Fund Holdings — LOUISBOURG INVESTMENTS INC.

Total Portfolio Value
$356.93M
Total Bought
$36.95M
Total Sold
$31.86M
Net Transaction
+$5.09M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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CBRE GROUP, INC.(CBRE)043,650+43,65003,2110.90%+3,211
KINROSS GOLD CORPORATION(KGC)0298,200+298,20002,4820.70%+2,482
RESTAURANT BRANDS INTERNATIONA(QSR)39,74079,006+39,2663,1595,5661.56%+2,407
AGNICO-EAGLE MINES LIMITED(AEM)035,500+35,50002,3210.65%+2,321
HUDBAY MINERALS, INC.(HBM)0248,200+248,20002,2460.63%+2,246
PAN AMERICAN SILVER CORPORATION(PAAS)0110,000+110,00002,1860.61%+2,186
UNITED RENTALS INC(URI)2,4496,164+3,7151,3623,3110.93%+1,949
CGI INC.(GIB)6,18924,918+18,7296832,4870.70%+1,803
OSISKO GOLD ROYALTIES LTD.142,738241,678+98,9402,3453,7661.05%+1,421
MCDONALD'S CORPORATION(MCD)5,72212,802+7,0801,5292,7900.78%+1,260
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION(CTSH)49,08175,821+26,7403,0054,1211.15%+1,115
ROGERS COMMUNICATIONS, INC.(RCI)144,829189,534+44,7055,9407,0091.96%+1,069
SALESFORCE.COM, INC.(CRM)19,80228,467+8,6654,8885,9261.66%+1,038
GILDAN ACTIVEWEAR INC.(GIL)177,579200,704+23,1256,5977,6112.13%+1,014
DOCEBO INC(DCBO)19,80048,900+29,1009691,8880.53%+919
GOOGLE INC.(GOOG)58,09853,848-4,2507,3218,1412.28%+821
SHOPIFY INC - CLASS A(SHOP)92,377120,302+27,9257,1337,9492.23%+815
Colliers International Group(CIGI)45,05754,548+9,4915,5136,0901.71%+577
BLACKROCK FUND ADVISORS
CORE MSCI EAFE
53,19462,033+8,8393,9484,5061.26%+558
MICROSOFT CORPORATION(MSFT)27,50427,404-1009,79610,3032.89%+507
VANGUARD GROUP8,0378,596+5593,8644,2991.20%+436
T-MOBILE US INC(TMUS)39,02838,978-505,1405,4981.54%+358
CONOCOPHILLIPS(COP)40,57249,142+8,5704,2014,5531.28%+353
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD.(TSM)46,77538,805-7,9705,5525,8671.64%+316
CANADIAN PACIFIC RAILWAY LIMITED(CP)22,98029,600+6,6202,0282,3310.65%+303
DOLLAR GENERAL CORP.(DG)17,99723,747+5,7502,1672,4260.68%+258
MANULIFE FINANCIAL CORPORATION(MFC)102,313105,773+3,4602,5582,8160.79%+258
SAP SE(SAP)5,5806,580+1,0001,0881,3270.37%+239
THE VANGUARD GROUP INC.43,47946,758+3,2791,8162,0460.57%+230
ROSS STORES, INC.(ROST)9,97511,375+1,4001,1171,3170.37%+200
COSTCO WHOLESALE CORPORATION(COST)2,3882,209-1791,7501,8780.53%+128
CELESTICA INC.(CLS)52,80043,300-9,5002,3752,4790.69%+104
ROYAL DUTCH SHELL PLC(SHEL)18,29018,29001,2261,3200.37%+94
GOLDMAN SACHS GROUP, INC.(GS)3,3543,35401,0601,1360.32%+76
BANK OF NEW YORK MELLON CORPORATION44,26344,26301,9492,0060.56%+57
BLACKROCK FUND ADVISORS11,77012,623+8535606050.17%+44
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFG)26,65226,65203143570.10%+44
BECTON, DICKINSON AND COMPANY(BDX)27,71029,780+2,0705,5495,5891.57%+40
UNION PACIFIC CORPORATION(UNP)11,56812,868+1,3002,3612,3910.67%+30
