Fund Holdings — Value Partners Investments Inc.

Total Portfolio Value
$1.31B
Total Bought
$220.18M
Total Sold
$193.94M
Net Transaction
+$26.24M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AUTOMATIC DATA PROCESSING IN0181,280+181,280036,8712.81%+36,871
MICROSOFT CORP(MSFT)84,412191,961+107,54940,84071,1205.42%+30,280
MASTERCARD INCORPORATED(MA)5,68763,833+58,1463,25131,9222.43%+28,671
VISA INC(V)17,455113,671+96,2166,13034,3802.62%+28,250
CANADIAN PACIFIC KANSAS CITY(CP)517,216722,870+205,65438,13356,7714.33%+18,638
SALESFORCE INC(CRM)221,576387,196+165,62058,71072,3525.52%+13,642
ASTRAZENECA PLC(AZN)058,415+58,415011,3310.86%+11,331
HOME DEPOT INC(HD)60,76692,938+32,17220,91430,5982.33%+9,684
TARGA RES CORP(TRGP)014,736+14,73603,6910.28%+3,691
ACCENTURE PLC IRELAND
SHS CLASS A
177,624258,423+80,79947,66951,2903.91%+3,621
TRANE TECHNOLOGIES PLC(TT)07,484+7,48403,1160.24%+3,116
WALMART INC(WMT)024,879+24,87903,0890.24%+3,089
FERRARI N V
COM
20,07230,072+10,0007,41910,1900.78%+2,771
VERISK ANALYTICS INC(VRSK)013,775+13,77502,6110.20%+2,611
CANADIAN NATL RY CO(CNI)604,155605,969+1,81459,83862,2454.75%+2,406
AMAZON COM INC(AMZN)217,211250,866+33,65550,14752,3013.99%+2,154
SPOTIFY TECHNOLOGY S A(SPOT)03,512+3,51201,7010.13%+1,701
FOMENTO ECONOMICO MEXICANO S(FMX)137,109137,109013,85915,2451.16%+1,386
TARGET CORP(TGT)44,00044,00004,3015,3390.41%+1,038
ROGERS COMMUNICATIONS INC(RCI)1,629,7831,627,076-2,70761,60762,4504.76%+842
CANADIAN NAT RES LTD MED TER(CNQ)48,33350,077+1,7441,6392,4380.19%+798
SAP SE(SAP)42,04263,946+21,90410,21510,9600.84%+745
WABTEC(WAB)13,55314,071+5182,8973,5130.27%+616
ALCON AG(ALC)07,636+7,63605750.04%+575
PFIZER INC(PFE)164,624164,000-6244,1004,6110.35%+511
VERIZON COMMUNICATIONS INC(VZ)102,20492,597-9,6074,1634,6540.35%+491
METHANEX CORP(MEOH)20,81521,774+9598271,2950.10%+468
KLA CORP(KLAC)895999+1041,0881,4710.11%+383
WHEATON PRECIOUS METALS CORP(WPM)17,59618,575+9792,0722,4330.19%+362
DEERE & CO(DE)2,0822,345+2639701,3210.10%+351
NOVARTIS AG(NVS)11,01012,121+1,1111,5191,8520.14%+333
MERCK & CO INC(MRK)16,86717,443+5761,7782,0970.16%+319
LINDE PLC(LIN)2,5802,857+2771,1011,4170.11%+316
INTERACTIVE BROKERS GROUP IN(IBKR)41,90444,793+2,8892,6993,0010.23%+303
HONEYWELL INTL INC(HON)6,6547,071+4171,2991,5980.12%+299
YUM CHINA HLDGS INC(YUMC)236,659236,659011,29911,5580.88%+258
MONDELEZ INTL INC(MDLZ)63,93563,93503,4423,6900.28%+248
WASTE MGMT INC DEL(WM)2,6373,583+9465798240.06%+245
MCKESSON CORP(MCK)3,5333,630+972,9023,1380.24%+236
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
50,78554,171+3,3861,7681,9500.15%+182
TRANSFORCE INC(TFII)16,95517,790+8351,7551,9330.15%+178
BROADCOM INC(AVGO)7,5328,973+1,4412,6102,7740.21%+164
SUN LIFE FINANCIAL INC.(SLF)1,123,8121,126,224+2,41270,25370,4145.37%+162
ENBRIDGE INC(ENB)47,37944,934-2,4452,2702,4310.19%+160
AMETEK INC8,2508,670+4201,6961,8570.14%+160
APPLIED MATLS INC11,4249,062-2,3622,9403,0940.24%+154
CISCO SYS INC(CSCO)16,29718,073+1,7761,2561,4020.11%+146
