Louisbourg Investments Inc. Top Holdings and 13F Report (2026) About Louisbourg Investments Inc.Investment ActivityLouisbourg Investments Inc. has $545.28 million in total holdings as of September 30, 2026.Louisbourg Investments Inc. owns shares of 209 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 7.81% of the portfolio was purchased this quarter.About 13.03% of the portfolio was sold this quarter.This quarter, Louisbourg Investments Inc. has purchased 210 new stocks and bought additional shares in 49 stocks.Louisbourg Investments Inc. sold shares of 77 stocks and completely divested from 12 stocks this quarter.Largest Holdings Canadian National Railway $26,884,788SHOPIFY INC $17,889,251Microsoft $17,227,766Taiwan Semiconductor Manufacturing $15,235,666Cenovus Energy $14,849,243 Largest New Holdings this Quarter 888787108 - Toast $4,913,968 Holding571748102 - MARSH & MCLENNAN COS INC $3,310,815 Holding559222401 - Magna International $185,946 Holding452308109 - Illinois Tool Works $50,170 Holding110122108 - Bristol Myers Squibb $24,024 Holding Largest Purchases this Quarter Toast 220,811 shares (about $4.91M)ASML 2,000 shares (about $3.62M)MARSH & MCLENNAN COS INC 25,742 shares (about $3.31M)Taiwan Semiconductor Manufacturing 7,927 shares (about $3.14M)Boyd Group Services 33,129 shares (about $2.61M) Largest Sales this Quarter Teck Resources 129,493 shares (about $8.55M)SHOPIFY INC 33,334 shares (about $4.96M)MDA SPACE LTD 164,025 shares (about $4.87M)Salesforce 19,449 shares (about $3.61M)Canadian National Railway 26,638 shares (about $3.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLouisbourg Investments Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCNICanadian National Railway$26,884,788$3,180,489 ▼-10.6%225,1724.9%IndustrialsSHOPIFY INC$17,889,251$4,955,460 ▼-21.7%120,3363.3%COMMSFTMicrosoft$17,227,766$95,348 ▲0.6%41,5573.2%TechnologyTSMTaiwan Semiconductor Manufacturing$15,235,666$3,140,472 ▲26.0%38,4572.8%TechnologyCVECenovus Energy$14,849,243$471,617 ▼-3.1%476,2232.7%EnergySUSuncor Energy$14,733,254$1,460,695 ▼-9.0%216,6172.7%EnergyIVViShares Core S&P 500 ETF$12,958,182$252,731 ▼-1.9%16,9202.4%ETFGOOGAlphabet$12,735,597$88,272 ▼-0.7%44,8702.3%Communication ServicesBNBrookfield$11,378,029$1,513,392 ▲15.3%310,9242.1%FinanceAMZNAmazon.com$10,387,280$465,313 ▲4.7%52,2141.9%Consumer DiscretionaryVOOVanguard S&P 500 ETF$10,104,600$48,361 ▲0.5%14,4171.9%ETFAVGOBroadcom$9,879,994$1,638,171 ▲19.9%34,3111.8%TechnologyWPMWheaton Precious Metals$9,726,199$988,694 ▲11.3%72,6101.8%MaterialsIEFAiShares Core MSCI EAFE ETF$9,628,780$85,060 ▲0.9%99,3891.8%ETFMETAMeta Platforms$9,432,089$642,220 ▼-6.4%16,1261.7%Communication ServicesCRMSalesforce$9,051,150$3,613,437 ▼-28.5%48,7171.7%TechnologyGILGildan Activewear$8,847,929$2,286,744 ▲34.9%207,0501.6%Consumer DiscretionaryCIGIColliers International Group$8,525,017$708,612 ▲9.1%94,8131.6%Real EstateBYDGFBoyd Group Services$7,967,088$2,608,196 ▲48.7%101,1971.5%IndustrialsTECKTeck Resources$7,769,281$8,551,942 ▼-52.4%117,6421.4%MaterialsTMUST-Mobile US$7,641,093$482,035 ▲6.7%60,1891.4%Communication ServicesNTRNutrien$7,602,498$1,084,703 ▼-12.5%107,9291.4%MaterialsOR ROYALTIES INC$7,309,165$1,480,991 ▲25.4%212,5051.3%COMSTNStantec$7,197,191$350,477 ▲5.1%106,4351.3%IndustrialsTHOMSON REUTERS CORP$6,926,309$1,802,828 ▼-20.7%70,9641.3%COMBBBlackBerry$6,896,930$748,427 ▲12.2%762,1001.3%TechnologyOTISOtis Worldwide$6,739,184$1,529,452 ▲29.4%133,3251.2%IndustrialsLSPDLightspeed Commerce$6,624,387$961,910 ▲17.0%676,1641.2%TechnologyBSXBoston Scientific$6,575,718$384,974 ▲6.2%194,3301.2%HealthcareMEOHMethanex$6,232,169$170,632 ▼-2.7%105,9201.1%MaterialsBDXBecton, Dickinson and Company$6,228,673$467,774 ▼-7.0%44,9401.1%HealthcareCNQCanadian Natural Resources$6,115,028$2,218,200 ▼-26.6%129,6281.1%EnergyBRK.ABerkshire Hathaway$5,976,0400.0%81.1%FinanceRCIRogers Communication$5,530,839$1,456,456 ▲35.7%179,0771.0%Communication ServicesPBAPembina Pipeline$5,517,859$817,096 ▼-12.9%123,2291.0%EnergyJJacobs Solutions$5,431,234$455,933 ▼-7.7%49,1981.0%IndustrialsDISWalt Disney$5,423,729$531,335 ▲10.9%65,1561.0%Communication ServicesBNSBank of Nova Scotia$5,299,535$419,753 ▼-7.3%58,1021.0%FinanceCSGPCoStar Group$5,211,934$253,981 ▼-4.6%244,4251.0%Real EstateCOPConocoPhillips$4,921,741$35,412 ▲0.7%51,1460.9%EnergyTOSTToast$4,913,968$4,913,968 ▲New Holding220,8110.9%FinanceWTWWillis Towers Watson Public$4,779,646$794,489 ▼-14.3%21,4290.9%FinanceRYRoyal Bank Of Canada$4,779,579$292,213 ▼-5.8%24,2240.9%FinanceURIUnited Rentals$4,742,546$1,723,521 ▲57.1%5,7950.9%IndustrialsDSGXThe Descartes Systems Group$4,715,392$2,036,670 ▼-30.2%58,1150.9%TechnologyVWOVanguard FTSE Emerging Markets ETF$4,582,358$890 ▼0.0%77,2610.8%ETFABTAbbott Laboratories$4,545,650$686,237 ▼-13.1%58,7750.8%HealthcareFNVFranco-Nevada$4,509,612$1,785,697 ▼-28.4%18,8850.8%MaterialsFSVFirstService$4,276,182$232,065 ▲5.7%33,2970.8%Real EstateGREENFIRE RESOURCES LTD$4,120,756$388,136 ▲10.4%730,8160.8%COMTDToronto Dominion Bank$4,101,755$353,105 ▼-7.9%34,7790.8%FinanceCBRECBRE Group$4,023,066$7,308 ▼-0.2%38,5350.7%Real EstateCTSHCognizant Technology Solutions$3,906,165$2,343,435 ▼-37.5%85,7280.7%TechnologySUNBELT RENTALS HOLDINGS INC$3,896,482$1,890,087 ▲94.2%52,7980.7%COMQSRRestaurant Brands International$3,862,293$1,271,871 ▼-24.8%54,1110.7%Consumer DiscretionaryASMLASML$3,804,507$3,623,340 ▲2,000.0%2,1000.7%TechnologyNFLXNetflix$3,802,040$878,128 ▲30.0%68,0890.7%Communication ServicesSAPSAP$3,727,622$792,224 ▼-17.5%17,8800.7%TechnologyDLTRDollar Tree$3,614,746$119,839 ▼-3.2%40,0870.7%Consumer StaplesAAgilent Technologies$3,582,765$1,627,374 ▼-31.2%24,7940.7%HealthcareVVisa$3,560,971$25,277 ▲0.7%12,9610.7%FinanceKKRKKR & Co. Inc.