Manitou Investment Management Ltd. Portfolio Holdings by Sector
Manitou Investment Management Ltd.
- $521 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$85,892
16.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$59,132
11.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX DHR 2 stocks |
$54,839
10.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$51,482
9.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$46,268
8.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$40,848
7.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$38,351
7.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK EW 2 stocks |
$34,347
6.59% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$32,803
6.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$32,555
6.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$24,884
4.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$15,434
2.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1,115
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$1,078
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$476
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$266
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$179
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FRMO 1 stocks |
$97
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$82
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$82
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$79
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ADDYY 2 stocks |
$78
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$68
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$62
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
APA 1 stocks |
$57
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$56
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Household & Personal Products | Consumer Defensive
EL LRLCY 2 stocks |
$55
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST WSO 2 stocks |
$54
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$54
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$41
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$25
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
XRAY 1 stocks |
$23
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY 1 stocks |
$20
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GTX 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
REZI 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|