Addenda Capital Inc. Q4 2024 Filing

Filed January 16, 2025

Portfolio Value

$2.8T

Holdings

123

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (123 positions)

#StockSharesValue% PortfolioType
1
BNBROOKFIELD CORP
1,821,935$150.5B5.31%
2
SHOPSHOPIFY INC
869,869$133.1B4.70%
3
RYROYAL BK CDA
759,990$131.7B4.65%
4
WPMWHEATON PRECIOUS METALS CORP
1,321,835$106.9B3.78%
5
TDTORONTO DOMINION BK ONT
1,389,160$106.3B3.75%
6
BMOBANK MONTREAL QUE
760,614$106.1B3.75%
7
CRCCANADIAN NAT RES LTD
2,327,487$104.6B3.69%
8
ENBENBRIDGE INC
1,597,217$97.4B3.44%
9
BNSBANK NOVA SCOTIA HALIFAX
1,175,246$90.7B3.20%
10
CPCANADIAN PACIFIC KANSAS CITY
849,588$88.6B3.13%
11
TRPTC ENERGY CORP
1,034,497$70.2B2.48%
12
CNRCANADIAN NATL RY CO
455,201$66.4B2.35%
13
MFCMANULIFE FINL CORP
1,423,384$62.9B2.22%
14
GIB/ACGI INC
381,437$60.0B2.12%
15
WCNWASTE CONNECTIONS INC
208,978$51.5B1.82%
16
AGIALAMOS GOLD INC NEW
1,890,930$50.1B1.77%
17
CMCANADIAN IMPERIAL BK COMM
545,010$50.1B1.77%
18
AVGOBROADCOM INC
211,380$49.0B1.73%
19
SUSUNCOR ENERGY INC NEW
876,546$45.0B1.59%
20
MSFTMICROSOFT CORP
98,131$41.4B1.46%
21
CCOCAMECO CORP
527,854$39.0B1.38%
22
AAPLAPPLE INC
150,546$37.7B1.33%
23
QSRRESTAURANT BRANDS INTL INC
365,802$34.6B1.22%
24
CIGICOLLIERS INTL GROUP INC
175,780$34.4B1.21%
25
DSGDESCARTES SYS GROUP INC
203,840$33.3B1.18%
26
NTRNUTRIEN LTD
510,088$33.2B1.17%
27
PPLPEMBINA PIPELINE CORP
604,419$32.1B1.13%
28
BIPBROOKFIELD INFRAST PARTNERS
680,481$31.1B1.10%
29
TECK/BTECK RESOURCES LTD
482,510$28.1B0.99%
30
GOOGALPHABET INC
140,233$26.7B0.94%
31
VVISA INC
79,730$25.2B0.89%
32
BAMBROOKFIELD ASSET MANAGMT LTD
314,802$24.5B0.87%
33
BCEBCE INC
697,533$23.9B0.84%
34
GFLGFL ENVIRONMENTAL INC
263,350$16.9B0.60%
35
BKNGBOOKING HOLDINGS INC
3,286$16.3B0.58%
36
RCI/BROGERS COMMUNICATIONS INC
360,213$16.1B0.57%
37
MGAMAGNA INTL INC
264,312$15.9B0.56%
38
AEMAGNICO EAGLE MINES LTD
138,817$15.6B0.55%
39
FISVFISERV INC
75,355$15.5B0.55%
40
INTUINTUIT
23,247$14.6B0.52%
41
CAECAE INC
398,803$14.6B0.51%
42
GILGILDAN ACTIVEWEAR INC
211,833$14.3B0.51%
43
TJXTJX COS INC NEW
117,028$14.1B0.50%
44
JPMJPMORGAN CHASE & CO.
57,494$13.8B0.49%
45
UNHUNITEDHEALTH GROUP INC
27,003$13.7B0.48%
46
RBARB GLOBAL INC
104,630$13.6B0.48%
