Louisbourg Investments Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Louisbourg Investments Inc. disclosed 195 stock positions valued at approximately $542.06M as of quarter-end June 30, 2026. The largest holdings include CANADIAN NATIONAL RAILWAY CO, SHOPIFY INC, and TECK RESOURCES LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 195
- Portfolio Value
- $542.06M
Holdings by Sector
Louisbourg Investments Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CANADIAN NATIONAL RAILWAY CO | CNI | Industrials | 5.53% | 251,810 | -35,585 | -12.38% | $29,992,148 |
| SHOPIFY INC | SHOP | Technology | 3.24% | 153,670 | +30,054 | +24.31% | $17,547,146 |
| TECK RESOURCES LTD | TECK | Basic Materials | 2.71% | 247,135 | +71,285 | +40.54% | $14,690,706 |
| ALPHABET INC | GOOG | Communication Services | 2.45% | 45,181 | -5,902 | -11.55% | $13,306,262 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 2.38% | 17,250 | -1,190 | -6.45% | $12,918,353 |
| SUNCOR ENERGY INC | SU | Energy | 2.36% | 238,093 | +155,873 | +189.58% | $12,784,304 |
| TSMC | TSM | Technology | 2.33% | 30,530 | -7,079 | -18.82% | $12,610,957 |
| MICROSOFT CORP | MSFT | Technology | 2.29% | 41,327 | -1,493 | -3.49% | $12,432,563 |
| CENOVUS ENERGY INC | CVE | Energy | 2.24% | 491,348 | +266,168 | +118.20% | $12,167,865 |
| BROOKFIELD CORP | BN | Financial Services | 2.12% | 269,568 | +4,624 | +1.75% | $11,478,909 |
| VANGUARD S&P 500 ETF | VOO | Other | 1.82% | 14,348 | +482 | +3.48% | $9,854,645 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 1.76% | 98,511 | +3,322 | +3.49% | $9,514,166 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.75% | 49,875 | +454 | +0.92% | $9,508,395 |
| BROADCOM INC | AVGO | Technology | 1.66% | 28,622 | -724 | -2.47% | $9,005,635 |
| BLACKBERRY LTD | BB | Technology | 1.58% | 679,400 | +679,400 | +100.00% | $8,563,022 |
| SALESFORCE INC | CRM | Technology | 1.56% | 68,166 | +14,029 | +25.91% | $8,443,695 |
| COLLIERS INTERNATIONAL GROUP I | CIGI | Real Estate | 1.50% | 86,932 | +11,050 | +14.56% | $8,141,999 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 1.46% | 153,538 | -2,010 | -1.29% | $7,900,562 |
| NUTRIEN LTD | NTR | Basic Materials | 1.43% | 123,328 | +51,269 | +71.15% | $7,754,649 |
| META PLATFORMS INC | META | Communication Services | 1.43% | 17,224 | +2,332 | +15.66% | $7,743,532 |
| T-MOBILE US INC | TMUS | Communication Services | 1.36% | 56,392 | +12,074 | +27.24% | $7,360,127 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 1.35% | 65,229 | -20,349 | -23.78% | $7,323,459 |
| CANADIAN NATURAL RESOURCES LTD | CNQ | Energy | 1.29% | 176,650 | +43,661 | +32.83% | $6,976,494 |
| STANTEC INC | STN | Industrials | 1.29% | 101,252 | +22,684 | +28.87% | $6,970,071 |
| PEMBINA PIPELINE CORP | PBA | Energy | 1.21% | 141,477 | +11,979 | +9.25% | $6,533,231 |
| LIGHTSPEED COMMERCE INC | LSPD | Technology | 1.11% | 577,980 | -94,784 | -14.09% | $6,040,115 |
| BERKSHIRE HATHAWAY INC | BRK-A | Financial Services | 1.11% | 8 | - | - | $5,990,800 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.10% | 182,953 | +98,866 | +117.58% | $5,950,089 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 1.07% | 103,067 | +19,360 | +23.13% | $5,810,942 |
| DESCARTES SYSTEMS GROUP INC/TH | DSGX | Technology | 1.06% | 83,216 | +3,512 | +4.41% | $5,752,504 |
Showing 30 of 195 holdings in the latest reporting period.