Addenda Capital Inc. Q4 2023 Filing

Filed January 23, 2024

Portfolio Value

$2.6T

Holdings

130

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (130 positions)

StockValue
TDTORONTO DOMINION BK ONT
$139.4M
CRCCANADIAN NAT RES LTD
$118.1M
RYROYAL BK CDA
$112.0M
BMOBANK MONTREAL QUE
$111.3M
BNBROOKFIELD CORP
$99.3M
CPCANADIAN PACIFIC KANSAS CITY
$87.1M
ENBENBRIDGE INC
$79.3M
BNSBANK NOVA SCOTIA HALIFAX
$76.9M
SHOPSHOPIFY INC
$75.7M
CNRCANADIAN NATL RY CO
$74.6M
ABXBARRICK GOLD CORP
$74.3M
GIB/ACGI INC
$61.7M
TRPTC ENERGY CORP
$57.4M
RCI/BROGERS COMMUNICATIONS INC
$52.5M
MFCMANULIFE FINL CORP
$45.9M
CCOCAMECO CORP
$45.3M
SUSUNCOR ENERGY INC NEW
$41.3M
QSRRESTAURANT BRANDS INTL INC
$41.3M
NTRNUTRIEN LTD
$41.2M
WPMWHEATON PRECIOUS METALS CORP
$40.5M
WCNWASTE CONNECTIONS INC
$39.6M
MSFTMICROSOFT CORP
$39.2M
BCEBCE INC
$34.7M
TECK/BTECK RESOURCES LTD
$34.5M
AVGOBROADCOM INC
$30.2M
PPLPEMBINA PIPELINE CORP
$30.1M
OTXOPEN TEXT CORP
$28.8M
AAPLAPPLE INC
$26.8M
DSGDESCARTES SYS GROUP INC
$26.3M
GOOGALPHABET INC
$20.6M
VVISA INC
$20.2M
MGAMAGNA INTL INC
$20.0M
CIGICOLLIERS INTL GROUP INC
$19.6M
BAMBROOKFIELD ASSET MANAGMT LTD
$17.5M
CMCANADIAN IMPERIAL BK COMM TO
$14.8M
NKENIKE INC
$14.8M
GFLGFL ENVIRONMENTAL INC
$14.0M
UNHUNITEDHEALTH GROUP INC
$13.8M
PEPPEPSICO INC
$13.4M
DISDISNEY WALT CO
$12.9M
ADBEADOBE INC
$12.9M
TMOTHERMO FISHER SCIENTIFIC INC
$12.5M
TJXTJX COS INC NEW
$12.1M
COSTCOSTCO WHSL CORP NEW
$12.1M
BKNGBOOKING HOLDINGS INC
$11.7M
STNSTANTEC INC
$11.6M
CVECENOVUS ENERGY INC
$11.5M
UPSUNITED PARCEL SERVICE INC
$10.7M
JPMJPMORGAN CHASE & CO
$10.7M
TRITHOMSON REUTERS CORP.
$10.6M
IQVIQVIA HLDGS INC
$10.3M
LIESUN LIFE FINANCIAL INC.
$10.2M
INTUINTUIT
$10.1M
MEOHMETHANEX CORP
$10.1M
HONHONEYWELL INTL INC
$9.9M
FTSFORTIS INC
$9.8M
SCHWSCHWAB CHARLES CORP
$9.8M
JNJJOHNSON & JOHNSON
$9.5M
CAECAE INC
$9.4M
FISVFISERV INC
$9.4M
RBARB GLOBAL INC
$9.3M
GILGILDAN ACTIVEWEAR INC
$9.3M
TTELUS CORPORATION
$9.2M
AKAMAKAMAI TECHNOLOGIES INC
$9.1M
METAMETA PLATFORMS INC
$9.0M
GPNGLOBAL PMTS INC
$8.7M
NVDANVIDIA CORPORATION
$8.7M
BALLBALL CORP
$8.7M
BRBROADRIDGE FINL SOLUTIONS IN
$8.6M
FNVFRANCO NEV CORP
$8.6M
CVSCVS HEALTH CORP
$8.4M
RMERESMED INC
$8.4M
AMZNAMAZON COM INC
$8.3M
INTCINTEL CORP
$8.2M
MIDDMIDDLEBY CORP
$8.2M
APHAMPHENOL CORP NEW
$8.1M
LOWLOWES COS INC
$7.8M
CATCATERPILLAR INC
$7.8M
FTVFORTIVE CORP
$7.0M
DDDUPONT DE NEMOURS INC
$7.0M
GOOGLALPHABET INC
$6.9M
FDXFEDEX CORP
$6.8M
IBMINTERNATIONAL BUSINESS MACHS
$6.8M
MCDMCDONALDS CORP
$6.7M
WMTWALMART INC
$6.6M
MDLZMONDELEZ INTL INC
$6.5M
DHRDANAHER CORPORATION
$6.5M
MAMASTERCARD INCORPORATED
$6.4M
EMREMERSON ELEC CO
$6.4M
MRKMERCK & CO INC
$6.4M
HMCHONDA MOTOR LTD
$6.2M
HDHOME DEPOT INC
$6.2M
PYPLPAYPAL HLDGS INC
$6.1M
BHPBHP GROUP LTD
$6.1M
CSCOCISCO SYS INC
$6.0M
SBUXSTARBUCKS CORP
$6.0M
RIORIO TINTO PLC
$5.9M
DOWDOW INC
$5.8M
LINLINDE PLC
$5.8M
PFEPFIZER INC
$5.7M
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