Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$102.84M
Total Bought
$8.48M
Total Sold
$39.27M
Net Transaction
-$30.79M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CBOE GLOBAL MARKETS INC(CBOE)110,000110,000014,93417,07416.60%+2,140
CONOCOPHILLIPS(COP)016,000+16,00001,9051.85%+1,905
JACOBS SOLUTIONS INC(J)011,000+11,00001,4921.45%+1,492
STANTEC INC(STN)152,100173,000+20,9009,75211,22310.91%+1,471
MCKESSON CORP(MCK)02,500+2,50001,0801.05%+1,080
KKR & CO INC(KKR)200,000200,000011,19012,24211.90%+1,052
MARATHON PETROLEUM CORP(MPC)05,900+5,90008870.86%+887
ALIBABA GROUP HOLDINGS LTD(BABA)010,000+10,00008620.84%+862
ESAB CORP(ESAB)23,50033,500+10,0001,5552,3372.27%+783
COSTCO WHOLESALE CORP(COST)3,8003,80002,0202,1332.07%+113
UNITEDHEALTH GROUP INC(UNH)2,6902,69001,2821,3481.31%+66
JP MORGAN CHASE & CO(JPM)11,46011,46001,6441,6511.61%+8
AMAZON COM INC(AMZN)14,70012,400-2,3001,8801,8571.81%-23
VISA INC(V)5,1005,10001,1951,1661.13%-29
TRICON RESIDENTIAL INC95,74095,74008337080.69%-126
ANSYS CORP4,4004,40001,4351,3011.27%-134
AMDOCS LTD(DOX)12,40012,40001,2151,0411.01%-174
CAMECO CORPORATION(CCJ)250,000188,600-61,4007,7167,4817.27%-234
ALGONQUIN POWER & UTILITIES102,402102,40208526060.59%-246
INTERCONTINENTAL EXCHANGE IN(ICE)100,000100,000011,22810,93210.63%-296
MASTERCARD INCORPORATED(MA)5,9384,838-1,1002,3021,9031.85%-399
QUEST DIAGNOSTICS INC(DGX)11,80011,80001,6441,2101.18%-434
BANK AMERICA CORP350,000350,000010,0319,5229.26%-509
FEDEX CORP(FDX)10,6007,900-2,7002,6502,0802.02%-570
BROADCOM INC(AVGO)2,2001,300-9001,8981,0731.04%-825
TETRA TECH INC(TTEK)6,9000-6,9001,1200-1,120
S&P GLOBAL INC(SPGI)2,8800-2,8801,1400-1,140
BADGER METER INC10,0000-10,0001,4730-1,473
ENTEGRIS INC(ENTG)13,8000-13,8001,5040-1,504
ATS CORP CDA(ATS)186,800151,400-35,4008,5256,4536.27%-2,072
TRANSALTA CORP(TAC)710,0000-710,0006,5380-6,538
CGI INC(GIB)78,71212,910-65,8028,1731,2721.24%-6,901
GFL ENVIRONMENTAL INC(GFL)185,0000-185,0007,0610-7,061
RESTAURANT BRANDS INC(QSR)122,3000-122,3009,4090-9,409
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