Addenda Capital Inc. Q2 2024 Filing

Filed July 16, 2024

Portfolio Value

$2.6B

Holdings

128

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (128 positions)

StockValue
RYROYAL BK CDA
$116.1M
TDTORONTO DOMINION BK ONT
$115.3M
CRCCANADIAN NAT RES LTD
$113.8M
BNBROOKFIELD CORP
$101.9M
BMOBANK MONTREAL QUE
$98.9M
WPMWHEATON PRECIOUS METALS CORP
$87.8M
CPCANADIAN PACIFIC KANSAS CITY
$83.5M
SHOPSHOPIFY INC
$81.9M
ENBENBRIDGE INC
$76.9M
BNSBANK NOVA SCOTIA HALIFAX
$73.4M
CNRCANADIAN NATL RY CO
$69.2M
GIB/ACGI INC
$55.5M
TRPTC ENERGY CORP
$55.5M
ABXBARRICK GOLD CORP
$54.8M
MFCMANULIFE FINL CORP
$53.8M
CCOCAMECO CORP
$47.6M
WCNWASTE CONNECTIONS INC
$44.8M
SUSUNCOR ENERGY INC NEW
$44.6M
MSFTMICROSOFT CORP
$43.1M
RCI/BROGERS COMMUNICATIONS INC
$37.0M
QSRRESTAURANT BRANDS INTL INC
$36.9M
AVGOBROADCOM INC
$35.2M
TECK/BTECK RESOURCES LTD
$32.6M
BCEBCE INC
$31.8M
NTRNUTRIEN LTD
$31.7M
PPLPEMBINA PIPELINE CORP
$30.8M
AAPLAPPLE INC
$30.3M
DSGDESCARTES SYS GROUP INC
$28.5M
CMCANADIAN IMPERIAL BK COMM TO
$27.0M
GOOGALPHABET INC
$25.7M
CIGICOLLIERS INTL GROUP INC
$23.5M
VVISA INC
$19.8M
OTXOPEN TEXT CORP
$18.5M
FNVFRANCO NEV CORP
$16.9M
MGAMAGNA INTL INC
$16.3M
BAMBROOKFIELD ASSET MANAGMT LTD
$15.7M
GFLGFL ENVIRONMENTAL INC
$14.9M
ADBEADOBE INC
$14.5M
DISDISNEY WALT CO
$14.3M
TJXTJX COS INC NEW
$13.5M
PEPPEPSICO INC
$13.2M
BKNGBOOKING HOLDINGS INC
$13.2M
UNHUNITEDHEALTH GROUP INC
$13.0M
CVECENOVUS ENERGY INC
$12.7M
TRITHOMSON REUTERS CORP.
$12.5M
STNSTANTEC INC
$12.5M
FTSFORTIS INC
$12.0M
RMERESMED INC
$11.3M
APHAMPHENOL CORP NEW
$11.2M
GILGILDAN ACTIVEWEAR INC
$11.0M
RBARB GLOBAL INC
$10.9M
INTUINTUIT
$10.8M
FISVFISERV INC
$10.7M
JPMJPMORGAN CHASE & CO.
$10.6M
MEOHMETHANEX CORP
$10.6M
SCHWSCHWAB CHARLES CORP
$10.6M
NKENIKE INC
$10.5M
HONHONEYWELL INTL INC
$10.4M
COSTCOSTCO WHSL CORP NEW
$10.2M
LIESUN LIFE FINANCIAL INC.
$10.2M
UPSUNITED PARCEL SERVICE INC
$10.2M
CAECAE INC
$10.0M
TMOTHERMO FISHER SCIENTIFIC INC
$10.0M
IQVIQVIA HLDGS INC
$9.6M
BALLBALL CORP
$9.2M
BRBROADRIDGE FINL SOLUTIONS IN
$9.2M
GOOGLALPHABET INC
$9.0M
AMZNAMAZON COM INC
$8.9M
CATCATERPILLAR INC
$8.7M
WMTWALMART INC
$8.4M
METAMETA PLATFORMS INC
$8.4M
BDXBECTON DICKINSON & CO
$8.3M
FDXFEDEX CORP
$8.1M
NVDANVIDIA CORPORATION
$8.0M
LOWLOWES COS INC
$7.9M
AKAMAKAMAI TECHNOLOGIES INC
$7.7M
LINLINDE PLC
$7.6M
MDLZMONDELEZ INTL INC
$7.4M
DDDUPONT DE NEMOURS INC
$7.3M
FTVFORTIVE CORP
$7.3M
EMREMERSON ELEC CO
$7.2M
MRKMERCK & CO INC
$7.2M
IBMINTERNATIONAL BUSINESS MACHS
$7.2M
MIDDMIDDLEBY CORP
$7.1M
GPNGLOBAL PMTS INC
$6.8M
RIORIO TINTO PLC
$6.6M
MAMASTERCARD INCORPORATED
$6.6M
HMCHONDA MOTOR LTD
$6.5M
ABTABBOTT LABS
$6.5M
INTCINTEL CORP
$6.4M
BHPBHP GROUP LTD
$6.4M
LKQ1LKQ CORP
$6.4M
SYKSTRYKER CORPORATION
$6.4M
TAT&T INC
$6.2M
DEODIAGEO PLC
$6.2M
SBUXSTARBUCKS CORP
$6.2M
JNJJOHNSON & JOHNSON
$6.1M
HDHOME DEPOT INC
$6.1M
KOCOCA COLA CO
$6.1M
DEDEERE & CO
$6.0M
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