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Portfolio (Quarterly) Guide ↗

Addenda Capital Inc.

· CIK 0001569411
13F Portfolio $3.7B AUM 128 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 128 New
Page 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 17,016.0 $663K 0.02% NEW $38.96 +8.3%
122 EQX EQUINOX GOLD CORP Basic Materials 45,540.0 $629K 0.02% NEW $13.82 -1.4%
123 IAG IAMGOLD CORP Basic Materials 27,860.0 $627K 0.02% NEW $22.51 -3.9%
124 IMO IMPERIAL OIL LTD Energy 2,990.0 $479K 0.01% NEW $160.18 -17.8%
125 SKEENA RES LTD NEW 10,590.0 $400K 0.01% NEW $37.80
126 TU TELUS CORPORATION Communication Services 19,400.0 $299K 0.01% NEW $15.42 -37.3%
127 B BARRICK MNG CORP Basic Materials 5,120.0 $267K 0.01% NEW $52.15 -8.4%
128 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,402.0 $240K 0.01% NEW $100.04 +9.5%
Page 7 of 7  ·  128 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.5%
Technology 15.7%
Energy 15.2%
Basic Materials 12.8%
Industrials 8.9%
Consumer Cyclical 5.9%
Healthcare 2.9%
Consumer Defensive 2.1%
Communication Services 1.6%
Utilities 1.6%