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Portfolio (Quarterly) Guide ↗

LOUISBOURG INVESTMENTS INC.

· CIK 0002053050
13F Portfolio $542M AUM 210 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 210 New
Page 7 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVZ INVESCO LTD Financial Services 7,250.0 $191K 0.04% NEW $26.39 +23.0%
122 DVN DEVON ENERGY CORP Energy 4,600.0 $190K 0.04% NEW $41.32 +16.7%
123 NKE NIKE INC Consumer Cyclical 4,500.0 $185K 0.03% NEW $41.05 -0.7%
124 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 1,225.0 $182K 0.03% NEW $148.69 +18.6%
125 COF CAPITAL ONE FINANCIAL CORP Financial Services 905.0 $182K 0.03% NEW $200.62 +7.8%
126 BIP BROOKFIELD INFRASTRUCTURE PART Utilities 4,828.0 $176K 0.03% NEW $36.45 +5.8%
127 ENTERGY CORP 1,400.0 $161K 0.03% NEW $114.86
128 DOW DOW INC Basic Materials 5,825.0 $159K 0.03% NEW $27.36 +14.9%
129 FOXA FOX CORP Communication Services 3,000.0 $156K 0.03% NEW $52.16 +32.7%
130 KR KROGER CO/THE Consumer Defensive 2,810.0 $156K 0.03% NEW $55.53 +6.4%
131 AEM AGNICO EAGLE MINES LTD Basic Materials 970.0 $150K 0.03% NEW $155.07 +40.5%
132 PAYX PAYCHEX INC Industrials 1,465.0 $144K 0.03% NEW $98.33 +28.2%
133 RTX RTX CORP Industrials 635.0 $120K 0.02% NEW $189.73 +10.3%
134 CBOE CBOE GLOBAL MARKETS INC Financial Services 461.0 $112K 0.02% NEW $242.67 +27.0%
135 EFA ISHARES MSCI EAFE ETF 1,020.0 $106K 0.02% NEW $103.88 +4.0%
136 DUK DUKE ENERGY CORP Utilities 800.0 $101K 0.02% NEW $126.58 -3.6%
137 CME CME GROUP INC Financial Services 455.0 $100K 0.02% NEW $220.83 +26.4%
138 MCK MCKESSON CORP Healthcare 124.0 $94K 0.02% NEW $755.60 +15.6%
139 CVX CHEVRON CORP Energy 500.0 $83K 0.01% NEW $165.76 +22.5%
140 CENCORA INC 263.0 $74K 0.01% NEW $282.98
Page 7 of 11  ·  210 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
Technology 23.7%
Basic Materials 13.7%
Industrials 13.7%
Financial Services 10.8%
Energy 10.3%
Consumer Cyclical 7.0%
Communication Services 6.5%
Healthcare 6.1%
Real Estate 5.0%
Consumer Defensive 2.5%