Fund HoldingsLOUISBOURG INVESTMENTS INC.

Total Portfolio Value
$356.93M
Total Bought
$36.95M
Total Sold
$31.86M
Net Transaction
+$5.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
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)079,006+79,00605,5661.56%+5,566
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)024,918+24,91802,4870.70%+2,487
OSISKO GOLD ROYALTIES LTD.0241,678+241,67803,7661.05%+3,766
MCDONALD'S CORPORATION(MCD)012,802+12,80202,7900.78%+2,790
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION(CTSH)075,821+75,82104,1211.15%+4,121
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 INC19,80048,900+29,1009691,8880.53%+919
GOOGLE INC.(GOOG)58,09853,848-4,2507,3218,1412.28%+821
SHOPIFY INC - CLASS A(SHOP)0120,302+120,30207,9492.23%+7,949
Colliers International Group(CIGI)054,548+54,54806,0901.71%+6,090
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)029,600+29,60002,3310.65%+2,331
DOLLAR GENERAL CORP.(DG)023,747+23,74702,4260.68%+2,426
MANULIFE FINANCIAL CORPORATION(MFC)102,313105,773+3,4602,5582,8160.79%+258
SAP SE(SAP)06,580+6,58001,3270.37%+1,327
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)012,868+12,86802,3910.67%+2,391
MITSUBISHI UFJ FINANCIAL GROUP, INC.(MUFG)45,31045,31004644890.14%+26
RIO TINTO PLC(RIO)09,680+9,68006380.18%+638
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)0800+8000800.02%+80
TESLA INC(TSLA)118118021230.01%+3
MOTOROLA SOLUTIONS, INC.(MSI)8181029310.01%+3
KINDER MORGAN INC.(KMI)01,545+1,5450310.01%+31
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)0225+2250310.01%+31
GOLDMAN SACHS GROUP, INC.030+30020.00%+2
THE VANGUARD GROUP INC.
HEALTH CAR ETF
07+7020.00%+2
ALTRIA GROUP, INC.(MO)0860+8600390.01%+39
LOCKHEED MARTIN CORPORATION(LMT)127127058590.02%+2
BLACKROCK FUND ADVISORS(SLV)0400+4000110.00%+11
ENTERGY CORPORATION(ETR)700700074750.02%+1
CHECK POINT SOFTWARE TECH
ORD
61861801011020.03%+1
BLACKROCK FUND ADVISORS(IAU)0225+2250100.00%+10
REPUBLIC SERVICES, INC.(RSG)0148+1480290.01%+29
PFIZER INC.(PFE)01,700+1,7000480.01%+48
MIND MEDICINE MINDMED INC052+52000.00%0
Waste Connections Inc(WCN)0105+1050180.01%+18
MODERNA INC(MRNA)022+22030.00%+3
ROPER INDUSTRIES, INC.(ROP)056+560320.01%+32
METHANEX CORPORATION(MEOH)020+20010.00%+1
WABTEC CORPORATION(WAB)04+4010.00%+1
BARRICK GOLD CORPORATION01,575+1,5750260.01%+26
WASTE MANAGEMENT INC(WM)155155033330.01%0
ZIMVIE INC07+7000.00%0
MGM ressources(MGM)01+1000.00%0
CANOPY GROWTH CORP02+2000.00%0
WYNN RESORTS, LTD.(WYNN)01+1000.00%0
MYLAN INC.(VTRS)012+12000.00%0
EMBECTA CORP017+17000.00%0
CENOVUS ENERGY INC.(CVE)0600+6000120.00%+12
CISCO SYSTEMS, INC.(CSCO)0535+5350250.01%+25
SNDL INC02,900+2,900060.00%+6
PAYPAL HOLDINGS INC(PYPL)05+5000.00%0
HIVE BLOCKCHAIN TECHNOLOGIES01,673+1,673050.00%+5
MIND MEDICINE MINDMED INC000000
CHEVRON CORPORATION(CVX)500500079780.02%-1
UNITED PARCEL SERVICE, INC(UPS)090+900120.00%+12
YUM! BRANDS, INC(YUM)0194+1940260.01%+26
LINDE PLC(LIN)6060028260.01%-2
DENTSPLY INTERNATIONAL INC.(XRAY)0200+200050.00%+5
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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