Fund HoldingsLOUISBOURG INVESTMENTS INC.

Total Portfolio Value
$359.72M
Total Bought
$42.02M
Total Sold
$29.18M
Net Transaction
+$12.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GILDAN ACTIVEWEAR INC.(GIL)0177,579+177,57906,5971.83%+6,597
FORTIS, INC.(FTS)41,658150,387+108,7291,7225,9481.65%+4,226
NUVEI CORP142,317209,367+67,0503,7576,6251.84%+2,868
CANADIAN NATURAL RESOURCES LIMITED(CNQ)75,050100,711+25,6614,9417,6902.14%+2,749
TRANSFORCE, INC.(TFII)014,500+14,50002,3140.64%+2,314
MANULIFE FINANCIAL CORPORATION(MFC)18,013102,313+84,3004002,5580.71%+2,158
WHEATON PRECIOUS METALS CORP.(WPM)74,367120,334+45,9673,6875,6731.58%+1,986
SUNCOR ENERGY, INC.(SU)125,968162,451+36,4834,0556,0011.67%+1,946
ROGERS COMMUNICATIONS, INC.(RCI)90,155144,829+54,6744,2415,9401.65%+1,699
STANTEC INC.(STN)53,81670,343+16,5274,3425,8461.63%+1,504
UNITED RENTALS INC(URI)02,449+2,44901,3620.38%+1,362
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD.(TSM)46,83546,775-604,3025,5521.54%+1,250
BLACKROCK FUND ADVISORS30,41030,678+26813,51814,7054.09%+1,187
THE WALT DISNEY COMPANY(DIS)41,68441,699+153,1864,2561.18%+1,070
OPEN TEXT CORPORATION(OTEX)109,409144,075+34,6664,6215,5961.56%+975
META PLATFORMS INC(META)15,40213,539-1,8634,5445,4161.51%+872
BERKSHIRE HATHAWAY INC.9904,8845,7101.59%+826
LEIDOS HOLDINGS INC(LDOS)44,39544,305-903,9744,7201.31%+746
JACOB SOLUTIONS INC(J)42,34142,255-864,5575,2951.47%+738
ABBOTT LABORATORIES37,44644,699+7,2533,3964,0641.13%+668
BROOKFIELD CORP(BN)173,498182,071+8,5736,9937,6262.12%+633
CONOCOPHILLIPS(COP)37,11040,572+3,4623,5744,2011.17%+627
JOHNSON & JOHNSON(JNJ)36,50141,607+5,1064,7965,3761.49%+580
DOLLAR TREE, INC.(DLTR)41,60351,175+9,5725,1385,7111.59%+573
BLACKROCK FUND ADVISORS
CORE MSCI EAFE
48,24453,194+4,9503,3943,9481.10%+554
AMAZON.COM, INC.(AMZN)24,46124,324-1373,2913,8411.07%+551
VANGUARD GROUP7,6308,037+4073,3333,8641.07%+531
TOTAL SA(TTE)07,240+7,24004980.14%+498
MICROSOFT CORPORATION(MSFT)28,95927,504-1,4559,2999,7962.72%+497
GOOGLE INC.(GOOG)57,64358,098+4556,8327,3212.04%+488
BECTON, DICKINSON AND COMPANY(BDX)25,35027,710+2,3605,1235,5491.54%+426
JPMORGAN CHASE & CO.
