Louisbourg Investments Inc. Portfolio Stock Holdings
Louisbourg Investments Inc. disclosed 216 stock positions valued at approximately $528.8 million in its latest SEC 13F filing. The largest holdings include CANADIAN NATIONAL RAILWAY CO, SHOPIFY INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 216
- Portfolio Value
- $528.8M
Holdings by Sector
Louisbourg Investments Inc. Portfolio Holdings in Q1 2026
202 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CANADIAN NATIONAL RAILWAY CO | CNI | Industrials | 5.58% | 287,395 | -2,551 | -0.88% | $29,520,924 |
| SHOPIFY INC | SHOP | Technology | 2.77% | 123,616 | +56,746 | +84.86% | $14,638,107 |
| MICROSOFT CORP | MSFT | Technology | 2.43% | 42,820 | +9,573 | +28.79% | $12,844,415 |
| ALPHABET INC | GOOG | Communication Services | 2.31% | 51,083 | +1,400 | +2.82% | $12,232,308 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 2.28% | 18,440 | +560 | +3.13% | $12,045,192 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 2.12% | 85,578 | -6,192 | -6.75% | $11,210,663 |
| TSMC | TSM | Technology | 2.08% | 37,609 | -2,760 | -6.84% | $10,979,870 |
| BROOKFIELD CORP | BN | Financial Services | 2.03% | 264,944 | +97,796 | +58.51% | $10,714,445 |
| TECK RESOURCES LTD | TECK | Basic Materials | 1.72% | 175,850 | +16,388 | +10.28% | $9,095,907 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 1.63% | 155,548 | +9,552 | +6.54% | $8,645,027 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 1.63% | 95,189 | +4,132 | +4.54% | $8,617,436 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.57% | 49,421 | +6,120 | +14.13% | $8,322,339 |
| VANGUARD S&P 500 ETF | VOO | Other | 1.57% | 13,866 | +629 | +4.75% | $8,285,885 |
| COLLIERS INTERNATIONAL GROUP I | CIGI | Real Estate | 1.53% | 75,882 | +24,110 | +46.57% | $8,096,657 |
| SALESFORCE INC | CRM | Technology | 1.51% | 54,137 | +14,939 | +38.11% | $7,993,138 |
| BROADCOM INC | AVGO | Technology | 1.44% | 29,346 | +6,295 | +27.31% | $7,620,658 |
| T-MOBILE US INC | TMUS | Communication Services | 1.40% | 44,318 | +2,395 | +5.71% | $7,421,427 |
| FRANCO-NEVADA CORP | FNV | Basic Materials | 1.39% | 29,832 | +29,832 | +100.00% | $7,371,858 |
| META PLATFORMS INC | META | Communication Services | 1.28% | 14,892 | +1,337 | +9.86% | $6,780,835 |
| STANTEC INC | STN | Industrials | 1.28% | 78,568 | +36,563 | +87.04% | $6,778,526 |
| SSR MINING INC | SSRM | Basic Materials | 1.25% | 225,400 | +17,600 | +8.47% | $6,607,249 |
| THOMSON REUTERS CORP | TRI | Industrials | 1.24% | 72,832 | +59,112 | +430.85% | $6,560,576 |
| CANADIAN NATURAL RESOURCES LTD | CNQ | Energy | 1.22% | 132,989 | +152 | +0.11% | $6,474,377 |
| ENERGY FUELS INC/CANADA | UUUU | Energy | 1.17% | 339,500 | +35,300 | +11.60% | $6,213,247 |
| BANK OF NOVA SCOTIA/THE | BNS | Financial Services | 1.17% | 89,518 | +12,283 | +15.90% | $6,195,424 |
| LIGHTSPEED COMMERCE INC | LSPD | Technology | 1.14% | 672,764 | +26,531 | +4.11% | $6,004,150 |
| KINROSS GOLD CORP | KGC | Basic Materials | 1.13% | 196,100 | +24,400 | +14.21% | $5,983,308 |
| FIRST MAJESTIC SILVER CORP | AG | Basic Materials | 1.13% | 279,600 | +279,600 | +100.00% | $5,981,542 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 1.13% | 285,900 | +22,000 | +8.34% | $5,974,795 |