MITSUBISHI UFJ FINANCIAL GROUP, INC.(MUFG)45,31045,31004644890.14%+26
RIO TINTO PLC(RIO)9,6809,68006176380.18%+21
WELLS FARGO & COMPANY(WFC)29,24429,24401,2851,3040.37%+19
DESCARTES SYSTEMS GROUP INC.(DSGX)5,1995,099-1004764940.14%+18
STATE STREET CORPORATION(SPY)1,1451,127-185996130.17%+14
MCKESSON CORPORATION(MCK)22222201191300.04%+10
MARSH & MCLENNAN COMPANIES, INC.(MRSH)4,9114,91107597690.22%+9
LEIDOS HOLDINGS INC(LDOS)44,30539,805-4,5004,7204,7251.32%+5
VANGUARD GROUP020+20030.00%+3
NEXTERA ENERGY, INC.(NEE)440440028310.01%+3
DUKE ENERGY CORPORATION(DUK)800800077800.02%+3
TESLA INC(TSLA)118118021230.01%+3
MOTOROLA SOLUTIONS, INC.(MSI)8181029310.01%+3
KINDER MORGAN INC.(KMI)1,5451,545028310.01%+2
APPLIED MATERIALS, INC.010+10020.00%+2
INTEL CORPORATION(INTC)075+75020.00%+2
COLGATE-PALMOLIVE COMPANY(CL)327327029320.01%+2
KIMBERLY-CLARK CORPORATION(KMB)225225029310.01%+2
GOLDMAN SACHS GROUP, INC.030+30020.00%+2
THE VANGUARD GROUP INC.
HEALTH CAR ETF
07+7020.00%+2
ALTRIA GROUP, INC.(MO)860860038390.01%+2
LOCKHEED MARTIN CORPORATION(LMT)127127058590.02%+2
BLACKROCK FUND ADVISORS(SLV)40040009110.00%+2
ENTERGY CORPORATION(ETR)700700074750.02%+1
CHECK POINT SOFTWARE TECH
ORD
61861801011020.03%+1
BLACKROCK FUND ADVISORS(IAU)22522509100.00%0
REPUBLIC SERVICES, INC.(RSG)148148028290.01%0
PFIZER INC.(PFE)1,7001,700047480.01%0
MIND MEDICINE MINDMED INC052+52000.00%0
Waste Connections Inc(WCN)105105018180.01%0
MODERNA INC(MRNA)22220230.00%0
ROPER INDUSTRIES, INC.(ROP)5656031320.01%0
METHANEX CORPORATION(MEOH)20200110.00%0
WABTEC CORPORATION(WAB)440110.00%0
BARRICK GOLD CORPORATION1,5751,575026260.01%0
WASTE MANAGEMENT INC(WM)155155033330.01%0
ZIMVIE INC770000.00%0
MGM ressources(MGM)110000.00%-0
CANOPY GROWTH CORP(CGC)220000.00%-0
WYNN RESORTS, LTD.(WYNN)110000.00%-0
MYLAN INC.(VTRS)12120000.00%-0
EMBECTA CORP(EMBC)2717-10000.00%-0
CENOVUS ENERGY INC.(CVE)600600012120.00%-0
CISCO SYSTEMS, INC.(CSCO)515535+2026250.01%-0
SNDL INC(SNDL)2,9002,9000660.00%-0
PAYPAL HOLDINGS INC(PYPL)105-5100.00%-0
HIVE BLOCKCHAIN TECHNOLOGIES(HIVE)1,6731,6730650.00%-0
MIND MEDICINE MINDMED INC520-5200—-0
CHEVRON CORPORATION(CVX)500500079780.02%-1
UNITED PARCEL SERVICE, INC(UPS)9090013120.00%-1
YUM! BRANDS, INC(YUM)194194027260.01%-1
LINDE PLC(LIN)6060028260.01%-2
DENTSPLY INTERNATIONAL INC.(XRAY)2002000750.00%-2
VERISIGN INC.150150028270.01%-2
AUTOZONE, INC.(AZO)1010032300.01%-2
VEREN INC6,7606,760055530.01%-2
UNITED TECHNOLOGIES CORPORATION(RTX)675635-4066640.02%-2
ENCANA CORPORATION(OVV)435435023200.01%-2
CENCORA INC131131032300.01%-2
CVS CORPORATION(CVS)175195+2014120.00%-2
ORGANIGRAM HOLDINGS INC5,6635,66301290.00%-3
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LOUISBOURG INVESTMENTS INC. — 13F Holdings — Q2 2024 | TickerTrail