$3,406,977$20,139 ▲0.6%47,7060.6%FinanceMARSH & MCLENNAN COS INC$3,310,815$3,310,815 ▲New Holding25,7420.6%COMALLEAllegion$3,273,751$296,814 ▼-8.3%26,4160.6%IndustrialsDGDollar General$3,225,116$24,796 ▲0.8%35,6380.6%Consumer StaplesGIBCGI Group$3,216,794$677,277 ▼-17.4%47,1730.6%TechnologyELEMENTAL ROYALTY CORP$2,973,995$1,049,013 ▼-26.1%154,5040.5%COMMTAMetalla Royalty & Streaming$2,920,955$445,127 ▼-13.2%308,3520.5%MaterialsBANK OF NEW YORK MELLON CORP/T$2,917,121$342,851 ▼-10.5%26,7420.5%COMULTAUlta Beauty$2,859,392$21,847 ▲0.8%6,8060.5%Consumer DiscretionaryDHRDanaher$2,800,834$864,349 ▼-23.6%16,7010.5%HealthcareTTEKTetra Tech$2,659,626$1,301,849 ▼-32.9%98,8670.5%IndustrialsDCBODocebo$2,460,601$1,252,691 ▼-33.7%106,0480.5%TechnologyENTGEntegris$2,406,072$1,202,505 ▲99.9%20,3970.4%TechnologyATSATS$2,344,167$330,074 ▲16.4%129,3120.4%IndustrialsUNPUnion Pacific$2,315,235$8,694 ▲0.4%9,5870.4%IndustrialsJNJJohnson & Johnson$2,251,245$166,060 ▼-6.9%9,3000.4%HealthcareGOOGLAlphabet$2,167,704$5,161 ▼-0.2%6,3000.4%Communication ServicesMCDMcDonald's$2,093,306$12,929 ▲0.6%10,6860.4%Consumer DiscretionaryCOSTCostco Wholesale$2,002,7480.0%2,2000.4%Consumer StaplesWFCWells Fargo & Company$1,949,416$15,428 ▲0.8%32,3480.4%FinanceWALMART INC$1,714,680$51,960 ▼-2.9%16,5000.3%COMRSPInvesco S&P 500 Equal Weight ETF$1,487,668$1,446,165 ▲3,484.4%9,6780.3%ETFSHELShell$1,377,2740.0%14,4900.3%EnergyTJXTJX Companies$1,316,220$117,888 ▼-8.2%9,9480.2%Consumer DiscretionaryACNAccenture$1,253,952$74,116 ▼-5.6%8,7470.2%TechnologyIGFiShares Global Infrastructure ETF$1,211,255$5,664 ▲0.5%19,6760.2%ETFMUFGMitsubishi UFJ Financial Group$1,200,3780.0%52,0320.2%FinanceBMOBank Of Montreal$1,194,546$218,044 ▼-15.4%7,1220.2%FinanceSMFGSumitomo Mitsui Financial Group$1,156,9330.0%44,6520.2%FinanceHDHome Depot$1,081,062$56,898 ▼-5.0%3,8000.2%Consumer DiscretionaryBHPBHP Group$1,075,7710.0%12,6800.2%MaterialsFTSFortis$1,052,846$238,363 ▼-18.5%19,8720.2%UtilitiesRIORio Tinto$1,043,4040.0%11,0800.2%MaterialsNVDANVIDIA$976,3240.0%4,2750.2%TechnologyROSTRoss Stores$839,109$123,725 ▼-12.9%4,0760.2%Consumer DiscretionaryCPCanadian Pacific Kansas City$755,663$1,017,232 ▼-57.4%8,8460.1%IndustrialsAAPLApple$731,7220.0%2,6400.1%TechnologyENBEnbridge$724,815$150,922 ▼-17.2%15,5460.1%EnergyAMGNAmgen$716,5670.0%1,7000.1%HealthcareShowing largest 100 holdings. 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