| IAMGOLD CORP | IAG | Basic Materials | 1.13% | 318,300 | +9,900 | +3.21% | $5,973,691 |
| CENOVUS ENERGY INC | CVE | Energy | 1.13% | 225,180 | +44,592 | +24.69% | $5,964,305 |
| PEMBINA PIPELINE CORP | PBA | Energy | 1.09% | 129,498 | -97,840 | -43.04% | $5,785,093 |
| CGI INC | GIB | Technology | 1.09% | 78,812 | +16,988 | +27.48% | $5,750,183 |
| BERKSHIRE HATHAWAY INC | BRK-A | Financial Services | 1.09% | 8 | - | - | $5,745,120 |
| BECTON DICKINSON & CO | BDX | Healthcare | 1.08% | 46,164 | -650 | -1.39% | $5,735,925 |
| DESCARTES SYSTEMS GROUP INC/TH | DSGX | Technology | 1.08% | 79,704 | +7,841 | +10.91% | $5,697,472 |
| COEUR MINING INC | CDE | Basic Materials | 1.04% | 292,481 | +292,481 | +100.00% | $5,489,868 |
| NUTRIEN LTD | NTR | Basic Materials | 1.03% | 72,059 | -12,134 | -14.41% | $5,428,593 |
| SUNCOR ENERGY INC | SU | Energy | 1.03% | 82,220 | -14,359 | -14.87% | $5,427,263 |
| EQUINOX GOLD CORP | EQX | Basic Materials | 1.02% | 375,900 | +30,300 | +8.77% | $5,417,771 |
| COSTAR GROUP INC | CSGP | Real Estate | 1.02% | 175,086 | +84,764 | +93.85% | $5,387,180 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.98% | 83,707 | +7,430 | +9.74% | $5,202,398 |
| UNITED RENTALS INC | URI | Industrials | 0.97% | 8,706 | +1,595 | +22.43% | $5,144,607 |
| WILLIS TOWERS WATSON PLC | WTW | Other | 0.96% | 22,466 | +3,773 | +20.18% | $5,086,286 |
| ROGERS COMMUNICATIONS INC | RCI | Communication Services | 0.92% | 126,901 | -134,932 | -51.53% | $4,870,653 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.91% | 59,288 | +20,725 | +53.74% | $4,811,237 |
| WALT DISNEY CO/THE | DIS | Communication Services | 0.87% | 59,204 | +7,265 | +13.99% | $4,615,475 |
| CONOCOPHILLIPS | COP | Energy | 0.86% | 44,113 | -6,030 | -12.03% | $4,548,019 |
| RESTAURANT BRANDS INTERNATIONA | QSR | Consumer Cyclical | 0.84% | 60,059 | -18,038 | -23.10% | $4,435,378 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.83% | 21,016 | -11,896 | -36.14% | $4,411,439 |
| TORONTO-DOMINION BANK/THE | TD | Financial Services | 0.83% | 47,254 | -1,165 | -2.41% | $4,404,362 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.83% | 41,937 | -5,675 | -11.92% | $4,376,716 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.82% | 46,369 | +10,495 | +29.26% | $4,332,996 |
| ROYAL BANK OF CANADA | RY | Financial Services | 0.80% | 26,227 | -1,788 | -6.38% | $4,231,242 |
| FIRSTSERVICE CORP | FSV | Real Estate | 0.80% | 30,387 | +5,747 | +23.32% | $4,218,733 |
| KKR & CO INC | KKR | Financial Services | 0.78% | 56,845 | +25,270 | +80.03% | $4,113,360 |
| VANGUARD FTSE EMERGING MARKETS | VWO | Other | 0.76% | 74,682 | +3,446 | +4.84% | $4,036,569 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.75% | 84,087 | +76,220 | +968.86% | $3,966,494 |
| COGNIZANT TECHNOLOGY SOLUTIONS | CTSH | Technology | 0.74% | 78,029 | -15,689 | -16.74% | $3,910,166 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 0.70% | 41,631 | +2,540 | +6.50% | $3,677,228 |
| UNION PACIFIC CORP | UNP | Industrials | 0.68% | 18,022 | -990 | -5.21% | $3,613,109 |
| BANK OF NEW YORK MELLON CORP/T | BK | Financial Services | 0.66% | 38,497 | +1,670 | +4.53% | $3,471,788 |
| NETFLIX INC | NFLX | Communication Services | 0.65% | 43,101 | +31,175 | +261.40% | $3,413,346 |
| SAP SE | SAP | Technology | 0.57% | 17,680 | +9,200 | +108.49% | $3,026,993 |
