Addenda Capital Inc. Q3 2023 Filing

Filed October 12, 2023

Portfolio Value

$2.3T

Holdings

131

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
1,630,713$133.4B5.81%
2
CRCCANADIAN NAT RES LTD
1,342,368$119.1B5.19%
3
RYROYAL BK CDA
819,055$97.2B4.23%
4
BMOBANK MONTREAL QUE
744,165$85.3B3.71%
5
CPCANADIAN PACIFIC KANSAS CITY
829,118$83.9B3.65%
6
BNBROOKFIELD CORP
1,860,840$79.0B3.44%
7
ENBENBRIDGE INC
1,647,278$74.2B3.23%
8
BNSBANK NOVA SCOTIA HALIFAX
1,169,712$72.5B3.15%
9
CNRCANADIAN NATL RY CO
446,728$65.7B2.86%
10
GIB/ACGI INC
432,321$57.9B2.52%
11
SHOPSHOPIFY INC
729,045$54.1B2.35%
12
TRPTC ENERGY CORP
1,062,435$50.6B2.20%
13
FNVFRANCO NEV CORP
253,399$45.9B2.00%
14
NTRNUTRIEN LTD
542,907$45.9B2.00%
15
SUSUNCOR ENERGY INC NEW
974,679$45.5B1.98%
16
RCI/BROGERS COMMUNICATIONS INC
820,262$43.2B1.88%
17
CCOCAMECO CORP
782,769$42.2B1.84%
18
MFCMANULIFE FINL CORP
1,551,210$38.5B1.68%
19
WCNWASTE CONNECTIONS INC
200,911$36.6B1.60%
20
TECK/BTECK RESOURCES LTD
615,237$36.0B1.57%
21
MSFTMICROSOFT CORP
108,597$34.3B1.49%
22
BCEBCE INC
630,664$33.3B1.45%
23
ABXBARRICK GOLD CORP
1,651,115$32.6B1.42%
24
QSRRESTAURANT BRANDS INTL INC
347,331$31.7B1.38%
25
PPLPEMBINA PIPELINE CORP
656,035$26.8B1.17%
26
AAPLAPPLE INC
143,557$24.6B1.07%
27
OTXOPEN TEXT CORP
511,718$24.4B1.06%
28
DSGDESCARTES SYS GROUP INC
237,134$23.6B1.03%
29
WPMWHEATON PRECIOUS METALS CORP
399,095$22.0B0.96%
30
AVGOBROADCOM INC
23,509$19.5B0.85%
31
GOOGALPHABET INC
147,729$19.5B0.85%
32
MGAMAGNA INTL INC
255,944$18.6B0.81%
33
VVISA INC
78,218$18.0B0.78%
34
CIGICOLLIERS INTL GROUP INC
115,442$14.9B0.65%
35
CVECENOVUS ENERGY INC
522,230$14.8B0.64%
36
BAMBROOKFIELD ASSET MANAGMT LTD
326,021$14.8B0.64%
37
NKENIKE INC
136,163$13.1B0.57%
38
PEPPEPSICO INC
73,766$12.5B0.54%
39
UNHUNITEDHEALTH GROUP INC
24,161$12.2B0.53%
40
TMOTHERMO FISHER SCIENTIFIC INC
23,649$12.0B0.52%
41
TJXTJX COS INC NEW
130,315$11.6B0.50%
42
DISDISNEY WALT CO
141,552$11.5B0.50%
43
CMCANADIAN IMPERIAL BK COMM TO
211,124$11.3B0.49%
44
ADBEADOBE INC
21,736$11.1B0.48%
45
COSTCOSTCO WHSL CORP NEW
19,294$10.9B0.47%
46
UPSUNITED PARCEL SERVICE INC
68,386$10.7B0.46%
47
GFLGFL ENVIRONMENTAL INC
245,525$10.6B0.46%
