Fund HoldingsValue Partners Investments Inc.

Total Portfolio Value
$1.16B
Total Bought
$996.86M
Total Sold
$15.99M
Net Transaction
+$980.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP(CVS)112,7281,349,421+1,236,6935,05691,5247.90%+86,468
ALPHABET INC(GOOG)43,655452,457+408,8028,25870,0446.05%+61,786
SUN LIFE FINANCIAL INC.(SLF)101,6341,120,888+1,019,2546,02964,2165.55%+58,187
UNITED PARCEL SERVICE INC(UPS)47,378575,334+527,9565,97063,3515.47%+57,381
ROGERS COMMUNICATIONS INC(RCI)170,9092,312,136+2,141,2275,24961,8085.34%+56,559
OPEN TEXT CORP(OTEX)184,9002,333,539+2,148,6395,22758,9555.09%+53,728
CANADIAN NATL RY CO(CNI)46,036553,290+507,2544,67053,8974.65%+49,227
BANK NOVA SCOTIA HALIFAX111,6091,124,324+1,012,7155,98753,3624.61%+47,374
CANADIAN IMPERIAL BK COMM(CM)82,806871,700+788,8945,23349,0854.24%+43,852
BANK MONTREAL QUE56,254508,135+451,8815,45648,5734.19%+43,117
ELECTRONIC ARTS INC(EA)25,753318,877+293,1243,76546,1353.98%+42,370
TORONTO DOMINION BK ONT(TD)118,337747,779+629,4426,29444,8533.87%+38,559
MICROSOFT CORP(MSFT)12,307107,882+95,5755,18340,5413.50%+35,357
HERSHEY CO(HSY)15,721214,794+199,0732,66036,7773.18%+34,117
CANADIAN PACIFIC KANSAS CITY(CP)45,947517,900+471,9533,32336,3823.14%+33,058
MAGNA INTL INC(MGA)97,5851,086,849+989,2644,07536,9773.19%+32,902
FEDEX CORP(FDX)11,910143,504+131,5943,34835,0223.02%+31,674
ROYAL BK CDA(RY)47,884323,135+275,2515,76836,4363.15%+30,668
HOME DEPOT INC(HD)5,25160,903+55,6522,04122,3451.93%+20,304
YUM CHINA HLDGS INC(YUMC)0225,950+225,950011,7761.02%+11,776
SAP SE(SAP)3,10139,528+36,42776310,6230.92%+9,860
HDFC BANK LTD(HDB)0147,179+147,17909,7900.85%+9,790
FOMENTO ECONOMICO MEXICANO S(FMX)095,600+95,60009,3390.81%+9,339
MEDTRONIC PLC(MDT)095,392+95,39208,5820.74%+8,582
TOTALENERGIES SE(TTE)0127,022+127,02208,2260.71%+8,226
UBS GROUP AG(UBS)0260,881+260,88108,0000.69%+8,000
NOVO-NORDISK A S(NVO)090,525+90,52506,2930.54%+6,293
FORTIS INC(FTS)11,181111,080+99,8994645,0650.44%+4,601
MONDELEZ INTL INC(MDLZ)063,958+63,95804,3440.38%+4,344
VERIZON COMMUNICATIONS INC(VZ)087,934+87,93403,9930.34%+3,993
AMERICAN TOWER CORP NEW(AMT)018,052+18,05203,9330.34%+3,933
TARGET CORP(TGT)037,000+37,00003,8660.33%+3,866
PEPSICO INC(PEP)025,510+25,51003,8290.33%+3,829
S&P GLOBAL INC(SPGI)07,500+7,50003,8150.33%+3,815
COMCAST CORP NEW(CCZ)0101,361+101,36103,7440.32%+3,744
UNITEDHEALTH GROUP INC(UNH)4,33211,117+6,7852,1905,8280.50%+3,638
THE CAMPBELLS COMPANY(CPB)090,000+90,00003,5970.31%+3,597
GENERAL MLS INC(GIS)059,000+59,00003,5320.30%+3,532
DIAGEO PLC(DEO)029,921+29,92103,1390.27%+3,139
INFOSYS LTD(INFY)0162,000+162,00002,9600.26%+2,960
DOMINOS PIZZA INC(DPZ)1,7727,397+5,6257433,4010.29%+2,657
ELI LILLY & CO(LLY)02,911+2,91102,4060.21%+2,406
WABTEC(WAB)012,435+12,43502,2560.19%+2,256
THERMO FISHER SCIENTIFIC INC(TMO)5,1967,033+1,8372,7013,5020.30%+801
MCKESSON CORP(MCK)3,8804,305+4252,2102,8990.25%+689
INTERCONTINENTAL EXCHANGE IN(ICE)10,20012,636+2,4361,5192,1810.19%+662
