LG
Luc Gaudet Portfolio
Invests via Louisbourg Investments Inc. | Managed by Luc Gaudet, Mathieu Roy, Heather Hurshman, Scott Lewis, Derek Frail, Daniel Robichaud, Robert Currie, Benoit Mayer-Godin, Matthew Mobilio
Invests via Louisbourg Investments Inc.
Managed by Luc Gaudet, Mathieu Roy, Heather Hurshman, Scott Lewis, Derek Frail, Daniel Robichaud, Robert Currie, Benoit Mayer-Godin, Matthew Mobilio
Automatically Tracked
Seasoned Canadian investor and operator with a focus on technology, growth-stage companies, and operational turnarounds. Luc Gaudet brings experience across venture-backed startups and private equity-backed transformations, with roles spanning executive leadership, corporate development and board service. Markets-oriented profile emphasizes deal sourcing, operational scaling and M&A execution; frequently engages with software and digital services businesses and founders.
Seasoned Canadian investor and operator with a focus on technology, growth-stage companies, and operational turnarounds. Luc Gaudet brings experience across venture-backed startups and private equity-backed transformations, with roles spanning executive leadership, corporate development and board service. Markets-oriented profile emphasizes deal sourcing, operational scaling and M&A execution; frequently engages with software and digital services businesses and founders.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
62.69%
Gain +1.24%
Monthly
1.53%
Yearly
20.03%
Drawdown
17.24%
$604.97M
Equity
Holdings
$604.97M
Investment
$495.81M
$188.23M
Profit +$5.98M
Realized
$79.07M
Unrealized
$109.16M
Dividends
$16.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.24%
Profit
$5.98M
Win %
72%
This Week
Compared To Last Week
Gain
1%
Profit
$5.98M
Win %
72%
This Month
Compared to last month
Gain
6.55%
Profit
$37.27M
Win %
72%
This Year
Compared to last year
Gain
12.72%
Profit
$68.56M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$1.8M 
TLRY Tilray Brands, Inc.
+8.1%
+$0.34 
GOOG Alphabet Inc
+6.88%
+$1.04M 
GOOGL Alphabet Inc
+6.73%
+$141,898.05 
GIL Gildan Activewear Inc.
+5.49%
+$442,189.44 
ANET Arista Networks, Inc.
+5.46%
+$11,475.91 
LSPD Lightspeed Commerce Inc.
+4.66%
+$260,091 
CBOE Cboe Global Markets Inc.
+4.62%
+$6,320.32 
META Meta Platforms Inc Class A
+3.28%
+$304,520.16 
UHS Universal Health Services, Inc.
+3.15%
+$6,308.76 
MSFT Microsoft Corp.
+3.02%
+$562,873.33 
NVDA NVIDIA Corporation
+2.93%
+$24,410.28 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$198,880.55 
CVX Chevron Corporation
+2.35%
+$2,260 
ORLY O'Reilly Automotive Inc.
+2.28%
+$1,472.6 
BP BP p.l.c. Sponsored ADR
+2.26%
+$13,280 
TTEK Tetra Tech, Inc.
+2.19%
+$104,555.31 
DVN Devon Energy Corporation
+2.17%
+$4,416 
AMTM Amentum Holdings, Inc.
+2.16%
+$2.35 
CSCO Cisco Systems, Inc.
+2.14%
+$4,009.5 
CRM Salesforce Inc
+1.83%
+$225,629.05 
ENTG Entegris, Inc.
+1.66%
+$19,793.85 
J Jacobs Solutions Inc.
+1.64%
+$116,254.51 
SHEL Shell plc
+1.62%
+$21,300.3 
ACN Accenture plc Class A
+1.61%
+$24,364.41 
BSX Boston Scientific Corporation
+1.59%
+$133,555.69 
SAP SAP SE Sponsored ADR
+1.51%
+$59,403.2 
STN Stantec Inc.
+1.51%
+$106,314.6 
LMT Lockheed Martin Corporation
+1.5%
+$319.31 
KLAC KLA Corporation
+1.38%
+$4,531.82 
OVV Ovintiv Inc.
+1.36%
+$215.88 
COP ConocoPhillips
+1.22%
+$73,628.15 
VRSN Verisign Inc.
+1.2%
+$313.04 
WFC Wells Fargo & Company
+1.19%
+$32,733.84 
BN Brookfield Corporation
+1.19%
+$134,784.27 
AMAT Applied Materials, Inc.
+1.18%
+$59 
MSI Motorola Solutions, Inc.
+1.14%
+$285.94 
URI United Rentals, Inc.
+0.99%
+$39,214.11 
ADP Automatic Data Processing Inc.
