Addenda Capital Inc. Q2 2023 Filing

Filed July 21, 2023

Portfolio Value

$2.4T

Holdings

132

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
1,653,061$135.7B5.70%
2
RYROYAL BK CDA
827,158$104.7B4.39%
3
CRCCANADIAN NAT RES LTD
1,282,313$96.7B4.06%
4
CPCANADIAN PACIFIC KANSAS CITY
838,947$89.9B3.77%
5
BMOBANK MONTREAL QUE
746,302$89.3B3.75%
6
BNBROOKFIELD CORP
1,883,879$84.0B3.53%
7
ENBENBRIDGE INC
1,613,173$79.4B3.33%
8
BNSBANK NOVA SCOTIA HALIFAX
1,194,498$79.2B3.32%
9
CNRCANADIAN NATL RY CO
449,627$72.1B3.03%
10
GIB/ACGI INC
438,712$61.3B2.57%
11
TRPTC ENERGY CORP
1,075,893$58.6B2.46%
12
FNVFRANCO NEV CORP
296,789$56.0B2.35%
13
RCI/BROGERS COMMUNICATIONS INC
803,202$48.9B2.05%
14
WPMWHEATON PRECIOUS METALS CORP
778,335$44.6B1.87%
15
NTRNUTRIEN LTD
549,366$43.3B1.82%
16
SHOPSHOPIFY INC
484,615$41.5B1.74%
17
SUSUNCOR ENERGY INC NEW
1,059,782$41.2B1.73%
18
MSFTMICROSOFT CORP
115,623$39.4B1.65%
19
MFCMANULIFE FINL CORP
1,570,147$39.3B1.65%
20
WCNWASTE CONNECTIONS INC
203,565$38.5B1.62%
21
ABXBARRICK GOLD CORP
1,682,215$37.7B1.58%
22
BCEBCE INC
593,808$36.4B1.53%
23
CCOCAMECO CORP
875,425$36.3B1.52%
24
TECK/BTECK RESOURCES LTD
619,211$34.5B1.45%
25
QSRRESTAURANT BRANDS INTL INC
320,767$33.2B1.39%
26
OTXOPEN TEXT CORP
526,628$29.0B1.22%
27
AAPLAPPLE INC
149,391$29.0B1.22%
28
PPLPEMBINA PIPELINE CORP
666,955$27.8B1.17%
29
DSGDESCARTES SYS GROUP INC
239,899$25.5B1.07%
30
AVGOBROADCOM INC
26,880$23.3B0.98%
31
MGAMAGNA INTL INC
265,782$19.9B0.83%
32
GOOGALPHABET INC
156,576$18.9B0.80%
33
VVISA INC
79,319$18.8B0.79%
34
CIGICOLLIERS INTL GROUP INC
117,092$15.2B0.64%
35
BAMBROOKFIELD ASSET MANAGMT LTD
329,466$14.2B0.60%
36
PEPPEPSICO INC
74,278$13.8B0.58%
37
NKENIKE INC
124,047$13.7B0.58%
38
TMOTHERMO FISHER SCIENTIFIC INC
23,942$12.5B0.52%
39
UPSUNITED PARCEL SERVICE INC
68,832$12.3B0.52%
40
CMCANADIAN IMPERIAL BK COMM TO
213,184$12.2B0.51%
41
JNJJOHNSON & JOHNSON
72,614$12.0B0.50%
42
STNSTANTEC INC
130,446$11.3B0.47%
43
TJXTJX COS INC NEW
132,139$11.2B0.47%
44
UNHUNITEDHEALTH GROUP INC
22,916$11.0B0.46%
45
GFLGFL ENVIRONMENTAL INC
210,540$10.8B0.45%
46
JPMJPMORGAN CHASE & CO
74,117$10.8B0.45%
47
ADBEADOBE SYSTEMS INCORPORATED
22,019$10.8B0.45%
