Caldwell Investment Management Ltd. Portfolio Holdings by Sector

Caldwell Investment Management Ltd.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Financial Data & Stock Exchanges \| Financial Services CBOE ICE 2 stocks	$45,865 43.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$26,606 25.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM AGI 2 stocks	$8,813 8.32% of portfolio	-	2	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STN 1 stocks	$6,292 5.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$3,681 3.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,040 1.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$1,874 1.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$1,810 1.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ANSS 1 stocks	$1,685 1.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$1,684 1.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1,484 1.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GIB 1 stocks	$1,353 1.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDCC 1 stocks	$1,233 1.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$811 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$753 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Caldwell Investment Management Ltd., based on Form 13F filings with the SEC.

Stay updated on Caldwell Investment Management Ltd. with notifications on news.