Fund HoldingsAddenda Capital Inc.

Total Portfolio Value
$2.80B
Total Bought
$242.35M
Total Sold
$138.47M
Net Transaction
+$103.88M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BROOKFIELD CORP(BN)01,881,666+1,881,6660135,1604.82%+135,160
FRANCO NEV CORP(FNV)104,369215,300+110,93116,92936,1661.29%+19,237
TORONTO DOMINION BK ONT(TD)01,546,439+1,546,4390132,2514.72%+132,251
WHEATON PRECIOUS METALS CORP(WPM)1,223,5451,259,245+35,70087,765104,0143.71%+16,249
CANADIAN IMPERIAL BK COMM(CM)409,201514,628+105,42726,98743,1641.54%+16,177
SHOPIFY INC(SHOP)0903,127+903,127097,8543.49%+97,854
ROYAL BK CDA(RY)797,352780,459-16,893116,134131,7414.70%+15,607
ENBRIDGE INC(ENB)01,650,745+1,650,745090,6923.24%+90,692
CANADIAN PACIFIC KANSAS CITY(CP)0837,142+837,142096,9903.46%+96,990
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
43,063296,481+253,4181,61814,0740.50%+12,456
COLLIERS INTL GROUP INC(CIGI)153,625163,365+9,74023,50133,5311.20%+10,030
BANK NOVA SCOTIA HALIFAX01,130,554+1,130,554083,3112.97%+83,311
BARRICK GOLD CORP2,401,4452,384,905-16,54054,80164,1542.29%+9,353
TC ENERGY CORP(TRP)0990,858+990,858064,6542.31%+64,654
BROADCOM INC(AVGO)21,924253,636+231,71235,19943,7521.56%+8,553
CGI INC(GIB)0406,020+406,020063,1852.25%+63,185
WABTEC(WAB)7,95041,051+33,1011,2567,4620.27%+6,205
BROOKFIELD ASSET MANAGMT LTD(BAM)0322,906+322,906020,6470.74%+20,647
MANULIFE FINL CORP(MFC)1,477,1761,445,630-31,54653,81457,7822.06%+3,968
PEMBINA PIPELINE CORP(PBA)606,187621,877+15,69030,77034,6701.24%+3,900
APPLE INC(AAPL)143,716144,061+34530,26933,5661.20%+3,297
NIKE INC(NKE)0153,683+153,683013,6320.49%+13,632
RESMED INC(RMD)58,98658,964-2211,29114,3940.51%+3,103
F5 INC(FFIV)29,66735,074+5,4075,1107,7230.28%+2,614
GILDAN ACTIVEWEAR INC(GIL)212,496213,483+98711,02613,5900.48%+2,564
TECK RESOURCES LTD(TECK)497,619494,988-2,63132,62434,9661.25%+2,342
VISA INC(V)75,51380,040+4,52719,82022,0070.79%+2,187
FISERV INC(FISV)71,59971,476-12310,67112,8410.46%+2,170
INTERNATIONAL BUSINESS MACHS(IBM)41,47641,478+27,1739,1700.33%+1,997
UNITEDHEALTH GROUP INC(UNH)25,59925,587-1213,03714,9600.53%+1,924
CANADIAN NATL RY CO(CNI)0448,554+448,554071,0372.53%+71,037
LOWES COS INC(LOW)35,80535,909+1047,8949,7260.35%+1,832
WALMART INC(WMT)124,092124,097+58,40210,0210.36%+1,619
STARBUCKS CORP(SBUX)79,25379,256+36,1707,7140.28%+1,544
CATERPILLAR INC(CAT)26,23126,232+18,73810,2600.37%+1,522
UNION PAC CORP(UNP)21,93426,115+4,1814,9636,4370.23%+1,474
WASTE CONNECTIONS INC(WCN)186,730191,433+4,70344,82146,2791.65%+1,458
DESCARTES SYS GROUP INC(DSGX)215,260214,200-1,06028,53329,8101.06%+1,278
GRANITE REAL ESTATE INVT TR76,03378,223+2,1905,1756,4070.23%+1,232
BALL CORP153,464153,390-749,21110,4170.37%+1,206
THERMO FISHER SCIENTIFIC INC(TMO)018,036+18,036011,1620.40%+11,162
IQVIA HLDGS INC(IQV)045,155+45,155010,7000.38%+10,700
META PLATFORMS INC(META)16,59016,591+18,3619,4860.34%+1,125
PEPSICO INC(PEP)80,01584,166+4,15113,19714,3120.51%+1,116
MCDONALDS CORP(MCD)22,41922,420+15,7136,8270.24%+1,114
HOME DEPOT INC(HD)17,71117,712+16,0977,1770.26%+1,080
