Addenda Capital Inc. Q4 2022 Filing

Filed January 12, 2023

Portfolio Value

$2.3T

Holdings

144

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
1,685,988$147.8B6.42%
2
RYROYAL BK CDA SUSTAINABL
864,046$110.0B4.77%
3
CRCCANADIAN NAT RES LTD
1,274,090$96.9B4.21%
4
BMOBANK MONTREAL QUE
756,513$92.8B4.03%
5
ENBENBRIDGE INC
1,688,412$89.4B3.88%
6
NTRNUTRIEN LTD
849,026$84.5B3.67%
7
BNBROOKFIELD CORP
1,928,542$82.1B3.56%
8
BNSBANK NOVA SCOTIA HALIFAX
1,216,919$80.7B3.50%
9
CP.TOCANADIAN PAC RY LTD
757,774$76.6B3.33%
10
CNRCANADIAN NATL RY CO
468,388$75.3B3.27%
11
TRPTC ENERGY CORP
992,010$54.4B2.36%
12
RCI/BROGERS COMMUNICATIONS INC
838,666$53.6B2.33%
13
GIB/ACGI INC
455,961$53.2B2.31%
14
SUSUNCOR ENERGY INC NEW
1,103,532$47.4B2.06%
15
MFCMANULIFE FINL CORP
1,742,976$42.1B1.83%
16
WCNWASTE CONNECTIONS INC
212,388$38.1B1.65%
17
BCEBCE INC
606,505$36.7B1.59%
18
PPLPEMBINA PIPELINE CORP
704,440$32.4B1.41%
19
MGAMAGNA INTL INC
415,573$31.6B1.37%
20
MSFTMICROSOFT CORP
129,110$31.0B1.34%
21
CCOCAMECO CORP
906,615$27.8B1.21%
22
QSRRESTAURANT BRANDS INTL INC
305,992$27.0B1.17%
23
WPMWHEATON PRECIOUS METALS CORP
465,870$24.6B1.07%
24
SHOPSHOPIFY INC
504,790$23.7B1.03%
25
DSGDESCARTES SYS GROUP INC
250,679$23.7B1.03%
26
OTXOPEN TEXT CORP
552,613$22.2B0.96%
27
AAPLAPPLE INC
165,508$21.5B0.93%
28
SJR/BEURSHAW COMMUNICATIONS INC
539,114$21.0B0.91%
29
VVISA INC
91,003$18.9B0.82%
30
CIGICOLLIERS INTL GROUP INC
140,442$17.5B0.76%
31
NKENIKE INC
144,996$17.0B0.74%
32
FNVFRANCO NEV CORP
90,820$16.8B0.73%
33
TMOTHERMO FISHER SCIENTIFIC INC
29,901$16.5B0.72%
34
AVGOBROADCOM INC
29,000$16.2B0.70%
35
BAMBROOKFIELD ASSET MANAGMT LTD
397,256$15.4B0.67%
36
PEPPEPSICO INC
82,212$14.9B0.65%
37
GOOGALPHABET INC
156,941$13.9B0.60%
38
CAECAE INC
529,050$13.9B0.60%
39
UNHUNITEDHEALTH GROUP INC
25,631$13.6B0.59%
40
UPSUNITED PARCEL SERVICE INC
78,011$13.6B0.59%
41
JNJJOHNSON & JOHNSON
75,983$13.4B0.58%
42
JPMJPMORGAN CHASE & CO
98,595$13.2B0.57%
43
CVECENOVUS ENERGY INC
494,690$13.0B0.56%
44
CMCANADIAN IMPERIAL BK COMM TO
224,041$12.5B0.54%
45
GILGILDAN ACTIVEWEAR INC
332,289$12.3B0.53%
46
HONHONEYWELL INTL INC
56,628$12.1B0.53%
47
TJXTJX COS INC NEW
142,565$11.3B0.49%
48
