Les Placements Louisbourg Inc. Louisbourg Investments Inc.
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 248
- Avg AUM / client
- $9.3M
- Accounts
- 2,128
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 216 positions, $528,818,288)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Canadian National Railway Co | COM | $29,520,924 | 287,395 | 5.58% | 1.28% |
| 2 | Shopify Inc | COM | $14,638,107 | 123,616 | 2.77% | 0.63% |
| 3 | Microsoft Corp | COM | $12,844,415 | 42,820 | 2.43% | 0.56% |
| 4 | Alphabet Inc | COM | $12,232,308 | 51,083 | 2.31% | 0.53% |
| 5 | Ishares Core S&P 500 Etf | COM | $12,045,192 | 18,440 | 2.28% | 0.52% |
| 6 | Wheaton Precious Metals Corp | COM | $11,210,663 | 85,578 | 2.12% | 0.49% |
| 7 | Tsmc | COM | $10,979,870 | 37,609 | 2.08% | 0.48% |
| 8 | Brookfield Corp | COM | $10,714,445 | 264,944 | 2.03% | 0.46% |
| 9 | Teck Resources Ltd | COM | $9,095,907 | 175,850 | 1.72% | 0.39% |
| 10 | Gildan Activewear Inc | COM | $8,645,027 | 155,548 | 1.63% | 0.37% |
| 11 | Ishares Core Msci Eafe Etf | COM | $8,617,436 | 95,189 | 1.63% | 0.37% |
| 12 | Or Royalties Inc | COM | $8,427,622 | 221,772 | 1.59% | 0.36% |
| 13 | Amazon.Com Inc | COM | $8,322,339 | 49,421 | 1.57% | 0.36% |
| 14 | Vanguard S&P 500 Etf | COM | $8,285,885 | 13,866 | 1.57% | 0.36% |
| 15 | Colliers International Group I | COM | $8,096,657 | 75,882 | 1.53% | 0.35% |
| 16 | Salesforce Inc | COM | $7,993,138 | 54,137 | 1.51% | 0.35% |
| 17 | Broadcom Inc | COM | $7,620,658 | 29,346 | 1.44% | 0.33% |
| 18 | T Mobile Us Inc | COM | $7,421,427 | 44,318 | 1.4% | 0.32% |
| 19 | Franco Nevada Corp | COM | $7,371,858 | 29,832 | 1.39% | 0.32% |
| 20 | Meta Platforms Inc | COM | $6,780,835 | 14,892 | 1.28% | 0.29% |
| 21 | Stantec Inc | COM | $6,778,526 | 78,568 | 1.28% | 0.29% |
| 22 | Ssr Mining Inc | COM | $6,607,249 | 225,400 | 1.25% | 0.29% |
| 23 | Thomson Reuters Corp | COM | $6,560,576 | 72,832 | 1.24% | 0.28% |
| 24 | Canadian Natural Resources Ltd | COM | $6,474,377 | 132,989 | 1.22% | 0.28% |
| 25 | Boyd Group Inc | COM | $6,416,632 | 51,234 | 1.21% | 0.28% |
Top 25 of 216 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 164 | $27.1M | 1.17% |
| High net worth individuals | 18 | $29.9M | 1.29% |
| Pooled investment vehicles (non-investment companies) | 11 | $917M | 39.7% |
| Pension and profit sharing plans | 11 | $129M | 5.6% |
| Charitable organizations | 7 | $26.7M | 1.16% |
| State or municipal government entities | Fewer than 5 clients | $511M | 22.1% |
| Insurance companies | Fewer than 5 clients | $491M | 21.3% |
| Corporations and other businesses | 37 | $177M | 7.67% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Bank Trust $520M (23% of AUM) Mar 2026
- Cibc Mellon Trust Company $405M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