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CIK: 0002006008
Total reported value
$368.8M
$368.8M
216 檔
10.7%
As reported in its official Q1 2024 Form 13F filing, Gold Investment Management Ltd.'s tracked investment portfolio stood at $368.8M with 216 total positions.
During Q1 2024, Gold Investment Management Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.26% | -7.42% | |
| 2 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.36% | -0.06% | +0.29% | |
| 3 | TD | Toronto-dominion Bank | Stock-Financials | 2.90% | +0.48% | -2.72% | |
| 4 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.71% | +0.04% | -0.49% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.57% | +0.96% | -8.14% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 2.45% | +2.63% | -1.46% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 2.34% | -0.02% | -2.97% | |
| 8 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.33% | +0.30% | +0.26% | |
| 9 | MFC | Manulife Financial CORP | Stock-Financials | 2.27% | +0.07% | +0.04% | |
| 10 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.19% | +0.13% | +2.44% | |
| 11 | SU | Suncor Energy Inc | Stock-Energy | 2.13% | -1.00% | -0.06% | |
| 12 | RY | Royal Bank Of Canada | Stock-Financials | 2.08% | +0.28% | +3.02% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.92% | -0.49% | -5.96% | |
| 14 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 1.89% | — | +2.86% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.85% | -0.16% | -1.76% | |
| 16 | CSX | Csx CORP | Stock-Industrials | 1.77% | +0.02% | -0.25% | |
| 17 | CNQ | Canadian Natural Resources | Stock-Energy | 1.72% | -0.43% | -2.62% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.05% | -0.24% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.02% | -0.78% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.44% | +0.03% | +0.12% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +0.10% | -9.86% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.40% | +0.15% | +0.63% | |
| 23 | BCE | Bce Inc | Stock-Comm Services | 1.40% | -0.27% | +2.52% | |
| 24 | O | Realty Income CORP | Stock-Real Estate | 1.38% | -0.14% | +1.32% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | -0.04% | -1.05% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.31% | +0.01% | -5.85% | |
| 27 | FTS | Fortis Inc | Stock-Utilities | 1.30% | -0.13% | +0.48% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.31% | +200.55% | |
| 29 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.18% | -0.32% | -0.72% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.13% | -4.05% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.15% | -0.03% | -0.14% | |
| 32 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.11% | +0.09% | +1.80% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.07% | +0.41% | |
| 34 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.08% | +0.45% | +202.10% | |
| 35 | ENB | Enbridge Inc | Stock-Energy | 1.07% | -0.16% | +1.44% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 1.07% | -0.21% | +5.49% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 1.04% | -0.02% | +0.29% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.04% | -0.13% | -0.86% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.04% | -0.11% | -0.96% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.01% | +2.30% | |
| 41 | SLF | Sun Life Financial Inc | Stock-Financials | 0.94% | +0.09% | +0.10% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | -0.03% | +0.67% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.01% | -6.02% | |
| 44 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.88% | -0.07% | -1.72% | |
| 45 | BMO | Bank Of Montreal | Stock-Financials | 0.87% | +0.14% | +1.88% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.30% | -1.11% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | -0.03% | -0.38% | |
| 48 | IMO | Imperial Oil LTD | Stock-Energy | 0.76% | -0.30% | +3.09% | |
| 49 | MKL | Markel Group Inc | Stock-Financials | 0.75% | -0.08% | -0.33% | |
| 50 | NDAQ | Nasdaq Inc | Stock-Financials | 0.74% | -0.18% | -1.61% |
According to official SEC Form 13F filings, Gold Investment Management Ltd. reported a total U.S. public equity portfolio value of $368.8M across 216 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, CP, TD) accounted for 10.7% of total reported equity market value during Q1 2024.
During Q1 2024, Gold Investment Management Ltd.'s top holdings by market value included MSFT (4.4%)、CP (3.4%)、TD (2.9%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q1 2024, Gold Investment Management Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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