CVSCVS HEALTH CORP
115,763$10.8B0.47%
49
DISDISNEY WALT CO
121,658$10.6B0.46%
50
SCHWSCHWAB CHARLES CORP
118,168$9.8B0.43%
51
TECK/BTECK RESOURCES LTD
188,456$9.6B0.42%
52
COSTCOSTCO WHSL CORP NEW
21,107$9.6B0.42%
53
FISVFISERV INC
93,616$9.5B0.41%
54
FTSFORTIS INC
164,713$8.9B0.39%
55
STNSTANTEC INC
131,503$8.6B0.37%
56
ADBEADOBE SYSTEMS INCORPORATED
25,413$8.6B0.37%
57
TRI4EURTHOMSON REUTERS CORP.
55,078$8.5B0.37%
58
BKNGBOOKING HOLDINGS INC
4,154$8.4B0.36%
59
MEOHMETHANEX CORP
162,276$8.3B0.36%
60
RBAGBPRITCHIE BROS AUCTIONEERS
106,295$8.3B0.36%
61
IQVIQVIA HLDGS INC
39,824$8.2B0.35%
62
MIDDMIDDLEBY CORP
59,928$8.0B0.35%
63
GPNGLOBAL PMTS INC
78,566$7.8B0.34%
64
LOWLOWES COS INC
38,717$7.7B0.33%
65
LIESUN LIFE FINANCIAL INC.
122,322$7.7B0.33%
66
BDXBECTON DICKINSON & CO
29,935$7.6B0.33%
67
APHAMPHENOL CORP NEW
99,731$7.6B0.33%
68
FTVFORTIVE CORP
116,174$7.5B0.32%
69
DHRDANAHER CORPORATION
27,586$7.3B0.32%
70
AKAMAKAMAI TECHNOLOGIES INC
86,474$7.3B0.32%
71
BALLBALL CORP
139,686$7.1B0.31%
72
VMWEURVMWARE INC
56,877$7.0B0.30%
73
BRBROADRIDGE FINL SOLUTIONS IN
49,217$6.6B0.29%
74
MRKMERCK & CO INC
58,481$6.5B0.28%
75
TTELUS CORPORATION
243,865$6.5B0.28%
76
INTUINTUIT
16,515$6.4B0.28%
77
EMREMERSON ELEC CO
66,434$6.4B0.28%
78
CATCATERPILLAR INC
26,574$6.4B0.28%
79
DDDUPONT DE NEMOURS INC
92,213$6.3B0.27%
80
SBUXSTARBUCKS CORP
62,800$6.2B0.27%
81
PFEPFIZER INC
120,831$6.2B0.27%
82
KOCOCA COLA CO
95,620$6.1B0.26%
83
MCDMCDONALDS CORP
22,713$6.0B0.26%
84
WMTWALMART INC
41,904$6.0B0.26%
85
IBMINTERNATIONAL BUSINESS MACHS
42,018$5.9B0.26%
86
PNCPNC FINL SVCS GROUP INC
36,919$5.8B0.25%
87
MDLZMONDELEZ INTL INC
87,058$5.8B0.25%
88
CSCOCISCO SYS INC
119,695$5.7B0.25%
89
HDHOME DEPOT INC
17,943$5.7B0.25%
90
SYKSTRYKER CORPORATION
22,851$5.6B0.24%
91
BHPBHP GROUP LTD
89,488$5.6B0.24%
92
FDXFEDEX CORP
31,796$5.5B0.24%
93
DEODIAGEO PLC
31,015$5.5B0.24%
94
ABTABBOTT LABS
49,741$5.5B0.24%
95
RIORIO TINTO PLC
75,746$5.4B0.23%
96
DOWDOW INC
106,863$5.4B0.23%
97
IWMISHARES TR
30,830$5.4B0.23%
98
FFORD MTR CO DEL
457,204$5.3B0.23%
99
MAMASTERCARD INCORPORATED
15,217$5.3B0.23%
100
PGPROCTER AND GAMBLE CO
34,523$5.2B0.23%
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