PNC FINL SVCS GROUP INC(PNC)35,53235,636+1045,5256,5870.23%+1,063
TJX COS INC NEW(TJX)122,931123,289+35813,53514,4910.52%+957
MONDELEZ INTL INC(MDLZ)112,625112,953+3287,4118,3660.30%+956
AT&T INC(T)326,987327,003+166,2497,1940.26%+945
AKAMAI TECHNOLOGIES INC(AKAM)85,78985,765-247,7288,6580.31%+930
CHURCH & DWIGHT CO INC(CHD)56,72364,737+8,0145,8816,7790.24%+898
BROADRIDGE FINL SOLUTIONS IN(BR)46,36146,339-229,1649,9990.36%+835
BOOKING HOLDINGS INC(BKNG)3,3213,320-113,15613,9840.50%+828
DIAGEO PLC(DEO)49,15749,184+276,1987,0240.25%+827
MASTERCARD INCORPORATED(MA)15,02115,022+16,6277,4180.26%+791
DUPONT DE NEMOURS INC(DD)91,02391,027+47,3268,1110.29%+785
COCA COLA CO(KO)94,39794,401+46,0536,8290.24%+775
MEDTRONIC PLC(MDT)65,12865,140+125,1715,9090.21%+738
BHP GROUP LTD112,545112,552+76,4257,1570.26%+732
DEERE & CO(DE)16,03016,031+16,0126,7130.24%+701
CISCO SYS INC(CSCO)118,150118,156+65,6136,2870.22%+674
SUNCOR ENERGY INC NEW(SU)854,658906,307+51,64944,57045,2431.61%+672
JOHNSON & JOHNSON(JNJ)041,926+41,92606,7950.24%+6,795
LKQ CORP(LKQ)154,310177,010+22,7006,4197,0720.25%+653
LINDE PLC(LIN)17,26817,245-237,5778,2230.29%+646
ABBOTT LABS62,10262,105+36,4537,0810.25%+628
MIDDLEBY CORP(MIDD)055,039+55,03907,6580.27%+7,658
FORD MTR CO(F)451,303589,547+138,2445,6596,2260.22%+566
RIO TINTO PLC(RIO)100,663100,668+56,6377,1650.26%+528
RB GLOBAL INC(RBA)104,923104,928+510,94811,4210.41%+474
COSTCO WHSL CORP NEW(COST)12,05712,091+3410,24810,7190.38%+471
JPMORGAN CHASE & CO.(JPM)052,541+52,541011,0790.40%+11,079
STRYKER CORPORATION(SYK)18,69918,754+556,3756,7880.24%+413
GLOBAL PMTS INC(GPN)070,327+70,32707,2030.26%+7,203
RESTAURANT BRANDS INTL INC(QSR)0378,552+378,552037,2391.33%+37,239
PROCTER AND GAMBLE CO(PG)34,07834,079+15,6205,9020.21%+282
BECTON DICKINSON & CO(BDX)35,36335,328-358,2658,5180.30%+253
ISHARES TR23,00022,100-9004,6674,8830.17%+216
LIGHTSPEED COMMERCE INC(LSPD)44,04145,678+1,6378241,0190.04%+195
PFIZER INC(PFE)199,239199,249+105,5755,7660.21%+192
OSISKO GOLD ROYALTIES LTD36,44837,793+1,3457799490.03%+170
DOW INC(DOW)105,483105,488+55,5965,7630.21%+167
MOLSON COORS BEVERAGE CO(TAP)11,82012,342+5226017100.03%+109
GFL ENVIRONMENTAL INC(GFL)279,360277,460-1,90014,88414,9690.53%+85
BROOKFIELD INFRASTRUCTURE CO(BIPC)6,3006,30002903700.01%+80
NUVEI CORPORATION24,60325,517+9141,0901,1510.04%+61
CAE INC(CAE)394,829396,693+1,86410,03310,0720.36%+39
MAG SILVER CORP10,51010,090-4201681920.01%+24
THOMSON REUTERS CORP.(TRI)54,36754,370+312,53812,5430.45%+5
BRP INC(DOO)11,63612,066+4301,0229740.03%-49
EMERSON ELEC CO(EMR)65,57765,580+37,2247,1720.26%-51
TFI INTL INC(TFII)9,1029,298+1961,8131,7270.06%-86
IMPERIAL OIL LTD(IMO)5,5504,530-1,0205214340.02%-87
HONDA MOTOR LTD(HMC)201,102201,112+106,4846,3810.23%-102
NVIDIA CORPORATION(NVDA)65,12965,132+38,0417,9140.28%-127
BCE INC(BCE)0658,418+658,418031,6161.13%+31,616
AGNICO EAGLE MINES LTD(AEM)11,4177,927-3,4901,0228640.03%-158
SUN LIFE FINANCIAL INC.(SLF)152,339126,576-25,76310,2199,9300.35%-289
WEST FRASER TIMBER CO LTD(WFG)2,7800-2,7802930-293
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