Fund Holdings — Caldwell Investment Management Ltd.

Total Portfolio Value
$152.36M
Total Bought
$67.58M
Total Sold
$34.36M
Net Transaction
+$33.22M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MIAMI INTERNATIONAL INC(MIAX)0663,810+663,810027,05617.76%+27,056
BANK OF AMERICA INC0350,000+350,000018,34212.04%+18,342
ALAMOS GOLD INC69,000168,000+99,0001,8325,8183.82%+3,986
ALIBABA GRP HLDG LTD(BABA)020,000+20,00003,5972.36%+3,597
AGNICO EAGLE MINES LTD(AEM)58,70058,70006,9799,7936.43%+2,813
CAMECO CORPORATION(CCJ)031,500+31,50002,6611.75%+2,661
ELECTROVAYA INC(ELVA)0398,000+398,00002,4241.59%+2,424
CENOVUS ENERGY INC(CVE)0110,800+110,80001,9141.26%+1,914
MCKESSON CORP(MCK)02,200+2,20001,6761.10%+1,676
META PLATFORMS INC(META)02,100+2,10001,5611.02%+1,561
CBOE GLOBAL MKTS INC(CBOE)118,000118,000027,48929,04819.07%+1,560
SERVICENOW INC(NOW)01,400+1,40001,3170.86%+1,317
BOOKING HOLDINGS INC(BKNG)0225+22501,2270.81%+1,227
TKA GROUP HOLDINGS INC(TKO)05,000+5,00001,0260.67%+1,026
ACCENTURE PLC
SHS CLASS A
03,200+3,20007900.52%+790
INTERDIGITAL INC(IDCC)5,5005,50001,2321,9171.26%+685
JP MORGAN CHASE & CO(JPM)12,70012,70003,6784,0082.63%+330
INTERACTIVE BROKERS GROUP IN(IBKR)30,40027,100-3,3001,6831,8641.22%+181
O REILLY AUTOMOTIVE INC(ORLY)9,0009,00008109680.64%+157
RB GLOBAL INC(RBA)54,80054,80005,8115,8893.87%+78
AMAZON COM INC(AMZN)9,3009,30002,0382,0661.36%+28
VISA INC(V)5,1005,10001,8091,7341.14%-74
STANTEC INC(STN)57,90057,90006,2886,1184.02%-170
CGI INC(GIB)12,91012,91001,3531,1480.75%-206
ATS CORP CDA(ATS)60,80060,80001,9351,6021.05%-333
VERTIV HOLDINGS(VRT)8,7000-8,7001,1160—-1,116
JACOBS SOLUTIONS INC(J)11,0000-11,0001,4440—-1,444
COSTCO WHSL CORP(COST)1,5000-1,5001,4830—-1,483
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000018,32716,79411.02%-1,532
ANSYS INC4,8000-4,8001,6840—-1,684
BROADCOM INC(AVGO)6,8000-6,8001,8720—-1,872
KKR & CO INC(KKR)200,0000-200,00026,5770—-26,577
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Caldwell Investment Management Ltd. — 13F Holdings — Q3 2025 | TickerTrail