Fund Holdings — Value Partners Investments Inc.

Total Portfolio Value
$1.23B
Total Bought
$102.39M
Total Sold
$234.12M
Net Transaction
-$131.73M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SALESFORCE INC(CRM)0189,059+189,059044,7853.66%+44,785
BANK MONTREAL QUE506,862511,321+4,45956,06666,6105.44%+10,544
BANK NOVA SCOTIA HALIFAX1,120,9201,118,989-1,93161,86772,3355.90%+10,468
ROGERS COMMUNICATIONS INC(RCI)2,303,1552,268,565-34,59068,18578,0746.37%+9,889
MAGNA INTL INC(MGA)1,083,0511,082,934-11741,78851,2964.19%+9,507
OPEN TEXT CORP(OTEX)2,561,6012,225,670-335,93174,70983,1696.79%+8,459
CANADIAN IMPERIAL BANK OF CO(CM)868,441864,217-4,22461,52969,0395.64%+7,511
ROYAL BK CDA(RY)327,224330,641+3,41743,04548,7193.98%+5,673
FERRARI N V
COM
010,072+10,07204,8850.40%+4,885
PFIZER INC(PFE)0164,000+164,00004,1770.34%+4,177
FOMENTO ECONOMICO MEXICANO S(FMX)95,709137,109+41,4009,85713,5161.10%+3,659
UNITEDHEALTH GROUP INC(UNH)15,20622,385+7,1794,7427,7260.63%+2,984
CVS HEALTH CORP(CVS)565,588548,893-16,69539,01441,3603.38%+2,346
HOME DEPOT INC(HD)60,76160,662-9922,27724,5672.01%+2,290
MICROSOFT CORP(MSFT)82,66483,161+49741,10843,0523.51%+1,945
FEDEX CORP(FDX)181,454181,106-34841,24742,6853.48%+1,439
UBS GROUP AG(UBS)259,856240,090-19,7668,7899,8390.80%+1,049
THERMO FISHER SCIENTIFIC INC(TMO)10,28010,440+1604,1615,0610.41%+900
TORONTO DOMINION BK ONT(TD)42,10348,757+6,6543,0913,8970.32%+806
MEDTRONIC PLC(MDT)95,54695,54608,3309,0950.74%+766
DIAGEO PLC(DEO)29,89038,514+8,6243,0153,6740.30%+659
DESCARTES SYS GROUP INC(DSGX)05,890+5,89005540.05%+554
WHEATON PRECIOUS METALS CORP(WPM)16,42616,957+5311,4741,8970.15%+423
FORTIS INC(FTS)109,864111,125+1,2615,2365,6350.46%+399
APPLIED MATLS INC14,73415,029+2952,6933,0760.25%+383
APPLE INC(AAPL)3,4914,234+7437151,0780.09%+363
ENBRIDGE INC(ENB)45,01747,036+2,0192,0382,3720.19%+335
SPDR GOLD TR(GLD)0940+94003340.03%+334
KLA CORP(KLAC)742885+1436649540.08%+290
TESLA INC(TSLA)2,2512,25107141,0010.08%+287
BECTON DICKINSON & CO(BDX)3,5914,745+1,1546188880.07%+270
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,4033,720+3177701,0380.08%+269
PEPSICO INC(PEP)32,04732,04704,2324,4980.37%+266
ALPHABET INC(GOOG)01,067+1,06702600.02%+260
TC ENERGY CORP(TRP)5,7919,801+4,0102825330.04%+251
INFOSYS LTD(INFY)162,000199,800+37,8003,0023,2490.27%+247
DANAHER CORPORATION(DHR)4,2975,262+9658481,0430.09%+195
AON PLC(AON)2,8113,353+5421,0021,1950.10%+193
VERALTO CORP(VLTO)5,9597,392+1,4336017880.06%+187
NOVARTIS AG(NVS)8,3919,259+8681,0141,1870.10%+172
LOWES COS INC(LOW)4,7424,866+1241,0501,2220.10%+172
BERKSHIRE HATHAWAY INC DEL4,4834,631+1482,1742,3270.19%+153
BROADCOM INC(AVGO)11,1989,807-1,3913,0823,2340.26%+153
UNILEVER PLC(UL)15,32218,363+3,0419361,0880.09%+152
METHANEX CORP(MEOH)19,27219,842+5706377890.06%+152
MCKESSON CORP(MCK)3,5073,510+32,5662,7100.22%+145
CISCO SYS INC(CSCO)11,87113,911+2,0408239510.08%+129
MERCK & CO INC(MRK)15,38116,006+6251,2161,3430.11%+127
LINDE PLC(LIN)1,4981,744+2467028280.07%+126
