Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$134.83M
Total Bought
$12.78M
Total Sold
$30.80M
Net Transaction
-$18.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALAMOS GOLD INC0195,300+195,30005,1723.84%+5,172
CBOE GLOBAL MKTS INC(CBOE)110,000114,400+4,40021,52425,31718.78%+3,792
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000014,91817,36312.88%+2,445
AGNICO EAGLE MINES LTD(AEM)87,70079,100-8,6006,8128,4626.28%+1,650
JP MORGAN CHASE & CO(JPM)8,30012,700+4,4001,9843,0652.27%+1,081
MCKESSON CORP(MCK)01,200+1,20007970.59%+797
ALIBABA GROUP HOLDINGS LTD(BABA)05,000+5,00006580.49%+658
INTERDIGITAL INC(IDCC)03,100+3,10006470.48%+647
BOEING CO(BA)03,000+3,00005170.38%+517
WASTE CONNECTIONS INC(WCN)20,90020,90003,5704,0122.98%+442
RB GLOBAL INC(RBA)54,80054,80004,9425,3433.96%+401
VISA INC(V)5,1005,10001,6061,7381.29%+132
ATS CORP CDA(ATS)48,10060,800+12,7001,4541,5701.16%+116
STANTEC INC(STN)20,90020,90001,6381,7081.27%+70
MASTERCARD INCORPORATED(MA)2,8002,80001,4701,5041.12%+35
UNITEDHEALTH GROUP INC(UNH)2,6902,69001,3641,3801.02%+15
COSTCO WHSL CORP(COST)2,4002,40002,2102,2171.64%+7
AMENTUM HOLDINGS INC11,00011,00002451980.15%-47
INTERACTIVE BROKERS GROUP IN(IBKR)6,8006,80001,2151,1130.83%-102
ANSYS INC4,8004,80001,6201,5121.12%-108
JACOBS SOLUTIONS INC(J)11,00011,00001,4671,3250.98%-141
CGI INC(GIB)12,91012,91001,4091,2620.94%-147
ACCENTURE PLC IRELAND
SHS CLASS A
3,2003,20001,1279680.72%-159
CAMECO CORPORTATION(CCJ)63,00063,00003,2272,6251.95%-602
FTAI AVIATION LTD(FTAI)5,5000-5,5006950-695
META PLATFORMS INC(META)2,7001,300-1,4001,5947450.55%-849
AMAZON COM INC(AMZN)12,0009,300-2,7002,6521,7811.32%-871
ORACLE CORP(ORCL)5,9000-5,9009830-983
BANK OF AMERICA CORP350,000350,000015,34914,34810.64%-1,001
AAON INC9,2000-9,2001,0990-1,099
BOOZ ALLEN HAMILTON CLA10,3000-10,3001,3200-1,320
BROOKFIELD BUS PPTN78,7000-78,7001,7310-1,731
ARES MANAGEMENT CORP(ARES)10,3000-10,3001,8420-1,842
TETRA TECH INC(TTEK)46,5000-46,5001,8480-1,848
BROADCOM INC(AVGO)10,5003,600-6,9002,4706050.45%-1,865
VERTIV HOLDINGS CO(VRT)16,7000-16,7001,9370-1,937
CELESTICA INC(CLS)42,40020,400-22,0003,9711,6801.25%-2,292
MANULIFE FINL CORP(MFC)181,00077,200-103,8005,5352,3661.75%-3,169
KKR & CO INC(KKR)212,400200,000-12,40031,47722,83016.93%-8,648
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