Addenda Capital Inc. Q2 2023 Filing

Filed July 21, 2023

Portfolio Value

$2.4B

Holdings

132

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
1,653,061$135.7T5697243.36%
2
RYROYAL BK CDA
827,158$104.7T4392659.18%
3
CRCCANADIAN NAT RES LTD
1,282,313$96.7T4057240.38%
4
CPCANADIAN PACIFIC KANSAS CITY
838,947$89.9T3774581.37%
5
BMOBANK MONTREAL QUE
746,302$89.3T3747752.13%
6
BNBROOKFIELD CORP
1,883,879$84.0T3526693.46%
7
ENBENBRIDGE INC
1,613,173$79.4T3334101.69%
8
BNSBANK NOVA SCOTIA HALIFAX
1,194,498$79.2T3323133.40%
9
CNRCANADIAN NATL RY CO
449,627$72.1T3027545.95%
10
GIB/ACGI INC
438,712$61.3T2572502.28%
11
TRPTC ENERGY CORP
1,075,893$58.6T2459845.79%
12
FNVFRANCO NEV CORP
296,789$56.0T2352083.00%
13
RCI/BROGERS COMMUNICATIONS INC
803,202$48.9T2054458.01%
14
WPMWHEATON PRECIOUS METALS CORP
778,335$44.6T1871652.56%
15
NTRNUTRIEN LTD
549,366$43.3T1819024.44%
16
SHOPSHOPIFY INC
484,615$41.5T1741614.07%
17
SUSUNCOR ENERGY INC NEW
1,059,782$41.2T1728618.64%
18
MSFTMICROSOFT CORP
115,623$39.4T1652693.09%
19
MFCMANULIFE FINL CORP
1,570,147$39.3T1650268.05%
20
WCNWASTE CONNECTIONS INC
203,565$38.5T1617716.41%
21
ABXBARRICK GOLD CORP
1,682,215$37.7T1582352.39%
22
BCEBCE INC
593,808$36.4T1529409.76%
23
CCOCAMECO CORP
875,425$36.3T1524551.95%
24
TECK/BTECK RESOURCES LTD
619,211$34.5T1448723.40%
25
QSRRESTAURANT BRANDS INTL INC
320,767$33.2T1392642.68%
26
OTXOPEN TEXT CORP
526,628$29.0T1217966.66%
27
AAPLAPPLE INC
149,391$29.0T1216294.79%
28
PPLPEMBINA PIPELINE CORP
666,955$27.8T1165980.78%
29
DSGDESCARTES SYS GROUP INC
239,899$25.5T1068576.29%
30
AVGOBROADCOM INC
26,880$23.3T978686.38%
31
MGAMAGNA INTL INC
265,782$19.9T834351.31%
32
GOOGALPHABET INC
156,576$18.9T795028.56%
33
VVISA INC
79,319$18.8T790649.71%
34
CIGICOLLIERS INTL GROUP INC
117,092$15.2T639901.32%
35
BAMBROOKFIELD ASSET MANAGMT LTD
329,466$14.2T597965.52%
36
PEPPEPSICO INC
74,278$13.8T577468.01%
37
NKENIKE INC
124,047$13.7T576303.69%
38
TMOTHERMO FISHER SCIENTIFIC INC
23,942$12.5T524636.90%
39
UPSUNITED PARCEL SERVICE INC
68,832$12.3T517880.32%
40
CMCANADIAN IMPERIAL BK COMM TO
213,184$12.2T513808.34%
41
JNJJOHNSON & JOHNSON
72,614$12.0T504487.81%
42
STNSTANTEC INC
130,446$11.3T474631.11%
43
TJXTJX COS INC NEW
132,139$11.2T470278.92%
44
UNHUNITEDHEALTH GROUP INC
22,916$11.0T462315.62%
45
GFLGFL ENVIRONMENTAL INC
210,540$10.8T454585.36%
46
JPMJPMORGAN CHASE & CO
74,117$10.8T452461.39%
47
ADBEADOBE SYSTEMS INCORPORATED
22,019$10.8T451936.51%
