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

About Louisbourg Investments Inc.

Investment Activity

Louisbourg Investments Inc. has $542.06 million in total holdings as of June 30, 2026.
Louisbourg Investments Inc. owns shares of 210 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 16.59% of the portfolio was purchased this quarter.
About 15.41% of the portfolio was sold this quarter.
This quarter, Louisbourg Investments Inc. has purchased 216 new stocks and bought additional shares in 79 stocks.
Louisbourg Investments Inc. sold shares of 56 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Canadian National Railway: $29,992,148
SHOPIFY INC: $17,547,146
Teck Resources: $14,690,706
Alphabet: $13,306,262
iShares Core S&P 500 ETF: $12,918,353

Largest New Holdings this Quarter

09228F103 - BlackBerry: $8,563,022 Holding
884903881 - THOMSON REUTERS CORP: $7,290,719 Holding
25179M103 - Devon Energy: $190,072 Holding
260557103 - DOW: $159,372 Holding
00214Q807 - ARK Space Exploration & Innovation ETF: $66,495 Holding

Largest Purchases this Quarter

BlackBerry: 679,400 shares (about $8.56M)
Suncor Energy: 155,873 shares (about $8.37M)
THOMSON REUTERS CORP: 89,435 shares (about $7.29M)
MDA SPACE LTD: 165,250 shares (about $6.81M)
Cenovus Energy: 266,168 shares (about $6.59M)

