Fund HoldingsAddenda Capital Inc.

Total Portfolio Value
$2.30B
Total Bought
$71.64M
Total Sold
$172.72M
Net Transaction
-$101.09M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CANADIAN NAT RES LTD(CNQ)1,282,3131,342,368+60,05596,661119,0925.19%+22,431
SHOPIFY INC(SHOP)484,615729,045+244,43041,49354,0512.35%+12,559
CAMECO CORP(CCJ)875,425782,769-92,65636,32142,1831.84%+5,862
RESMED INC(RMD)029,725+29,72504,3950.19%+4,395
SUNCOR ENERGY INC NEW(SU)1,059,782974,679-85,10341,18345,5271.98%+4,344
CENOVUS ENERGY INC(CVE)464,090522,230+58,14010,44214,7690.64%+4,327
NUTRIEN LTD(NTR)549,366542,907-6,45943,33745,9282.00%+2,591
GLOBAL PMTS INC(GPN)63,82969,311+5,4826,2887,9980.35%+1,709
SPDR S&P 500 ETF TR(SPY)03,505+3,50501,5030.07%+1,503
TECK RESOURCES LTD(TECK)619,211615,237-3,97434,51535,9671.57%+1,452
UNITEDHEALTH GROUP INC(UNH)22,91624,161+1,24511,01412,1820.53%+1,167
AKAMAI TECHNOLOGIES INC(AKAM)71,24070,381-8596,4027,4980.33%+1,096
METHANEX CORP(MEOH)161,056160,822-2348,8169,8440.43%+1,028
VMWARE INC47,14846,575-5736,7757,7540.34%+979
DISNEY WALT CO(DIS)117,943141,552+23,60910,53011,4730.50%+943
CAE INC(CAE)323,560327,524+3,9649,59410,3860.45%+792
INTUIT(INTU)16,51516,287-2287,5678,3220.36%+755
SCHWAB CHARLES CORP(SCHW)125,828143,227+17,3997,1327,8630.34%+731
CATERPILLAR INC(CAT)26,36026,335-256,4867,1890.31%+704
HONDA MOTOR LTD(HMC)202,090201,901-1896,1256,7920.30%+667
RB GLOBAL INC(RBA)105,438105,340-988,3828,9580.39%+576
LINDE PLC(LIN)014,194+14,19405,2850.23%+5,285
ALPHABET INC(GOOG)49,56549,519-465,9336,4800.28%+547
ALPHABET INC(GOOG)156,576147,729-8,84718,94119,4780.85%+537
BROOKFIELD ASSET MANAGMT LTD(BAM)329,466326,021-3,44514,24614,7560.64%+510
DIAGEO PLC(DEO)038,668+38,66805,8450.25%+5,845
BROADRIDGE FINL SOLUTIONS IN(BR)42,67942,161-5187,0967,5780.33%+481
PAYPAL HLDGS INC(PYPL)0100,050+100,05005,8500.25%+5,850
BALL CORP111,306138,376+27,0706,4796,8880.30%+409
EMERSON ELEC CO(EMR)65,89965,837-625,9576,3580.28%+401
TELUS CORPORATION(TU)315,650382,971+67,3218,2298,6070.37%+378
TJX COS INC NEW(TJX)132,139130,315-1,82411,20411,5820.50%+378
COSTCO WHSL CORP NEW(COST)19,56419,294-27010,53310,9000.47%+367
F5 INC(FFIV)027,888+27,88804,4940.20%+4,494
TFI INTL INC(TFII)09,950+9,95001,7400.08%+1,740
INTEL CORP(INTC)0163,862+163,86205,8190.25%+5,819
META PLATFORMS INC(META)25,34525,322-237,2747,5970.33%+323
ADOBE INC(ADBE)22,01921,736-28310,76711,0830.48%+316
DUPONT DE NEMOURS INC(DD)91,47091,385-856,5356,8160.30%+282
INTERNATIONAL BUSINESS MACHS(IBM)41,68041,641-395,5775,8420.25%+265
CISCO SYS INC(CSCO)118,731118,620-1116,1406,3760.28%+236
NVIDIA CORPORATION(NVDA)17,57317,557-167,4407,6360.33%+196
BOOKING HOLDINGS INC(BKNG)3,4943,106-3889,4359,5790.42%+144
DANAHER CORPORATION(DHR)25,56925,216-3536,1426,2560.27%+114
WALMART INC(WMT)41,56741,528-396,5346,6420.29%+108
IMPERIAL OIL LTD(IMO)07,030+7,03005920.03%+592
MASTERCARD INCORPORATED(MA)15,09515,081-145,9375,9710.26%+34
MOLSON COORS BEVERAGE CO(TAP)010,994+10,99406990.03%+699
