account_balance
Investment manager · 13F filer · SEC CIK 2053050
Louisbourg Investments Inc.
Reported value$542Mas of Jun 30, 2026
Positions210 12 new, 18 sold out
Top 10 weight27.7%CNI alone is 6%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CNICanadian National Railway Co
5.5%Trimmed −12%
SHOPShopify Inc
3.2%Added +24%
TECKTeck Resources Ltd
2.7%Added +41%
GOOGAlphabet Inc
2.5%Trimmed −12%
IVViShares Core S&P 500 ETF
2.4%Trimmed −6%
SUSuncor Energy Inc
2.4%Added +190%
TSMTSMC
2.3%Trimmed −19%
MSFTMicrosoft Corp
2.3%Trimmed −3%
CVECenovus Energy Inc
2.2%Added +118%
BNBrookfield Corp
2.1%
VOOVanguard S&P 500 ETF
1.8%Added +3%
IEFAiShares Core MSCI EAFE ETF
1.8%Added +3%
CNICanadian National Railway Co
5.5%Trimmed −12%
SHOP3.2%TECK2.7%GOOG2.5%IVV2.4%SU2.4%TSM2.3%MSFT2.3%CVE2.2%BN2.1%VOO1.8%IEFA1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CNI Canadian National Railway Co 5.5% Trimmed −12%SHOP Shopify Inc 3.2% Added +24%TECK Teck Resources Ltd 2.7% Added +41%GOOG Alphabet Inc 2.5% Trimmed −12%IVV iShares Core S&P 500 ETF 2.4% Trimmed −6%SU Suncor Energy Inc 2.4% Added +190%TSM TSMC 2.3% Trimmed −19%MSFT Microsoft Corp 2.3% Trimmed −3%CVE Cenovus Energy Inc 2.2% Added +118%BN Brookfield Corp 2.1% HeldVOO Vanguard S&P 500 ETF 1.8% Added +3%IEFA iShares Core MSCI EAFE ETF 1.8% Added +3%
What changed