Fund HoldingsValue Partners Investments Inc.

Total Portfolio Value
$1.21B
Total Bought
$45.02M
Total Sold
$72.66M
Net Transaction
-$27.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CVS HEALTH CORP(CVS)783,899991,601+207,70254,16569,2615.74%+15,096
ACTIVISION BLIZZARD INC757,035756,919-11663,78870,9035.87%+7,115
BANK MONTREAL QUE664,117772,294+108,17760,01165,4505.42%+5,439
CISCO SYS INC(CSCO)1,600,0321,599,558-47482,74586,0257.12%+3,279
ROYAL BK CDA(RY)670,469755,979+85,51064,06966,3715.50%+2,302
UBS GROUP AG(UBS)303,434302,881-5536,1477,4660.62%+1,319
CSX CORP(CSX)037,953+37,95301,1720.10%+1,172
CANADIAN IMPERIAL BK COMM TO(CM)1,496,5741,673,324+176,75063,93264,8905.37%+958
YUM CHINA HLDGS INC(YUMC)100,811110,950+10,1395,6936,1820.51%+490
UNITEDHEALTH GROUP INC(UNH)12,07712,238+1615,8026,1750.51%+373
ALPHABET INC(GOOG)8,6199,753+1,1341,0321,2820.11%+250
DANAHER CORPORATION(DHR)0863+86302150.02%+215
INTEL CORP(INTC)05,853+5,85302090.02%+209
MANULIFE FINL CORP(MFC)011,027+11,02702020.02%+202
CORTEVA INC(CTVA)16,47422,259+5,7859441,1440.09%+200
MSCI INC(MSCI)2,0662,220+1549701,1440.09%+174
CANADIAN NAT RES LTD(CNQ)7,5888,838+1,2504275740.05%+147
ROPER TECHNOLOGIES INC(ROP)3,1093,373+2641,4951,6410.14%+145
BERKSHIRE HATHAWAY INC DEL2,0952,426+3317158540.07%+139
TFI INTL INC(TFII)3,8934,408+5154445690.05%+125
VISA INC(V)7,2947,951+6571,7331,8370.15%+104
MASTERCARD INCORPORATED(MA)3,3183,541+2231,3061,4080.12%+103
ZOETIS INC(ZTS)6,3956,850+4551,1021,1970.10%+95
INFOSYS LTD(INFY)282,0002,701,000+2,419,0004,5294,6200.38%+91
THERMO FISHER SCIENTIFIC INC(TMO)2,3662,580+2141,2351,3120.11%+77
BROOKFIELD CORP(BN)14,21517,629+3,4144795540.05%+75
ALGONQUIN PWR UTILS CORP012,141+12,1410720.01%+72
VERMILION ENERGY INC(VET)25,69425,69403213780.03%+57
CINTAS CORP(CTAS)2,4102,592+1821,1991,2520.10%+54
INTERCONTINENTAL EXCHANGE IN(ICE)3,4353,941+5063894360.04%+47
WHEATON PRECIOUS METALS CORP(WPM)10,14211,731+1,5894394780.04%+39
SHERWIN WILLIAMS CO(SHW)3,9984,289+2911,0621,0990.09%+37
APPLIED MATLS INC8,3588,949+5911,2091,2450.10%+36
HONDA MOTOR LTD(HMC)150,000136,000-14,0004,5444,5750.38%+31
TEXAS INSTRS INC(TXN)1,5521,926+3742803080.03%+28
UNILEVER PLC(UL)5,0275,795+7682622880.02%+25
THOMSON REUTERS CORP.2,9743,444+4704024230.04%+22
APPLE INC(AAPL)2,4492,859+4104754920.04%+16
NOVARTIS AG(NVS)3,5613,667+1063603750.03%+16
SAP SE(SAP)2,4342,643+2093333430.03%+10
LOWES COS INC(LOW)6,2486,802+5541,4111,4200.12%+9
BECTON DICKINSON & CO(BDX)824867+432182250.02%+8
MOODYS CORP(MCO)3,3173,578+2611,1541,1360.09%-18
TELUS CORPORATION(TU)13,24914,259+1,0102582340.02%-24
ALLEGION PLC(ALLE)8,3929,339+9471,0089780.08%-30
INTUIT(INTU)2,5492,216-3331,1681,1370.09%-31
BCE INC(BCE)8,3138,707+3943793340.03%-45
MICROCHIP TECHNOLOGY INC.(MCHP)13,75814,861+1,1031,2331,1650.10%-68
ENBRIDGE INC(ENB)45,22645,912+6861,6821,5300.13%-152
BENTLEY SYS INC(BSY)36,31035,381-9291,9701,7830.15%-187
BROADCOM INC(AVGO)1,5801,383-1971,3711,1540.10%-217
COMCAST CORP NEW(CCZ)121,133106,649-14,4845,0304,7290.39%-301
3M CO(MMM)48,50048,50004,8524,5410.38%-311
STARBUCKS CORP(SBUX)57,03257,875+8435,6475,2870.44%-360
FORTIS INC(FTS)126,894128,215+1,3215,4724,8920.41%-579
MERCK & CO INC(MRK)50,94351,225+2825,8755,2750.44%-601
DIAGEO PLC(DEO)27,00027,156+1564,6814,0510.34%-630
MEDTRONIC PLC(MDT)71,07271,333+2616,2585,5900.46%-668
AMERICAN TOWER CORP NEW(AMT)30,46731,073+6065,9065,1140.42%-792
DOLLAR GEN CORP NEW(DG)4,9910-4,9918480-848
MAGNA INTL INC(MGA)399,503399,263-24022,56721,4961.78%-1,071
HOME DEPOT INC(HD)132,657132,584-7341,18940,0773.32%-1,111
BANK NOVA SCOTIA HALIFAX1,331,3381,433,198+101,86066,64764,5365.34%-2,111
CANADIAN PACIFIC KANSAS CITY(CP)355,639355,250-38928,74126,5282.20%-2,213
TORONTO DOMINION BK ONT(TD)1,168,9951,154,726-14,26972,49769,8895.79%-2,608
CANADIAN NATL RY CO(CNI)253,451254,642+1,19130,70927,7032.29%-3,005
ELECTRONIC ARTS INC(EA)322,200321,827-37341,76938,7633.21%-3,006
FEDEX CORP(FDX)280,223242,286-37,93769,43364,2095.32%-5,224
SUN LIFE FINANCIAL INC.(SLF)1,423,8921,407,177-16,71574,27068,9745.71%-5,296
ORACLE CORP(ORCL)562,804563,015+21166,99259,6594.94%-7,333
UNITED PARCEL SERVICE INC(UPS)364,711364,623-8865,34356,8554.71%-8,488
MICROSOFT CORP(MSFT)107,19687,005-20,19136,48927,4902.28%-8,998
ROGERS COMMUNICATIONS INC(RCI)1,411,7111,410,281-1,43064,44454,3984.50%-10,046
OPEN TEXT CORP(OTEX)1,761,5671,759,477-2,09073,31062,0375.14%-11,273
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