Fund HoldingsAddenda Capital Inc.

Total Portfolio Value
$2.83B
Total Bought
$210.45M
Total Sold
$315.88M
Net Transaction
-$105.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALAMOS GOLD INC NEW01,890,930+1,890,930050,1471.77%+50,147
SHOPIFY INC(SHOP)903,127869,869-33,25897,854133,0814.70%+35,227
BANK MONTREAL QUE0760,614+760,6140106,1443.75%+106,144
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
296,481680,481+384,00014,07431,0841.10%+17,010
BROOKFIELD CORP(BN)1,881,6661,821,935-59,731135,160150,5285.31%+15,368
AGNICO EAGLE MINES LTD(AEM)7,927138,817+130,89086415,6110.55%+14,748
BANK NOVA SCOTIA HALIFAX1,130,5541,175,246+44,69283,31190,7173.20%+7,407
CANADIAN IMPERIAL BK COMM(CM)514,628545,010+30,38243,16450,0871.77%+6,923
ENBRIDGE INC(ENB)1,650,7451,597,217-53,52890,69297,4463.44%+6,754
S&P GLOBAL INC(SPGI)013,049+13,04906,4990.23%+6,499
GRANITE REAL ESTATE INVT TR(GRTUF)080,043+80,04305,6060.20%+5,606
TC ENERGY CORP(TRP)990,8581,034,497+43,63964,65470,1522.48%+5,498
WASTE CONNECTIONS INC(WCN)191,433208,978+17,54546,27951,5341.82%+5,255
BROADCOM INC(AVGO)253,636211,380-42,25643,75249,0061.73%+5,254
MANULIFE FINL CORP(MFC)1,445,6301,423,384-22,24657,78262,8572.22%+5,075
F5 INC(FFIV)35,07450,314+15,2407,72312,6520.45%+4,929
CAE INC(CAE)396,693398,803+2,11010,07214,5560.51%+4,484
INTUIT(INTU)023,247+23,247014,6110.52%+14,611
APPLE INC(AAPL)144,061150,546+6,48533,56637,7001.33%+4,134
BROOKFIELD ASSET MANAGMT LTD(BAM)322,906314,802-8,10420,64724,5420.87%+3,895
DESCARTES SYS GROUP INC(DSGX)214,200203,840-10,36029,81033,3071.18%+3,497
ALPHABET INC(GOOG)0140,233+140,233026,7060.94%+26,706
VISA INC(V)80,04079,730-31022,00725,1980.89%+3,191
WHEATON PRECIOUS METALS CORP(WPM)1,259,2451,321,835+62,590104,014106,9503.78%+2,936
JPMORGAN CHASE & CO.(JPM)52,54157,494+4,95311,07913,7820.49%+2,703
FISERV INC(FISV)71,47675,355+3,87912,84115,4790.55%+2,639
METHANEX CORP(MEOH)0159,739+159,739011,4740.41%+11,474
BOOKING HOLDINGS INC(BKNG)3,3203,286-3413,98416,3260.58%+2,342
RB GLOBAL INC(RBA)104,928104,630-29811,42113,5750.48%+2,153
NUTRIEN LTD(NTR)0510,088+510,088033,2051.17%+33,205
WABTEC(WAB)41,05149,886+8,8357,4629,4580.33%+1,996
GFL ENVIRONMENTAL INC(GFL)277,460263,350-14,11014,96916,8750.60%+1,907
PNC FINL SVCS GROUP INC(PNC)35,63643,127+7,4916,5878,3170.29%+1,730
BROADRIDGE FINL SOLUTIONS IN(BR)46,33951,548+5,2099,99911,6930.41%+1,694
SPDR S&P 500 ETF TR(SPY)02,778+2,77801,6330.06%+1,633
SCHWAB CHARLES CORP(SCHW)0145,128+145,128010,7410.38%+10,741
AMPHENOL CORP NEW0174,398+174,398012,1360.43%+12,136
ALPHABET INC(GOOG)049,185+49,18509,3130.33%+9,313
LINDE PLC(LIN)17,24521,959+4,7148,2239,1940.32%+970
EMERSON ELEC CO(EMR)65,58065,394-1867,1728,1040.29%+932
COLLIERS INTL GROUP INC(CIGI)163,365175,780+12,41533,53134,3991.21%+869
MAGNA INTL INC(MGA)0264,312+264,312015,8800.56%+15,880
SUN LIFE FINANCIAL INC.(SLF)126,576126,238-3389,93010,7740.38%+845
NVIDIA CORPORATION(NVDA)65,13264,947-1857,9148,7210.31%+807
BROOKFIELD INFRASTRUCTURE CO(BIPC)013,870+13,87008000.03%+800
GILDAN ACTIVEWEAR INC(GIL)213,483211,833-1,65013,59014,3310.51%+740
CISCO SYS INC(CSCO)118,156117,821-3356,2876,9730.25%+686
MEDTRONIC PLC(MDT)65,14081,611+16,4715,9096,5640.23%+655
HONEYWELL INTL INC(HON)046,707+46,707010,5510.37%+10,551
MASTERCARD INCORPORATED(MA)15,02214,979-437,4187,8870.28%+470
STANTEC INC(STN)0108,207+108,207012,2260.43%+12,226
TFI INTL INC(TFII)9,29810,435+1,1371,7272,0340.07%+306
AT&T INC(T)327,003326,075-9287,1947,4250.26%+231
BECTON DICKINSON & CO(BDX)35,32838,484+3,1568,5188,7310.31%+213
META PLATFORMS INC(META)16,59116,544-479,4869,6810.34%+195
FEDEX CORP(FDX)026,718+26,71807,5530.27%+7,553
AKAMAI TECHNOLOGIES INC(AKAM)85,76592,329+6,5648,6588,8310.31%+173
MOLSON COORS BEVERAGE CO(TAP)12,34213,915+1,5737107980.03%+88
DEERE & CO(DE)16,03115,985-466,7136,7980.24%+85
CHURCH & DWIGHT CO INC(CHD)64,73765,294+5576,7796,8370.24%+58
OSISKO GOLD ROYALTIES LTD37,79338,325+5329491,0000.04%+51
STRYKER CORPORATION(SYK)18,75418,914+1606,7886,8230.24%+36
BRP INC(DOO)12,06613,331+1,2659749790.03%+5
LIGHTSPEED COMMERCE INC(LSPD)45,67846,609+9311,0191,0220.04%+3
COSTCO WHSL CORP NEW(COST)12,09111,697-39410,71910,7180.38%-1
ROYAL BK CDA(RY)780,459759,990-20,469131,741131,7214.65%-20
THOMSON REUTERS CORP(TRI)54,37054,215-15512,54312,5140.44%-29
IMPERIAL OIL LTD(IMO)4,5304,53004344040.01%-30
TELUS CORPORATION(TU)012,400+12,40002470.01%+247
AMAZON COM INC(AMZN)038,901+38,90108,5390.30%+8,539
ABBOTT LABS62,10561,929-1767,0817,0050.25%-76
INTERNATIONAL BUSINESS MACHS(IBM)41,47841,360-1189,1709,0920.32%-78
DOW INC(DOW)105,488141,519+36,0315,7635,6790.20%-84
MICROSOFT CORP(MSFT)098,131+98,131041,3621.46%+41,362
MAG SILVER CORP10,0900-10,0901920-192
PROCTER AND GAMBLE CO(PG)34,07933,982-975,9025,6970.20%-205
FORTIS INC(FTS)0186,643+186,643011,1480.39%+11,148
MIDDLEBY CORP(MIDD)55,03954,773-2667,6587,4190.26%-239
ISHARES TR22,10021,000-1,1004,8834,6390.16%-244
SUNCOR ENERGY INC NEW(SU)906,307876,546-29,76145,24344,9761.59%-267
HOME DEPOT INC(HD)17,71217,662-507,1776,8700.24%-307
MCDONALDS CORP(MCD)22,42022,357-636,8276,4810.23%-346
TJX COS INC NEW(TJX)123,289117,028-6,26114,49114,1380.50%-353
BROOKFIELD INFRASTRUCTURE CO(BIPC)6,3000-6,3003700-370
FORD MTR CO(F)589,547587,874-1,6736,2265,8200.21%-406
UNION PAC CORP(UNP)26,11526,340+2256,4376,0070.21%-430
UNITED PARCEL SERVICE INC(UPS)042,478+42,47805,3560.19%+5,356
LKQ CORP(LKQ)177,010179,805+2,7957,0726,6110.23%-461
PFIZER INC(PFE)199,249198,688-5615,7665,2710.19%-495
STARBUCKS CORP(SBUX)79,25679,032-2247,7147,2140.25%-500
NIKE INC(NKE)153,683171,507+17,82413,63213,0400.46%-592
HONDA MOTOR LTD(HMC)201,112200,541-5716,3815,7250.20%-656
JOHNSON & JOHNSON(JNJ)41,92641,807-1196,7956,0460.21%-748
CATERPILLAR INC(CAT)26,23226,158-7410,2609,4890.33%-771
LOWES COS INC(LOW)35,90936,218+3099,7268,9390.32%-787
DIAGEO PLC(DEO)49,18449,031-1537,0246,2330.22%-791
MERCK & CO INC(MRK)057,576+57,57605,7740.20%+5,774
COCA COLA CO(KO)94,40194,123-2786,8295,8600.21%-969
ADOBE INC(ADBE)028,227+28,227012,5520.44%+12,552
THERMO FISHER SCIENTIFIC INC(TMO)18,03619,315+1,27911,16210,0550.35%-1,108
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