48
COSTCOSTCO WHSL CORP NEW
19,564$10.5T442106.00%
49
DISDISNEY WALT CO
117,943$10.5T441983.65%
50
CVECENOVUS ENERGY INC
464,090$10.4T438293.05%
51
IQVIQVIA HLDGS INC
45,236$10.2T426778.37%
52
HONHONEYWELL INTL INC
48,410$10.0T421631.49%
53
FTSFORTIS INC
170,297$9.7T408081.50%
54
CAECAE INC
323,560$9.6T402679.37%
55
BKNGBOOKING HOLDINGS INC
3,494$9.4T396022.25%
56
TRITHOMSON REUTERS CORP.
52,666$9.4T395384.25%
57
FISVFISERV INC
72,697$9.2T384931.65%
58
GILGILDAN ACTIVEWEAR INC
210,152$9.0T376741.06%
59
MEOHMETHANEX CORP
161,056$8.8T370050.96%
60
LIESUN LIFE FINANCIAL INC.
123,656$8.5T358444.24%
61
RBARB GLOBAL INC
105,438$8.4T351839.13%
62
TTELUS CORPORATION
315,650$8.2T345408.76%
63
LOWLOWES COS INC
35,888$8.1T339985.73%
64
FDXFEDEX CORP
31,541$7.9T329865.81%
65
INTUINTUIT
16,515$7.6T317617.22%
66
NVDANVIDIA CORPORATION
17,573$7.4T312266.47%
67
FTVFORTIVE CORP
97,455$7.3T305852.01%
68
MIDDMIDDLEBY CORP
49,272$7.3T305733.22%
69
METAMETA PLATFORMS INC
25,345$7.3T305297.87%
70
AMZNAMAZON COM INC
54,747$7.1T299468.57%
71
SCHWSCHWAB CHARLES CORP
125,828$7.1T299355.32%
72
BRBROADRIDGE FINL SOLUTIONS IN
42,679$7.1T297852.40%
73
APHAMPHENOL CORP NEW
82,911$7.1T296277.33%
74
CVSCVS HEALTH CORP
100,487$6.9T291579.02%
75
FFORD MTR CO DEL
453,520$6.9T288015.09%
76
VMWEURVMWARE INC
47,148$6.8T284360.76%
77
MRKMERCK & CO INC
58,013$6.7T282759.20%
78
MCDMCDONALDS CORP
22,530$6.7T282198.30%
79
DDDUPONT DE NEMOURS INC
91,470$6.5T274283.69%
80
WMTWALMART INC
41,567$6.5T274236.85%
81
CATCATERPILLAR INC
26,360$6.5T272237.93%
82
BALLBALL CORP
111,306$6.5T271954.35%
83
AKAMAKAMAI TECHNOLOGIES INC
71,240$6.4T268731.46%
84
GPNGLOBAL PMTS INC
63,829$6.3T263950.38%
85
BDXBECTON DICKINSON & CO
23,376$6.2T259042.15%
86
SBUXSTARBUCKS CORP
62,294$6.2T258962.40%
87
DHRDANAHER CORPORATION
25,569$6.1T257821.97%
88
CSCOCISCO SYS INC
118,731$6.1T257702.43%
89
HMCHONDA MOTOR LTD
202,090$6.1T257105.06%
90
EMREMERSON ELEC CO
65,899$6.0T250022.50%
91
MAMASTERCARD INCORPORATED
15,095$5.9T249193.64%
92
GOOGLALPHABET INC
49,565$5.9T249028.55%
93
MDLZMONDELEZ INTL INC
80,692$5.9T248153.40%
94
MDTMEDTRONIC PLC
65,448$5.8T243919.19%
95
KOCOCA COLA CO
94,848$5.8T241578.98%
96
DOWDOW INC
106,002$5.6T236970.95%
97
PFEPFIZER INC
153,090$5.6T235698.05%
98
SYKSTRYKER CORPORATION
18,244$5.6T234117.81%
99
IBMINTERNATIONAL BUSINESS MACHS
41,680$5.6T234097.16%
100
HDHOME DEPOT INC
17,798$5.5T232064.36%
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