Fund HoldingsAddenda Capital Inc.

Total Portfolio Value
$3.41B
Total Bought
$146.72M
Total Sold
$308.45M
Net Transaction
-$161.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AMAZON COM INC(AMZN)38,599160,375+121,7768,47437,0311.09%+28,556
FRANCO NEV CORP(FNV)108,238203,643+95,40533,52957,9381.70%+24,410
TORONTO DOMINION BK ONT(TD)1,325,2501,303,135-22,115147,474168,5744.95%+21,100
WHEATON PRECIOUS METALS CORP(WPM)472,290570,442+98,15273,55492,0472.70%+18,492
ROYAL BK CDA(RY)717,131702,804-14,327147,098164,4494.83%+17,351
CAMECO CORP(CCJ)444,156538,043+93,88751,87767,6211.98%+15,744
BOYD GROUP SERVICES INC(BGSI)068,067+68,067014,8920.44%+14,892
BANK NOVA SCOTIA HALIFAX1,094,3301,070,928-23,40298,479108,4103.18%+9,931
ALAMOS GOLD INC NEW2,274,8632,226,649-48,214110,354118,0123.46%+7,659
SHOPIFY INC(SHOP)696,130683,436-12,694143,932151,0394.43%+7,108
S&P GLOBAL INC(SPGI)26,06636,979+10,91312,68719,3250.57%+6,638
TRANSUNION(TRU)53,867123,692+69,8254,51310,6070.31%+6,094
ALPHABET INC(GOOG)206,756179,798-26,95850,35556,4211.66%+6,065
TAIWAN SEMICONDUCTOR MFG LTD(TSM)018,013+18,01305,4840.16%+5,484
SHERWIN WILLIAMS CO(SHW)10,56126,254+15,6933,6578,5070.25%+4,850
NVIDIA CORPORATION(NVDA)223,090246,183+23,09341,61545,9211.35%+4,305
APPLE INC(AAPL)214,901216,803+1,90254,72058,9401.73%+4,220
CANADIAN IMPERIAL BANK OF CO(CM)441,839426,376-15,46349,56653,5121.57%+3,947
BROOKFIELD CORP(BN)1,386,6492,158,161+771,512132,411136,0073.99%+3,596
MANULIFE FINL CORP(MFC)0770,657+770,657038,4101.13%+38,410
QNITY ELECTRONICS INC(Q)040,600+40,60003,3150.10%+3,315
THERMO FISHER SCIENTIFIC INC(TMO)29,75729,483-27414,44417,0950.50%+2,651
TFI INTL INC(TFII)141,866139,823-2,04317,46519,9270.58%+2,462
IQVIA HLDGS INC(IQV)61,11760,279-83811,60913,5870.40%+1,979
SPDR S&P 500 ETF TR(SPY)02,530+2,53001,7300.05%+1,730
WASTE CONNECTIONS INC(WCN)0220,427+220,427053,0611.56%+53,061
ALPHABET INC(GOOG)39,37535,500-3,8759,56911,1160.33%+1,547
KINROSS GOLD CORP(KGC)034,570+34,57001,3360.04%+1,336
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
802,124795,755-6,36936,78537,9651.11%+1,180
RESTAURANT BRANDS INTL INC(QSR)0318,202+318,202030,0740.88%+30,074
MERCK & CO INC(MRK)97,39587,800-9,5958,2369,3160.27%+1,081
WABTEC(WAB)98,44097,089-1,35119,73420,7240.61%+989
FEDEX CORP(FDX)33,27730,000-3,2777,8858,7090.26%+824
CATERPILLAR INC(CAT)018,800+18,800010,7700.32%+10,770
RIO TINTO PLC(RIO)101,59991,600-9,9996,7077,3310.22%+624
SCHWAB CHARLES CORP(SCHW)202,348199,554-2,79419,31819,9370.59%+619
SUNCOR ENERGY INC NEW(SU)786,380760,866-25,51445,79946,3521.36%+553
UNITED PARCEL SERVICE INC(UPS)88,06779,400-8,6677,3567,8760.23%+519
HUDBAY MINERALS INC(HBM)014,030+14,03003820.01%+382
UNITED RENTALS INC(URI)13,80016,739+2,93913,17413,5470.40%+373
PNC FINL SVCS GROUP INC(PNC)63,69462,750-94412,79813,0980.38%+300
ISHARES TR20,80021,650+8505,0325,3300.16%+298
COLLIERS INTL GROUP INC(CIGI)156,187169,640+13,45333,99634,2581.01%+262
JPMORGAN CHASE & CO.(JPM)87,50986,313-1,19627,60327,8120.82%+209
CANADIAN NATL RY CO(CNI)0454,002+454,002061,6311.81%+61,631
GRANITE REAL ESTATE INVT TR(GRTUF)78,09975,529-2,5706,0626,1940.18%+132
