Addenda Capital Inc.

CIK 1569411 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$3.7B
13F 가치 기준 9,443개 중 #1,007위 · 상위 10.7%
포지션
128
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +3.6% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
38.75%
상위 25개 보유 비중
64.17%
1% 초과 포지션
29
유효 포지션 수
43.7

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 6.2% 추정 매수 $224,226,340 · 매도 $264,990,545

중앙값 보유 기간: 7.0 분기 추적 기간 Q4 2024–Q2 2026 · 85.3% 보유 중

신규 포지션
4
증가함
40
감소
47
종료
5
이 페이지에서

섹터별 비중

Financials
24.3%
Energy
14.1%
Industrials
13.2%
Materials
11.9%
Technology
11.4%
Financial Services
6.1%
Retail
3.1%
Consumer Discretionary
3.1%
Health Care
2.7%
Communication Services
2.4%
Utilities
2.4%
Communications
1.2%
Consumer Staples
0.9%
Telecommunication
0.8%
Real Estate
0.6%
Logistics & Transportation
0.5%
Consumer products
0.4%
기타/미분류
1.1%

전체 포트폴리오 128 포지션

유형 연속 8분기 추세
TD Toronto Dominion Bank (The) Common Stock $223,176,669 6.07% 1,294,228 $54,222,600 하락 ×3
RY Royal Bank Of Canada Common Stock $220,506,691 5.99% 750,840 $52,800,182 상승 ×2
BMO Bank Of Montreal Common Stock $156,684,793 4.26% 625,064 $29,676,900 하락 ×3
BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares $133,288,399 3.62% 1,081,272 $29,718,400 상승 ×2
BN Brookfield Corporation Class A Limited Voting Shares $131,887,717 3.59% 2,179,602 $9,638,605 상승 ×3
SHOP Shopify Inc. - Class A Subordinate Voting Shares $129,600,145 3.52% 798,719 $11,220,599 상승 ×2
ENB Enbridge Inc Common Stock $119,938,684 3.26% 1,559,468 $13,841,489 상승 ×1
CCJ Cameco Corporation Common Stock $104,336,035 2.84% 721,749 $21,016,608 상승 ×3
CNQ Canadian Natural Resources Limited Common Stock $103,501,303 2.81% 1,823,954 $-20,591,696 상승 ×1
CP Canadian Pacific Kansas City Limited Common Shares $102,608,496 2.79% 832,895 $25,857,169 상승 ×1
CNI Canadian National Railway Company Common Stock $92,896,925 2.53% 548,874 $27,033,409 상승 ×2
AEM Agnico Eagle Mines Limited Common Stock $86,456,924 2.35% 392,344 $-91,109,756 하락 ×3
TRP TC Energy Corporation Common Stock $80,460,042 2.19% 848,757 $491,799 하락 ×6
AAPL Apple Inc. - Common Stock $63,746,876 1.73% 220,303 $5,979,958 하락 ×1
AVGO Broadcom Inc. - Common Stock $62,869,310 1.71% 166,431 $11,114,905 하락 ×3
HBM Hudbay Minerals Inc. Ordinary Shares (Canada) $62,709,623 1.70% 1,872,488 $44,731,810 상승 ×2
GOOG Alphabet Inc. - Class C Capital Stock $61,405,574 1.67% 173,791 $8,485,928 하락 ×1
WPM Wheaton Precious Metals Corp Common Shares (Canada) $60,139,720 1.63% 376,957 $-52,749,170 하락 ×1
SU Suncor Energy Inc. Common Stock $59,851,093 1.63% 784,418 $-8,886,450 상승 ×1
KGC Kinross Gold Corporation Common Stock $55,571,878 1.51% 1,654,910 $-2,584,495 상승 ×2
MFC Manulife Financial Corporation Common Stock $54,841,351 1.49% 953,431 $18,208,092 상승 ×1
NVDA NVIDIA Corporation - Common Stock $52,723,636 1.43% 263,605 $6,402,210 하락 ×1
CM Canadian Imperial Bank of Commerce Common Stock $48,658,638 1.32% 295,989 $6,765,876 하락 ×6
MSFT Microsoft Corporation - Common Stock $48,422,472 1.32% 129,812 $100,110 하락 ×1
