Addenda Capital Inc. Q3 2024 Filing

Filed October 15, 2024

Portfolio Value

$2.8T

Holdings

125

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
BNBROOKFIELD CORP
1,881,666$135.2B4.82%
2
TDTORONTO DOMINION BK ONT
1,546,439$132.3B4.72%
3
RYROYAL BK CDA
780,459$131.7B4.70%
4
CRCCANADIAN NAT RES LTD
2,411,160$109.6B3.91%
5
WPMWHEATON PRECIOUS METALS CORP
1,259,245$104.0B3.71%
6
SHOPSHOPIFY INC
903,127$97.9B3.49%
7
CPCANADIAN PACIFIC KANSAS CITY
837,142$97.0B3.46%
8
ENBENBRIDGE INC
1,650,745$90.7B3.24%
9
BMOBANK MONTREAL QUE
720,766$88.0B3.14%
10
BNSBANK NOVA SCOTIA HALIFAX
1,130,554$83.3B2.97%
11
CNRCANADIAN NATL RY CO
448,554$71.0B2.53%
12
TRPTC ENERGY CORP
990,858$64.7B2.31%
13
ABXBARRICK GOLD CORP
2,384,905$64.2B2.29%
14
GIB/ACGI INC
406,020$63.2B2.25%
15
MFCMANULIFE FINL CORP
1,445,630$57.8B2.06%
16
WCNWASTE CONNECTIONS INC
191,433$46.3B1.65%
17
SUSUNCOR ENERGY INC NEW
906,307$45.2B1.61%
18
CCOCAMECO CORP
687,761$44.4B1.59%
19
AVGOBROADCOM INC
253,636$43.8B1.56%
20
CMCANADIAN IMPERIAL BK COMM
514,628$43.2B1.54%
21
MSFTMICROSOFT CORP
96,558$41.5B1.48%
22
QSRRESTAURANT BRANDS INTL INC
378,552$37.2B1.33%
23
FNVFRANCO NEV CORP
215,300$36.2B1.29%
24
TECK/BTECK RESOURCES LTD
494,988$35.0B1.25%
25
PPLPEMBINA PIPELINE CORP
621,877$34.7B1.24%
26
AAPLAPPLE INC
144,061$33.6B1.20%
27
CIGICOLLIERS INTL GROUP INC
163,365$33.5B1.20%
28
RCI/BROGERS COMMUNICATIONS INC
594,426$32.7B1.17%
29
BCEBCE INC
658,418$31.6B1.13%
30
NTRNUTRIEN LTD
474,162$31.2B1.11%
31
DSGDESCARTES SYS GROUP INC
214,200$29.8B1.06%
32
GOOGALPHABET INC
140,352$23.5B0.84%
33
VVISA INC
80,040$22.0B0.79%
34
BAMBROOKFIELD ASSET MANAGMT LTD
322,906$20.6B0.74%
35
MGAMAGNA INTL INC
270,882$15.0B0.54%
36
GFLGFL ENVIRONMENTAL INC
277,460$15.0B0.53%
37
UNHUNITEDHEALTH GROUP INC
25,587$15.0B0.53%
38
OTXOPEN TEXT CORP
332,048$14.9B0.53%
39
TJXTJX COS INC NEW
123,289$14.5B0.52%
40
RMERESMED INC
58,964$14.4B0.51%
41
PEPPEPSICO INC
84,166$14.3B0.51%
42
BIPBROOKFIELD INFRAST PARTNERS
296,481$14.1B0.50%
43
BKNGBOOKING HOLDINGS INC
3,320$14.0B0.50%
44
NKENIKE INC
153,683$13.6B0.49%
45
ADBEADOBE INC
26,257$13.6B0.48%
46
GILGILDAN ACTIVEWEAR INC
213,483$13.6B0.48%
47
FISVFISERV INC
71,476$12.8B0.46%