Largest Sales this Quarter

United Rentals: 5,017 shares (about $4.94M)
Canadian National Railway: 35,585 shares (about $4.24M)
Taiwan Semiconductor Manufacturing: 7,079 shares (about $2.92M)
Johnson & Johnson: 11,030 shares (about $2.58M)
Entegris: 18,126 shares (about $2.54M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CNI Canadian National Railway	$29,992,148	$4,238,396 â–¼	-12.4%	251,810	5.5%	Transportation
SHOPIFY INC	$17,547,146	$3,431,782 â–²	24.3%	153,670	3.2%	COM
TECK Teck Resources	$14,690,706	$4,237,469 â–²	40.5%	247,135	2.7%	Basic Materials
GOOG Alphabet	$13,306,262	$1,738,199 â–¼	-11.6%	45,181	2.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$12,918,353	$891,179 â–¼	-6.5%	17,250	2.4%	ETF
SU Suncor Energy	$12,784,304	$8,369,536 â–²	189.6%	238,093	2.4%	Energy
TSM Taiwan Semiconductor Manufacturing	$12,610,957	$2,924,106 â–¼	-18.8%	30,530	2.3%	Computer and Technology
MSFT Microsoft	$12,432,563	$449,145 â–¼	-3.5%	41,327	2.3%	Computer and Technology
CVE Cenovus Energy	$12,167,865	$6,591,451 â–²	118.2%	491,348	2.2%	Energy
BN Brookfield	$11,478,909	$196,902 â–²	1.7%	269,568	2.1%	Finance
VOO Vanguard S&P 500 ETF	$9,854,645	$331,052 â–²	3.5%	14,348	1.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$9,514,166	$320,838 â–²	3.5%	98,511	1.8%	ETF
AMZN Amazon.com	$9,508,395	$86,553 â–²	0.9%	49,875	1.8%	Retail/Wholesale
AVGO Broadcom	$9,005,635	$227,800 â–¼	-2.5%	28,622	1.7%	Computer and Technology
BB BlackBerry	$8,563,022	$8,563,022 â–²	New Holding	679,400	1.6%	Computer and Technology
CRM Salesforce	$8,443,695	$1,737,767 â–²	25.9%	68,166	1.6%	Computer and Technology
CIGI Colliers International Group	$8,141,999	$1,034,936 â–²	14.6%	86,932	1.5%	Finance
GIL Gildan Activewear	$7,900,562	$103,428 â–¼	-1.3%	153,538	1.5%	Consumer Discretionary
NTR Nutrien	$7,754,649	$3,223,705 â–²	71.1%	123,328	1.4%	Basic Materials
META Meta Platforms	$7,743,532	$1,048,416 â–²	15.7%	17,224	1.4%	Computer and Technology
TMUS T-Mobile US	$7,360,127	$1,575,865 â–²	27.2%	56,392	1.4%	Computer and Technology
WPM Wheaton Precious Metals	$7,323,459	$2,284,644 â–¼	-23.8%	65,229	1.4%	Basic Materials
THOMSON REUTERS CORP	$7,290,719	$7,290,719 â–²	New Holding	89,435	1.3%	COM
MDA SPACE LTD	$7,098,188	$6,814,673 â–²	2,403.6%	172,125	1.3%	COM
CNQ Canadian Natural Resources	$6,976,494	$1,724,318 â–²	32.8%	176,650	1.3%	Energy
STN Stantec	$6,970,071	$1,561,540 â–²	28.9%	101,252	1.3%	Business Services
PBA Pembina Pipeline	$6,533,231	$553,175 â–²	9.3%	141,477	1.2%	Energy
BYDGF Boyd Group Services	$6,432,689	$1,590,878 â–²	32.9%	68,068	1.2%	Consumer Staples
LSPD Lightspeed Commerce	$6,040,115	$990,530 â–¼	-14.1%	577,980	1.1%	Computer and Technology
BRK.A Berkshire Hathaway	$5,990,800		0.0%	8	1.1%	Finance
BSX Boston Scientific	$5,950,089	$3,215,370 â–²	117.6%	182,953	1.1%	Medical
OTIS Otis Worldwide	$5,810,942	$1,091,521 â–²	23.1%	103,067	1.1%	Industrials
DSGX The Descartes Systems Group	$5,752,504	$242,775 â–²	4.4%	83,216	1.1%	Computer and Technology
BDX Becton, Dickinson and Company	$5,639,359	$251,066 â–²	4.7%	48,315	1.0%	Medical
CSGP CoStar Group	$5,497,709	$1,742,591 â–²	46.4%	256,336	1.0%	Computer and Technology
FNV Franco-Nevada	$5,490,220	$722,436 â–¼	-11.6%	26,363	1.0%	Basic Materials
BNS Bank of Nova Scotia	$5,439,495	$2,326,082 â–¼	-30.0%	62,704	1.0%	Finance
J Jacobs Solutions	$5,429,276	$1,159,708 â–²	27.2%	53,328	1.0%	Business Services
OR ROYALTIES INC	$5,355,288	$1,653,706 â–¼	-23.6%	169,447	1.0%	COM
RY Royal Bank Of Canada	$5,312,487	$107,882 â–¼	-2.0%	25,705	1.0%	Finance
QSR Restaurant Brands International	$5,207,206	$859,374 â–²	19.8%	71,930	1.0%	Retail/Wholesale
HBM HudBay Minerals	$5,187,297	$1,550,768 â–¼	-23.0%	220,100	1.0%	Basic Materials
AG First Majestic Silver	$5,163,389	$425,340 â–²	9.0%	304,700	1.0%	Basic Materials
MEOH Methanex	$5,016,748	$5,015,826 â–²	544,000.0%	108,820	0.9%	Basic Materials
WTW Willis Towers Watson Public	$5,011,129	$506,306 â–²	11.2%	24,991	0.9%	Finance
ABT Abbott Laboratories	$4,714,895	$582,671 â–²	14.1%	67,648	0.9%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$4,612,612	$154,836 â–²	3.5%	77,276	0.9%	ETF
TD Toronto Dominion Bank	$4,583,797	$1,150,530 â–¼	-20.1%	37,773	0.8%	Finance
