Manitou Investment Management Ltd.
CIK: 1657428SEC EDGAR →
Portfolio Value
$23.7B
Holdings
48
As of
Q2 2026
New Positions
1
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORPORATI | 189,563 | $17.1B | 72.50% |
| 2 | BROOKFIELD CORPORATION | 126,445 | $5.4B | 22.77% |
| 3 | APA CORPORATION | 3,130 | $101.9M | 0.43% |
| 4 | WELLS FARGO & COMPANY | 1,220 | $100.8M | 0.43% |
| 5 | BANK OF AMERICA CORP | 1,725 | $98.3M | 0.42% |
| 6 | U.S. BANCORP DEL COMMON NEW | 1,510 | $91.2M | 0.39% |
| 7 | BERKSHIRE HATHAWAY INC | 169,256 | $84.7M | 0.36% |
| 8 | ALPHABET INC. | 233,923 | $83.6M | 0.35% |
| 9 | AMAZON.COM, INC. | 282,939 | $67.4M | 0.29% |
| 10 | SOUTH BOW CORP | 1,700 | $59.9M | 0.25% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 8 | $17.3B | 73.0% |
| Financial Services | 10 | $5.7B | 24.2% |
| Energy | 2 | $161.9M | 0.7% |
| Unknown | 5 | $121.5M | 0.5% |
| Technology | 7 | $112.5M | 0.5% |
| Consumer Cyclical | 5 | $108.5M | 0.5% |
| Communication Services | 3 | $107.6M | 0.5% |
| Industrials | 3 | $37.8M | 0.2% |
| Consumer Defensive | 2 | $230K | 0.0% |
| Basic Materials | 1 | $71K | 0.0% |
| Real Estate | 2 | $70K | 0.0% |