Manitou Investment Management Ltd.
CIK: 0001657428SEC EDGAR →
Portfolio Value
$570.7M
Holdings
56
As of
Q4 2025
New Positions
56
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC. | 282,319 | $88.4M | 15.48% |
| 2 | BERKSHIRE HATHAWAY INC | 169,000 | $84.9M | 14.88% |
| 3 | AMAZON.COM, INC. | 217,377 | $50.2M | 8.79% |
| 4 | MICROSOFT CORP | 102,332 | $49.5M | 8.67% |
| 5 | IDEXX LABORATORIES INC | 68,992 | $46.7M | 8.18% |
| 6 | AMPHENOL CORPORATION | 297,371 | $40.2M | 7.04% |
| 7 | MASTERCARD INCORPORATED | 69,564 | $39.7M | 6.96% |
| 8 | JP MORGAN CHASE & CO | 112,224 | $36.2M | 6.34% |
| 9 | ROPER TECHNOLOGIES, INC. | 80,166 | $35.7M | 6.25% |
| 10 | STRYKER CORP. | 83,091 | $29.2M | 5.12% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (56)
$88.4M · 282K shares
$84.9M · 169K shares
$50.2M · 217K shares
$49.5M · 102K shares
$46.7M · 69K shares
$40.2M · 297K shares
$39.7M · 70K shares
$36.2M · 112K shares
$35.7M · 80K shares
$29.2M · 83K shares
$19.8M · 73K shares
$18.1M · 27K shares
$15.7M · 185K shares
$3.9M · 85K shares
$3.0M · 4 shares
$2.5M · 1K shares
$1.6M · 13K shares
$1.4M · 4K shares
$1.3M · 6K shares
$1.1M · 4K shares
$251K · 800 shares
$185K · 215 shares
$113K · 1K shares
$94K · 2K shares
$86K · 420 shares
$83K · 12K shares
$82K · 280 shares
$80K · 2K shares
$76K · 3K shares
$66K · 157 shares
$58K · 1K shares
$50K · 270 shares
$46K · 290 shares
$46K · 2K shares
$42K · 40 shares
$42K · 278 shares
$40K · 559 shares
$37K · 65 shares
$32K · 165 shares
$31K · 784 shares
$28K · 255 shares
$21K · 256 shares
$20K · 210 shares
$17K · 85 shares
$16K · 50 shares
$16K · 1K shares
$7K · 27 shares
$3K · 19 shares
$2K · 12 shares
$1K · 119 shares
$1K · 140 shares
$1K · 29 shares
TRANSTEL SA COMMON
$0 · 33 shares
$0 · 16 shares
$0 · 1 shares
$0 · 27 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $109.6M | 19.2% |
| Communication Services | 4 | $106.7M | 18.7% |
| Healthcare | 8 | $93.2M | 16.3% |
| Unknown | 6 | $88.1M | 15.4% |
| Financial Services | 10 | $85.0M | 14.9% |
| Consumer Cyclical | 7 | $51.9M | 9.1% |
| Industrials | 9 | $35.8M | 6.3% |
| Consumer Defensive | 2 | $213K | 0.0% |
| Energy | 2 | $122K | 0.0% |
| Basic Materials | 1 | $66K | 0.0% |
| Real Estate | 2 | $57K | 0.0% |