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CIK: 0001657428
Total reported value
$531.7M
$531.7M
48 檔
63.6%
At the close of Q2 2026, Manitou Investment Management Ltd. disclosed equity holdings valued at approximately $531.7M, spread across 48 reported holdings.
Manitou Investment Management Ltd. executed strategic sector rebalancing during Q2 2026, establishing 1 new positions while fully exiting 5 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 15.74% | -0.68% | +0.70% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 15.54% | -1.14% | -1.03% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.54% | +0.12% | +1.58% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 10.77% | +3.45% | +24.31% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 8.23% | -2.12% | +1.85% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 6.86% | -0.03% | +40.51% | |
| 7 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 6.85% | +1.51% | +0.55% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 6.34% | +0.43% | -4.11% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.44% | +0.71% | +8.71% | |
| 10 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 3.19% | -0.41% | +2.91% | |
| 11 | CRH | CRH plc | Stock-Materials | 3.05% | +0.12% | +906.60% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | -0.61% | -5.99% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 1.00% | -0.61% | +49.46% | |
| 14 | ROP | Roper Technologies Inc | Stock-Tech | 0.74% | -0.32% | -90.31% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | — | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.27% | +111.04% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.39% | -0.08% | -85.00% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 0.36% | -0.24% | +76.17% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | +0.03% | -24.14% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | — | |
| 22 | APA | Apa CORP | Stock-Energy | 0.02% | — | — | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.02% | — | — | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.02% | — | — | |
| 25 | USB | US Bancorp | Stock-Financials | 0.02% | — | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.01% | — | — | |
| 27 | LIN | Linde plc | Stock-Materials | 0.01% | — | -12.74% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.01% | — | — | |
| 29 | WELL | Welltower Inc | Stock-Real Estate | 0.01% | — | — | |
| 30 | SOBO | South Bow CORP | Stock-Other | 0.01% | — | — | |
| 31 | CME | Cme Group Inc | Stock-Financials | 0.01% | — | -89.82% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.01% | — | — | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.01% | — | — | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.01% | — | — | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.01% | — | — | |
| 36 | FRMO | Frmo CORP | Stock-Other | 0.01% | — | -56.52% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.01% | -0.01% | -44.52% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.01% | -0.01% | — | |
| 39 | WHR | Whirlpool CORP | Stock-Consumer Disc | — | — | — | |
| 40 | NSRGY | Nestle Sa-spons Adr | Stock-Other | — | — | — | |
| 41 | XRAY | Dentsply Sirona Inc | Stock-Healthcare | — | — | — | |
| 42 | PSA | Public Storage | Stock-Real Estate | — | — | — | |
| 43 | XOVR | Ershares Private-public Cros | ETF-Other | — | — | — | |
| 44 | PENN | Penn Entertainment Inc | Stock-Consumer Disc | — | — | EXIT | |
| 45 | XYZ | Block Inc | Stock-Financials | — | — | — | |
| 46 | SRAD | Sportradar Group AG | Stock-Other | — | — | EXIT | |
| 47 | COIN | Coinbase Global Inc -class A | Stock-Financials | — | — | — | |
| 48 | ✓ | Transtel SA Common | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRH | CRH plc | +2.7% | +906.60% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +2.1% | -1.03% | Trim |
| 3 | APH | Amphenol Corp-cl A | +2.1% | +1.85% | Add |
| 4 | MSFT | Microsoft CORP | +1.6% | +24.31% | Add |
| 5 | SYK | Stryker CORP | +1.4% | +40.51% | Add |
| 6 | AMZN | Amazon.com Inc | +1.1% | +1.58% | Add |
| 7 | BN | Brookfield CORP | +0.3% | +49.46% | Add |
| 8 | V | Visa Inc-class A Shares | +0.3% | +111.04% | Add |
| 9 | EW | Edwards Lifesciences CORP | +0.3% | +2.91% | Add |
| 10 | DHR | Danaher CORP | +0.2% | +76.17% | Add |
| 11 | META | Meta Platforms Inc-class A | 0% | +8.71% | Add |
| 12 | CAT | Caterpillar Inc | — | — | Unchanged |
| 13 | LRLCY | L'oreal-unsponsored Adr | — | EXIT | Sold out |
| 14 | WSO | Watsco Inc | — | EXIT | Sold out |
| 15 | BAC | Bank Of America CORP | — | — | Unchanged |
| 16 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 17 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 18 | USB | US Bancorp | — | — | Unchanged |
| 19 | NVO | Novo-nordisk A/s-spons Adr | — | -44.52% | Trim |
| 20 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 21 | GOOG | Alphabet Inc-cl C | — | -24.14% | Trim |
| 22 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 23 | WELL | Welltower Inc | — | — | Unchanged |
| 24 | XOVR | Ershares Private-public Cros | — | NEW | New buy |
| 25 | MMM | 3m Co | — | — | Unchanged |
| 26 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 27 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 28 | SOBO | South Bow CORP | — | — | Unchanged |
| 29 | WMT | Walmart Inc | — | — | Unchanged |
| 30 | TJX | Tjx Companies Inc | — | — | Unchanged |
| 31 | XRAY | Dentsply Sirona Inc | — | — | Unchanged |
| 32 | PSA | Public Storage | — | — | Unchanged |
| 33 | FAST | Fastenal Co | — | — | Unchanged |
| 34 | NSRGY | Nestle Sa-spons Adr | — | — | Unchanged |
| 35 | PENN | Penn Entertainment Inc | — | — | Unchanged |
| 36 | XYZ | Block Inc | — | — | Unchanged |
| 37 | COIN | Coinbase Global Inc -class A | — | — | Unchanged |
| 38 | SRAD | Sportradar Group AG | — | — | Unchanged |
| 39 | ✓ | Transtel SA Common | — | — | Unchanged |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 41 | FRMO | Frmo CORP | 0% | -56.52% | Trim |
| 42 | HON | Honeywell International Inc | 0% | EXIT | Sold out |
| 43 | APA | Apa CORP | 0% | — | Unchanged |
| 44 | WHR | Whirlpool CORP | 0% | — | Unchanged |
| 45 | LIN | Linde plc | 0% | -12.74% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | 0% | -5.99% | Trim |
| 47 | CME | Cme Group Inc | -0.1% | -89.82% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.70% | Add |
| 49 | MKL | Markel Group Inc | -0.4% | EXIT | Sold out |
| 50 | MA | Mastercard Inc - A | -0.5% | -4.11% | Trim |
According to official SEC Form 13F filings, Manitou Investment Management Ltd. reported a total U.S. public equity portfolio value of $531.7M across 48 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, GOOGL, AMZN) accounted for 63.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
XOVR
市值: $5.8K
Top Position Liquidated / Trimmed
MKL
前期市值: $2.2M
During Q2 2026, Manitou Investment Management Ltd.'s top holdings by market value included BRK-B (15.7%)、GOOGL (15.5%)、AMZN (12.5%). The largest single position, BRK-B, represented 15.7% of total portfolio value.
In Q2 2026, Manitou Investment Management Ltd. made 28 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 10 holdings, and fully liquidating 5 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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