Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$152.28M
Total Bought
$25.29M
Total Sold
$128.90M
Net Transaction
-$103.61M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MANULIFE FINL CORP(MFC)0244,000+244,00009,8766.49%+9,876
BANK AMERICA CORP350,000370,400+20,40016,55121,09013.85%+4,539
ENERFLEX LTD(EFXT)411,000411,00008,44910,0746.62%+1,624
APPLIED MATLS INC02,200+2,20001,5891.04%+1,589
ELECTROVAYA INC(ELVA)398,000398,00002,8724,1762.74%+1,304
ACADIAN ASSET MGMT INC(AAMI)017,500+17,50001,2510.82%+1,251
BROOKFIELD RENEWABLE CORP(BEPC)031,200+31,20001,1570.76%+1,157
RB GLOBAL INC(RBA)09,900+9,90001,1500.76%+1,150
SPDR SERIES TST ST SP REGBNK
ST STR SP REGBNK
014,300+14,30001,0690.70%+1,069
RYMAN HOSPITALITY PPTYS INC(RHP)07,100+7,10009120.60%+912
LINDE PLC(LIN)01,700+1,70008820.58%+882
APPLIED INDL TECHNOLOGIES(AIT)02,600+2,60008790.58%+879
LEONARDO DRS INC(DRS)019,000+19,00008100.53%+810
VERTIV HOLDINGS CO(VRT)3,6004,400+8008441,4720.97%+628
EQUINOX GOLD CORP(EQX)056,000+56,00005450.36%+545
AMAZON COM INC(AMZN)9,3009,30001,8712,2151.45%+344
INTERACTIVE BROKERS GROUP IN(IBKR)13,90013,90008861,2090.79%+323
KKR & CO INC(KKR)200,000200,000018,09418,34212.05%+248
VISA INC(V)5,1005,10001,5301,7481.15%+219
JPMORGAN CHASE & CO(JPM)4,1004,10001,1651,3410.88%+176
NVIDIA CORPORATION(NVDA)4,4004,40007288800.58%+152
ATS CORPORATION(ATS)60,80060,80001,6481,7491.15%+101
WASTE CONNECTIONS INC(WCN)5,1005,10008268490.56%+23
SERVICENOW INC(NOW)7,0007,00007366940.46%-41
CGI INC(GIB)12,91012,91009378330.55%-104
ACCENTURE PLC
SHS CLASS A
3,2003,20006333980.26%-235
AMENTUM HOLDINGS INC11,6690-11,6692940-294
FISERV INC(FISV)7,3000-7,3003990-399
JACOBS SOLUTIONS INC(J)11,0006,900-4,1001,3748690.57%-506
HCA HEALTHCARE INC(HCA)1,2000-1,2005620-562
SYNOPSYS INC(SNPS)1,6310-1,6316260-626
ALPHABET INC(GOOG)2,5000-2,5006850-685
CACI INTL INC(CACI)1,4000-1,4007830-783
AMPHENOL CORP6,8000-6,8008110-811
STANTEC INC(STN)17,8009,400-8,4001,5086470.42%-861
RESMED INC(RMD)4,0000-4,0008810-881
WILLIAMS COS INC(WMB)14,0000-14,0001,0160-1,016
WOODWARD INC(WWD)3,0000-3,0001,0260-1,026
LAM RESEARCH CORP(LRCX)5,4000-5,4001,0810-1,081
ARCHROCK INC(AROC)31,5000-31,5001,0880-1,088
CANADIAN NATL RY CO(CNI)10,8000-10,8001,0960-1,096
ROLLINS INC(ROL)22,0000-22,0001,1680-1,168
QUANTA SVCS INC2,2000-2,2001,1760-1,176
HOWMET AEROSPACE INC(HWM)6,4000-6,4001,4290-1,429
CURTISS WRIGHT CORP(CW)2,4000-2,4001,5190-1,519
THERMO FISHER SCIENTIFIC INC(TMO)3,3000-3,3001,5860-1,586
MICROSOFT CORP(MSFT)4,5000-4,5001,6170-1,617
KLA CORP(KLAC)1,2000-1,2001,6610-1,661
CAE INC(CAE)66,1000-66,1001,6870-1,687
TJX COS INC NEW(TJX)11,1000-11,1001,7310-1,731
MOTOROLA SOLUTIONS INC(MSI)4,2000-4,2001,7950-1,795
MCKESSON CORP(MCK)2,2000-2,2001,8950-1,895
COMFORT SYS USA INC(FIX)1,6000-1,6002,0400-2,040
PFIZER INC(PFE)75,0000-75,0002,0850-2,085
OVINTIV INC(OVV)34,9000-34,9002,1190-2,119
CELESTICA INC(CLS)8,9000-8,9002,2930-2,293
ROYAL BK CDA(RY)15,6000-15,6002,4650-2,465
L3HARRIS TECHNOLOGIES INC(LHX)7,6000-7,6002,5870-2,587
MIAMI INTL HLDGS INC(MIAX)663,810600,000-63,81024,92322,27914.63%-2,644
INTERCONTINENTAL EXCH IN(ICE)100,000100,000015,71312,3028.08%-3,411
CAMECO CORP(CCJ)41,0000-41,0004,2190-4,219
KINROSS GOLD CORP(KGC)170,3000-170,3004,8760-4,876
CENOVUS ENERGY INC(CVE)290,80074,800-216,0007,7401,8521.22%-5,888
AGNICO EAGLE MINES LTD(AEM)37,0003,000-34,0007,1004650.31%-6,635
CBOE GLOBAL MKTS INC(CBOE)118,000110,000-8,00033,35226,67417.52%-6,678
SPROTT INC(SII)57,3000-57,3007,6990-7,699
CITIGROUP INC(C)75,0000-75,0008,0550-8,055
MORGAN STANLEY(MS)250,0000-250,00039,6410-39,641
Page 1 of 1
Caldwell Investment Management Ltd. — 13F Holdings — Q2 2026 | TickerTrail