48
TRITHOMSON REUTERS CORP.
54,370$12.5B0.45%
49
STNSTANTEC INC
108,515$11.8B0.42%
50
RBARB GLOBAL INC
104,928$11.4B0.41%
51
FTSFORTIS INC
184,896$11.4B0.41%
52
TMOTHERMO FISHER SCIENTIFIC INC
18,036$11.2B0.40%
53
JPMJPMORGAN CHASE & CO.
52,541$11.1B0.40%
54
DISDISNEY WALT CO
113,414$10.9B0.39%
55
APHAMPHENOL CORP NEW
165,977$10.8B0.39%
56
COSTCOSTCO WHSL CORP NEW
12,091$10.7B0.38%
57
IQVIQVIA HLDGS INC
45,155$10.7B0.38%
58
CVECENOVUS ENERGY INC
469,180$10.6B0.38%
59
BALLBALL CORP
153,390$10.4B0.37%
60
CATCATERPILLAR INC
26,232$10.3B0.37%
61
INTUINTUIT
16,461$10.2B0.36%
62
CAECAE INC
396,693$10.1B0.36%
63
HONHONEYWELL INTL INC
48,514$10.0B0.36%
64
WMTWALMART INC
124,097$10.0B0.36%
65
BRBROADRIDGE FINL SOLUTIONS IN
46,339$10.0B0.36%
66
LIESUN LIFE FINANCIAL INC.
126,576$9.9B0.35%
67
LOWLOWES COS INC
35,909$9.7B0.35%
68
METAMETA PLATFORMS INC
16,591$9.5B0.34%
69
SCHWSCHWAB CHARLES CORP
143,891$9.3B0.33%
70
IBMINTERNATIONAL BUSINESS MACHS
41,478$9.2B0.33%
71
MEOHMETHANEX CORP
160,195$9.0B0.32%
72
AKAMAKAMAI TECHNOLOGIES INC
85,765$8.7B0.31%
73
AMZNAMAZON COM INC
46,186$8.6B0.31%
74
BDXBECTON DICKINSON & CO
35,328$8.5B0.30%
75
MDLZMONDELEZ INTL INC
112,953$8.4B0.30%
76
LINLINDE PLC
17,245$8.2B0.29%
77
GOOGLALPHABET INC
49,325$8.2B0.29%
78
DDDUPONT DE NEMOURS INC
91,027$8.1B0.29%
79
NVDANVIDIA CORPORATION
65,132$7.9B0.28%
80
FFIVF5 INC
35,074$7.7B0.28%
81
SBUXSTARBUCKS CORP
79,256$7.7B0.28%
82
MIDDMIDDLEBY CORP
55,039$7.7B0.27%
83
WABWABTEC
41,051$7.5B0.27%
84
MAMASTERCARD INCORPORATED
15,022$7.4B0.26%
85
FDXFEDEX CORP
26,795$7.4B0.26%
86
GPNGLOBAL PMTS INC
70,327$7.2B0.26%
87
TAT&T INC
327,003$7.2B0.26%
88
HDHOME DEPOT INC
17,712$7.2B0.26%
89
EMREMERSON ELEC CO
65,580$7.2B0.26%
90
RIORIO TINTO PLC
100,668$7.2B0.26%
91
BHPBHP GROUP LTD
112,552$7.2B0.26%
92
ABTABBOTT LABS
62,105$7.1B0.25%
93
LKQ1LKQ CORP
177,010$7.1B0.25%
94
DEODIAGEO PLC
49,184$7.0B0.25%
95
FTVFORTIVE CORP
88,573$7.0B0.25%
96
KOCOCA COLA CO
94,401$6.8B0.24%
97
MCDMCDONALDS CORP
22,420$6.8B0.24%
98
JNJJOHNSON & JOHNSON
41,926$6.8B0.24%
99
SYKSTRYKER CORPORATION
18,754$6.8B0.24%
100
CHDCHURCH & DWIGHT CO INC
64,737$6.8B0.24%
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