48
COSTCOSTCO WHSL CORP NEW
19,564$10.5B0.44%
49
DISDISNEY WALT CO
117,943$10.5B0.44%
50
CVECENOVUS ENERGY INC
464,090$10.4B0.44%
51
IQVIQVIA HLDGS INC
45,236$10.2B0.43%
52
HONHONEYWELL INTL INC
48,410$10.0B0.42%
53
FTSFORTIS INC
170,297$9.7B0.41%
54
CAECAE INC
323,560$9.6B0.40%
55
BKNGBOOKING HOLDINGS INC
3,494$9.4B0.40%
56
TRITHOMSON REUTERS CORP.
52,666$9.4B0.40%
57
FISVFISERV INC
72,697$9.2B0.38%
58
GILGILDAN ACTIVEWEAR INC
210,152$9.0B0.38%
59
MEOHMETHANEX CORP
161,056$8.8B0.37%
60
LIESUN LIFE FINANCIAL INC.
123,656$8.5B0.36%
61
RBARB GLOBAL INC
105,438$8.4B0.35%
62
TTELUS CORPORATION
315,650$8.2B0.35%
63
LOWLOWES COS INC
35,888$8.1B0.34%
64
FDXFEDEX CORP
31,541$7.9B0.33%
65
INTUINTUIT
16,515$7.6B0.32%
66
NVDANVIDIA CORPORATION
17,573$7.4B0.31%
67
FTVFORTIVE CORP
97,455$7.3B0.31%
68
MIDDMIDDLEBY CORP
49,272$7.3B0.31%
69
METAMETA PLATFORMS INC
25,345$7.3B0.31%
70
AMZNAMAZON COM INC
54,747$7.1B0.30%
71
SCHWSCHWAB CHARLES CORP
125,828$7.1B0.30%
72
BRBROADRIDGE FINL SOLUTIONS IN
42,679$7.1B0.30%
73
APHAMPHENOL CORP NEW
82,911$7.1B0.30%
74
CVSCVS HEALTH CORP
100,487$6.9B0.29%
75
FFORD MTR CO DEL
453,520$6.9B0.29%
76
VMWEURVMWARE INC
47,148$6.8B0.28%
77
MRKMERCK & CO INC
58,013$6.7B0.28%
78
MCDMCDONALDS CORP
22,530$6.7B0.28%
79
DDDUPONT DE NEMOURS INC
91,470$6.5B0.27%
80
WMTWALMART INC
41,567$6.5B0.27%
81
CATCATERPILLAR INC
26,360$6.5B0.27%
82
BALLBALL CORP
111,306$6.5B0.27%
83
AKAMAKAMAI TECHNOLOGIES INC
71,240$6.4B0.27%
84
GPNGLOBAL PMTS INC
63,829$6.3B0.26%
85
BDXBECTON DICKINSON & CO
23,376$6.2B0.26%
86
SBUXSTARBUCKS CORP
62,294$6.2B0.26%
87
DHRDANAHER CORPORATION
25,569$6.1B0.26%
88
CSCOCISCO SYS INC
118,731$6.1B0.26%
89
HMCHONDA MOTOR LTD
202,090$6.1B0.26%
90
EMREMERSON ELEC CO
65,899$6.0B0.25%
91
MAMASTERCARD INCORPORATED
15,095$5.9B0.25%
92
GOOGLALPHABET INC
49,565$5.9B0.25%
93
MDLZMONDELEZ INTL INC
80,692$5.9B0.25%
94
MDTMEDTRONIC PLC
65,448$5.8B0.24%
95
KOCOCA COLA CO
94,848$5.8B0.24%
96
DOWDOW INC
106,002$5.6B0.24%
97
PFEPFIZER INC
153,090$5.6B0.24%
98
SYKSTRYKER CORPORATION
18,244$5.6B0.23%
99
IBMINTERNATIONAL BUSINESS MACHS
41,680$5.6B0.23%
100
HDHOME DEPOT INC
17,798$5.5B0.23%
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