Fund HoldingsAddenda Capital Inc.

Total Portfolio Value
$2.56B
Total Bought
$277.96M
Total Sold
$131.35M
Net Transaction
+$146.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BARRICK GOLD CORP03,105,335+3,105,335074,3422.90%+74,342
BANK MONTREAL QUE0848,655+848,6550111,2674.35%+111,267
SHOPIFY INC(SHOP)729,045733,742+4,69754,05175,6932.96%+21,641
BROOKFIELD CORP(BN)01,869,192+1,869,192099,3483.88%+99,348
WHEATON PRECIOUS METALS CORP(WPM)0619,975+619,975040,5281.58%+40,528
ROYAL BK CDA(RY)0836,019+836,0190112,0274.38%+112,027
BROADCOM INC(AVGO)027,090+27,090030,2391.18%+30,239
RESTAURANT BRANDS INTL INC(QSR)0396,378+396,378041,3241.61%+41,324
ROGERS COMMUNICATIONS INC(RCI)0839,503+839,503052,4892.05%+52,489
CANADIAN NATL RY CO(CNI)0447,723+447,723074,5682.91%+74,568
MANULIFE FINL CORP(MFC)1,551,2101,568,883+17,67338,50145,9371.79%+7,436
TC ENERGY CORP(TRP)01,089,146+1,089,146057,3872.24%+57,387
HONDA MOTOR LTD(HMC)0201,698+201,69806,2340.24%+6,234
TORONTO DOMINION BK ONT(TD)01,628,442+1,628,4420139,4275.45%+139,427
ENBRIDGE INC(ENB)01,661,509+1,661,509079,2543.10%+79,254
MICROSOFT CORP(MSFT)0104,284+104,284039,2151.53%+39,215
COLLIERS INTL GROUP INC(CIGI)115,442117,022+1,58014,93219,6360.77%+4,704
OPEN TEXT CORP(OTEX)0517,848+517,848028,8391.13%+28,839
BANK NOVA SCOTIA HALIFAX01,191,484+1,191,484076,8513.00%+76,851
RESMED INC(RMD)29,72548,628+18,9034,3958,3650.33%+3,970
CGI INC(GIB)0434,867+434,867061,7292.41%+61,729
CANADIAN IMPERIAL BK COMM TO(CM)211,124228,018+16,89411,25314,7530.58%+3,500
GFL ENVIRONMENTAL INC(GFL)245,525305,585+60,06010,58913,9680.55%+3,379
PEMBINA PIPELINE CORP(PBA)656,035660,402+4,36726,79230,1281.18%+3,335
CANADIAN PACIFIC KANSAS CITY(CP)0829,502+829,502087,1233.40%+87,123
CAMECO CORP(CCJ)782,769793,632+10,86342,18345,3401.77%+3,157
WASTE CONNECTIONS INC(WCN)0200,025+200,025039,5771.55%+39,577
BROOKFIELD ASSET MANAGMT LTD(BAM)326,021328,321+2,30014,75617,4730.68%+2,718
DESCARTES SYS GROUP INC(DSGX)0236,384+236,384026,3171.03%+26,317
INTEL CORP(INTC)163,862163,697-1655,8198,2270.32%+2,409
VISA INC(V)78,21877,762-45617,99120,2450.79%+2,254
APPLE INC(AAPL)0139,287+139,287026,8171.05%+26,817
BOOKING HOLDINGS INC(BKNG)3,1063,293+1879,57911,6810.46%+2,102
SUN LIFE FINANCIAL INC.(SLF)122,793148,679+25,8868,13710,2170.40%+2,080
STANTEC INC(STN)0108,831+108,831011,5990.45%+11,599
SCHWAB CHARLES CORP(SCHW)143,227141,960-1,2677,8639,7670.38%+1,904
ADOBE INC(ADBE)21,73621,558-17811,08312,8620.50%+1,778
BALL CORP138,376150,597+12,2216,8888,6620.34%+1,774
INTUIT(INTU)16,28716,144-1438,32210,0900.39%+1,769
NIKE INC(NKE)136,163135,465-69813,05814,7520.58%+1,695
UNITEDHEALTH GROUP INC(UNH)24,16126,234+2,07312,18213,8110.54%+1,630
AKAMAI TECHNOLOGIES INC(AKAM)70,38176,659+6,2787,4989,0730.35%+1,574
CVS HEALTH CORP(CVS)99,286106,827+7,5416,9328,4350.33%+1,503
THOMSON REUTERS CORP.(TRI)54,58354,528-559,07010,5640.41%+1,494
IQVIA HLDGS INC(IQV)044,346+44,346010,2610.40%+10,261
DISNEY WALT CO(DIS)141,552142,459+90711,47312,9010.50%+1,429
BCE INC(BCE)0653,033+653,033034,7001.36%+34,700
META PLATFORMS INC(META)25,32225,297-257,5978,9560.35%+1,360
