Addenda Capital Inc.

CIK: 0001569411SEC EDGAR →

Portfolio Value

$3.4T

Holdings

125

As of

Q4 2025

New Positions

7

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TORONTO DOMINION BK ONT

1,303,135$168.6B
4.95%
2

ROYAL BK CDA

702,804$164.4B
4.83%
3

AGNICO EAGLE MINES LTD

667,254$155.3B
4.56%
4

SHOPIFY INC

683,436$151.0B
4.43%
5

BROOKFIELD CORP

2,158,161$136.0B
3.99%
6

BANK MONTREAL QUE

725,333$129.3B
3.79%
7

ALAMOS GOLD INC NEW

2,226,649$118.0B
3.46%
8

BANK NOVA SCOTIA HALIFAX

1,070,928$108.4B
3.18%
9

ENBRIDGE INC

1,414,046$92.9B
2.73%
10

WHEATON PRECIOUS METALS CORP

570,442$92.0B
2.70%

Quarterly Changes

Top Buys

AMZN↑ Increased
$28.6B
FNV↑ Increased
$24.4B
WPM↑ Increased
$18.5B
CCO↑ Increased
$15.7B
BYDNEW
$14.9B

Top Sells

TECK/B↓ Decreased
$22.4B
TD↓ Decreased
$21.1B
RY↓ Decreased
$17.4B
GFLCLOSED
$15.1B
AEM↓ Decreased
$14.4B

New Positions (6)

$14.9B · 68K shares
$5.5B · 18K shares
$3.3B · 41K shares
$1.7B · 3K shares
$1.3B · 35K shares
$382.0M · 14K shares

Closed Positions (7)

$15.1B · 229K shares
$11.1B · 86K shares
$7.6B · 57K shares
$7.2B · 237K shares
$4.0B · 79K shares
$2.8B · 21K shares
$811.3M · 50K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services17$950.6B27.9%
Basic Materials16$495.2B14.5%
Technology14$495.1B14.5%
Energy7$376.9B11.1%
Industrials17$289.8B8.5%
Consumer Cyclical15$222.2B6.5%
Communication Services8$172.6B5.1%
Utilities5$115.1B3.4%
Unknown6$92.4B2.7%
Healthcare10$88.1B2.6%
Consumer Defensive9$75.4B2.2%
Real Estate1$34.3B1.0%