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Louisbourg Investments Inc. Top Holdings and 13F Report (2026)

About Louisbourg Investments Inc.

Investment Activity

  • Louisbourg Investments Inc. has $528.82 million in total holdings as of March 31, 2026.
  • Louisbourg Investments Inc. owns shares of 216 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 17.98% of the portfolio was purchased this quarter.
  • About 10.46% of the portfolio was sold this quarter.
  • This quarter, Louisbourg Investments Inc. has purchased 213 new stocks and bought additional shares in 76 stocks.
  • Louisbourg Investments Inc. sold shares of 56 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SHOPIFY INC
$14,638,107
Microsoft
$12,844,415
Alphabet
$12,232,308

Largest New Holdings this Quarter

351858105 - Franco-Nevada
$7,371,858 Holding
32076V103 - First Majestic Silver
$5,981,542 Holding
192108504 - Coeur Mining
$5,489,868 Holding
571748BC5 - MARSH & MCLENNAN COS INC
$3,359,025 Holding
88162G103 - Tetra Tech
$3,015,576 Holding

Largest Purchases this Quarter

Franco-Nevada
29,832 shares (about $7.37M)
SHOPIFY INC
56,746 shares (about $6.72M)
First Majestic Silver
279,600 shares (about $5.98M)
Coeur Mining
292,481 shares (about $5.49M)
THOMSON REUTERS CORP
59,112 shares (about $5.32M)

