Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$148.31M
Total Bought
$17.31M
Total Sold
$11.94M
Net Transaction
+$5.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KKR & CO INC(KKR)206,500212,400+5,90027,27331,47721.22%+4,204
CAMECO CORPORTATION(CCJ)063,000+63,00003,2272.18%+3,227
BROOKFIELD BUS PPTN078,700+78,70001,7311.17%+1,731
BROADCOM INC(AVGO)4,30010,500+6,2007422,4701.67%+1,728
META PLATFORMS INC(META)02,700+2,70001,5941.07%+1,594
BANK OF AMERICA CORP350,000350,000013,78315,34910.35%+1,565
INTERACTIVE BROKERS GROUP IN(IBKR)06,800+6,80001,2150.82%+1,215
ARES MANAGEMENT CORP(ARES)4,40010,300+5,9006901,8421.24%+1,151
AAON INC09,200+9,20001,0990.74%+1,099
VERTIV HOLDINGS CO(VRT)10,00016,700+6,7009841,9371.31%+954
RB GLOBAL INC(RBA)54,80054,80004,3974,9423.33%+545
AGNICO EAGLE MINES LTD(AEM)78,30087,700+9,4006,4066,8124.59%+406
AMAZON COM INC(AMZN)12,00012,00002,2552,6521.79%+398
JP MORGAN CHASE & CO(JPM)8,3008,30001,7461,9841.34%+237
VISA INC(V)5,1005,10001,4031,6061.08%+203
MANULIFE FINL CORP(MFC)181,000181,00005,3455,5353.73%+190
MASTERCARD INCORPORATED(MA)2,8002,80001,3821,4700.99%+88
COSTCO WHSL CORP(COST)2,4002,40002,1242,2101.49%+86
ANSYS INC4,8004,80001,5601,6201.09%+60
ATS CORP CDA(ATS)48,10048,10001,4301,4540.98%+25
ACCENTURE PLC IRELAND
SHS CLASS A
3,2003,20001,1181,1270.76%+8
ORACLE CORP(ORCL)5,9005,90009959830.66%-12
AMENTUM HOLDINGS INC11,00011,00002822450.17%-37
STANTEC INC(STN)20,90020,90001,6781,6381.10%-40
CGI INC(GIB)12,91012,91001,4741,4090.95%-65
WASTE CONNECTIONS INC(WCN)20,90020,90003,7053,5702.41%-135
UNITEDHEALTH GROUP INC(UNH)2,6902,69001,5641,3640.92%-200
JACOBS SOLUTIONS INC(J)11,00011,00001,7101,4670.99%-243
TETRA TECH INC(TTEK)46,50046,50002,1571,8481.25%-308
BOOZ ALLEN HAMILTON CLA10,30010,30001,6681,3200.89%-348
IRON MOUNTAIN INC(IRM)5,9000-5,9006880-688
CBOE GLOBAL MKTS INC(CBOE)110,000110,000022,27521,52414.51%-751
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000015,85414,91810.06%-937
FTAI AVIATION LTD(FTAI)14,3005,500-8,8001,8526950.47%-1,157
CARRIER GLOBAL CORP(CARR)15,1000-15,1001,2150-1,215
CELESTICA INC(CLS)130,80042,400-88,4006,6833,9712.68%-2,712
PRIMO WATER CORP247,0000-247,0006,1720-6,172
Page 1 of 1