13F 机构持仓

LOUISBOURG INVESTMENTS INC.

DIEPPE A3 · SEC CIK 0002053050

2026Q22026Q1 更早 9 个季度 🔒
$5.42亿2026Q2 申报市值
210持仓数
27.7%前十大占比 · 第一大 5.5%
11 / 17新建仓 / 清仓
申报市值走势$5.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CNI 5.5%
SHOP 3.2%
TECK 2.7%
GOOG 2.5%
IVV 2.4%
SU 2.4%
TSM 2.3%
MSFT 2.3%
CVE 2.2%
BN 2.1%

2026Q2 买入最多 按季末市值估算

BB 新建仓+$856.30万
SU 加仓+$836.95万
MDA 加仓+$681.47万
CVE 加仓+$659.15万
MEOH 加仓+$501.58万

2026Q2 卖出最多 按季末市值估算

SSRM 清仓-$660.72万
UUUU 清仓-$621.32万
KGC 清仓-$598.33万
IAG 清仓-$597.37万
CDE 清仓-$548.99万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PBA PEMBINA PIPELINE CORP $653.32万1.21%141,477 11,9799.3% $55.32万 加仓
STN STANTEC INC $697.01万1.29%101,252 22,68428.9% $156.15万 加仓
CNQ CANADIAN NATURAL RESOURCES LTD $697.65万1.29%176,650 43,66132.8% $172.43万 加仓
MDA MDA SPACE LTD $709.82万1.31%172,125 165,2502,403.6% $681.47万 加仓
TRI THOMSON REUTERS CORP $729.07万1.35%89,435 16,60322.8% $135.35万 加仓
WPM WHEATON PRECIOUS METALS CORP $732.35万1.35%65,229 -20,349-23.8% -$228.46万 减仓
TMUS T-MOBILE US INC $736.01万1.36%56,392 12,07427.2% $157.59万 加仓
META META PLATFORMS INC $774.35万1.43%17,224 2,33215.7% $104.84万 加仓
NTR NUTRIEN LTD $775.46万1.43%123,328 51,26971.1% $322.37万 加仓
GIL GILDAN ACTIVEWEAR INC $790.06万1.46%153,538 -2,010-1.3% -$10.34万 减仓
CIGI COLLIERS INTERNATIONAL GROUP I $814.20万1.50%86,932 11,05014.6% $103.49万 加仓
CRM SALESFORCE INC $844.37万1.56%68,166 14,02925.9% $173.78万 加仓
BB BLACKBERRY LTD $856.30万1.58%679,400 679,400— $856.30万 新建仓
AVGO BROADCOM INC $900.56万1.66%28,622 -724-2.5% -$22.78万 减仓
AMZN AMAZON.COM INC $950.84万1.75%49,875 4540.9% $8.66万 加仓
IEFA ISHARES CORE MSCI EAFE ETF $951.42万1.76%98,511 3,3223.5% $32.08万 加仓
VOO VANGUARD S&P 500 ETF $985.46万1.82%14,348 4823.5% $33.11万 加仓
BN BROOKFIELD CORP $1,147.89万2.12%269,568 4,6241.7% $19.69万 加仓
CVE CENOVUS ENERGY INC $1,216.79万2.24%491,348 266,168118.2% $659.15万 加仓
MSFT MICROSOFT CORP $1,243.26万2.29%41,327 -1,493-3.5% -$44.91万 减仓
TSM TSMC $1,261.10万2.33%30,530 -7,079-18.8% -$292.41万 减仓
SU SUNCOR ENERGY INC $1,278.43万2.36%238,093 155,873189.6% $836.95万 加仓
IVV ISHARES CORE S&P 500 ETF $1,291.84万2.38%17,250 -1,190-6.5% -$89.12万 减仓
GOOG ALPHABET INC $1,330.63万2.45%45,181 -5,902-11.6% -$173.82万 减仓
TECK TECK RESOURCES LTD $1,469.07万2.71%247,135 71,28540.5% $423.75万 加仓
SHOP SHOPIFY INC $1,754.71万3.24%153,670 30,05424.3% $343.18万 加仓
CNI CANADIAN NATIONAL RAILWAY CO $2,999.21万5.53%251,810 -35,585-12.4% -$423.84万 减仓