CISCO SYS INC(CSCO)0105,400+105,40008,1200.24%+8,120
BROOKFIELD INFRASTRUCTURE CO(BIPC)20,36020,36001,1641,2690.04%+105
MOLSON COORS BEVERAGE CO(TAP)015,973+15,97307460.02%+746
JOHNSON & JOHNSON(JNJ)41,48237,400-4,0827,6927,7400.23%+48
STERIS PLC(STE)18,83418,556-2784,6604,7040.14%+44
MCCORMICK & CO INC(MKC)46,99646,299-6973,1453,1720.09%+28
MAGNA INTL INC(MGA)181,323163,585-17,73811,95611,9700.35%+13
BRP INC(DOO)19,32616,536-2,7901,6401,6080.05%-31
TELUS CORPORATION(TU)012,400+12,40002300.01%+230
FORD MTR CO(F)583,305525,900-57,4056,9766,9000.20%-77
IMPERIAL OIL LTD(IMO)5,1004,600-5006475490.02%-98
ROGERS COMMUNICATIONS INC(RCI)191,155173,989-17,1669,2539,1010.27%-151
BHP GROUP LTD143,303129,200-14,1037,9897,8000.23%-189
EQUINOX GOLD CORP(EQX)36,33019,220-17,1105663710.01%-196
WALMART INC(WMT)94,38985,100-9,2899,7289,5020.28%-226
VISA INC(V)99,80996,483-3,32634,07333,8380.99%-235
GRACO INC(GGG)56,93256,088-8444,8374,5980.13%-239
UNION PAC CORP(UNP)34,67634,162-5148,1967,9020.23%-294
PEPSICO INC(PEP)109,748104,134-5,61415,41315,0810.44%-332
CHURCH & DWIGHT CO INC(CHD)85,84184,567-1,2747,5227,0910.21%-431
COCA COLA CO(KO)118,024106,400-11,6247,8747,4380.22%-436
CENOVUS ENERGY INC(CVE)665,074656,064-9,01015,71615,2340.45%-482
BOOKING HOLDINGS INC(BKNG)4,5864,527-5924,76124,2440.71%-517
INTERNATIONAL BUSINESS MACHS(IBM)031,300+31,30009,2710.27%+9,271
OR ROYALTIES INC.(OR)40,36235,444-4,9182,2541,7260.05%-529
DOW INC(DOW)299,250269,800-29,4506,8626,3080.19%-554
DEERE & CO(DE)014,300+14,30006,6810.20%+6,681
MCDONALDS CORP(MCD)22,18320,000-2,1836,7416,1130.18%-629
ZOETIS INC(ZTS)29,37228,931-4414,2983,6400.11%-658
GILDAN ACTIVEWEAR INC(GIL)213,238191,983-21,25517,14416,4700.48%-674
STARBUCKS CORP(SBUX)070,700+70,70005,9550.17%+5,955
MEDTRONIC PLC(MDT)80,97773,000-7,9777,7697,0640.21%-705
EMERA INC(EMA)478,748461,955-16,79331,96631,2470.92%-719
SUN LIFE FINANCIAL INC.(SLF)0113,230+113,23009,7020.28%+9,702
STRYKER CORPORATION(SYK)31,20830,728-48011,55910,8230.32%-736
EMERSON ELEC CO(EMR)058,500+58,50007,7640.23%+7,764
NUTRIEN LTD(NTR)0105,900+105,90009,0510.27%+9,051
DISNEY WALT CO(DIS)060,900+60,90006,9740.20%+6,974
MASTERCARD INCORPORATED(MA)14,86313,400-1,4638,4547,6500.22%-804
LIGHTSPEED COMMERCE INC(LSPD)50,4850-50,4858110-811
HONDA MOTOR LTD(HMC)198,983179,400-19,5836,1295,2890.16%-840
BCE INC(BCE)495,109463,466-31,64316,31715,3790.45%-939
LOWES COS INC(LOW)70,58869,625-96317,73916,7910.49%-949
PFIZER INC(PFE)322,379290,800-31,5798,2147,2410.21%-973
FORTIS INC(FTS)186,885171,180-15,70513,19212,2150.36%-977
INTUIT(INTU)33,93133,441-49023,17222,1520.65%-1,020
TJX COS INC NEW(TJX)172,849155,918-16,93124,98423,9510.70%-1,033
PROCTER AND GAMBLE CO(PG)039,200+39,20005,6180.16%+5,618
BROADRIDGE FINL SOLUTIONS IN(BR)67,15266,229-92316,04914,8350.44%-1,214
CAE INC(CAE)397,690362,752-34,93816,38915,1410.44%-1,248
METHANEX CORP(MEOH)202,975183,000-19,97511,2319,9630.29%-1,268
ABBOTT LABS055,400+55,40006,9410.20%+6,941
COSTCO WHSL CORP NEW(COST)17,27017,031-23915,98614,6870.43%-1,299
DIAGEO PLC(DEO)80,96873,000-7,9687,7276,2980.18%-1,429
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