Largest Sales this Quarter

Rogers Communication
134,932 shares (about $5.18M)
Royal Gold
17,667 shares (about $4.50M)
Pembina Pipeline
97,840 shares (about $4.37M)
Invesco S&P 500 Equal Weight ETF
23,530 shares (about $4.09M)
ATS
122,275 shares (about $3.44M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLouisbourg Investments Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$29,520,924$262,036 â–¼-0.9%287,3955.6%Transportation
SHOPIFY INC
$14,638,107$6,719,632 â–²84.9%123,6162.8%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$12,844,415$2,871,546 â–²28.8%42,8202.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$12,232,308$335,243 â–²2.8%51,0832.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,045,192$365,798 â–²3.1%18,4402.3%ETF
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$11,210,663$811,148 â–¼-6.7%85,5782.1%Basic Materials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$10,979,870$805,776 â–¼-6.8%37,6092.1%Computer and Technology
Brookfield Corporation stock logo
BN
Brookfield
$10,714,445$3,954,911 â–²58.5%264,9442.0%Finance
Teck Resources Ltd stock logo
TECK
Teck Resources
$9,095,907$847,675 â–²10.3%175,8501.7%Basic Materials
Gildan Activewear, Inc. stock logo
GIL
Gildan Activewear
$8,645,027$530,880 â–²6.5%155,5481.6%Consumer Discretionary
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$8,617,436$374,069 â–²4.5%95,1891.6%ETF
OR ROYALTIES INC
$8,427,622$95,041 â–²1.1%221,7721.6%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,322,339$1,030,589 â–²14.1%49,4211.6%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,285,885$375,871 â–²4.8%13,8661.6%ETF
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$8,096,657$2,572,552 â–²46.6%75,8821.5%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$7,993,138$2,205,691 â–²38.1%54,1371.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$7,620,658$1,634,705 â–²27.3%29,3461.4%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$7,421,427$401,063 â–²5.7%44,3181.4%Computer and Technology
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$7,371,858$7,371,858 â–²New Holding29,8321.4%Basic Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,780,835$608,782 â–²9.9%14,8921.3%Computer and Technology
Stantec Inc. stock logo
STN
Stantec
$6,778,526$3,154,506 â–²87.0%78,5681.3%Business Services
Silver Standard Resources Inc. stock logo
SSRM
Silver Standard Resources
$6,607,249$515,917 â–²8.5%225,4001.2%Basic Materials
THOMSON REUTERS CORP
$6,560,576$5,324,703 â–²430.8%72,8321.2%COM
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$6,474,377$7,400 â–²0.1%132,9891.2%Energy
Boyd Group Services Inc. stock logo
BYDGF
Boyd Group Services
$6,416,632$598,405 â–²10.3%51,2341.2%Consumer Staples
Energy Fuels Inc stock logo
UUUU
Energy Fuels
$6,213,247$646,031 â–²11.6%339,5001.2%Basic Materials
Bank of Nova Scotia (The) stock logo
BNS
Bank of Nova Scotia
$6,195,424$850,090 â–²15.9%89,5181.2%Finance
Lightspeed Commerce Inc. stock logo
LSPD
Lightspeed Commerce
$6,004,150$236,779 â–²4.1%672,7641.1%Computer and Technology
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$5,983,308$744,481 â–²14.2%196,1001.1%Basic Materials
First Majestic Silver Corp. stock logo
AG
First Majestic Silver
$5,981,542$5,981,542 â–²New Holding279,6001.1%Basic Materials
HudBay Minerals Inc stock logo
HBM
HudBay Minerals
$5,974,795$459,760 â–²8.3%285,9001.1%Basic Materials
Iamgold Corporation stock logo
IAG
Iamgold
$5,973,691$185,798 â–²3.2%318,3001.1%Basic Materials
Cenovus Energy Inc stock logo
CVE
Cenovus Energy
$5,964,305$1,181,101 â–²24.7%225,1801.1%Energy
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$5,785,093$4,370,828 â–¼-43.0%129,4981.1%Energy
CGI Group, Inc. stock logo
GIB
CGI Group
$5,750,183$1,239,457 â–²27.5%78,8121.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$5,745,1200.0%81.1%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$5,735,925$80,763 â–¼-1.4%46,1641.1%Medical
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$5,697,472$560,497 â–²10.9%79,7041.1%Computer and Technology
Coeur Mining, Inc. stock logo
CDE
Coeur Mining
$5,489,868$5,489,868 â–²New Holding292,4811.0%Basic Materials
Nutrien Ltd. stock logo
NTR
Nutrien
$5,428,593$914,120 â–¼-14.4%72,0591.0%Basic Materials
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$5,427,263$947,824 â–¼-14.9%82,2201.0%Energy
Equinox Gold Corp. stock logo
EQX
Equinox Gold
$5,417,771$436,708 â–²8.8%375,9001.0%Basic Materials
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$5,387,180$2,608,084 â–²93.8%175,0861.0%Computer and Technology
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$5,202,398$461,775 â–²9.7%83,7071.0%Industrials
United Rentals, Inc. stock logo
URI
United Rentals
$5,144,607$942,528 â–²22.4%8,7061.0%Construction
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$5,086,286$854,204 â–²20.2%22,4661.0%Finance
Rogers Communication, Inc. stock logo
RCI
Rogers Communication
