Manitou Investment Management Ltd. Portfolio Holdings by Sector
Manitou Investment Management Ltd.
- $433 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$83,266
19.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$52,449
12.11% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$51,273
11.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$40,446
9.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$34,149
7.88% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V COF 3 stocks |
$30,796
7.11% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$27,780
6.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK EW 2 stocks |
$24,520
5.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$22,607
5.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$17,425
4.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE ADDYY 2 stocks |
$13,509
3.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
EL LRLCY 2 stocks |
$12,799
2.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$11,242
2.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX DHR 2 stocks |
$7,937
1.83% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP ITW 2 stocks |
$1,116
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$561
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$484
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$219
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$166
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$165
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU TJX 2 stocks |
$103
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$35
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$35
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$28
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$24
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$21
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
NSRGY 1 stocks |
$21
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$20
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RNMBY 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
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
GTX 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
WAB 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
|