Louisbourg Investments Inc.

Louisbourg Investments Inc. reported 209 holdings worth US$545M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 20, 2026

Louisbourg Investments Inc. reported 209 holdings worth US$545M as of Sep 30, 2026. Largest: Canadian National Railway Company, Shopify Inc. and Microsoft Corp. Filed Oct 20, 2026 (Form 13F).

Holdings
209
Value as reported
US$545M

The filing in full

CompanySharesValue as reported% of portfolio
Canadian National Railway Company225KUS$26.9M4.9%
Shopify Inc.120KUS$17.9M3.3%
Microsoft Corp.41,557US$17.2M3.2%
Taiwan Semiconductor Manufacturing Co., Ltd.38,457US$15.2M2.8%
Alphabet Inc (google) Class C51,170US$14.9M2.7%
Cenovus Energy Inc.476KUS$14.8M2.7%
Suncor Energy Inc.217KUS$14.7M2.7%
iShares Core S&P 500 ETF16,920US$13M2.4%
Brookfield Corporation311KUS$11.4M2.1%
Amazon.com, Inc.52,214US$10.4M1.9%
Vanguard S&P 500 ETF14,417US$10.1M1.9%
Broadcom Inc.34,311US$9.88M1.8%
Wheaton Precious Metals Corp72,610US$9.73M1.8%
iShares Core MSCI EAFE ETF99,389US$9.63M1.8%
Meta Platforms, Inc.16,126US$9.43M1.7%
Salesforce, Inc.48,717US$9.05M1.7%
Gildan Activewear Inc.207KUS$8.85M1.6%
Colliers International Group Inc.94,813US$8.53M1.6%
Boyd Group Services Inc101KUS$7.97M1.5%
Teck Resources Limited Class A118KUS$7.77M1.4%
T-mobile Us, Inc.60,189US$7.64M1.4%
Nutrien Ltd.108KUS$7.6M1.4%
Or Royalties Inc.213KUS$7.31M1.3%
Stantec Inc106KUS$7.2M1.3%
Thomson Reuters Corporation70,964US$6.93M1.3%
Blackberry Limited762KUS$6.9M1.3%
Otis Worldwide Corporation133KUS$6.74M1.2%
Berkshire Hathaway Inc.1,351US$6.64M1.2%
Lightspeed Commerce Inc676KUS$6.62M1.2%
Boston Scientific Corporation194KUS$6.58M1.2%
Methanex Corporation106KUS$6.23M1.1%
Becton, Dickinson And Company44,940US$6.23M1.1%
Canadian Natural Resources Limited130KUS$6.12M1.1%
Rogers Communications Inc. Class A179KUS$5.53M1.0%
Pembina Pipeline Corporation123KUS$5.52M1.0%
Jacobs Solutions Inc.49,198US$5.43M1.00%
Walt Disney Company (the)65,156US$5.42M0.99%
Bank Of Nova Scotia58,102US$5.3M0.97%
Costar Group, Inc.244KUS$5.21M0.96%
Conocophillips51,146US$4.92M0.90%
Toast, Inc.221KUS$4.91M0.90%
Royal Bank Of Canada24,224US$4.78M0.88%
United Rentals, Inc.5,795US$4.74M0.87%
Descartes Systems Group Inc.58,115US$4.72M0.86%
Vanguard FTSE Emerging Markets ETF77,261US$4.58M0.84%
Abbott Laboratories58,775US$4.55M0.83%
Franco-nevada Corporation18,885US$4.51M0.83%
Firstservice Corp33,297US$4.28M0.78%
Greenfire Resources Ltd.731KUS$4.12M0.76%
Toronto-dominion Bank34,779US$4.1M0.75%
Cbre Group Inc38,535US$4.02M0.74%
Cognizant Technology Solutions Corporation85,728US$3.91M0.72%
Sunbelt Rentals Holdings, Inc.52,798US$3.9M0.71%
Restaurant Brands International Inc.54,111US$3.86M0.71%
Asml Holding Nv2,100US$3.8M0.70%
Netflix, Inc.68,089US$3.8M0.70%
Sap Se17,880US$3.73M0.68%
Dollar Tree, Inc.40,087US$3.61M0.66%
Agilent Technologies, Inc.24,794US$3.58M0.66%
Visa Inc.12,961US$3.56M0.65%
Kkr & Co. Inc.47,706US$3.41M0.62%
Marsh25,742US$3.31M0.61%
Dollar General Corporation35,638US$3.23M0.59%
Cgi Inc. Class A47,173US$3.22M0.59%
Elemental Royalty Corporation155KUS$2.97M0.55%
Metalla Royalty & Streaming Ltd.308KUS$2.92M0.54%
The Bank Of New York Mellon Corporation26,742US$2.92M0.53%
Ulta Beauty, Inc.6,806US$2.86M0.52%
Danaher Corporation16,701US$2.8M0.51%
Tetra Tech, Inc.98,867US$2.66M0.49%
Docebo, Inc.106KUS$2.46M0.45%
Entegris, Inc.20,397US$2.41M0.44%
Ats Corporation129KUS$2.34M0.43%
Union Pacific Corporation9,587US$2.32M0.42%
Johnson & Johnson9,300US$2.25M0.41%
Mcdonald's Corporation10,686US$2.09M0.38%
Costco Wholesale Corporation2,200US$2M0.37%
Wells Fargo & Company32,348US$1.95M0.36%
Walmart Inc.16,500US$1.71M0.31%
Invesco S&P 500 Equal Weight ETF9,678US$1.49M0.27%
Shell Plc14,490US$1.38M0.25%
Tjx Companies, Inc. (the)9,948US$1.32M0.24%
iShares Global Infrastructure ETF19,676US$1.21M0.22%
Mitsubishi Ufj Financial Group, Inc.52,032US$1.2M0.22%
Bank Of Montreal7,122US$1.19M0.22%
Sumitomo Mitsui Financial Group, Inc.44,652US$1.16M0.21%
Home Depot, Inc. (the)3,800US$1.08M0.20%
Bhp Group Ltd12,680US$1.08M0.20%
Fortis Inc.19,872US$1.05M0.19%
Rio Tinto Plc11,080US$1.04M0.19%
Nvidia Corporation4,275US$976K0.18%
Ross Stores, Inc.4,076US$839K0.15%
Canadian Pacific Kansas City Limited8,846US$756K0.14%
Apple Inc2,640US$732K0.13%
Enbridge Inc.15,546US$725K0.13%
Amgen Inc.1,700US$717K0.13%
Vanguard FTSE Developed Markets ETF10,000US$706K0.13%
Kla Corporation4,471US$703K0.13%
Tc Energy Corporation11,421US$663K0.12%
Bp Plc13,280US$584K0.11%

Every holding of Louisbourg Investments Inc.

Source

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