WCN Waste Connections, Inc. Common Shares $44,450,776 1.21% 188,040 $-4,952,676 하락 ×2
AMZN Amazon.com, Inc. - Common Stock $42,887,911 1.17% 179,982 $8,598,299 상승 ×3
FNV Franco-Nevada Corporation $42,598,532 1.16% 143,948 $-33,807,711 하락 ×1
BIP Brookfield Infrastructure Partners LP Limited Partnership Units $40,268,906 1.09% 777,392 $1,537,072 상승 ×1
PBA Pembina Pipeline Corp. Ordinary Shares (Canada) $39,811,457 1.08% 606,697 $2,104,045 상승 ×1
CLS Celestica, Inc. Common Stock $35,442,319 0.96% 68,522 $19,710,201 상승 ×1
APH Amphenol Corporation Common Stock $33,872,635 0.92% 191,875 $9,346,054 하락 ×3
V Visa Inc. $33,513,031 0.91% 97,680 $3,764,455 하락 ×1
AGI Alamos Gold Inc. Class A Common Shares $32,936,753 0.90% 765,971 $-90,042,329 하락 ×3
QSR Restaurant Brands International Inc. Common Shares $32,404,444 0.88% 312,203 $186,797 상승 ×1
EMA Emera Incorporated Common Shares $31,731,487 0.86% 421,793 $1,333,877 상승 ×1
FFIV F5, Inc. - Common Stock $30,117,168 0.82% 72,404 $8,996,367 하락 ×3
JPM JP Morgan Chase & Co. Common Stock $28,539,575 0.78% 87,189 $2,503,473 하락 ×1
WAB Westinghouse Air Brake Technologies Corporation Common Stock $26,339,381 0.72% 97,698 $1,464,589 하락 ×1
TJX TJX Companies, Inc. (The) Common Stock $24,309,236 0.66% 160,457 $-1,278,058 상승 ×2
TFII TFI International Inc. Common Shares $24,277,689 0.66% 118,534 $3,695,375 하락 ×3
CIGI Colliers International Group Inc. - Subordinate Voting Shares $22,286,631 0.61% 167,188 $-2,445,383 상승 ×1
BKNG Booking Holdings Inc. - Common Stock $22,019,770 0.60% 123,540 $2,467,044 상승 ×2
CAT Caterpillar, Inc. Common Stock $20,020,120 0.54% 18,800 $6,701,072
LIN Linde plc - Ordinary Shares $19,651,220 0.53% 37,868 $681,955 하락 ×1
TMO Thermo Fisher Scientific Inc Common Stock $19,592,260 0.53% 39,047 $187,198 하락 ×1
URI United Rentals, Inc. Common Stock $19,086,931 0.52% 16,848 $6,632,926 하락 ×1
SCHW Charles Schwab Corporation (The) Common Stock $18,699,623 0.51% 202,662 $-537,895 하락 ×1
PANW Palo Alto Networks, Inc. - Common Stock $18,306,372 0.50% 53,708 $13,880,943 상승 ×1
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $16,537,828 0.45% 259,947 $1,005,623 상승 ×1
STE STERIS plc (Ireland) Ordinary Shares $16,444,043 0.45% 78,093 $5,829,140 상승 ×2
COST Costco Wholesale Corporation - Common Stock $16,395,047 0.45% 17,526 $-1,042,478 상승 ×2
PNC PNC Financial Services Group, Inc. (The) Common Stock $15,899,903 0.43% 64,576 $2,481,844 상승 ×2
LOW Lowe's Companies, Inc. Common Stock $15,608,487 0.42% 70,790 $-1,266,867 하락 ×1
SPGI S&P Global Inc. Common Stock $15,374,880 0.42% 37,752 $-855,669 하락 ×1
MGA Magna International, Inc. Common Stock $15,239,057 0.41% 163,404 $2,530,138 하락 ×1
RMD ResMed Inc. Common Stock $15,143,540 0.41% 77,707 $-2,445,590 하락 ×1
GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock $14,527,116 0.39% 198,675 $-548,656 상승 ×2
BCE BCE, Inc. Common Stock $14,423,148 0.39% 465,393 $-2,325,002 하락 ×1
TECK Teck Resources Ltd Ordinary Shares $14,123,553 0.38% 167,202 $1,996,189 하락 ×3
FTS Fortis Inc. Common Shares $13,808,438 0.38% 169,950 $618,618
