Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$255.17M
Total Bought
$149.58M
Total Sold
$53.08M
Net Transaction
+$96.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MORGAN STANLEY(MS)0250,000+250,000039,64115.54%+39,641
MIAMI INTL HLDGS INC(MIAX)0663,810+663,810024,9239.77%+24,923
BANK AMERICA CORP0350,000+350,000016,5516.49%+16,551
CITIGROUP INC(C)075,000+75,00008,0553.16%+8,055
SPROTT INC(SII)057,300+57,30007,6993.02%+7,699
CENOVUS ENERGY INC(CVE)110,800290,800+180,0001,8887,7403.03%+5,853
KINROSS GOLD CORP(KGC)0170,300+170,30004,8761.91%+4,876
CBOE GLOBAL MKTS INC(CBOE)118,000118,000030,01633,35213.07%+3,336
L3HARRIS TECHNOLOGIES INC(LHX)07,600+7,60002,5871.01%+2,587
ROYAL BK CDA(RY)015,600+15,60002,4650.97%+2,465
OVINTIV INC(OVV)034,900+34,90002,1190.83%+2,119
PFIZER INC(PFE)075,000+75,00002,0850.82%+2,085
COMFORT SYS USA INC(FIX)01,600+1,60002,0400.80%+2,040
ENERFLEX LTD(EFXT)411,000411,00006,4388,4493.31%+2,011
MOTOROLA SOLUTIONS INC(MSI)04,200+4,20001,7950.70%+1,795
TJX COS INC NEW(TJX)011,100+11,10001,7310.68%+1,731
CAE INC(CAE)066,100+66,10001,6870.66%+1,687
KLA CORP(KLAC)01,200+1,20001,6610.65%+1,661
MICROSOFT CORP(MSFT)04,500+4,50001,6170.63%+1,617
THERMO FISHER SCIENTIFIC INC(TMO)03,300+3,30001,5860.62%+1,586
CURTISS WRIGHT CORP(CW)02,400+2,40001,5190.60%+1,519
STANTEC INC(STN)017,800+17,80001,5080.59%+1,508
HOWMET AEROSPACE INC(HWM)06,400+6,40001,4290.56%+1,429
QUANTA SVCS INC02,200+2,20001,1760.46%+1,176
ROLLINS INC(ROL)022,000+22,00001,1680.46%+1,168
CANADIAN NATL RY CO(CNI)010,800+10,80001,0960.43%+1,096
ARCHROCK INC(AROC)031,500+31,50001,0880.43%+1,088
LAM RESEARCH CORP(LRCX)05,400+5,40001,0810.42%+1,081
WOODWARD INC(WWD)03,000+3,00001,0260.40%+1,026
WILLIAMS COS INC(WMB)014,000+14,00001,0160.40%+1,016
RESMED INC(RMD)04,000+4,00008810.35%+881
VERTIV HOLDINGS CO(VRT)03,600+3,60008440.33%+844
WASTE CONNECTIONS INC(WCN)05,100+5,10008260.32%+826
AMPHENOL CORP06,800+6,80008110.32%+811
CACI INTL INC(CACI)01,400+1,40007830.31%+783
NVIDIA CORPORATION(NVDA)04,400+4,40007280.29%+728
VISA INC(V)4,9005,100+2008051,5300.60%+725
ALPHABET INC(GOOG)02,500+2,50006850.27%+685
ACCENTURE PLC IRELAND
SHS CLASS A
03,200+3,20006330.25%+633
SYNOPSYS INC(SNPS)01,631+1,63106260.25%+626
HCA HEALTHCARE INC(HCA)01,200+1,20005620.22%+562
CAMECO CORP(CCJ)41,00041,00003,7444,2191.65%+475
FISERV INC(FISV)07,300+7,30003990.16%+399
MCKESSON CORP(MCK)2,2002,20001,8191,8950.74%+76
ATS CORPORATION(ATS)60,80060,80001,6891,6480.65%-40
AMENTUM HOLDINGS INC11,66911,66903422940.12%-48
JACOBS SOLUTIONS INC(J)11,00011,00001,4721,3740.54%-98
ELECTROVAYA INC398,000398,00003,0842,8721.13%-212
CGI INC(GIB)12,91012,91001,2009370.37%-263
AMAZON COM INC(AMZN)9,3009,30002,1611,8710.73%-290
SERVICENOW INC(NOW)7,0007,00001,0797360.29%-343
CELESTICA INC(CLS)8,9008,90002,6632,2930.90%-370
INTERCONTINENTAL EXCH IN(ICE)100,000100,000016,30515,7136.16%-592
META PLATFORMS INC(META)1,0500-1,0506990-699
ACCENTURE PLC
SHS CLASS A
3,2000-3,2008630-863
INTERACTIVE BROKERS GROUP IN(IBKR)27,10013,900-13,2001,7608860.35%-874
QUANTA SERVICES INC2,2000-2,2009430-943
AGNICO EAGLE MINES LTD(AEM)47,20037,000-10,2008,1047,1002.78%-1,004
TKA GROUP HOLDINGS INC(TKO)5,0000-5,0001,0700-1,070
INTERDIGITAL INC(IDCC)3,9000-3,9001,2670-1,267
BROADCOM INC(AVGO)4,1000-4,1001,4330-1,433
TFI INTERNATIONAL INC(TFII)14,2000-14,2001,4840-1,484
JPMORGAN CHASE & CO(JPM)12,7004,100-8,6004,1051,1650.46%-2,940
ALIBABA GRP HLDG LTD(BABA)20,0000-20,0002,9450-2,945
MANULIFE FINL CORP(MFC)105,0000-105,0003,8350-3,835
KKR & CO INC(KKR)200,000200,000025,71118,0947.09%-7,617
MIAMI INTERNATIONAL INC(MIAX)738,8100-738,81033,7260-33,726
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