$4,870,653$5,178,895 â–¼-51.5%126,9010.9%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,811,237$1,681,839 â–²53.7%59,2880.9%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$4,615,475$566,371 â–²14.0%59,2040.9%Consumer Discretionary
ConocoPhillips stock logo
COP
ConocoPhillips
$4,548,019$621,689 â–¼-12.0%44,1130.9%Energy
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$4,435,378$1,332,113 â–¼-23.1%60,0590.8%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,411,439$2,497,073 â–¼-36.1%21,0160.8%Medical
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$4,404,362$108,585 â–¼-2.4%47,2540.8%Finance
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$4,376,716$592,266 â–¼-11.9%41,9370.8%Business Services
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$4,332,996$980,715 â–²29.3%46,3690.8%Medical
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$4,231,242$288,461 â–¼-6.4%26,2270.8%Finance
FirstService Corporation stock logo
FSV
FirstService
$4,218,733$797,876 â–²23.3%30,3870.8%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$4,113,360$1,828,562 â–²80.0%56,8450.8%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,036,569$186,257 â–²4.8%74,6820.8%ETF
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$3,966,494$3,595,397 â–²968.9%84,0870.8%Medical
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$3,910,166$786,202 â–¼-16.7%78,0290.7%Computer and Technology
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$3,677,228$224,356 â–²6.5%41,6310.7%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$3,613,109$198,478 â–¼-5.2%18,0220.7%Transportation
BNY stock logo
BK
BNY
$3,471,788$150,606 â–²4.5%38,4970.7%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$3,413,346$2,468,877 â–²261.4%43,1010.6%Consumer Discretionary
MARSH & MCLENNAN COS INC
$3,359,025$3,359,025 â–²New Holding25,4450.6%COM
SAP SE stock logo
SAP
SAP
$3,026,993$1,575,132 â–²108.5%17,6800.6%Computer and Technology
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$3,015,576$3,015,576 â–²New Holding119,9700.6%Industrials
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$3,003,152$560,781 â–²23.0%26,2410.6%Finance
Visa Inc. stock logo
V
Visa
$2,962,909$546,755 â–²22.6%12,7240.6%Business Services
Danaher Corporation stock logo
DHR
Danaher
$2,893,855$156,105 â–²5.7%19,0940.5%Medical
Allegion PLC stock logo
ALLE
Allegion
$2,877,953$538,893 â–²23.0%24,1390.5%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$2,802,225$58,330 â–²2.1%10,5690.5%Retail/Wholesale
Dollar General Corporation stock logo
DG
Dollar General
$2,725,541$247,454 â–¼-8.3%30,0140.5%Retail/Wholesale
GREENFIRE RESOURCES LTD
$2,612,744$1,175,564 â–¼-31.0%411,9800.5%COM
Entegris, Inc. stock logo
ENTG
Entegris
$2,539,441$913,442 â–¼-26.5%28,3290.5%Computer and Technology
ATS Corporation stock logo
ATS
ATS
$2,386,946$3,439,560 â–¼-59.0%84,8550.5%Industrials
Metalla Royalty & Streaming Ltd. stock logo
MTA
Metalla Royalty & Streaming
$2,313,696$2,313,696 â–²New Holding360,3420.4%Basic Materials
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$2,223,017$77,021 â–¼-3.3%5,4550.4%Retail/Wholesale
ELEMENTAL ROYALTY CORP
$2,205,360$2,205,360 â–²New Holding117,3750.4%COM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,192,1460.0%2,2000.4%Retail/Wholesale
WALMART INC
$2,112,760$5,593 â–¼-0.3%17,0000.4%COM
SUNBELT RENTALS HOLDINGS INC
$2,047,705$2,047,705 â–²New Holding32,5870.4%COM
Accenture PLC stock logo
ACN
Accenture
$1,954,383$429,914 â–¼-18.0%12,4560.4%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,925,649$64,102 â–²3.4%31,8430.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,820,255$238,675 â–²15.1%6,3300.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,700,326$6,548 â–¼-0.4%10,6470.3%Retail/Wholesale
Docebo Inc. stock logo
DCBO
Docebo
$1,654,111$124,183 â–¼-7.0%94,5720.3%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,636,121$1,339,573 â–¼-45.0%20,8330.3%Transportation
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$1,579,327$931,273 â–¼-37.1%46,7130.3%Utilities
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$1,347,570$37,200 â–¼-2.7%14,4900.3%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$1,315,5600.0%4,0000.2%Retail/Wholesale
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$1,273,469$52,997 â–²4.3%19,0070.2%Manufacturing
Ross Stores, Inc. stock logo
ROST
Ross Stores
$1,219,987$3,239,214 â–¼-72.6%6,0920.2%Retail/Wholesale
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$1,135,4670.0%8,4000.2%Finance
Fortis stock logo
FTS
Fortis
$1,060,895$1,451,701 â–¼-57.8%19,0540.2%Utilities
Rio Tinto PLC stock logo
RIO
Rio Tinto
$1,033,653$130,606 â–²14.5%11,0800.2%Basic Materials
Enbridge Inc stock logo
ENB
Enbridge
$971,528$18,935 â–¼-1.9%17,9580.2%Energy
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$922,343$116,384 â–²14.4%12,6800.2%Basic Materials
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$882,983$108,608 â–²14.0%52,0320.2%Finance

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