Fund HoldingsValue Partners Investments Inc.

Total Portfolio Value
$1.24B
Total Bought
$131.83M
Total Sold
$70.27M
Net Transaction
+$61.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ALPHABET INC(GOOG)14,707248,224+233,5172,67841,2053.33%+38,527
BANK NOVA SCOTIA HALIFAX1,410,0611,414,842+4,78164,47177,2356.25%+12,764
CISCO SYS INC(CSCO)1,708,9141,713,703+4,78981,16991,2817.39%+10,112
OPEN TEXT CORP(OTEX)2,291,8182,342,166+50,34868,78678,1136.32%+9,326
UNITED PARCEL SERVICE INC(UPS)509,430578,277+68,84769,69778,9106.39%+9,212
ROGERS COMMUNICATIONS INC(RCI)1,699,5411,722,621+23,08062,83169,3955.62%+6,564
CANADIAN IMPERIAL BK COMM(CM)1,240,0821,065,341-174,74158,93765,4725.30%+6,535
YUM CHINA HLDGS INC(YUMC)200,950255,950+55,0006,19611,5320.93%+5,336
BANK MONTREAL QUE758,157760,524+2,36763,60768,7565.56%+5,149
CVS HEALTH CORP(CVS)1,190,9221,195,276+4,35470,31775,2236.09%+4,906
TORONTO DOMINION BK ONT(TD)1,166,4911,087,979-78,51264,09068,9275.58%+4,836
MONDELEZ INTL INC(MDLZ)057,456+57,45604,2360.34%+4,236
CANADIAN PACIFIC KANSAS CITY(CP)354,499355,835+1,33627,90530,4912.47%+2,586
ELECTRONIC ARTS INC(EA)320,916321,940+1,02444,70246,2193.74%+1,517
DIAGEO PLC(DEO)27,22035,220+8,0003,4314,9470.40%+1,516
VERIZON COMMUNICATIONS INC(VZ)97,080117,080+20,0004,0035,2620.43%+1,260
COMCAST CORP NEW(CCZ)98,840120,840+22,0003,8705,0510.41%+1,182
SAP SE(SAP)42,54642,543-38,5809,7550.79%+1,175
MEDTRONIC PLC(MDT)86,38986,38906,7987,7840.63%+986
VISA INC(V)71,61871,851+23318,79319,7751.60%+983
UNITEDHEALTH GROUP INC(UNH)11,59711,766+1695,9046,8870.56%+983
AMERICAN TOWER CORP NEW(AMT)22,65522,642-134,4035,2700.43%+867
INFOSYS LTD(INFY)212,000212,00003,9464,7250.38%+778
LOWES COS INC(LOW)10,47911,325+8462,3103,0730.25%+763
CARRIER GLOBAL CORPORATION(CARR)30,34232,764+2,4221,9132,6420.21%+728
DOMINOS PIZZA INC(DPZ)01,666+1,66607180.06%+718
SHERWIN WILLIAMS CO(SHW)6,1026,387+2851,8202,4420.20%+621
MASTERCARD INCORPORATED(MA)7,6338,060+4273,3663,9870.32%+620
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
017,015+17,01505980.05%+598
MSCI INC(MSCI)3,9094,134+2251,8832,4140.20%+531
GE AEROSPACE(GE)12,16912,892+7231,9342,4350.20%+501
CINTAS CORP(CTAS)2,71011,621+8,9111,8972,3970.19%+499
BROOKFIELD CORP(BN)25,28527,610+2,3251,0511,4690.12%+418
MOODYS CORP(MCO)4,7315,038+3071,9912,3950.19%+404
ZOETIS INC(ZTS)10,97211,665+6931,9022,2830.18%+381
OLD DOMINION FREIGHT LINE IN(ODFL)10,93311,598+6651,9302,3080.19%+378
UBS GROUP AG(UBS)260,881260,88107,7048,0700.65%+366
THERMO FISHER SCIENTIFIC INC(TMO)4,7514,807+562,6272,9790.24%+352
INTERCONTINENTAL EXCHANGE IN(ICE)8,6719,466+7951,1871,5230.12%+337
BROADCOM INC(AVGO)1,04911,674+10,6251,6842,0170.16%+333