| TETRA TECH INC | TTEK | Industrials | 0.57% | 119,970 | +119,970 | +100.00% | $3,015,576 |
| CBRE GROUP INC | CBRE | Real Estate | 0.57% | 26,241 | +4,900 | +22.96% | $3,003,152 |
| VISA INC | V | Financial Services | 0.56% | 12,724 | +2,348 | +22.63% | $2,962,909 |
| DANAHER CORP | DHR | Healthcare | 0.55% | 19,094 | +1,030 | +5.70% | $2,893,855 |
| ALLEGION PLC | G0176J109 | Other | 0.54% | 24,139 | +4,520 | +23.04% | $2,877,953 |
| MCDONALD'S CORP | MCD | Consumer Cyclical | 0.53% | 10,569 | +220 | +2.13% | $2,802,225 |
| DOLLAR GENERAL CORP | DG | Consumer Defensive | 0.52% | 30,014 | -2,725 | -8.32% | $2,725,541 |
| GREENFIRE RESOURCES LTD | GFR | Energy | 0.49% | 411,980 | -185,364 | -31.03% | $2,612,744 |
| ENTEGRIS INC | ENTG | Technology | 0.48% | 28,329 | -10,190 | -26.45% | $2,539,441 |
| ATS CORP | ATS | Industrials | 0.45% | 84,855 | -122,275 | -59.03% | $2,386,946 |
| METALLA ROYALTY & STREAMING LT | MTA | Basic Materials | 0.44% | 360,342 | +360,342 | +100.00% | $2,313,696 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.42% | 5,455 | -189 | -3.35% | $2,223,017 |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 0.41% | 2,200 | - | - | $2,192,146 |
| WALMART INC | WMT | Consumer Defensive | 0.40% | 17,000 | -45 | -0.26% | $2,112,760 |
| ACCENTURE PLC | ACN | Technology | 0.37% | 12,456 | -2,740 | -18.03% | $1,954,383 |
| WELLS FARGO & CO | WFC | Financial Services | 0.36% | 31,843 | +1,060 | +3.44% | $1,925,649 |
| ALPHABET INC | GOOGL | Communication Services | 0.34% | 6,330 | +830 | +15.09% | $1,820,255 |
| TJX COS INC/THE | TJX | Consumer Cyclical | 0.32% | 10,647 | -41 | -0.38% | $1,700,326 |
| DOCEBO INC | DCBO | Technology | 0.31% | 94,572 | -7,100 | -6.98% | $1,654,111 |
| CANADIAN PACIFIC KANSAS CITY L | CP | Industrials | 0.31% | 20,833 | -17,057 | -45.02% | $1,636,121 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 0.30% | 46,713 | -27,545 | -37.09% | $1,579,327 |
| SHELL PLC | SHEL | Energy | 0.25% | 14,490 | -400 | -2.69% | $1,347,570 |
| HOME DEPOT INC/THE | HD | Consumer Cyclical | 0.25% | 4,000 | - | - | $1,315,560 |
| ISHARES GLOBAL INFRASTRUCTURE | IGF | Other | 0.24% | 19,007 | +791 | +4.34% | $1,273,469 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.23% | 6,092 | -16,175 | -72.64% | $1,219,987 |
| BANK OF MONTREAL | BMO | Financial Services | 0.21% | 8,400 | - | - | $1,135,467 |
| FORTIS INC/CANADA | FTS | Utilities | 0.20% | 19,054 | -26,073 | -57.78% | $1,060,895 |
| RIO TINTO PLC | RIO | Basic Materials | 0.20% | 11,080 | +1,400 | +14.46% | $1,033,653 |
| ENBRIDGE INC | ENB | Energy | 0.18% | 17,958 | -350 | -1.91% | $971,528 |
| BHP GROUP LTD | BHP | Basic Materials | 0.17% | 12,680 | +1,600 | +14.44% | $922,343 |
| MITSUBISHI UFJ FINANCIAL GROUP | MUFG | Financial Services | 0.17% | 52,032 | +6,400 | +14.03% | $882,983 |
| SUMITOMO MITSUI FINANCIAL GROU | SMFG | Financial Services | 0.17% | 44,652 | +5,500 | +14.05% | $881,877 |
| NVIDIA CORP | NVDA | Technology | 0.14% | 4,305 | - | - | $750,792 |
| TC ENERGY CORP | TRP | Energy | 0.13% | 10,975 | - | - | $685,869 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 0.12% | 1,352 | -14 | -1.02% | $647,878 |
| VANGUARD FTSE DEVELOPED MARKET | VEA | Other | 0.12% | 10,000 | - | - | $640,800 |