47
NKENIKE INC
171,507$13.0B0.46%
48
PEPPEPSICO INC
84,915$13.0B0.46%
49
FFIVF5 INC
50,314$12.7B0.45%
50
ADBEADOBE INC
28,227$12.6B0.44%
51
TRITHOMSON REUTERS CORP
54,215$12.5B0.44%
52
RMERESMED INC
54,357$12.4B0.44%
53
STNSTANTEC INC
108,207$12.2B0.43%
54
APHAMPHENOL CORP NEW
174,398$12.1B0.43%
55
BRBROADRIDGE FINL SOLUTIONS IN
51,548$11.7B0.41%
56
MEOHMETHANEX CORP
159,739$11.5B0.41%
57
FTSFORTIS INC
186,643$11.1B0.39%
58
LIESUN LIFE FINANCIAL INC.
126,238$10.8B0.38%
59
SCHWSCHWAB CHARLES CORP
145,128$10.7B0.38%
60
COSTCOSTCO WHSL CORP NEW
11,697$10.7B0.38%
61
HONHONEYWELL INTL INC
46,707$10.6B0.37%
62
TMOTHERMO FISHER SCIENTIFIC INC
19,315$10.1B0.35%
63
METAMETA PLATFORMS INC
16,544$9.7B0.34%
64
IQVIQVIA HLDGS INC
48,662$9.6B0.34%
65
CATCATERPILLAR INC
26,158$9.5B0.33%
66
WABWABTEC
49,886$9.5B0.33%
67
GOOGLALPHABET INC
49,185$9.3B0.33%
68
LINLINDE PLC
21,959$9.2B0.32%
69
OTXOPEN TEXT CORP
224,504$9.1B0.32%
70
IBMINTERNATIONAL BUSINESS MACHS
41,360$9.1B0.32%
71
LOWLOWES COS INC
36,218$8.9B0.32%
72
AKAMAKAMAI TECHNOLOGIES INC
92,329$8.8B0.31%
73
CVECENOVUS ENERGY INC
400,715$8.7B0.31%
74
BDXBECTON DICKINSON & CO
38,484$8.7B0.31%
75
NVDANVIDIA CORPORATION
64,947$8.7B0.31%
76
WMTWALMART INC
95,133$8.6B0.30%
77
AMZNAMAZON COM INC
38,901$8.5B0.30%
78
BALLBALL CORP
152,529$8.4B0.30%
79
PNCPNC FINL SVCS GROUP INC
43,127$8.3B0.29%
80
EMREMERSON ELEC CO
65,394$8.1B0.29%
81
MAMASTERCARD INCORPORATED
14,979$7.9B0.28%
82
DISDISNEY WALT CO
68,081$7.6B0.27%
83
FDXFEDEX CORP
26,718$7.6B0.27%
84
TAT&T INC
326,075$7.4B0.26%
85
MIDDMIDDLEBY CORP
54,773$7.4B0.26%
86
SBUXSTARBUCKS CORP
79,032$7.2B0.25%
87
ABTABBOTT LABS
61,929$7.0B0.25%
88
CSCOCISCO SYS INC
117,821$7.0B0.25%
89
DDDUPONT DE NEMOURS INC
90,769$6.9B0.24%
90
HDHOME DEPOT INC
17,662$6.9B0.24%
91
CHDCHURCH & DWIGHT CO INC
65,294$6.8B0.24%
92
SYKSTRYKER CORPORATION
18,914$6.8B0.24%
93
MDLZMONDELEZ INTL INC
113,308$6.8B0.24%
94
DEDEERE & CO
15,985$6.8B0.24%
95
LKQ1LKQ CORP
179,805$6.6B0.23%
96
MDTMEDTRONIC PLC
81,611$6.6B0.23%
97
SPGIS&P GLOBAL INC
13,049$6.5B0.23%
98
MCDMCDONALDS CORP
22,357$6.5B0.23%
99
DEODIAGEO PLC
49,031$6.2B0.22%
100
JNJJOHNSON & JOHNSON
41,807$6.0B0.21%
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