HEICO CORP NEW(HEI)02,261+2,26106040.05%+604
BERKSHIRE HATHAWAY INC DEL3,6754,063+3881,6652,1650.19%+501
MARSH & MCLENNAN COS INC(MRSH)10,33711,007+6702,1942,6880.23%+494
WHEATON PRECIOUS METALS CORP(WPM)11,78014,732+2,9526621,1440.10%+482
CINTAS CORP(CTAS)12,02412,950+9262,1952,6630.23%+468
CANADIAN NAT RES LTD(CNQ)27,41642,564+15,1488461,3110.11%+465
KLA CORP(KLAC)0613+61304170.04%+417
APPLIED MATLS INC9,89613,934+4,0381,6082,0230.17%+415
AON PLC(AON)1,4852,347+8625339370.08%+404
META PLATFORMS INC(META)0634+63403660.03%+366
GE AEROSPACE(GE)13,63813,108-5302,2732,6250.23%+352
NOVARTIS AG(NVS)4,6937,094+2,4014567910.07%+335
UNILEVER PLC(UL)8,90713,958+5,0515058320.07%+327
LINDE PLC(LIN)6701,228+5582805720.05%+292
MICROCHIP TECHNOLOGY INC.(MCHP)31,45642,974+11,5181,8032,0820.18%+279
SHERWIN WILLIAMS CO(SHW)6,6837,294+6112,2702,5490.22%+279
SUNCOR ENERGY INC NEW(SU)07,134+7,13402770.02%+277
DEERE & CO(DE)8861,341+4553756300.05%+255
HONEYWELL INTL INC(HON)2,5863,928+1,3425848320.07%+249
BECTON DICKINSON & CO(BDX)1,8332,888+1,0554166620.06%+247
WASTE MGMT INC DEL(WM)01,032+1,03202390.02%+239
DANAHER CORPORATION(DHR)1,4652,734+1,2693365610.05%+225
THOMSON REUTERS CORP3,7624,761+9996038220.07%+219
AMETEK INC5,2286,708+1,4809421,1550.10%+214
ENBRIDGE INC(ENB)41,22544,221+2,9961,7481,9590.17%+211
VERALTO CORP(VLTO)2,2304,473+2,2432274360.04%+209
BROOKFIELD CORP(BN)23,95730,111+6,1541,3761,5770.14%+202
ZOETIS INC(ZTS)12,41413,408+9942,0212,2090.19%+188
INTUIT(INTU)3,3633,677+3142,1122,2590.20%+147
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
18,27823,712+5,4345807060.06%+126
OLD DOMINION FREIGHT LINE IN(ODFL)11,87513,400+1,5252,0932,2180.19%+125
TEXAS INSTRS INC(TXN)3,1783,971+7935957140.06%+119
ALGONQUIN PWR UTILS CORP20,07337,963+17,890891950.02%+106
CARRIER GLOBAL CORPORATION(CARR)29,04131,413+2,3721,9811,9930.17%+12
ISHARES TR2,6052,60503013080.03%+7
ISHARES TR6,8336,83303533580.03%+5
MANULIFE FINL CORP(MFC)9,5819,093-4882942840.02%-10
TC ENERGY CORP(TRP)5,2534,901-3522452320.02%-13
TELUS CORPORATION(TU)12,51410,785-1,7291701550.01%-15
METHANEX CORP(MEOH)6,0537,705+1,6523022700.02%-32
VERMILION ENERGY INC(VET)25,69425,69402422080.02%-33
MOODYS CORP(MCO)5,2205,182-382,4692,4150.21%-54
ROPER TECHNOLOGIES INC(ROP)1,3811,116-2657176580.06%-59
MERCK & CO INC(MRK)14,26914,519+2501,4181,3040.11%-114
TFI INTL INC(TFII)7,88711,168+3,2811,0658660.07%-199
MSCI INC(MSCI)4,2854,150-1352,5692,3480.20%-221
VISA INC(V)17,52614,916-2,6105,5355,2310.45%-304
TESLA INC(TSLA)2,2962,251-459275840.05%-343
APPLE INC(AAPL)4,5413,324-1,2171,1367390.06%-397
BENTLEY SYS INC(BSY)34,60826,970-7,6381,6151,0620.09%-553
BROADCOM INC(AVGO)12,02110,911-1,1102,7851,8280.16%-957
MASTERCARD INCORPORATED(MA)7,9655,363-2,6024,1912,9410.25%-1,250
LOWES COS INC(LOW)11,9164,373-7,5432,9391,0210.09%-1,918
CSX CORP(CSX)60,0270-60,0271,9360-1,936
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