Caldwell Investment Management Ltd. Portfolio Holdings by Sector
Caldwell Investment Management Ltd.
- $128 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Financial Data & Stock Exchanges | Financial Services
CBOE ICE 2 stocks |
$43,137
33.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$23,122
18.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$17,720
13.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM AGI 2 stocks |
$13,797
10.79% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$4,079
3.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$3,321
2.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$2,593
2.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$2,430
1.9% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC 1 stocks |
$2,404
1.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GIB ACN 2 stocks |
$2,286
1.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$2,269
1.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STN 1 stocks |
$1,731
1.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
CLS 1 stocks |
$1,607
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ANSS 1 stocks |
$1,519
1.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,408
1.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$1,126
0.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$807
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$749
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$640
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$602
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$511
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|