183,00009,96315,1690.43%+5,206
ALAMOS GOLD INC2,226,6491,987,059-239,590118,012122,9793.46%+4,967
DOW HLDGS INC(DOW)269,800269,80006,30811,2370.32%+4,929
PALO ALTO NETWORKS INC(PANW)027,602+27,60204,4250.12%+4,425
CANADIAN NATL RY CO(CNI)454,002460,005+6,00361,63165,8641.85%+4,233
WABTEC(WAB)97,08999,535+2,44620,72424,8750.70%+4,151
CANADIAN PACIFIC KANSAS CITY(CP)718,820699,650-19,17072,80176,7512.16%+3,951
ROYAL BK CDA(RY)702,804745,760+42,956164,449167,7074.72%+3,257
LINDE PLC(LIN)37,31038,263+95315,90918,9690.53%+3,061
COSTCO WHOLESALE CORPORATION(COST)17,03117,500+46914,68717,4380.49%+2,751
CATERPILLAR INC(CAT)18,80018,800010,77013,3190.38%+2,549
SHERWIN WILLIAMS CO(SHW)26,25433,760+7,5068,50710,8220.30%+2,315
THERMO FISHER SCIENTIFIC INC(TMO)29,48339,454+9,97117,09519,4050.55%+2,310
NUTRIEN LTD(NTR)105,900105,90009,05111,2020.32%+2,151
RESTAURANT BRANDS INTL INC(QSR)318,202310,216-7,98630,07432,2180.91%+2,143
FEDEX CORP(FDX)30,00030,00008,70910,7290.30%+2,020
F5 INC(FFIV)75,95572,999-2,95619,38821,1210.59%+1,733
TJX COS INC NEW(TJX)155,918160,221+4,30323,95125,5870.72%+1,637
BHP BILLITON LIMITED129,200129,20007,8009,3980.26%+1,598
RIO TINTO PLC(RIO)91,60091,60007,3318,7780.25%+1,447
JOHNSON & JOHNSON(JNJ)37,40037,40007,7409,1420.26%+1,402
DEERE & CO(DE)14,30014,30006,6818,0780.23%+1,398
BCE INC(BCE)463,466471,327+7,86115,37916,7480.47%+1,370
QNITY ELECTRONICS INC(Q)40,60040,60003,3154,6840.13%+1,369
BARRICK MNG CORP(B)023,590+23,59001,3410.04%+1,341
MERCK & CO INC(MRK)87,80087,80009,31610,6360.30%+1,320
AT&T INC(T)291,700291,70007,2468,4560.24%+1,211
WALMART INC(WMT)85,10085,10009,50210,5960.30%+1,095
CHURCH & DWIGHT CO INC(CHD)84,56786,898+2,3317,0918,1090.23%+1,018
TECK RESOURCES LTD(TECK)169,102168,202-90011,11212,1270.34%+1,016
FORTIS INC(FTS)171,180169,950-1,23012,21513,1900.37%+974
PFIZER INC(PFE)290,800290,80007,2418,1660.23%+925
MONDELEZ INTL INC(MDLZ)165,791170,356+4,5658,9959,8930.28%+898
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
795,755771,858-23,89737,96538,7321.09%+766
MAGNA INTL INC(MGA)163,585163,585011,97012,7090.36%+739
COCA COLA CO(KO)106,400106,40007,4388,1480.23%+710
TRANSFORCE INC(TFII)139,823135,340-4,48319,92720,5820.58%+656
ORLA MNG LTD NEW028,440+28,44006360.02%+636
UNION PAC CORP(UNP)34,16235,105+9437,9028,5170.24%+615
SKEENA RES LTD NEW(SKE)011,840+11,84004910.01%+491
DUPONT DE NEMOURS INC(DD)81,20081,20003,2643,7190.10%+455
NVIDIA CORPORATION(NVDA)246,183265,591+19,40845,92146,3211.30%+401
