Louisbourg Investments Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Louisbourg Investments Inc. disclosed 207 stock positions valued at approximately $545.28M as of quarter-end September 30, 2026. The largest holdings include CANADIAN NATIONAL RAILWAY CO, SHOPIFY INC, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 207
- Portfolio Value
- $545.28M
Holdings by Sector
Louisbourg Investments Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CANADIAN NATIONAL RAILWAY CO | CNI | Industrials | 4.93% | 225,172 | -26,638 | -10.58% | $26,884,788 |
| SHOPIFY INC | SHOP | Technology | 3.28% | 120,336 | -33,334 | -21.69% | $17,889,251 |
| MICROSOFT CORP | MSFT | Technology | 3.16% | 41,557 | +230 | +0.56% | $17,227,766 |
| TSMC | TSM | Technology | 2.79% | 38,457 | +7,927 | +25.96% | $15,235,666 |
| CENOVUS ENERGY INC | CVE | Energy | 2.72% | 476,223 | -15,125 | -3.08% | $14,849,243 |
| SUNCOR ENERGY INC | SU | Energy | 2.70% | 216,617 | -21,476 | -9.02% | $14,733,254 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 2.38% | 16,920 | -330 | -1.91% | $12,958,182 |
| ALPHABET INC | GOOG | Communication Services | 2.34% | 44,870 | -311 | -0.69% | $12,735,597 |
| BROOKFIELD CORP | BN | Financial Services | 2.09% | 310,924 | +41,356 | +15.34% | $11,378,029 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.90% | 52,214 | +2,339 | +4.69% | $10,387,280 |
| VANGUARD S&P 500 ETF | VOO | Other | 1.85% | 14,417 | +69 | +0.48% | $10,104,600 |
| BROADCOM INC | AVGO | Technology | 1.81% | 34,311 | +5,689 | +19.88% | $9,879,994 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 1.78% | 72,610 | +7,381 | +11.32% | $9,726,199 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 1.77% | 99,389 | +878 | +0.89% | $9,628,780 |
| META PLATFORMS INC | META | Communication Services | 1.73% | 16,126 | -1,098 | -6.37% | $9,432,089 |
| SALESFORCE INC | CRM | Technology | 1.66% | 48,717 | -19,449 | -28.53% | $9,051,150 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 1.62% | 207,050 | +53,512 | +34.85% | $8,847,929 |
| COLLIERS INTERNATIONAL GROUP I | CIGI | Real Estate | 1.56% | 94,813 | +7,881 | +9.07% | $8,525,017 |
| BOYD GROUP SERVICES INC | BGSI | Consumer Cyclical | 1.46% | 101,197 | +33,129 | +48.67% | $7,967,088 |
| TECK RESOURCES LTD | TECK | Basic Materials | 1.42% | 117,642 | -129,493 | -52.40% | $7,769,281 |
| T-MOBILE US INC | TMUS | Communication Services | 1.40% | 60,189 | +3,797 | +6.73% | $7,641,093 |
| NUTRIEN LTD | NTR | Basic Materials | 1.39% | 107,929 | -15,399 | -12.49% | $7,602,498 |
| OR ROYALTIES INC | OR | Basic Materials | 1.34% | 212,505 | +43,058 | +25.41% | $7,309,165 |
| STANTEC INC | STN | Industrials | 1.32% | 106,435 | +5,183 | +5.12% | $7,197,191 |
| THOMSON REUTERS CORP | TRI | Industrials | 1.27% | 70,964 | -18,471 | -20.65% | $6,926,309 |
| BLACKBERRY LTD | BB | Technology | 1.26% | 762,100 | +82,700 | +12.17% | $6,896,930 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 1.24% | 133,325 | +30,258 | +29.36% | $6,739,184 |
| LIGHTSPEED COMMERCE INC | LSPD | Technology | 1.21% | 676,164 | +98,184 | +16.99% | $6,624,387 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.21% | 194,330 | +11,377 | +6.22% | $6,575,718 |
| METHANEX CORP | MEOH | Basic Materials | 1.14% | 105,920 | -2,900 | -2.66% | $6,232,169 |
Showing 30 of 207 holdings in the latest reporting period.