VERALTO CORP(VLTO)8,83811,623+2,7858831,0280.08%+145
TEXAS INSTRS INC(TXN)4,9885,201+2138671,0090.08%+142
SUNCOR ENERGY INC NEW(SU)9,4858,161-1,3244225390.04%+117
TORONTO DOMINION BK ONT(TD)49,28850,989+1,7014,6524,7520.36%+101
BECTON DICKINSON & CO(BDX)5,6007,544+1,9441,0881,1860.09%+99
SHERWIN WILLIAMS CO(SHW)7,9598,358+3992,5832,6760.20%+94
ALGONQUIN POWER & UTILITIES87,40499,759+12,3555386100.05%+72
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,8903,701-1891,1831,2500.10%+67
TC ENERGY CORP(TRP)10,2529,987-2655656240.05%+59
MSCI INC(MSCI)4,4524,849+3972,5582,6110.20%+53
AON PLC(AON)4,0074,513+5061,4151,4570.11%+42
LOWES COS INC(LOW)3,1753,348+1737677900.06%+24
INTERCONTINENTAL EXCHANGE IN(ICE)13,18913,734+5452,1392,1580.16%+19
BERKSHIRE HATHAWAY INC DEL4,8065,060+2542,4192,4220.18%+3
ISHARES TR2,6052,60503113090.02%-3
ISHARES TR6,8336,83303623590.03%-3
ALPHABET INC(GOOG)1,0701,064-63363050.02%-31
DANAHER CORP DEL(DHR)6,4127,522+1,1101,4691,4260.11%-43
UNILEVER PLC(UL)19,91721,960+2,0431,3041,2510.10%-52
META PLATFORMS INC(META)786817+315204670.04%-53
AMERICAN TOWER CORP(AMT)21,19921,19903,7223,6630.28%-60
BENTLEY SYS INC(BSY)20,19620,19607727090.05%-63
DESCARTES SYS GROUP INC(DSGX)6,3356,758+4235574830.04%-73
HEICO CORP NEW(HEI)2,7962,958+1629068100.06%-96
ROPER TECHNOLOGIES INC(ROP)1,4011,472+716245200.04%-104
TELUS CORPORATION(TU)11,8570-11,8571560—-156
BROOKFIELD CORP(BN)51,03154,130+3,0992,3462,1890.17%-157
CINTAS CORP(CTAS)13,40513,993+5882,5252,3640.18%-160
GE AEROSPACE(GE)9,0249,202+1782,7842,6090.20%-175
TESLA INC(TSLA)2,2512,25101,0148360.06%-178
INTUIT(INTU)3,9635,625+1,6622,6292,4300.19%-199
BOYD GROUP SERVICES INC(BGSI)9,2199,905+6861,4711,2620.10%-209
THOMSON REUTERS CORP(TRI)5,9696,286+3177895660.04%-223
MOODYS CORP(MCO)5,5575,931+3742,8432,5850.20%-258
ELI LILLY & CO(LLY)2,8573,017+1603,0752,7720.21%-302
FORTIS INC(FTS)113,04398,796-14,2475,8865,5010.42%-385
PEPSICO INC(PEP)32,04727,047-5,0004,6004,2050.32%-395
DIAGEO PLC(DEO)40,21440,21403,4702,9970.23%-472
THERMO FISHER SCIENTIFIC INC(TMO)9,65010,337+6875,5995,0760.39%-524
AMPHENOL CORP21,47818,719-2,7592,9072,3630.18%-544
APPLE INC(AAPL)3,6741,631-2,0431,0004140.03%-587
THE CAMPBELLS COMPANY(CPB)117,000117,00003,2612,6090.20%-652
GENERAL MILLS INC(GIS)73,00073,00003,3952,7200.21%-675
S&P GLOBAL INC(SPGI)8,4008,40004,3903,5770.27%-813
BANK MONTREAL MEDIUM465,338440,552-24,78660,51859,5514.54%-967
MEDTRONIC PLC(MDT)105,546105,278-26810,1409,1330.70%-1,007
UBS GROUP AG(UBS)240,090240,090011,1209,3910.72%-1,729
DOMINOS PIZZA INC(DPZ)8,3233,013-5,3103,4741,0800.08%-2,394
CARRIER GLOBAL CORPORATION(CARR)47,6510-47,6512,5210—-2,521
MANULIFE FINL CORP(MFC)1,518,9381,518,899-3955,23452,2173.98%-3,017
OLD DOMINION FREIGHT LINE IN(ODFL)20,1030-20,1033,1570—-3,157
HDFC BANK LTD(HDB)294,084294,084010,7477,3250.56%-3,422
UNITEDHEALTH GROUP INC(UNH)20,45412,119-8,3356,7563,2830.25%-3,473
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Value Partners Investments Inc. — 13F Holdings — Q1 2026 | TickerTrail