Caldwell Investment Management Ltd. Top Holdings and 13F Report (2025) About Caldwell Investment Management Ltd.Investment ActivityCaldwell Investment Management Ltd. has $134.83 million in total holdings as of March 31, 2025.Caldwell Investment Management Ltd. owns shares of 31 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.53% of the portfolio was purchased this quarter.About 15.77% of the portfolio was sold this quarter.This quarter, Caldwell Investment Management Ltd. has purchased 34 new stocks and bought additional shares in 3 stocks.Caldwell Investment Management Ltd. sold shares of 7 stocks and completely divested from 8 stocks this quarter.Largest Holdings Cboe Global Markets $25,316,744KKR & Co. Inc. $22,829,659Intercontinental Exchange $17,362,745Bank of America $14,348,041Agnico Eagle Mines $8,461,827 Largest New Holdings this Quarter 011532108 - Alamos Gold $5,171,835 Holding58155Q103 - McKesson $796,705 Holding01609W102 - Alibaba Group $658,047 Holding45867G101 - InterDigital $647,089 Holding097023105 - Boeing $516,708 Holding Largest Purchases this Quarter Alamos Gold 195,300 shares (about $5.17M)JPMorgan Chase & Co. 4,400 shares (about $1.06M)Cboe Global Markets 4,400 shares (about $973.72K)McKesson 1,200 shares (about $796.71K)Alibaba Group 5,000 shares (about $658.05K) Largest Sales this Quarter Manulife Financial 103,800 shares (about $3.18M)Celestica 22,000 shares (about $1.81M)KKR & Co. Inc. 12,400 shares (about $1.42M)Broadcom 6,900 shares (about $1.16M)Agnico Eagle Mines 8,600 shares (about $920.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCaldwell Investment Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBOECboe Global Markets$25,316,744$973,721 ▲4.0%114,40018.8%Financial ServicesKKRKKR & Co. Inc.$22,829,659$1,415,439 ▼-5.8%200,00016.9%FinanceICEIntercontinental Exchange$17,362,7450.0%100,00012.9%FinanceBACBank of America$14,348,0410.0%350,00010.6%FinanceAEMAgnico Eagle Mines$8,461,827$919,996 ▼-9.8%79,1006.3%Basic MaterialsRBARB Global$5,343,1230.0%54,8004.0%Business ServicesAGIAlamos Gold$5,171,835$5,171,835 ▲New Holding195,3003.8%Basic MaterialsWCNWaste Connections$4,012,3540.0%20,9003.0%Business ServicesJPMJPMorgan Chase & Co.$3,065,084$1,061,919 ▲53.0%12,7002.3%FinanceCCJCameco$2,624,9860.0%63,0001.9%Basic MaterialsMFCManulife Financial$2,366,036$3,181,276 ▼-57.3%77,2001.8%FinanceCOSTCostco Wholesale$2,217,3590.0%2,4001.6%Retail/WholesaleAMZNAmazon.com$1,781,190$517,120 ▼-22.5%9,3001.3%Retail/WholesaleVVisa$1,737,7010.0%5,1001.3%Business ServicesSTNStantec$1,707,9290.0%20,9001.3%Business ServicesCLSCelestica$1,679,557$1,811,287 ▼-51.9%20,4001.2%Computer and TechnologyATSATS$1,570,320$328,011 ▲26.4%60,8001.2%IndustrialsANSSANSYS$1,511,6470.0%4,8001.1%Computer and TechnologyMAMastercard$1,504,3290.0%2,8001.1%Business ServicesUNHUnitedHealth Group$1,379,5460.0%2,6901.0%MedicalJJacobs Solutions$1,325,1580.0%11,0001.0%Business ServicesGIBCGI$1,261,9870.0%12,9100.9%Computer and TechnologyIBKRInteractive Brokers Group$1,113,1560.0%6,8000.8%FinanceACNAccenture$967,8220.0%3,2000.7%Computer and TechnologyMCKMcKesson$796,705$796,705 ▲New Holding1,2000.6%MedicalMETAMeta Platforms$745,116$802,433 ▼-51.9%1,3000.6%Computer and TechnologyBABAAlibaba Group$658,047$658,047 ▲New Holding5,0000.5%Retail/WholesaleIDCCInterDigital$647,089$647,089 ▲New Holding3,1000.5%Computer and TechnologyAVGOBroadcom$605,060$1,159,698 ▼-65.7%3,6000.4%Computer and TechnologyBABoeing$516,708$516,708 ▲New Holding3,0000.4%AerospaceAMENTUM HOLDINGS INC$197,5380.0%11,0000.1%COMVRTVertiv$0$1,937,361 ▼-100.0%00.0%Computer and TechnologyTTEKTetra Tech$0$1,848,304 ▼-100.0%00.0%IndustrialsARESAres Management$0$1,841,519 ▼-100.0%00.0%FinanceBBUBrookfield Business Partners$0$1,730,646 ▼-100.0%00.0%Business ServicesBAHBooz Allen Hamilton$0$1,320,397 ▼-100.0%00.0%Business ServicesAAONAAON$0$1,099,355 ▼-100.0%00.0%ConstructionORCLOracle$0$983,494 ▼-100.0%00.0%Computer and TechnologyFTAIFTAI Aviation$0$694,877 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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