Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$115.44M
Total Bought
$11.10M
Total Sold
$37.35M
Net Transaction
-$26.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
STANTEC INC(STN)20,90057,900+37,0001,7086,2885.45%+4,580
KKR & CO INC(KKR)200,000200,000022,83026,57723.02%+3,747
CBOE GLOBAL MKTS INC(CBOE)114,400118,000+3,60025,31727,48923.81%+2,172
BROADCOM INC(AVGO)3,6006,800+3,2006051,8721.62%+1,267
VERTIV HOLDINGS(VRT)08,700+8,70001,1160.97%+1,116
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000017,36318,32715.88%+964
O REILLY AUTOMOTIVE INC(ORLY)09,000+9,00008100.70%+810
JP MORGAN CHASE & CO(JPM)12,70012,70003,0653,6783.19%+613
INTERDIGITAL INC(IDCC)3,1005,500+2,4006471,2321.07%+585
INTERACTIVE BROKERS GROUP IN(IBKR)6,80030,400+23,6001,1131,6831.46%+569
RB GLOBAL INC(RBA)54,80054,80005,3435,8115.03%+468
ATS CORP CDA(ATS)60,80060,80001,5701,9351.68%+365
AMAZON COM INC(AMZN)9,3009,30001,7812,0381.77%+257
ANSYS INC4,8004,80001,5121,6841.46%+172
JACOBS SOLUTIONS INC(J)11,00011,00001,3251,4441.25%+119
CGI INC(GIB)12,91012,91001,2621,3531.17%+91
VISA INC(V)5,1005,10001,7381,8091.57%+71
AMENTUM HOLDINGS INC11,0000-11,0001980-198
BOEING CO(BA)3,0000-3,0005170-517
ALIBABA GROUP HOLDINGS LTD(BABA)5,0000-5,0006580-658
COSTCO WHSL CORP(COST)2,4001,500-9002,2171,4831.28%-734
META PLATFORMS INC(META)1,3000-1,3007450-745
MCKESSON CORP(MCK)1,2000-1,2007970-797
ACCENTURE PLC IRELAND
SHS CLASS A
3,2000-3,2009680-968
UNITEDHEALTH GROUP INC(UNH)2,6900-2,6901,3800-1,380
AGNICO EAGLE MINES LTD(AEM)79,10058,700-20,4008,4626,9796.05%-1,482
MASTERCARD INCORPORATED(MA)2,8000-2,8001,5040-1,504
CELESTICA INC(CLS)20,4000-20,4001,6800-1,680
MANULIFE FINL CORP(MFC)77,2000-77,2002,3660-2,366
CAMECO CORPORTATION(CCJ)63,0000-63,0002,6250-2,625
ALAMOS GOLD INC195,30069,000-126,3005,1721,8321.59%-3,340
WASTE CONNECTIONS INC(WCN)20,9000-20,9004,0120-4,012
BANK OF AMERICA CORP350,0000-350,00014,3480-14,348
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