DIS Walt Disney	$4,515,035	$33,110 â–¼	-0.7%	58,773	0.8%	Consumer Discretionary
FSV FirstService	$4,469,098	$156,539 â–²	3.6%	31,490	0.8%	Finance
RCI Rogers Communication	$4,283,454	$162,967 â–²	4.0%	131,920	0.8%	Utilities
CBRE CBRE Group	$4,223,680	$1,352,715 â–²	47.1%	38,605	0.8%	Finance
CTSH Cognizant Technology Solutions	$4,143,945	$1,786,478 â–²	75.8%	137,159	0.8%	Computer and Technology
COP ConocoPhillips	$4,045,608	$531,017 â–²	15.1%	50,778	0.7%	Energy
DLTR Dollar Tree	$3,991,440	$20,720 â–¼	-0.5%	41,416	0.7%	Retail/Wholesale
A Agilent Technologies	$3,963,720	$1,133,732 â–¼	-22.2%	36,056	0.7%	Medical
GREENFIRE RESOURCES LTD	$3,736,157	$1,410,978 â–²	60.7%	661,980	0.7%	COM
GIB CGI Group	$3,683,895	$1,400,338 â–¼	-27.5%	57,105	0.7%	Computer and Technology
ELEMENTAL ROYALTY CORP	$3,656,432	$1,602,989 â–²	78.1%	209,002	0.7%	COM
URI United Rentals	$3,634,821	$4,943,317 â–¼	-57.6%	3,689	0.7%	Construction
KKR KKR & Co. Inc.	$3,395,482	$674,528 â–¼	-16.6%	47,424	0.6%	Finance
V Visa	$3,364,598	$37,910 â–²	1.1%	12,869	0.6%	Business Services
TTEK Tetra Tech	$3,360,648	$622,809 â–²	22.7%	147,261	0.6%	Industrials
SAP SAP	$3,341,105	$616,440 â–²	22.6%	21,680	0.6%	Computer and Technology
BANK OF NEW YORK MELLON CORP/T	$3,246,380	$935,514 â–¼	-22.4%	29,885	0.6%	COM
ALLE Allegion	$3,231,430	$524,010 â–²	19.4%	28,811	0.6%	Industrials
ATS ATS	$3,196,292	$755,144 â–²	30.9%	111,104	0.6%	Industrials
MARSH & MCLENNAN COS INC	$3,193,836	$11,382 â–²	0.4%	25,536	0.6%	COM
DHR Danaher	$3,111,414	$393,073 â–²	14.5%	21,855	0.6%	Medical
DG Dollar General	$3,069,330	$464,340 â–²	17.8%	35,364	0.6%	Retail/Wholesale
NFLX Netflix	$3,012,681	$532,885 â–²	21.5%	52,363	0.6%	Consumer Discretionary
DCBO Docebo	$2,857,240	$1,168,787 â–²	69.2%	160,037	0.5%	Computer and Technology
MTA Metalla Royalty & Streaming	$2,698,199	$37,966 â–¼	-1.4%	355,342	0.5%	Basic Materials
MCD McDonald's	$2,430,706	$11,673 â–²	0.5%	10,620	0.4%	Retail/Wholesale
ULTA Ulta Beauty	$2,334,970	$449,086 â–²	23.8%	6,754	0.4%	Retail/Wholesale
JNJ Johnson & Johnson	$2,333,137	$2,577,058 â–¼	-52.5%	9,986	0.4%	Medical
UNP Union Pacific	$2,303,251	$2,042,806 â–¼	-47.0%	9,551	0.4%	Transportation
GOOGL Alphabet	$2,256,792	$5,361 â–¼	-0.2%	6,315	0.4%	Computer and Technology
COST Costco Wholesale	$2,058,034		0.0%	2,200	0.4%	Retail/Wholesale
WFC Wells Fargo & Company	$1,988,891	$15,432 â–²	0.8%	32,092	0.4%	Finance
SUNBELT RENTALS HOLDINGS INC	$1,946,848	$386,691 â–¼	-16.6%	27,187	0.4%	COM
WALMART INC	$1,925,420		0.0%	17,000	0.4%	COM
CP Canadian Pacific Kansas City	$1,795,856	$6,836 â–¼	-0.4%	20,754	0.3%	Transportation
TJX TJX Companies	$1,642,109	$29,088 â–²	1.8%	10,839	0.3%	Retail/Wholesale
BMO Bank Of Montreal	$1,485,674	$3,881 â–²	0.3%	8,422	0.3%	Finance
ENTG Entegris	$1,430,502	$2,541,339 â–¼	-64.0%	10,203	0.3%	Computer and Technology
HD Home Depot	$1,410,720		0.0%	4,000	0.3%	Retail/Wholesale
FTS Fortis	$1,393,486	$304,016 â–²	27.9%	24,371	0.3%	Utilities
IGF iShares Global Infrastructure ETF	$1,304,294	$38,428 â–²	3.0%	19,584	0.2%	Manufacturing
SHEL Shell	$1,123,555		0.0%	14,490	0.2%	Energy
CNP CenterPoint Energy	$1,109,682	$493,478 â–¼	-30.8%	32,334	0.2%	Utilities
BHP BHP Group	$1,056,371		0.0%	12,680	0.2%	Basic Materials
SMFG Sumitomo Mitsui Financial Group	$1,052,894		0.0%	44,652	0.2%	Finance
RIO Rio Tinto	$1,051,824		0.0%	11,080	0.2%	Basic Materials
MUFG Mitsubishi UFJ Financial Group	$1,034,916		0.0%	52,032	0.2%	Finance
ENB Enbridge	$1,016,608	$44,652 â–²	4.6%	18,783	0.2%	Energy
ACN Accenture	$914,425	$315,074 â–¼	-25.6%	9,264	0.2%	Computer and Technology
ROST Ross Stores	$892,773	$270,103 â–¼	-23.2%	4,677	0.2%	Retail/Wholesale
NVDA NVIDIA	$855,385	$6,003 â–¼	-0.7%	4,275	0.2%	Computer and Technology
TRP TC Energy	$733,118	$7,733 â–²	1.1%	11,092	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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

About Louisbourg Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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

About Louisbourg Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLouisbourg Investments Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools