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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LOUISBOURG INVESTMENTS INC.

Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0002053050-25-000009

Total Value
$424.3M
Positions
200
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (200)

#IssuerTicker / CUSIPSharesValue% of Filing
1CANADIAN NATIONAL RAILWAY CO136375102292,414$30.4M7.17%
2MICROSOFT CORPMSFT31,270$12.7M3.00%
3SHOPIFY INCSHOP108,287$12.5M2.94%
4ISHARES CORE S&P 500 ETF46428720019,360$12.0M2.83%
5WHEATON PRECIOUS METALS CORPWPM115,846$10.4M2.45%
6ROGERS COMMUNICATIONS INCRCIAF309,985$9.2M2.16%
7OR ROYALTIES INCOR348,831$8.9M2.11%
8TSMC87403910045,213$8.8M2.09%
9COLLIERS INTERNATIONAL GROUP I19469310760,543$7.9M1.86%
10BROOKFIELD CORP11271J107122,846$7.6M1.79%
11ALPHABET INCGOOG50,428$7.4M1.75%
12GILDAN ACTIVEWEAR INCGIL145,316$7.1M1.68%
13ISHARES CORE MSCI EAFE ETF46432F84284,484$7.1M1.66%
14AMAZON.COM INCAMZN39,024$7.0M1.65%
15NUTRIEN LTDNTR117,973$6.9M1.62%
16VANGUARD S&P 500 ETF92290836311,785$6.7M1.58%
17BECTON DICKINSON & COBDX49,590$6.6M1.55%
18LIGHTSPEED COMMERCE INCLSPD552,705$6.5M1.53%
19BANK OF NOVA SCOTIA/THE064149107117,292$6.5M1.53%
20PEMBINA PIPELINE CORPPPLOF171,325$6.4M1.51%
21META PLATFORMS INCMETA10,914$6.4M1.51%
22SALESFORCE INCCRM29,157$6.4M1.50%
23BROADCOM INCAVGO26,670$6.2M1.46%
24BERKSHIRE HATHAWAY INCBRK-A8$5.8M1.37%
25CANADIAN NATURAL RESOURCES LTD136385101181,202$5.7M1.34%
26TORONTO-DOMINION BANK/THETORO73,974$5.4M1.28%
27T-MOBILE US INCTMUSZ27,319$5.3M1.25%
28JOHNSON & JOHNSONJNJ42,112$5.2M1.23%
29UNITED RENTALS INCURI8,308$5.1M1.20%
30COGNIZANT TECHNOLOGY SOLUTIONSCTSH80,236$5.0M1.17%
31WALT DISNEY CO/THE25468710649,430$5.0M1.17%
32RESTAURANT BRANDS INTERNATIONA76131D10374,109$4.9M1.16%
33JACOBS SOLUTIONS INCJ44,328$4.7M1.11%
34AGILENT TECHNOLOGIES INCA47,220$4.5M1.05%
35CGI INCGIB42,340$4.4M1.05%
36WILLIS TOWERS WATSON PLCWTW17,671$4.2M0.99%
37CELESTICA INCCLS26,900$4.2M0.99%
38TECK RESOURCES LTDTCKRF98,173$4.0M0.93%
39SANDSTORM GOLD LTD80013R206421,282$4.0M0.93%
40CBRE GROUP INCCBRE32,555$3.9M0.91%
41ROYAL BANK OF CANADA78008710228,233$3.7M0.88%
42DOLLAR TREE INCDLTR45,160$3.5M0.83%
43ACCENTURE PLCACN14,085$3.5M0.82%
44FORTIS INC/CANADAFTRSF72,562$3.5M0.81%
45ABBOTT LABORATORIESABLZF31,544$3.4M0.81%
46NEW GOLD INC644535106685,700$3.4M0.80%
47CONOCOPHILLIPSCOP48,672$3.4M0.80%
48DESCARTES SYSTEMS GROUP INC/TH24990610833,166$3.4M0.79%
49IAMGOLD CORPIAG454,200$3.3M0.79%
50KINROSS GOLD CORPKGCRF211,200$3.3M0.78%
51ATS CORPATS101,522$3.2M0.76%
52DOCEBO INCDCBO111,672$3.2M0.76%
53INVESCO S&P 500 EQUAL WEIGHT EIVZ23,650$3.2M0.75%
54AGNICO EAGLE MINES LTDAEM26,550$3.2M0.74%
55VANGUARD FTSE EMERGING MARKETS92204285862,794$3.1M0.73%
56ORACLE CORPORCL-PD14,709$3.1M0.72%
57FRANCO-NEVADA CORPFNV18,500$3.0M0.71%
58ROSS STORES INCROST30,235$3.0M0.71%
59ORLA MINING LTD68634K106294,900$3.0M0.70%
60SUNCOR ENERGY INCSU78,394$2.9M0.69%
61KKR & CO INCKKRT28,232$2.9M0.69%
62OPEN TEXT CORPOTEX98,571$2.9M0.68%
63BANK OF NEW YORK MELLON CORP/T06405810042,173$2.9M0.68%
64STANTEC INCSTN25,826$2.8M0.66%
65VISA INCV9,719$2.6M0.62%
66ALLEGION PLCALLE21,945$2.6M0.60%
67MCDONALD'S CORPMCD9,992$2.5M0.59%
68UNION PACIFIC CORPUNP12,598$2.4M0.56%
69ULTA BEAUTY INCULTA6,270$2.3M0.54%
70CANADIAN PACIFIC KANSAS CITY LCP28,709$2.3M0.54%
71DOLLAR GENERAL CORP25667710526,102$2.3M0.53%
72COSTCO WHOLESALE CORP22160K1052,200$2.2M0.51%
73GREENFIRE RESOURCES LTD39525U107483,379$2.1M0.51%
74ENTEGRIS INCENTG34,825$2.1M0.50%
75CENTERPOINT ENERGY INCCNP71,518$2.0M0.47%
76OTIS WORLDWIDE CORPOTIS21,541$1.9M0.44%
77WELLS FARGO & CO94974610128,844$1.7M0.41%
78WALMART INCWMT17,045$1.7M0.39%
79COSTAR GROUP INCCSGP26,530$1.7M0.39%
80KLA CORPKLAC2,186$1.6M0.37%
81HOME DEPOT INC/THEHD4,100$1.5M0.35%
82TJX COS INC/THE87254010911,309$1.4M0.33%
83SHELL PLCRYDAF18,290$1.3M0.30%
84SAP SESAPGF4,180$1.3M0.30%
85ALPHABET INCGOOG5,865$1.0M0.24%
86ISHARES GLOBAL INFRASTRUCTURE46428837216,677$987,2780.23%
87ASML HOLDING NVASMLF1,200$961,6680.23%
88BANK OF MONTREAL0636711018,428$932,2510.22%
89THOMSON REUTERS CORPTMSOF4,537$910,6610.21%
90MARSH & MCLENNAN COS INC5717481025,479$893,6420.21%
91ENBRIDGE INCENNPF15,208$688,3340.16%
92NVIDIA CORPNVDA4,255$672,2470.16%
93BERKSHIRE HATHAWAY INCBRK-A1,329$645,5880.15%
94MITSUBISHI UFJ FINANCIAL GROUP60682210445,310$621,6530.15%
95BOSTON SCIENTIFIC CORPBSX7,280$598,5300.14%
96BP PLCBPPFF19,680$589,0220.14%
97NETFLIX INCNFLX528$576,5440.14%
98GOLDMAN SACHS GROUP INC/THEGSCE1,084$571,4120.13%
99VANGUARD FTSE DEVELOPED MARKET92194385810,000$570,1000.13%
100RIO TINTO PLCRTNTF9,680$564,6340.13%
101TC ENERGY CORPTRPRF10,975$534,7930.13%
102BHP GROUP LTDBHPLF11,080$532,8370.13%
103TELUS CORPTU31,336$502,3220.12%
104AMGEN INCAMGN1,700$474,6570.11%
105APPLE INCAAPL2,640$459,4710.11%
106TOTALENERGIES SETTE7,240$444,4640.10%
107SPDR S&P 500 ETF TRUSTSPY688$425,0810.10%
108SUMITOMO MITSUI FINANCIAL GROU86562M20926,652$402,7120.09%
109MANULIFE FINANCIAL CORP56501R10612,393$395,5080.09%
110NIKE INCNKE4,500$319,6800.08%
111EMERA INCEMRJF6,400$292,6280.07%
112ABBVIE INCABBV1,395$258,9400.06%
113PAYCHEX INCPAYX1,200$174,5520.04%
114IBMINTR518$152,6960.04%
115QIAGEN NVQGEN3,131$150,4080.04%
116CBOE GLOBAL MARKETS INC12503M108630$146,9220.03%
117CENCORA INCCOR473$141,8290.03%
118CME GROUP INCCME510$140,5660.03%
119O'REILLY AUTOMOTIVE INC67103H1071,440$129,7870.03%
120GRANITE REAL ESTATE INVESTMENT3874372052,400$121,6980.03%
121ENTERGY CORPENO1,400$116,3680.03%
122DUKE ENERGY CORPDUKB800$94,4000.02%
123RTX CORPRTX635$92,7230.02%
124ALTRIA GROUP INCMO1,360$79,7370.02%
125BROOKFIELD ASSET MANAGEMENT LT1130041051,402$77,4530.02%
126CHEVRON CORPCVX500$71,5950.02%
127BROOKFIELD INFRASTRUCTURE PARTG162521011,958$65,4720.02%
128WASTE CONNECTIONS INCWCN240$44,7490.01%
129BARRICK MINING CORP06849F1082,125$44,1570.01%
130SUN LIFE FINANCIAL INCSUNFF650$43,1700.01%
131BCE INCBCPPF1,880$41,6150.01%
132PFIZER INCPFE1,700$41,2080.01%
133SOUTH BOW CORPSOBO1,195$30,9630.01%
134CISCO SYSTEMS INCCSCO408$28,3070.01%
135MERCK & CO INCMRK357$28,2600.01%
136ROPER TECHNOLOGIES INCROP47$26,6410.01%
137VERISIGN INCVRSN91$26,2810.01%
138VERISK ANALYTICS INCVRSK83$25,8550.01%
139JUNIPER NETWORKS INC48203R104632$25,2360.01%
140MASTERCARD INCMA44$24,7250.01%
141QUEST DIAGNOSTICS INCDGX136$24,4300.01%
142MOTOROLA SOLUTIONS INCMSI58$24,3870.01%
143COLGATE-PALMOLIVE COCL264$23,9980.01%
144LINDE PLCLIN50$23,4590.01%
145YUM! BRANDS INCYUM158$23,4120.01%
146REPUBLIC SERVICES INC76075910093$22,9350.01%
147LOCKHEED MARTIN CORPLMT49$22,6940.01%
148WASTE MANAGEMENT INC94106L10999$22,6530.01%
149AUTOZONE INCAZO6$22,2730.01%
150KIMBERLY-CLARK CORPKMB170$21,9160.01%
151PROCTER & GAMBLE CO/THE742718109137$21,8270.01%
152GAMING AND LEISURE PROPERTIES36467J108465$21,7060.01%
153NEWMONT CORPNEMCL305$17,7420.00%
154NEXTERA ENERGY INCNEE-PW240$16,6610.00%
155ARISTA NETWORKS INCANET160$16,3700.00%
156OVINTIV INCOVV347$13,1900.00%
157IMPERIAL OIL LTDIMO150$11,8940.00%
158AFLAC INCAFL110$11,6010.00%
159GE HEALTHCARE TECHNOLOGIES INCGEHC150$11,1100.00%
160UNIVERSAL HEALTH SERVICES INC91390310060$10,8690.00%
161FOX CORPFOX190$10,6480.00%
162CAPITAL ONE FINANCIAL CORP14040H10550$10,6380.00%
163CENOVUS ENERGY INCCVE775$10,5260.00%
164ISHARES GOLD TRUSTIAU150$9,3550.00%
165LITHIUM AMERICAS CORPLTUM2,690$7,1770.00%
166TESLA INCTSLA22$6,9890.00%
167ORGANIGRAM GLOBAL INCOGI5,000$6,7430.00%
168ISHARES MSCI EAFE ETF46428746575$6,7040.00%
169ISHARES SILVER TRUSTSLV200$6,5620.00%
170WESTERN DIGITAL CORPWDC100$6,3990.00%
171MOLSON COORS BEVERAGE COTAP-A130$6,2520.00%
172SNAP-ON INCSNA20$6,2240.00%
173KROGER CO/THEKR85$6,0970.00%
174RIOT PLATFORMS INCRIOT430$4,8590.00%
175PALANTIR TECHNOLOGIES INCPLTR35$4,7710.00%
176HP INCHPQ175$4,2810.00%
177AMENTUM HOLDINGS INCAMTM155$3,6600.00%
178SNDL INCSNDL2,900$3,5090.00%
179HIVE DIGITAL TECHNOLOGIES LTDHIVE1,673$3,0170.00%
180CRISPR THERAPEUTICS AGCRSP60$2,9180.00%
181VERTEX PHARMACEUTICALS INCVRTX6$2,6710.00%
182BROOKFIELD WEALTH SOLUTIONS LTBNT39$2,4060.00%
183GOLDMAN SACHS ACTIVEBETA US SMNVGLF30$2,0580.00%
184APPLIED MATERIALS INC03822210510$1,8310.00%
185MODERNA INCMRNA62$1,7110.00%
186DENTSPLY SIRONA INCXRAY100$1,5880.00%
187CHARLES RIVER LABORATORIES INT15986410710$1,5170.00%
188INTEL CORPINTC60$1,3440.00%
189GALAXY DIGITAL INCGLXY50$1,0930.00%
190WESTINGHOUSE AIR BRAKE TECHNOL9297401084$8370.00%
191METHANEX CORPMEOH20$6610.00%
192BROOKFIELD INFRASTRUCTURE CORPBIPC12$4980.00%
193PAYPAL HOLDINGS INCPYPL5$3720.00%
194MIND MEDICINE MINDMED INC60255C88552$3370.00%
195EMBECTA CORPEMBC17$1650.00%
196VIATRIS INCVTRS12$1070.00%
197WYNN RESORTS LTDWYNN1$940.00%
198ZIMVIE INC98888T1077$650.00%
199MGM RESORTS INTERNATIONALMGM1$340.00%
200CANOPY GROWTH CORPCGC2$20.00%