Manitou Investment Management Ltd. Portfolio Holdings by Sector
Manitou Investment Management Ltd.
- $490 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$75,419
15.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$55,199
11.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$47,982
9.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX DHR 2 stocks |
$42,857
8.75% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$42,221
8.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V COF 3 stocks |
$36,895
7.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$35,269
7.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$33,968
6.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK EW 2 stocks |
$30,608
6.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$28,754
5.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$26,756
5.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$16,193
3.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$10,767
2.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Footwear & Accessories | Consumer Cyclical
NKE ADDYY 2 stocks |
$4,776
0.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$733
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$373
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU TJX 2 stocks |
$126
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$109
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$109
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$99
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$61
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
EL LRLCY 2 stocks |
$49
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$42
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$37
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$34
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$28
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RNMBY 1 stocks |
$25
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$23
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY 1 stocks |
$17
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$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
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GTX 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
|
|
Railroads | Industrials
WAB 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|