TORONTO DOMINION BK ONT(TD)1,303,1351,300,447-2,688168,574168,9544.76%+381
STARBUCKS CORP(SBUX)70,70070,70005,9556,3330.18%+378
PNC FINL SVCS GROUP INC(PNC)62,75064,482+1,73213,09813,4180.38%+320
OR ROYALTIES INC.(OR)35,44438,004+2,5601,7262,0160.06%+290
GRACO INC(GGG)56,08857,633+1,5454,5984,8790.14%+281
EQUINOX GOLD CORP(EQX)19,22032,360+13,1403716500.02%+279
ROGERS COMMUNICATIONS INC(RCI)173,989173,038-9519,1019,3440.26%+243
COCA-COLA EUROPACIFIC PARTNE
SHS
02,543+2,54302310.01%+231
BRP INC(DOO)16,53617,731+1,1951,6081,7730.05%+165
TELUS CORPORATION(TU)12,40019,400+7,0002303550.01%+125
MCDONALDS CORP(MCD)20,00020,00006,1136,2160.18%+103
SUN LIFE FINANCIAL INC.(SLF)113,230112,410-8209,7029,7970.28%+95
LOWES COS INC(LOW)69,62571,421+1,79616,79116,8750.48%+85
ISHARES TR21,65021,760+1105,3305,3960.15%+66
CISCO SYS INC(CSCO)105,400105,40008,1208,1760.23%+56
PROCTER & GAMBLE CO(PG)39,20039,20005,6185,6620.16%+44
IMPERIAL OIL LTD(IMO)4,6003,160-1,4405495790.02%+30
MOLSON COORS BEVERAGE CO(TAP)15,97316,988+1,0157467320.02%-14
UNITED PARCEL SVCS INC(UPS)79,40079,40007,8767,8110.22%-64
EMERSON ELEC CO(EMR)58,50058,50007,7647,6650.22%-99
ZOETIS INC(ZTS)28,93129,737+8063,6403,5150.10%-125
BROOKFIELD INFRASTRUCTURE CO(BIPC)20,36019,480-8801,2691,0710.03%-198
HOME DEPOT INC(HD)15,80015,80005,4375,1960.15%-240
STRYKER CORPORATION(SYK)30,72831,575+84710,82310,3990.29%-424
RB GLOBAL INC(RBA)77,00077,000010,88110,2730.29%-608
MEDTRONIC PLC(MDT)73,00073,00007,0646,3770.18%-687
SCHWAB CHARLES CORP(SCHW)199,554204,698+5,14419,93719,2380.54%-700
STANTEC INC(STN)77,40077,400010,0429,3270.26%-715
RESMED INC(RMD)76,37978,355+1,97618,39717,5890.50%-808
FORD MTR CO(F)525,900525,90006,9006,0690.17%-831
EMERA INC(EMA)461,955421,545-40,41031,24730,3980.86%-849
DIAGEO PLC(DEO)73,00073,00006,2985,4350.15%-863
ALPHABET INC(GOOG)35,50035,500011,11610,2110.29%-905
HONDA MOTOR CO LTD(HMC)179,400179,40005,2894,3610.12%-927
MASTERCARD INCORPORATED(MA)13,40013,40007,6506,6950.19%-954
META PLATFORMS INC(META)11,50011,50007,5916,5770.19%-1,014
UNITED RENTALS INC(URI)16,73917,094+35513,54712,4540.35%-1,093
DISNEY WALT CO(DIS)60,90060,90006,9745,8700.17%-1,105
APPLE INC(AAPL)216,803227,617+10,81458,94057,7671.63%-1,173
ABBOTT LABORATORIES55,40055,40006,9415,6880.16%-1,253
GILDAN ACTIVEWEAR INC(GIL)191,983193,737+1,75416,47015,0760.42%-1,394
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Addenda Capital Inc. — 13F Holdings — Q1 2026 | TickerTrail