+0.98%
+$308.21 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$43,274.56 
TTE TotalEnergies SE
+0.95%
+$6,839.21 
UNP Union Pacific Corporation
+0.92%
+$25,501.27 
CNQ Canadian Natural Resources Limited
+0.85%
+$70,660 
CP Canadian Pacific Kansas City Limited
+0.83%
+$15,150.42 
NIO Nio Inc.
+0.83%
+$0.64 
SU Suncor Energy Inc.
+0.82%
+$130,951.15 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$487.5 
MCD McDonald's Corporation
+0.82%
+$23,364.11 
DSGX The Descartes Systems Group Inc.
+0.82%
+$50,761.76 
TSLA Tesla, Inc.
+0.76%
+$68.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,965.13 
VOO Vanguard S&P 500 ETF
+0.71%
+$69,731.85 
BB BlackBerry Ltd.
+0.71%
+$40,764 
ROP Roper Technologies Inc.
+0.7%
+$179.52 
IVV iShares Core S&P 500 ETF
+0.69%
+$88,320 
WCN Waste Connections Inc.
+0.67%
+$116.55 
DOW Dow Inc.
+0.67%
+$1,165 
MEOH Methanex Corporation
+0.63%
+$38,087 
IVZ Invesco Ltd.
+0.61%
+$1,305 
MO Altria Group, Inc.
+0.57%
+$340.86 
BMO Bank of Montreal
+0.47%
+$6,990.26 
KKR KKR & Co. Inc.
+0.45%
+$21,340.8 
PAYX Paychex Inc.
+0.44%
+$747.15 
PFE Pfizer Inc.
+0.4%
+$10 
RTX RTX Corporation
+0.39%
+$533.4 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$4,465.2 
AVGO Broadcom Inc.
+0.37%
+$41,215.68 
PG Procter & Gamble Co
+0.37%
+$72.61 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,525.88 
OTIS Otis Worldwide Corporation
+0.36%
+$26,797.42 
SNA Snap-on Inc.
+0.33%
+$748.01 
AZO AutoZone Inc.
+0.32%
+$58.08 
GD General Dynamics Corporation
+0.32%
+$82.96 
SLF Sun Life Financial Inc.
+0.22%
+$789.48 
ALLE Allegion plc
+0.22%
+$9,795.51 
CME CME Group Inc.
+0.21%
+$259.35 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$12,879.92 
JNJ Johnson & Johnson
+0.21%
+$5,292.58 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$37.2 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$7,471.19 
GFR Greenfire Resources Ltd.
+0.16%
+$6,619.8 
VICI Vici Properties Inc.
+0.15%
+$33.24 
CB Chubb Limited
+0.15%
+$37.1 
TD The Toronto-Dominion Bank
+0.13%
+$6,043.68 
BDX Becton, Dickinson and Company
+0.1%
+$8,213.55 
WM Waste Management, Inc.
+0.1%
+$21.78 
WMT Walmart Inc.
+0.09%
+$1,700.03 
ABT Abbott Laboratories
+0.09%
+$6,088.32 
DIS The Walt Disney Company
+0.03%
+$1,763.19 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BAM
BAM
0%
$0 ATS
ATS
0%
$0 CGC
CGC
0%
$0 BNT
BNT
0%
$0 ELE
ELE
0%
$0 5717
571748BC5
0%
$0 MTA
MTA
0%
$0 
TU TELUS Corporation
-11.23%
-$5,613.19 
AAPL Apple Inc.
-7.35%
-$64,732.8 
LIN Linde plc
-5.95%
-$1,513 
PACB Pacific Biosciences of California, Inc.
-5.41%
-$72 
SHOP Shopify Inc.
-4.29%
-$806,767.5 
MARA MARA Holdings Inc
-4.23%
-$57.5 
AG First Majestic Silver Corp
-4.21%
-$201,102 
WPM Wheaton Precious Metals Corp.
-3.84%
-$283,746.22 
FNV Franco-Nevada Corporation
-3.81%
-$222,503.72 
NTLA Intellia Therapeutics Inc.
-3.7%
-$82 
AEM Agnico Eagle Mines Limited
-3.63%
-$5,315.6 
TECK Teck Resources Ltd.
-3.6%
-$556,053.75 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$134.05 
WRN Western Copper and Gold Corporation
-3.32%
-$105 
OR OR ROYALTIES INC COMMON STOCK
-3.03%
-$157,585.71 
OGI Organigram Global Inc.
-3%
-$145 
PBA Pembina Pipeline Corporation
-2.97%
-$212,215.5 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$5,971.21 
VRSK Verisk Analytics Inc.
-2.75%
-$759 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$7,900.65 
FSV FirstService Corporation
-2.54%
-$115,883.51 
ABBV AbbVie Inc.
