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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 6 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VEA VANGUARD FTSE DEVELOPED MARKET 10,000.0 $712K 0.13% NEW $71.25 +2.5%
102 BERKSHIRE HATHAWAY INC 1,358.0 $680K 0.12% NEW $500.39
103 TOTALENERGIES SE 8,240.0 $641K 0.12% NEW $77.76
104 AAPL APPLE INC Technology 2,640.0 $635K 0.12% NEW $240.65 +29.0%
105 AMGN AMGEN INC Healthcare 1,700.0 $616K 0.11% NEW $362.12 +22.6%
106 GS GOLDMAN SACHS GROUP INC/THE Financial Services 764.0 $577K 0.11% NEW $754.87 +37.3%
107 KLAC KLA CORP Technology 1,820.0 $522K 0.10% NEW $286.98 -36.7%
108 BP BP PLC Energy 13,280.0 $491K 0.09% NEW $36.95 +18.4%
109 MFC MANULIFE FINANCIAL CORP Financial Services 11,672.0 $472K 0.09% NEW $40.48 +5.8%
110 ABBV ABBVIE INC Healthcare 1,395.0 $351K 0.07% NEW $251.64 +5.1%
111 SLF SUN LIFE FINANCIAL INC Financial Services 4,386.0 $344K 0.06% NEW $78.36 +0.9%
112 EMERA INC 6,400.0 $339K 0.06% NEW $52.94
113 B BARRICK MINING CORP Basic Materials 8,145.0 $299K 0.06% NEW $36.70 +31.2%
114 SPY STATE STREET SPDR S&P 500 ETF Financial Services 368.0 $275K 0.05% NEW $746.77 +2.2%
115 SNA SNAP-ON INC Industrials 550.0 $221K 0.04% NEW $402.40 -2.0%
116 ANET ARISTA NETWORKS INC Technology 1,230.0 $209K 0.04% NEW $169.88 +10.8%
117 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 3,110.0 $199K 0.04% NEW $64.01 +15.9%
118 ASML ASML HOLDING NV Technology 100.0 $199K 0.04% NEW $1989.44 -12.5%
119 CSCO CISCO SYSTEMS INC Technology 1,650.0 $194K 0.04% NEW $117.46 -6.2%
120 MA MASTERCARD INC Financial Services 374.0 $192K 0.04% NEW $513.60 +16.8%
Page 6 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%