Caldwell Investment Management Ltd. Top Holdings and 13F Report (2026) About Caldwell Investment Management Ltd.Investment ActivityCaldwell Investment Management Ltd. has $255.17 million in total holdings as of March 31, 2026.Caldwell Investment Management Ltd. owns shares of 57 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 47.93% of the portfolio was purchased this quarter.About 8.52% of the portfolio was sold this quarter.This quarter, Caldwell Investment Management Ltd. has purchased 29 new stocks and bought additional shares in 2 stocks.Caldwell Investment Management Ltd. sold shares of 4 stocks and completely divested from 8 stocks this quarter.Largest Holdings Morgan Stanley $39,640,665Cboe Global Markets $33,351,924MIAMI INTL HLDGS INC $24,923,158KKR & Co. Inc. $18,093,985Bank of America $16,550,610 Largest New Holdings this Quarter 617446448 - Morgan Stanley $39,640,665 Holding060505104 - Bank of America $16,550,610 Holding172967424 - Citigroup $8,055,037 Holding852066208 - Sprott $7,698,719 Holding496902404 - Kinross Gold $4,875,656 Holding Largest Purchases this Quarter Morgan Stanley 250,000 shares (about $39.64M)Bank of America 350,000 shares (about $16.55M)Citigroup 75,000 shares (about $8.06M)Sprott 57,300 shares (about $7.70M)Kinross Gold 170,300 shares (about $4.88M) Largest Sales this Quarter MIAMI INTL HLDGS INC 75,000 shares (about $2.82M)JPMorgan Chase & Co. 8,600 shares (about $2.44M)Agnico Eagle Mines 10,200 shares (about $1.96M)Interactive Brokers Group 13,200 shares (about $841.73K) 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 PortfolioSectorMSMorgan Stanley$39,640,665$39,640,665 â–²New Holding250,00015.5%FinanceCBOECboe Global Markets$33,351,9240.0%118,00013.1%Financial ServicesMIAMI INTL HLDGS INC$24,923,158$2,815,921 â–¼-10.2%663,8109.8%COMKKRKKR & Co. Inc.$18,093,9850.0%200,0007.1%FinanceBACBank of America$16,550,610$16,550,610 â–²New Holding350,0006.5%FinanceICEIntercontinental Exchange$15,713,0920.0%100,0006.2%FinanceEFXTEnerflex$8,449,2060.0%411,0003.3%EnergyCCitigroup$8,055,037$8,055,037 â–²New Holding75,0003.2%Financial ServicesCVECenovus Energy$7,740,271$4,791,089 â–²162.5%290,8003.0%EnergySIISprott$7,698,719$7,698,719 â–²New Holding57,3003.0%FinanceAEMAgnico Eagle Mines$7,099,739$1,957,225 â–¼-21.6%37,0002.8%Basic MaterialsKGCKinross Gold$4,875,656$4,875,656 â–²New Holding170,3001.9%Basic MaterialsCCJCameco$4,218,7450.0%41,0001.7%Basic MaterialsELECTROVAYA INC$2,872,2670.0%398,0001.1%COM NEWLHXL3Harris Technologies$2,586,611$2,586,611 â–²New Holding7,6001.0%AerospaceRYRoyal Bank Of Canada$2,464,567$2,464,567 â–²New Holding15,6001.0%FinanceCELESTICA INC$2,292,6080.0%8,9000.9%COMOVVOvintiv$2,119,260$2,119,260 â–²New Holding34,9000.8%EnergyPFEPfizer$2,085,284$2,085,284 â–²New Holding75,0000.8%MedicalFIXComfort Systems USA$2,039,566$2,039,566 â–²New Holding1,6000.8%ConstructionMCKMcKesson$1,894,7200.0%2,2000.7%MedicalAMZNAmazon.com$1,871,1080.0%9,3000.7%Retail/WholesaleMSIMotorola