LOUISBOURG INVESTMENTS INC. Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$424.3B
Holdings
200
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (200 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CNRCANADIAN NATIONAL RAILWAY CO | 292,414 | $30.4B | 7.17% | |
| 2 | MSFTMICROSOFT CORP | 31,270 | $12.7B | 3.00% | |
| 3 | SHOPSHOPIFY INC | 108,287 | $12.5B | 2.94% | |
| 4 | IVVISHARES CORE S&P 500 ETF | 19,360 | $12.0B | 2.83% | |
| 5 | WPMWHEATON PRECIOUS METALS CORP | 115,846 | $10.4B | 2.45% | |
| 6 | RCI/BROGERS COMMUNICATIONS INC | 309,985 | $9.2B | 2.16% | |
| 7 | OROR ROYALTIES INC | 348,831 | $8.9B | 2.11% | |
| 8 | TSMTSMC | 45,213 | $8.8B | 2.09% | |
| 9 | CIGICOLLIERS INTERNATIONAL GROUP I | 60,543 | $7.9B | 1.86% | |
| 10 | BNBROOKFIELD CORP | 122,846 | $7.6B | 1.79% | |
| 11 | GOOGALPHABET INC | 50,428 | $7.4B | 1.75% | |
| 12 | GILGILDAN ACTIVEWEAR INC | 145,316 | $7.1B | 1.68% | |
| 13 | AQLTISHARES CORE MSCI EAFE ETF | 84,484 | $7.1B | 1.66% | |
| 14 | AMZNAMAZON.COM INC | 39,024 | $7.0B | 1.65% | |
| 15 | NTRNUTRIEN LTD | 117,973 | $6.9B | 1.62% | |
| 16 | VOOVANGUARD S&P 500 ETF | 11,785 | $6.7B | 1.58% | |
| 17 | BDXBECTON DICKINSON & CO | 49,590 | $6.6B | 1.55% | |
| 18 | LSPDLIGHTSPEED COMMERCE INC | 552,705 | $6.5B | 1.53% | |
| 19 | BNSBANK OF NOVA SCOTIA/THE | 117,292 | $6.5B | 1.53% | |
| 20 | PPLPEMBINA PIPELINE CORP | 171,325 | $6.4B | 1.51% | |
| 21 | METAMETA PLATFORMS INC | 10,914 | $6.4B | 1.51% | |
| 22 | CRMSALESFORCE INC | 29,157 | $6.4B | 1.50% | |
| 23 | AVGOBROADCOM INC | 26,670 | $6.2B | 1.46% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC | 8 | $5.8B | 1.37% | |
| 25 | CRCCANADIAN NATURAL RESOURCES LTD | 181,202 | $5.7B | 1.34% | |
| 26 | TDTORONTO-DOMINION BANK/THE | 73,974 | $5.4B | 1.28% | |
| 27 | TMUST-MOBILE US INC | 27,319 | $5.3B | 1.25% | |
| 28 | JNJJOHNSON & JOHNSON | 42,112 | $5.2B | 1.23% | |
| 29 | URIUNITED RENTALS INC | 8,308 | $5.1B | 1.20% | |
| 30 | CTSHCOGNIZANT TECHNOLOGY SOLUTIONS | 80,236 | $5.0B | 1.17% | |
| 31 | DISWALT DISNEY CO/THE | 49,430 | $5.0B | 1.17% | |
| 32 | QSRRESTAURANT BRANDS INTERNATIONA | 74,109 | $4.9B | 1.16% | |
| 33 | JJACOBS SOLUTIONS INC | 44,328 | $4.7B | 1.11% | |
| 34 | AG8AGILENT TECHNOLOGIES INC | 47,220 | $4.5B | 1.05% | |
| 35 | GIB/ACGI INC | 42,340 | $4.4B | 1.05% | |
| 36 | WTWWILLIS TOWERS WATSON PLC | 17,671 | $4.2B | 0.99% | |
| 37 | CLSCELESTICA INC | 26,900 | $4.2B | 0.99% | |
| 38 | TECK/BTECK RESOURCES LTD | 98,173 | $4.0B | 0.93% | |
| 39 | AYS1SANDSTORM GOLD LTD | 421,282 | $4.0B | 0.93% | |
| 40 | CBRECBRE GROUP INC | 32,555 | $3.9B | 0.91% | |
| 41 | RYROYAL BANK OF CANADA | 28,233 | $3.7B | 0.88% | |
| 42 | DLTRDOLLAR TREE INC | 45,160 | $3.5B | 0.83% | |
| 43 | ACNACCENTURE PLC | 14,085 | $3.5B | 0.82% | |
| 44 | FTSFORTIS INC/CANADA | 72,562 | $3.5B | 0.81% | |
| 45 | ABTABBOTT LABORATORIES | 31,544 | $3.4B | 0.81% | |
| 46 | NGDNEW GOLD INC | 685,700 | $3.4B | 0.80% | |
| 47 | COPCONOCOPHILLIPS | 48,672 | $3.4B | 0.80% | |
| 48 | DSGDESCARTES SYSTEMS GROUP INC/TH | 33,166 | $3.4B | 0.79% | |