48
JNJJOHNSON & JOHNSON
67,600$10.5B0.46%
49
CAECAE INC
327,524$10.4B0.45%
50
JPMJPMORGAN CHASE & CO
68,030$9.9B0.43%
51
MEOHMETHANEX CORP
160,822$9.8B0.43%
52
STNSTANTEC INC
108,941$9.6B0.42%
53
BKNGBOOKING HOLDINGS INC
3,106$9.6B0.42%
54
TRITHOMSON REUTERS CORP.
54,583$9.1B0.39%
55
RBARB GLOBAL INC
105,340$9.0B0.39%
56
HONHONEYWELL INTL INC
47,799$8.8B0.38%
57
IQVIQVIA HLDGS INC
44,690$8.8B0.38%
58
FTSFORTIS INC
169,925$8.8B0.38%
59
TTELUS CORPORATION
382,971$8.6B0.37%
60
INTUINTUIT
16,287$8.3B0.36%
61
LIESUN LIFE FINANCIAL INC.
122,793$8.1B0.35%
62
GILGILDAN ACTIVEWEAR INC
211,880$8.1B0.35%
63
FISVFISERV INC
71,091$8.0B0.35%
64
GPNGLOBAL PMTS INC
69,311$8.0B0.35%
65
SCHWSCHWAB CHARLES CORP
143,227$7.9B0.34%
66
VMWEURVMWARE INC
46,575$7.8B0.34%
67
NVDANVIDIA CORPORATION
17,557$7.6B0.33%
68
METAMETA PLATFORMS INC
25,322$7.6B0.33%
69
BRBROADRIDGE FINL SOLUTIONS IN
42,161$7.6B0.33%
70
AKAMAKAMAI TECHNOLOGIES INC
70,381$7.5B0.33%
71
LOWLOWES COS INC
35,393$7.4B0.32%
72
MIDDMIDDLEBY CORP
56,187$7.2B0.31%
73
CATCATERPILLAR INC
26,335$7.2B0.31%
74
FDXFEDEX CORP
26,900$7.2B0.31%
75
FTVFORTIVE CORP
96,247$7.1B0.31%
76
AMZNAMAZON COM INC
54,696$7.0B0.30%
77
CVSCVS HEALTH CORP
99,286$6.9B0.30%
78
APHAMPHENOL CORP NEW
81,894$6.9B0.30%
79
BALLBALL CORP
138,376$6.9B0.30%
80
DDDUPONT DE NEMOURS INC
91,385$6.8B0.30%
81
HMCHONDA MOTOR LTD
201,901$6.8B0.30%
82
WMTWALMART INC
41,528$6.6B0.29%
83
GOOGLALPHABET INC
49,519$6.5B0.28%
84
CSCOCISCO SYS INC
118,620$6.4B0.28%
85
EMREMERSON ELEC CO
65,837$6.4B0.28%
86
DHRDANAHER CORPORATION
25,216$6.3B0.27%
87
MRKMERCK & CO INC
57,965$6.0B0.26%
88
BDXBECTON DICKINSON & CO
23,113$6.0B0.26%
89
MAMASTERCARD INCORPORATED
15,081$6.0B0.26%
90
MCDMCDONALDS CORP
22,509$5.9B0.26%
91
PYPLPAYPAL HLDGS INC
100,050$5.8B0.25%
92
DEODIAGEO PLC
38,668$5.8B0.25%
93
IBMINTERNATIONAL BUSINESS MACHS
41,641$5.8B0.25%
94
INTCINTEL CORP
163,862$5.8B0.25%
95
SBUXSTARBUCKS CORP
62,236$5.7B0.25%
96
FFORD MTR CO DEL
453,096$5.6B0.25%
97
MDLZMONDELEZ INTL INC
79,578$5.6B0.24%
98
DOWDOW INC
105,903$5.5B0.24%
99
HDHOME DEPOT INC
17,782$5.4B0.23%
100
KOCOCA COLA CO
94,772$5.3B0.23%
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