BETABULDRS JAPAN
20,00025,000+5,0001,0501,4640.41%+413
Willis Tower Watson PLC(WTW)19,70719,592-1153,7744,1821.16%+408
NUTRIEN LTD.(NTR)77,60188,204+10,6034,3934,7971.33%+403
ELDORADO GOLD CORPORATION(EGO)172,800187,800+15,0002,2542,6420.73%+388
BROADCOM INC.(AVGO)3,3703,101-2693,3553,6661.02%+311
THE VANGUARD GROUP INC.36,96143,479+6,5181,5191,8160.50%+297
TORONTO-DOMINION BANK(TD)145,372160,986+15,6149,4399,7252.70%+286
CENTERPOINT ENERGY, INC.(CNP)142,180158,888+16,7083,1733,4480.96%+275
DIAGEO PLC(DEO)12,56814,026+1,4581,8312,0860.58%+256
T-MOBILE US INC(TMUS)36,96039,028+2,0684,8895,1401.43%+251
UNITED TECHNOLOGIES CORPORATION(OTIS)35,58835,523-652,6922,9360.82%+245
NVIDIA CORPORATION(NVDA)620587-333075300.15%+223
ORACLE CORPORATION(ORCL)28,58525,749-2,8362,7032,9190.81%+216
HOME DEPOT, INC. (THE)(HD)4,7844,78401,6581,8350.51%+177
WAL-MART STORES, INC.(WMT)7,75023,250+15,5001,2221,3990.39%+177
COSTCO WHOLESALE CORPORATION(COST)2,3882,38801,5761,7500.49%+173
WELLS FARGO & COMPANY(WFC)29,32229,244-781,1211,2850.36%+164
SALESFORCE.COM, INC.(CRM)21,70919,802-1,9074,7304,8881.36%+158
VISA INC.(V)14,11814,089-293,0523,2100.89%+158
CELESTICA INC.(CLS)75,50052,800-22,7002,2222,3750.66%+152
ENBRIDGE INC.(ENB)12,38516,431+4,0464485940.17%+146
TOYOTA MOTOR CORPORATION(TM)2,1402,14003925390.15%+146
BANK OF NEW YORK MELLON CORPORATION44,37744,263-1141,8071,9490.54%+142
BERKSHIRE HATHAWAY INC.1,0561,196+1403775030.14%+126
TJX COMPANIES, INC.(TJX)13,20013,20001,2381,3390.37%+100
BLACKROCK FUND ADVISORS9,79511,770+1,9754615600.16%+100
GOOGLE INC.(GOOG)8,3658,36501,1691,2630.35%+94
BANK OF NOVA SCOTIA180,036171,858-8,1788,8078,8992.47%+92
TYSON FOODS INC(TSN)22,58523,222+6379361,0250.29%+90
MCKESSON CORPORATION(MCK)0222+22201190.03%+119
MITSUBISHI UFJ FINANCIAL GROUP, INC.(MUFG)45,31045,31003904640.13%+73
UNITED TECHNOLOGIES CORPORATION(RTX)0675+6750660.02%+66
TECK RESOURCES LTD.(TECK)125,226117,508-7,7185,3195,3841.50%+64
LIGHTSPEED COMMERCE INC(LSPD)382,104576,918+194,8148,0628,1212.26%+60
SUN LIFE FINANCIAL INC.(SLF)01,380+1,3800750.02%+75
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFG)026,652+26,65203140.09%+314
GOLDMAN SACHS GROUP, INC.(GS)3,3633,354-91,0061,0600.29%+54
STATE STREET CORPORATION(SPY)1,1651,145-205545990.17%+45
BP PLC(BP)19,68019,68006977420.21%+45
MARSH & MCLENNAN COMPANIES, INC.(MRSH)4,9244,911-137187590.21%+41
DOCEBO INC19,20019,800+6009329690.27%+37
ROSS STORES, INC.(ROST)10,0019,975-261,0811,1170.31%+36
DESCARTES SYSTEMS GROUP INC.(DSGX)5,2595,199-604444760.13%+32
CENCORA INC0131+1310320.01%+32
MOTOROLA SOLUTIONS, INC.(MSI)081+810290.01%+29
NEXTERA ENERGY, INC.(NEE)0440+4400280.01%+28
LINDE PLC(LIN)060+600280.01%+28
VANGUARD GROUP10,00010,00004795020.14%+23
ROYAL DUTCH SHELL PLC(SHEL)18,29018,29001,2031,2260.34%+23
CVS CORPORATION(CVS)0175+1750140.00%+14
LOCKHEED MARTIN CORPORATION(LMT)0127+1270580.02%+58
IMPERIAL OIL LTD.(IMO)01,000+1,0000690.02%+69
TRANSCANADA CORPORATION(TRP)10,97510,97504314420.12%+11
CHECK POINT SOFTWARE TECH
ORD
0618+61801010.03%+101
TESLA INC(TSLA)0118+1180210.01%+21
BROOKFIELD INFRASTRUCTURE PARTNERS
LP INT UNIT
01,958+1,9580610.02%+61
AON PLC(AON)093+930310.01%+31
VEREN INC06,760+6,7600550.02%+55
PEMBINA PIPELINE CORPORATION(PBA)9,1209,144+243163230.09%+8
AUTOZONE, INC.(AZO)010+100320.01%+32
WASTE MANAGEMENT INC(WM)0155+1550330.01%+33
INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM)(IBM)0188+1880360.01%+36
PAYCHEX, INC.(PAYX)01,200+1,20001470.04%+147
CHEVRON CORPORATION(CVX)0500+5000790.02%+79
ORGANIGRAM HOLDINGS INC05,663+5,6630120.00%+12
VERISIGN INC.0150+1500280.01%+28
ENCANA CORPORATION(OVV)0435+4350230.01%+23
COLGATE-PALMOLIVE COMPANY(CL)0327+3270290.01%+29
ENTERGY CORPORATION(ETR)0700+7000740.02%+74
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