GRANITE REAL ESTATE INVT TR053,745+53,74503,8880.17%+3,888
BRP INC(DOO)010,240+10,24001,0550.05%+1,055
CVS HEALTH CORP(CVS)100,48799,286-1,2016,9476,9320.30%-15
RIO TINTO PLC(RIO)078,892+78,89205,0210.22%+5,021
LIGHTSPEED COMMERCE INC(LSPD)037,867+37,86707230.03%+723
UNION PAC CORP(UNP)020,679+20,67904,2110.18%+4,211
OSISKO GOLD ROYALTIES LTD032,097+32,09705140.02%+514
MIDDLEBY CORP(MIDD)49,27256,187+6,9157,2847,1920.31%-92
COOPER COS INC(COO)01,523+1,52304840.02%+484
AGNICO EAGLE MINES LTD(AEM)011,197+11,19706910.03%+691
WABTEC(WAB)09,051+9,05109620.04%+962
FORTIVE CORP(FTV)97,45596,247-1,2087,2877,1380.31%-149
HOME DEPOT INC(HD)17,79817,782-165,5295,3730.23%-156
AMPHENOL CORP NEW82,91181,894-1,0177,0596,8930.30%-166
PNC FINL SVCS GROUP INC(PNC)033,748+33,74804,1430.18%+4,143
AMAZON COM INC(AMZN)54,74754,696-517,1356,9550.30%-180
DOW INC(DOW)106,002105,903-995,6465,4600.24%-185
BECTON DICKINSON & CO(BDX)23,37623,113-2636,1715,9750.26%-196
HORMEL FOODS CORP(HRL)074,535+74,53502,8350.12%+2,835
PROCTER AND GAMBLE CO(PG)034,213+34,21304,9900.22%+4,990
GFL ENVIRONMENTAL INC(GFL)210,540245,525+34,98510,83010,5890.46%-241
BHP GROUP LTD088,684+88,68405,0440.22%+5,044
AT&T INC(T)0328,287+328,28704,9310.21%+4,931
COLLIERS INTL GROUP INC(CIGI)117,092115,442-1,65015,24514,9320.65%-313
NUVEI CORPORATION019,908+19,90804060.02%+406
THOMSON REUTERS CORP.(TRI)52,66654,583+1,9179,4209,0700.39%-350
MOODYS CORP(MCO)09,676+9,67603,0590.13%+3,059
DEERE & CO(DE)012,718+12,71804,8160.21%+4,816
MONDELEZ INTL INC(MDLZ)80,69279,578-1,1145,9125,5510.24%-361
SUN LIFE FINANCIAL INC.(SLF)123,656122,793-8638,5408,1370.35%-402
COCA COLA CO(KO)94,84894,772-765,7555,3480.23%-407
ISHARES TR028,050+28,05004,9760.22%+4,976
STARBUCKS CORP(SBUX)62,29462,236-586,1705,6790.25%-491
THERMO FISHER SCIENTIFIC INC(TMO)23,94223,649-29312,49911,9770.52%-522
CHURCH & DWIGHT CO INC(CHD)054,033+54,03304,9510.22%+4,951
PFIZER INC(PFE)153,090152,945-1455,6155,0730.22%-542
ABBOTT LABS049,294+49,29404,7740.21%+4,774
MEDTRONIC PLC(MDT)65,44865,396-525,8115,1690.23%-642
STRYKER CORPORATION(SYK)18,24417,991-2535,5784,9280.21%-650
WARNER BROS DISCOVERY INC(WBD)0360,217+360,21703,9120.17%+3,912
NIKE INC(NKE)124,047136,163+12,11613,73013,0580.57%-672
FEDEX CORP(FDX)31,54126,900-4,6417,8597,1650.31%-693
MERCK & CO INC(MRK)58,01357,965-486,7376,0090.26%-727
LOWES COS INC(LOW)35,88835,393-4958,1007,3560.32%-744
MCDONALDS CORP(MCD)22,53022,509-216,7235,9300.26%-793
MANULIFE FINL CORP(MFC)1,570,1471,551,210-18,93739,31638,5011.68%-815
VISA INC(V)79,31978,218-1,10118,83717,9910.78%-846
GILDAN ACTIVEWEAR INC(GIL)210,152211,880+1,7288,9768,0660.35%-909
JPMORGAN CHASE & CO(JPM)74,11768,030-6,08710,7809,8660.43%-914
FORTIS INC(FTS)170,297169,925-3729,7228,7660.38%-956
PEMBINA PIPELINE CORP(PBA)666,955656,035-10,92027,77926,7921.17%-986
CANADIAN IMPERIAL BK COMM TO(CM)213,184211,124-2,06012,24111,2530.49%-988
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