| 49 | IMGIAMGOLD CORP | 454,200 | $3.3B | 0.79% | |
| 50 | KGCKINROSS GOLD CORP | 211,200 | $3.3B | 0.78% | |
| 51 | ATSATS CORP | 101,522 | $3.2B | 0.76% | |
| 52 | DCBODOCEBO INC | 111,672 | $3.2B | 0.76% | |
| 53 | RSPINVESCO S&P 500 EQUAL WEIGHT E | 23,650 | $3.2B | 0.75% | |
| 54 | AEMAGNICO EAGLE MINES LTD | 26,550 | $3.2B | 0.74% | |
| 55 | VWOVANGUARD FTSE EMERGING MARKETS | 62,794 | $3.1B | 0.73% | |
| 56 | ORCLORACLE CORP | 14,709 | $3.1B | 0.72% | |
| 57 | FNVFRANCO-NEVADA CORP | 18,500 | $3.0B | 0.71% | |
| 58 | ROSTROSS STORES INC | 30,235 | $3.0B | 0.71% | |
| 59 | OLAORLA MINING LTD | 294,900 | $3.0B | 0.70% | |
| 60 | SUSUNCOR ENERGY INC | 78,394 | $2.9B | 0.69% | |
| 61 | KKRKKR & CO INC | 28,232 | $2.9B | 0.69% | |
| 62 | OTXOPEN TEXT CORP | 98,571 | $2.9B | 0.68% | |
| 63 | BKBANK OF NEW YORK MELLON CORP/T | 42,173 | $2.9B | 0.68% | |
| 64 | STNSTANTEC INC | 25,826 | $2.8B | 0.66% | |
| 65 | VVISA INC | 9,719 | $2.6B | 0.62% | |
| 66 | ALLEALLEGION PLC | 21,945 | $2.6B | 0.60% | |
| 67 | MCDMCDONALD'S CORP | 9,992 | $2.5B | 0.59% | |
| 68 | UNPUNION PACIFIC CORP | 12,598 | $2.4B | 0.56% | |
| 69 | ULTAULTA BEAUTY INC | 6,270 | $2.3B | 0.54% | |
| 70 | CPCANADIAN PACIFIC KANSAS CITY L | 28,709 | $2.3B | 0.54% | |
| 71 | DGDOLLAR GENERAL CORP | 26,102 | $2.3B | 0.53% | |
| 72 | COSTCOSTCO WHOLESALE CORP | 2,200 | $2.2B | 0.51% | |
| 73 | GFRGREENFIRE RESOURCES LTD | 483,379 | $2.1B | 0.51% | |
| 74 | ENQENTEGRIS INC | 34,825 | $2.1B | 0.50% | |
| 75 | CNPCENTERPOINT ENERGY INC | 71,518 | $2.0B | 0.47% | |
| 76 | OTISOTIS WORLDWIDE CORP | 21,541 | $1.9B | 0.44% | |
| 77 | WFCWELLS FARGO & CO | 28,844 | $1.7B | 0.41% | |
| 78 | WMTWALMART INC | 17,045 | $1.7B | 0.39% | |
| 79 | CSGPCOSTAR GROUP INC | 26,530 | $1.7B | 0.39% | |
| 80 | KLACKLA CORP | 2,186 | $1.6B | 0.37% | |
| 81 | HDHOME DEPOT INC/THE | 4,100 | $1.5B | 0.35% | |
| 82 | TJXTJX COS INC/THE | 11,309 | $1.4B | 0.33% | |
| 83 | SHELSHELL PLC | 18,290 | $1.3B | 0.30% | |
| 84 | SAPSAP SE | 4,180 | $1.3B | 0.30% | |
| 85 | GOOGLALPHABET INC | 5,865 | $1.0B | 0.24% | |
| 86 | IGFISHARES GLOBAL INFRASTRUCTURE | 16,677 | $987.3M | 0.23% | |
| 87 | ASMLASML HOLDING NV | 1,200 | $961.7M | 0.23% | |
| 88 | BMOBANK OF MONTREAL | 8,428 | $932.3M | 0.22% | |
| 89 | TRITHOMSON REUTERS CORP | 4,537 | $910.7M | 0.21% | |
| 90 | MRSHMARSH & MCLENNAN COS INC | 5,479 | $893.6M | 0.21% | |
| 91 | ENBENBRIDGE INC | 15,208 | $688.3M | 0.16% | |
| 92 | NVDANVIDIA CORP | 4,255 | $672.2M | 0.16% | |
| 93 | BRK/BBERKSHIRE HATHAWAY INC | 1,329 | $645.6M | 0.15% | |
| 94 | MUFGMITSUBISHI UFJ FINANCIAL GROUP | 45,310 | $621.7M | 0.15% | |
| 95 | BSXBOSTON SCIENTIFIC CORP | 7,280 | $598.5M | 0.14% | |
| 96 | BPBP PLC | 19,680 | $589.0M | 0.14% | |
| 97 | NFLXNETFLIX INC | 528 | $576.5M | 0.14% | |
| 98 | GSGOLDMAN SACHS GROUP INC/THE | 1,084 | $571.4M | 0.13% | |
| 99 | VEAVANGUARD FTSE DEVELOPED MARKET | 10,000 | $570.1M | 0.13% | |
| 100 | RIORIO TINTO PLC | 9,680 | $564.6M | 0.13% |
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