AMAZON COM INC(AMZN)54,69654,641-556,9558,3030.32%+1,348
FISERV INC(FISV)070,558+70,55809,3730.37%+9,373
MAGNA INTL INC(MGA)0254,929+254,929019,9580.78%+19,958
GILDAN ACTIVEWEAR INC(GIL)211,880211,901+218,0669,2860.36%+1,219
AMPHENOL CORP NEW81,89481,251-6436,8938,0690.32%+1,177
ALPHABET INC(GOOG)147,729146,522-1,20719,47820,6490.81%+1,171
COSTCO WHSL CORP NEW(COST)19,29417,916-1,37810,90012,0540.47%+1,154
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
027,340+27,34001,1420.04%+1,142
HONEYWELL INTL INC(HON)047,412+47,41209,9430.39%+9,943
FORTIS INC(FTS)169,925180,329+10,4048,7669,8300.38%+1,063
BROADRIDGE FINL SOLUTIONS IN(BR)42,16141,833-3287,5788,6350.34%+1,058
NVIDIA CORPORATION(NVDA)17,55717,539-187,6368,6860.34%+1,050
PNC FINL SVCS GROUP INC(PNC)33,74833,450-2984,1435,1800.20%+1,036
MIDDLEBY CORP(MIDD)56,18755,768-4197,1928,2070.32%+1,015
BHP GROUP LTD88,68488,594-905,0446,0520.24%+1,008
MONDELEZ INTL INC(MDLZ)79,57889,780+10,2025,5516,5350.26%+984
INTERNATIONAL BUSINESS MACHS(IBM)41,64141,599-425,8426,8040.27%+961
PEPSICO INC(PEP)078,215+78,215013,3690.52%+13,369
RIO TINTO PLC(RIO)78,89278,813-795,0215,8680.23%+848
UNION PAC CORP(UNP)20,67920,495-1844,2115,0340.20%+823
JPMORGAN CHASE & CO(JPM)68,03062,715-5,3159,86610,6680.42%+802
HOME DEPOT INC(HD)17,78217,764-185,3736,1560.24%+783
GRANITE REAL ESTATE INVT TR53,74560,488+6,7433,8884,6310.18%+742
MCDONALDS CORP(MCD)22,50922,486-235,9306,6670.26%+738
GLOBAL PMTS INC(GPN)69,31168,781-5307,9988,7350.34%+737
MOODYS CORP(MCO)9,6769,594-823,0593,7470.15%+688
ABBOTT LABS49,29449,244-504,7745,4200.21%+646
PFIZER INC(PFE)152,945198,325+45,3805,0735,7100.22%+637
TELUS CORPORATION(TU)382,971385,470+2,4998,6079,2340.36%+627
CATERPILLAR INC(CAT)26,33526,308-277,1897,7780.30%+589
AT&T INC(T)328,287327,956-3314,9315,5030.22%+572
NUVEI CORPORATION19,90827,438+7,5304069550.04%+550
TJX COS INC NEW(TJX)130,315129,162-1,15311,58212,1170.47%+534
LINDE PLC(LIN)14,19414,093-1015,2855,7740.23%+489
THERMO FISHER SCIENTIFIC INC(TMO)23,64923,464-18511,97712,4610.49%+484
F5 INC(FFIV)27,88827,670-2184,4944,9520.19%+459
MASTERCARD INCORPORATED(MA)15,08115,066-155,9716,4260.25%+455
LOWES COS INC(LOW)35,39335,081-3127,3567,8070.31%+451
ALPHABET INC(GOOG)49,51949,469-506,4806,9100.27%+431
STRYKER CORPORATION(SYK)17,99117,832-1594,9285,3520.21%+424
RB GLOBAL INC(RBA)105,340105,234-1068,9589,3310.36%+373
MERCK & CO INC(MRK)57,96557,907-586,0096,3570.25%+348
DOW INC(DOW)105,903105,796-1075,4605,8020.23%+341
LIGHTSPEED COMMERCE INC(LSPD)37,86737,855-127231,0530.04%+331
WARNER BROS DISCOVERY INC(WBD)360,217372,503+12,2863,9124,2390.17%+327
STARBUCKS CORP(SBUX)62,23662,173-635,6795,9700.23%+292
PAYPAL HLDGS INC(PYPL)100,05099,950-1005,8506,1370.24%+287
DEERE & CO(DE)12,71812,705-134,8165,0990.20%+282
MEDTRONIC PLC(MDT)65,39665,329-675,1695,4260.21%+257
COCA COLA CO(KO)94,77294,665-1075,3485,5790.22%+230
METHANEX CORP(MEOH)160,822160,660-1629,84410,0700.39%+226
DANAHER CORPORATION(DHR)25,21627,939+2,7236,2566,4690.25%+213
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