CAE CAE Inc. Ordinary Shares $13,466,031 0.37% 379,218 $179,955 상승 ×2
BRKB $12,824,495 0.35% 25,629 $5,030,786 상승 ×1
RBA RB Global, Inc. Common Stock $12,713,470 0.35% 77,000 $2,440,900
GOOGL Alphabet Inc. - Class A Common Stock $12,680,955 0.34% 35,500 $2,470,090
SLF Sun Life Financial Inc. Common Stock $12,516,854 0.34% 112,410 $2,720,322
CSCO Cisco Systems, Inc. - Common Stock $12,371,852 0.34% 105,400 $4,195,974
MEOH Methanex Corporation - Common Stock $11,988,330 0.33% 183,000 $-3,180,540
SHW Sherwin-Williams Company (The) Common Stock $11,525,079 0.31% 33,472 $703,311 하락 ×1
MRK Merck & Company, Inc. Common Stock (new) $11,356,930 0.31% 87,800 $720,838
알 수 없는 발행자 (CUSIP: 866966104) $11,133,487 0.30% 178,754 $1,830,232 하락 ×1
BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) $10,763,652 0.29% 129,200 $1,365,644
TSM Taiwan Semiconductor Manufacturing Company Ltd. $10,582,964 0.29% 22,125 $-2,364,614 하락 ×1
NTR Nutrien Ltd. Common Shares $10,136,055 0.28% 112,460 $-1,065,788 상승 ×1
SYK Stryker Corporation Common Stock $9,979,208 0.27% 31,621 $-419,971 상승 ×2
MDLZ Mondelez International, Inc. - Class A Common Stock $9,940,359 0.27% 170,606 $47,620 상승 ×2
CVE Cenovus Energy Inc Common Stock $9,852,989 0.27% 279,994 $-13,871,951 하락 ×3
WMT Walmart Inc. - Common Stock $9,633,746 0.26% 85,100 $-962,693
UNP Union Pacific Corporation Common Stock $9,562,704 0.26% 35,157 $1,045,529 상승 ×2
JNJ Johnson & Johnson Common Stock $9,498,478 0.26% 37,400 $356,422
FDX FedEx Corporation Common Stock $9,430,500 0.26% 30,000 $-1,298,400
TRU TransUnion Common Stock $9,388,877 0.26% 130,148 $317,169 하락 ×1
DE Deere & Company Common Stock $9,094,085 0.25% 14,300 $1,015,729
BGSI Boyd Group Services Inc. Common Shares $9,058,703 0.25% 67,378 $-2,746,701 상승 ×1
INTU Intuit Inc. - Common Stock $8,884,179 0.24% 34,039 $-5,950,779 하락 ×1
IBM International Business Machines Corporation Common Stock $8,801,873 0.24% 31,300 $1,215,066
GIB CGI Inc. Common Stock $8,713,325 0.24% 95,051 $-1,554,205 하락 ×6
KO Coca-Cola Company (The) Common Stock $8,703,520 0.24% 106,400 $555,408
RIO Rio Tinto Plc Common Stock $8,695,588 0.24% 91,600 $-82,440
UPS United Parcel Service, Inc. Common Stock $8,535,500 0.23% 79,400 $724,128
CHD Church & Dwight Company, Inc. Common Stock $8,430,982 0.23% 87,025 $321,661 상승 ×2
EMR Emerson Electric Company Common Stock $8,374,275 0.23% 58,500 $709,605
RCI Rogers Communication, Inc. Common Stock $7,924,136 0.22% 169,900 $-1,419,916 하락 ×3
STN Stantec Inc Common Stock $7,590,231 0.21% 77,400 $-1,736,856
DOW Dow Inc. Common Stock $7,381,728 0.20% 269,800 $-3,855,442
F Ford Motor Company Common Stock $7,310,010 0.20% 525,900 $1,241,124
SBUX Starbucks Corporation - Common Stock $7,226,247 0.20% 70,700 $893,648
PFE Pfizer, Inc. Common Stock $7,002,464 0.19% 290,800 $-1,163,200
MA Mastercard Incorporated Common Stock $6,882,240 0.19% 13,400 $186,796
Q Qnity Electronics, Inc. Common Stock $6,630,386 0.18% 40,600 $1,945,958
META Meta Platforms, Inc. - Class A Common Stock $6,478,410 0.18% 11,500 $-98,555