CORTEVA INC(CTVA)37,14539,620+2,4752,0032,3330.19%+330
VERALTO CORP(VLTO)02,736+2,73603060.02%+306
MARSH & MCLENNAN COS INC(MRSH)9,1289,875+7471,9232,2070.18%+284
HERSHEY CO(HSY)15,49416,098+6042,8473,0930.25%+245
DEERE & CO(DE)6851,174+4892564910.04%+235
LINDE PLC(LIN)0449+44902140.02%+214
TESLA INC(TSLA)3,2963,29606528640.07%+212
CSX CORP(CSX)54,36358,257+3,8941,8182,0150.16%+197
ENBRIDGE INC(ENB)42,24941,628-6211,5021,6940.14%+192
APPLE INC(AAPL)4,0204,294+2748461,0020.08%+156
AON PLC(AON)1,2901,457+1673795050.04%+126
PEPSICO INC(PEP)20,15620,209+533,3233,4390.28%+116
UNILEVER PLC(UL)8,3698,752+3834605690.05%+109
AMETEK INC4,4994,974+4757508560.07%+106
DANAHER CORPORATION(DHR)1,6901,854+1644225160.04%+94
ISHARES TR6,5418,083+1,5423354260.03%+91
TEXAS INSTRS INC(TXN)2,7182,988+2705296180.05%+90
CANADIAN NATL RY CO(CNI)258,912261,397+2,48530,58130,6672.48%+86
THOMSON REUTERS CORP3,2223,636+4145436210.05%+79
ROPER TECHNOLOGIES INC(ROP)1,1651,290+1256567190.06%+63
NOVARTIS AG(NVS)4,5404,660+1204835370.04%+54
BENTLEY SYS INC(BSY)34,60834,60801,7081,7610.14%+54
BERKSHIRE HATHAWAY INC DEL3,8973,536-3611,5851,6300.13%+45
BECTON DICKINSON & CO(BDX)1,6911,816+1253954390.04%+43
HONEYWELL INTL INC(HON)3,2583,544+2866967340.06%+38
TFI INTL INC(TFII)6,7917,446+6559861,0220.08%+36
CANADIAN NAT RES LTD(CNQ)24,08326,746+2,6638578900.07%+32
INTUIT(INTU)3,0873,304+2172,0282,0550.17%+27
MANULIFE FINL CORP(MFC)11,26110,547-7143003120.03%+13
ISHARES TR2,8622,86203303430.03%+13
SUNCOR ENERGY INC NEW(SU)5,4465,646+2002082090.02%+1
MICROCHIP TECHNOLOGY INC.(MCHP)19,44522,120+2,6751,7791,7790.14%0
TELUS CORPORATION(TU)15,26513,686-1,5792312300.02%-1
MAGNA INTL INC(MGA)1,066,7001,087,174+20,47444,68844,6823.62%-6
METHANEX CORP(MEOH)5,1105,642+5322472340.02%-13
APPLIED MATLS INC7,9209,103+1,1831,8681,8420.15%-26
VERMILION ENERGY INC(VET)25,69425,69402832510.02%-31
ALGONQUIN PWR UTILS CORP36,15732,809-3,3482121800.01%-33
BCE INC(BCE)9,3217,610-1,7113022650.02%-37
INTEL CORP(INTC)11,74012,751+1,0113633000.02%-64
MCKESSON CORP(MCK)3,4843,955+4712,0341,9590.16%-75
MERCK & CO INC(MRK)15,29315,373+801,8931,7490.14%-144
FORTIS INC(FTS)134,740110,154-24,5865,2345,0140.41%-220
WHEATON PRECIOUS METALS CORP(WPM)16,98710,780-6,2078906600.05%-231
MICROSOFT CORP(MSFT)50,74251,719+97722,67322,2771.80%-396
STARBUCKS CORP(SBUX)45,1650-45,1653,5150-3,515
HOME DEPOT INC(HD)83,05661,615-21,44128,58424,9882.02%-3,596
FEDEX CORP(FDX)144,157144,613+45643,21339,6123.21%-3,601
SUN LIFE FINANCIAL INC.(SLF)1,455,3361,142,090-313,24671,32666,3735.37%-4,953
ROYAL BK CDA(RY)490,161321,138-169,02352,16040,1573.25%-12,003
ORACLE CORP(ORCL)226,8410-226,84132,0220-32,022
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