-2.51%
-$9,025.65 
MGM MGM Resorts International
-2.39%
-$1.09 
CSGP CoStar Group, Inc.
-2.38%
-$179,435.2 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$25.5 
YUM Yum! Brands, Inc.
-2.37%
-$587.76 
RGLD Royal Gold Inc.
-2.31%
-$234.5 
NEM Newmont Corporation
-2.14%
-$625.25 
CCJ Cameco Corporation
-2.1%
-$185 
PAAS Pan American Silver Corp.
-2.09%
-$441.6 
NFLX Netflix, Inc.
-2%
-$76,449.98 
CBRE CBRE Group Inc.
-1.77%
-$102,303.64 
BHP BHP Group Ltd.
-1.64%
-$17,878.8 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$3,041.64 
IAU iShares Gold Trust
-1.46%
-$158.2 
ACB Aurora Cannabis Inc.
-1.41%
-$0.08 
WYNN Wynn Resorts, Limited
-1.38%
-$1.39 
NKE Nike, Inc. - Class B
-1.37%
-$2,610 
NVTS Navitas Semiconductor Corporation
-1.36%
-$45 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,243.99 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$26.8 
TJX The TJX Companies, Inc.
-1.21%
-$20,810.77 
VTRS Viatris Inc.
-1.13%
-$2.4 
MCK McKesson Corporation
-1.08%
-$1,155.68 
DLTR Dollar Tree, Inc.
-1.06%
-$56,326.17 
INTC Intel Corporation
-1.02%
-$106.95 
FOXA Fox Corporation
-1%
-$1,770 
RPRX Royalty Pharma plc
-1%
-$296.18 
TRP TC Energy Corporation
-0.97%
-$7,320.68 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$27.6 
TEM Tempus AI, Inc.
-0.95%
-$29.4 
CRSP Crispr Therapeutics AG
-0.93%
-$36 
SOBO South Bow Corporation
-0.85%
-$382.4 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$16,584.07 
CIGI Colliers International Group Inc.
-0.83%
-$72,153.56 
FTS Fortis Inc.
-0.82%
-$11,454.37 
WAT Waters Corporation
-0.79%
-$17.94 
PYPL PayPal Holdings Inc
-0.76%
-$2.2 
ULTA Ulta Beauty Inc.
-0.76%
-$26,340.33 
MA Mastercard Incorporated
-0.74%
-$1,589.5 
TRI Thomson Reuters Corp.
-0.71%
-$62,604.5 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$3.48 
RCI Rogers Communications Inc.
-0.68%
-$30,341.86 
DCBO Docebo Inc.
-0.67%
-$22,405.18 
DUK Duke Energy Corporation
-0.67%
-$672 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,699.96 
AMGN Amgen Inc.
-0.64%
-$4,216.02 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$62,061.93 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,950.71 
EFA iShares MSCI EAFE ETF
-0.62%
-$673.2 
DHR Danaher Corporation
-0.61%
-$26,007.45 
ROST Ross Stores, Inc.
-0.59%
-$7,015.51 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$334.65 
DGX Quest Diagnostics Inc.
-0.55%
-$150.93 
WAB Wabtec Corporation
-0.55%
-$6.4 
EMBC Embecta Corp.
-0.55%
-$0.34 
COF Capital One Financial Corporation
-0.54%
-$1,022.65 
QSR Restaurant Brands International Inc.
-0.43%
-$23,017.82 
CVE Cenovus Energy Inc.
-0.43%
-$63,875.24 
HD The Home Depot, Inc.
-0.42%
-$5,560.08 
ETR Entergy Corporation
-0.38%
-$574 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.38%
-$10.2 
RSG Republic Services, Inc.
-0.37%
-$145.86 
TMUS T-Mobile US, Inc.
-0.36%
-$35,526.4 
DG Dollar General Corporation
-0.35%
-$15,913.69 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$3,656.4 
CL Colgate-Palmolive Company
-0.33%
-$79.2 
L Loews Corporation
-0.31%
-$75.6 
RY Royal Bank of Canada
-0.29%
-$15,680.31 
COR Cencora, Inc.
-0.28%
-$234.07 
IGF iShares Global Infrastructure ETF
-0.28%
-$3,720.96 
SDY SPDR S&P Dividend ETF
-0.28%
-$202.4 
CNP CenterPoint Energy Inc.
-0.26%
-$3,556.71 
MFC Manulife Financial Corporation
-0.25%
-$1,283.92 
A Agilent Technologies Inc.
-0.24%
-$12,259.4 
COST Costco Wholesale Corporation
-0.24%
-$5,015.93 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$2,601.6 
KR Kroger Co.