핵심 보유 종목

3개 분기 이상 연속으로 포지션이 증가했습니다.

주식 수는 13F 신고서에 보고된 대로입니다 (분할 조정되지 않음)

증권 가치 % 포트폴리오의 연속
BN $131,887,717 3.59% ×3 상승
CCJ $104,336,035 2.84% ×3 상승
AMZN $42,887,911 1.17% ×3 상승
TAP $662,943 0.02% ×4 상승

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
알 수 없는 발행자 (CUSIP: 884903881) $5,531,494 47,751 0.15%
알 수 없는 발행자 (CUSIP: 26614N201) $3,671,319 27,067 0.10%
AYASF $1,096,936 40,839 0.03%
IAG $627,129 27,860 0.02%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
AEM 축소함 -236K -$91.1M
AGI 축소함 -1.2M -$90.0M
TD 축소함 -6K +$54.2M
RY 추가 매수 +5K +$52.8M
WPM 축소함 -240K -$52.7M
HBM 추가 매수 +1.3M +$44.7M
FNV 축소함 -78K -$33.8M
BNS 추가 매수 +8K +$29.7M
BMO 축소함 -49K +$29.7M
CNI 추가 매수 +89K +$27.0M

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
GFL 2025년 12월 31일 229,065 $15,109,127 -4.1%
UNH 2025년 6월 30일 26,824 $14,049,070 24.2%
IQV 2026년 3월 31일 60,279 $13,587,489 50.2%
FISV 2025년 12월 31일 86,042 $11,093,395 -23.3%
AKAM 2025년 3월 31일 92,329 $8,831,269 36.6%
HON 2025년 6월 30일 40,452 $8,565,711 0.0%
MIDD 2025년 12월 31일 56,815 $7,552,418 -24.5%
LKQ 2025년 12월 31일 236,843 $7,233,185 -13.9%
GRTUF 2026년 3월 31일 75,529 $6,193,816 더 이상 추적하지 않음
OTEX 2025년 6월 30일 169,703 $6,163,613 -15.7%
TRI 2026년 6월 30일 48,500 $6,089,660 29.1%
ADBE 2026년 6월 30일 24,122 $5,863,576 33.1%
BALL 2025년 12월 31일 79,427 $4,004,709 19.4%
DD 2026년 6월 30일 81,200 $3,718,960 3.3%
ZTS 2026년 6월 30일 29,737 $3,515,211 6.6%
MKC 2026년 3월 31일 46,299 $3,172,315 9.7%
DSGX 2025년 12월 31일 21,183 $2,775,820 -12.5%
SPY 2026년 3월 31일 2,530 $1,729,544 더 이상 추적하지 않음
SPY 2025년 6월 30일 2,628 $1,473,864 더 이상 추적하지 않음
BDX 2025년 9월 30일 8,274 $1,425,197 28.3%
ORXXXX 2025년 6월 30일 42,261 $1,286,214 더 이상 추적하지 않음
LSPD 2025년 12월 31일 50,485 $811,294 -14.0%
LSPD 2025년 6월 30일 51,395 $647,063 -11.3%
ORLA 2026년 6월 30일 28,440 $636,203 더 이상 추적하지 않음
KGC 2025년 6월 30일 25,730 $466,485 108.3%