Solutions$1,794,657$1,794,657 â–²New Holding4,2000.7%Computer and TechnologyTJXTJX Companies$1,731,373$1,731,373 â–²New Holding11,1000.7%Retail/WholesaleCAECAE$1,687,175$1,687,175 â–²New Holding66,1000.7%AerospaceKLACKLA$1,661,114$1,661,114 â–²New Holding1,2000.7%Computer and TechnologyATSATS$1,648,4790.0%60,8000.6%IndustrialsMSFTMicrosoft$1,617,285$1,617,285 â–²New Holding4,5000.6%Computer and TechnologyTMOThermo Fisher Scientific$1,586,092$1,586,092 â–²New Holding3,3000.6%MedicalVVisa$1,529,512$59,981 â–²4.1%5,1000.6%Business ServicesCWCurtiss-Wright$1,518,789$1,518,789 â–²New Holding2,4000.6%AerospaceSTNStantec$1,507,848$1,507,848 â–²New Holding17,8000.6%Business ServicesHWMHowmet Aerospace$1,428,872$1,428,872 â–²New Holding6,4000.6%AerospaceJJacobs Solutions$1,374,4700.0%11,0000.5%Business ServicesQUANTA SVCS INC$1,175,745$1,175,745 â–²New Holding2,2000.5%COMROLRollins$1,168,300$1,168,300 â–²New Holding22,0000.5%ConstructionJPMJPMorgan Chase & Co.$1,164,872$2,443,390 â–¼-67.7%4,1000.5%FinanceCNICanadian National Railway$1,096,141$1,096,141 â–²New Holding10,8000.4%TransportationAROCArchrock$1,087,757$1,087,757 â–²New Holding31,5000.4%EnergyLAM RESEARCH CORP$1,080,935$1,080,935 â–²New Holding5,4000.4%COM NEWWWDWoodward$1,025,806$1,025,806 â–²New Holding3,0000.4%AerospaceWMBWilliams Companies$1,015,814$1,015,814 â–²New Holding14,0000.4%EnergyGIBCGI Group$937,2510.0%12,9100.4%Computer and TechnologyIBKRInteractive Brokers Group$886,368$841,731 â–¼-48.7%13,9000.3%FinanceRMDResMed$881,191$881,191 â–²New Holding4,0000.3%MedicalVRTVertiv$844,218$844,218 â–²New Holding3,6000.3%Computer and TechnologyWCNWaste Connections$826,490$826,490 â–²New Holding5,1000.3%Business ServicesAPHAmphenol$811,206$811,206 â–²New Holding6,8000.3%Computer and TechnologyCACICACI International$782,823$782,823 â–²New Holding1,4000.3%Computer and TechnologyNOWServiceNow$735,6840.0%7,0000.3%Computer and TechnologyNVDANVIDIA$727,632$727,632 â–²New Holding4,4000.3%Computer and TechnologyGOOGLAlphabet$684,582$684,582 â–²New Holding2,5000.3%Computer and TechnologyACNAccenture$632,9290.0%3,2000.2%Computer and TechnologySNPSSynopsys$625,662$625,662 â–²New Holding1,6310.2%Computer and TechnologyHCAHCA Healthcare$562,079$562,079 â–²New Holding1,2000.2%MedicalFISERV INC$398,553$398,553 â–²New Holding7,3000.2%COMAMENTUM HOLDINGS INC$294,0660.0%11,6690.1%COMMFCManulife Financial$0$3,834,996 â–¼-100.0%00.0%FinanceBABAAlibaba Group$0$2,945,235 â–¼-100.0%00.0%Retail/WholesaleTFIITFI International$0$1,484,323 â–¼-100.0%00.0%TransportationAVGOBroadcom$0$1,433,428 â–¼-100.0%00.0%Computer and TechnologyIDCCInterDigital$0$1,267,083 â–¼-100.0%00.0%Computer and TechnologyTKA GROUP HOLDINGS INC$0$1,070,136 â–¼-100.0%00.0%CL APWRQuanta Services$0$942,753 â–¼-100.0%00.0%ConstructionMETAMeta Platforms$0$698,781 â–¼-100.0%00.0%Computer and TechnologyShowing 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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