-0.21%
-$337.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$99.9 
SOUN SoundHound AI Inc.
-0.16%
-$10 
GIB CGI Inc.
-0.12%
-$5,139.45 
BCE BCE Inc.
-0.09%
-$1.74 
BNS Bank of Nova Scotia
-0.08%
-$4,389.28 
OTEX Open Text Corporation
-0.08%
-$2.2 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$3,248.28 
V Visa Inc. Class A
-0.04%
-$1,801.53 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1386 | Longs Won 993/1386 71% | Profit Factor 5.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $467,930.27 |
| Average Win $227,183.82 | Best Trade (Aug 05) $7.74M | Sharpe Ratio -103.85 |
| Average Loss -$98,599.82 | Worst Trade (Aug 02) -$2.87M | Z-Score 9.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $135,810.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5717 571748BC5 | 25,536 | $3.37M | $3.37M | - | $631.48 | 0.02% | 0.0 |
| A Agilent Technologies Inc. | 36,056 | $4.39M | $4.99M | - | $600,461.39 | 13.68% | -0.245% |
| AAPL Apple Inc. | 2,640 | $508,279.2 | $815,522.4 | - | $307,243.2 | 60.45% | -7.354% |
| ABBV AbbVie Inc. | 1,395 | $247,385.45 | $350,061.3 | - | $102,675.85 | 41.5% | -2.513% |
| ABT Abbott Laboratories | 67,648 | $7.24M | $7.15M | - | -$87,961.41 | -1.22% | +0.085% |
| ACB Aurora Cannabis Inc. | 2 | $12 | $5.58 | - | -$6.42 | -53.5% | -1.413% |
| ACN Accenture plc Class A | 9,264 | $2.88M | $1.54M | - | -$1.34M | -46.65% | +1.611% |
| ADP Automatic Data Processing Inc. | 119 | $31,935.83 | $31,708.74 | - | -$227.09 | -0.71% | +0.982% |
| AEM Agnico Eagle Mines Limited | 970 | $130,152.72 | $140,911.9 | - | $10,759.18 | 8.27% | -3.635% |
| AG First Majestic Silver Corp | 304,700 | $6.41M | $4.58M | - | -$1.83M | -28.52% | -4.207% |
| ALLE Allegion plc | 28,811 | $4.15M | $4.53M | - | $380,781.3 | 9.17% | +0.216% |
| AMAT Applied Materials, Inc. | 10 | $2,360 | $5,076.7 | - | $2,716.7 | 115.11% | +1.176% |
| AMGN Amgen Inc. | 1,700 | $489,634 | $654,772 | - | $165,138 | 33.73% | -0.64% |
| AMTM Amentum Holdings, Inc. | 5 | $118.06 | $111 | - | -$7.06 | -5.98% | +2.163% |
| AMZN Amazon.com Inc | 49,875 | $9.35M | $13.55M | - | $4.19M | 44.82% | +15.321% |
| ANET Arista Networks, Inc. | 1,230 | $176,471.6 | $221,830.51 | - | $45,358.91 | 25.7% | +5.456% |
| ARKX ARK Space & Defense Innovation ETF | 1,950 | $66,495 | $59,670 | - | -$6,825 | -10.26% | +0.824% |
| ASML ASML Holding N.V. New York Registry Shares | 100 | $66,263 | $162,900 | - | $96,637 | 145.84% | -1.359% |
| ATS ATS | 111,104 | $2.97M | $2.91M | - | -$68,607.99 | -2.31% | 0.0 |
| AVGO Broadcom Inc. | 28,622 | $5.35M | $11.14M | - | $5.79M | 108.35% | +0.371% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Luc Gaudet?
The largest contributions to the portfolio's profits come from the following stocks: Celestica Inc - $8.42M, Kinross Gold Corporation - $5.02M, Sandstorm Gold Ltd - $4.4M, Wheaton Precious Metals Corp - $4.27M, and Shopify Inc - $3.86M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Lightspeed Commerce Inc - $3.22M, TransAlta Corporation - $1.14M, Accenture plc Class A - $1.02M, Dollar Tree, Inc - $947,488.07, and Coeur Mining, Inc - $807,247.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Luc Gaudet's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.31M earned over time. The largest contributors to dividend income include Bank of Nova Scotia - $1.25M, The Toronto-Dominion Bank - $916,016, Rogers Communications Inc - $761,044.17, Canadian Natural Resources Limited - $690,753.7, and iShares Core MSCI EAFE ETF - $570,010.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Luc Gaudet's monthly returns?
Luc Gaudet's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Luc Gaudet's strategy be considered aggressive or moderate?
Luc Gaudet's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Luc Gaudet's strategy?
Luc Gaudet's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
