Fund HoldingsWalter Public Investments Inc.

Total Portfolio Value
$536.21M
Total Bought
$78.80M
Total Sold
$76.73M
Net Transaction
+$2.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JPMORGAN CHASE & CO.(JPM)058,324+58,324014,3072.67%+14,307
META PLATFORMS INC(META)020,115+20,115011,5932.16%+11,593
BJS WHSL CLUB HLDGS INC(BJ)245,472258,751+13,27921,93329,5235.51%+7,591
INTERCONTINENTAL EXCHANGE IN(ICE)117,024135,586+18,56217,43823,3894.36%+5,951
MARSH & MCLENNAN COS INC(MRSH)112,942119,126+6,18423,99029,0705.42%+5,080
BROADRIDGE FINL SOLUTIONS IN(BR)74,46487,033+12,56916,83621,1023.94%+4,266
AUTOZONE INC(AZO)7,0946,963-13122,71526,5484.95%+3,833
ZOETIS INC(ZTS)92,852110,579+17,72715,12818,2073.40%+3,078
MASTERCARD INCORPORATED(MA)44,81947,254+2,43523,60025,9014.83%+2,301
SYSCO CORP(SYY)134,735166,823+32,08810,30212,5182.33%+2,217
VERALTO CORP(VLTO)102,764128,244+25,48010,46712,4972.33%+2,031
TELEDYNE TECHNOLOGIES INC(TDY)25,18326,597+1,41411,68813,2382.47%+1,549
MOODYS CORP(MCO)41,87244,219+2,34719,82120,5923.84%+771
PLANET FITNESS INC(PLNT)163,673172,844+9,17116,18216,6983.11%+516
GRACO INC(GGG)118,023124,638+6,6159,94810,4091.94%+460
HUBBELL INC(HUBB)13,90018,484+4,5845,8236,1171.14%+294
CROCS INC(CROX)66,73970,475+3,7367,3107,4841.40%+175
METTLER TOLEDO INTERNATIONAL(MTD)7,4257,841+4169,0869,2601.73%+174
CME GROUP INC(CME)3,0003,00006977960.15%+99
TORONTO DOMINION BK ONT(TD)7,0007,00003724190.08%+47
DUKE ENERGY CORP NEW(DUK)3,0003,00003233660.07%+43
WASTE CONNECTIONS INC(WCN)1,8001,80003093510.07%+42
TELUS CORPORATION(TU)37,00037,819+8195015420.10%+41
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
18,00018,00004103980.07%-11
AVALONBAY CMNTYS INC2,6602,66005855710.11%-14
TEXAS INSTRS INC(TXN)2,5002,50004694490.08%-20
HOME DEPOT INC(HD)1,0001,00003893660.07%-22
CDW CORP(CDW)2,5602,56004464100.08%-35
EXPEDIA GROUP INC(EXPE)72,52476,574+4,05013,51312,8722.40%-641
TRANE TECHNOLOGIES PLC(TT)50,88753,646+2,75918,79518,0743.37%-721
DYNATRACE INC(DT)275,709288,331+12,62214,98513,5952.54%-1,390
ASML HOLDING N V
N Y REGISTRY SHS
29,32327,972-1,35120,32318,5353.46%-1,788
CGI INC(GIB)187,222182,644-4,57820,47218,2313.40%-2,241
CANADIAN PACIFIC KANSAS CITY(CP)242,549215,900-26,64917,55115,1502.83%-2,401
ICON PLC(ICLR)96,954102,397+5,44320,33217,9183.34%-2,414
NOVO-NORDISK A S(NVO)199,057209,977+10,92017,12314,5812.72%-2,542
ICF INTL INC(ICFI)131,595138,700+7,10515,68711,7852.20%-3,902
CADENCE DESIGN SYSTEM INC(CDNS)66,79862,551-4,24720,07015,9092.97%-4,162
PALO ALTO NETWORKS INC(PANW)39,69216,898-22,7947,2222,8830.54%-4,339
ALPHABET INC(GOOG)157,757161,623+3,86630,04325,2504.71%-4,793
THERMO FISHER SCIENTIFIC INC(TMO)9,9460-9,9465,1740-5,174
ELECTRONIC ARTS INC(EA)115,18434,281-80,90316,8514,9540.92%-11,897
SERVICENOW INC(NOW)23,95416,630-7,32425,39413,2402.47%-12,154
MSCI INC(MSCI)23,2650-23,26513,9590-13,959
MICROSOFT CORP(MSFT)82,77553,573-29,20234,89020,1113.75%-14,779
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