AMETEK INC7,5537,873+3201,3641,4790.12%+115
THE CAMPBELLS COMPANY(CPB)117,000117,00003,5873,6930.30%+106
HONEYWELL INTL INC(HON)4,6305,581+9511,0771,1740.10%+97
CANADIAN NAT RES LTD(CNQ)45,80147,343+1,5421,4371,5130.12%+77
BROOKFIELD CORP(BN)35,03032,613-2,4172,1642,2370.18%+73
WASTE MGMT INC DEL(WM)1,3881,736+3483183830.03%+66
DEERE & CO(DE)1,4751,763+2887498060.07%+56
VERIZON COMMUNICATIONS INC(VZ)82,20482,20403,5573,6110.29%+54
ALGONQUIN PWR UTILS CORP47,98358,365+10,3822743140.03%+40
SUNCOR ENERGY INC NEW(SU)8,5518,569+183203580.03%+39
MASTERCARD INCORPORATED(MA)5,6945,682-123,1943,2310.26%+36
TFI INTL INC(TFII)15,41716,093+6761,3811,4160.12%+35
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
47,29448,951+1,6571,5811,6130.13%+31
META PLATFORMS INC(META)698735+375145400.04%+25
HEICO CORP NEW(HEI)2,5522,658+1068368580.07%+22
SHERWIN WILLIAMS CO(SHW)7,8627,826-362,6952,7090.22%+14
ISHARES TR6,8336,83303603620.03%+2
ISHARES TR2,6052,60503103110.03%+1
TELUS CORPORATION(TU)16,51416,145-3692652540.02%-11
AMAZON COM INC(AMZN)217,050216,868-18247,61947,5943.88%-25
ELI LILLY & CO(LLY)3,2243,239+152,5092,4700.20%-39
MSCI INC(MSCI)4,4024,394-82,5352,4920.20%-42
BENTLEY SYS INC(BSY)20,19620,19601,0881,0390.08%-49
ROPER TECHNOLOGIES INC(ROP)1,2481,309+617066530.05%-54
TEXAS INSTRS INC(TXN)4,4164,662+2469158560.07%-59
INTERCONTINENTAL EXCHANGE IN(ICE)11,74212,318+5762,1512,0740.17%-76
WABTEC(WAB)13,40813,545+1372,8022,7140.22%-88
VISA INC(V)16,27416,635+3615,7685,6760.46%-92
GENERAL MLS INC(GIS)73,00073,00003,7833,6790.30%-104
DOMINOS PIZZA INC(DPZ)8,1888,255+673,6833,5620.29%-121
ZOETIS INC(ZTS)14,36714,461+942,2372,1150.17%-122
MOODYS CORP(MCO)5,5025,495-72,7552,6170.21%-138
MARSH & MCLENNAN COS INC(MRSH)11,90711,945+382,5992,4060.20%-193
THOMSON REUTERS CORP(TRI)5,3285,523+1951,0698570.07%-212
CINTAS CORP(CTAS)13,26913,304+352,9522,7300.22%-223
AMERICAN TOWER CORP NEW(AMT)16,69917,899+1,2003,6913,4410.28%-251
OLD DOMINION FREIGHT LINE IN(ODFL)14,26914,493+2242,3122,0390.17%-273
S&P GLOBAL INC(SPGI)7,0007,00003,6923,4050.28%-286
MONDELEZ INTL INC(MDLZ)63,95863,935-234,3143,9920.33%-322
INTUIT(INTU)3,8663,946+803,0402,6940.22%-346
GE AEROSPACE(GE)13,87510,541-3,3343,5653,1700.26%-396
TARGET CORP(TGT)44,00044,00004,3413,9450.32%-396
ACCENTURE PLC IRELAND
SHS CLASS A
8,3728,520+1482,4982,1000.17%-398
YUM CHINA HLDGS INC(YUMC)226,659226,659010,1359,7230.79%-412
CARRIER GLOBAL CORPORATION(CARR)33,37133,753+3822,4382,0140.16%-424
CANADIAN NATL RY CO(CNI)553,945601,920+47,97557,61156,7464.63%-866
MANULIFE FINL CORP(MFC)1,519,4071,520,039+63248,49047,3453.86%-1,145
HDFC BANK LTD(HDB)147,042294,084+147,04211,27510,0410.82%-1,234
SAP SE(SAP)40,08841,011+92312,19110,9530.89%-1,238
CANADIAN PACIFIC KANSAS CITY(CP)516,305515,695-61040,94038,3973.13%-2,543
COMCAST CORP NEW(CCZ)91,7110-91,7113,2740—-3,274
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Value Partners Investments Inc. — 13F Holdings — Q3 2025 | TickerTrail