Free Trial

Manitou Investment Management Ltd. Top Holdings and 13F Report (2025)

About Manitou Investment Management Ltd.

Investment Activity

  • Manitou Investment Management Ltd. has $525.82 million in total holdings as of June 30, 2025.
  • Manitou Investment Management Ltd. owns shares of 61 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 4.41% of the portfolio was purchased this quarter.
  • About 9.70% of the portfolio was sold this quarter.
  • This quarter, Manitou Investment Management Ltd. has purchased 66 new stocks and bought additional shares in 7 stocks.
  • Manitou Investment Management Ltd. sold shares of 14 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$82,977,774
Alphabet
$58,914,218
Microsoft
$51,482,930
IDEXX Laboratories
$51,213,498
Amazon.com
$46,268,473

Largest Purchases this Quarter

IDEXX Laboratories
39,233 shares (about $21.04M)
Berkshire Hathaway
3,165 shares (about $1.54M)
Markel Group
150 shares (about $299.60K)
Brookfield
2,090 shares (about $129.27K)
JPMorgan Chase & Co.
302 shares (about $87.55K)

Largest Sales this Quarter

Danaher
78,574 shares (about $15.52M)
NIKE
148,828 shares (about $10.57M)
Brown-Forman
380,971 shares (about $10.25M)
Apple
15,439 shares (about $3.17M)
Home Depot
1,175 shares (about $430.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofManitou Investment Management Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$82,977,774$1,537,462 1.9%170,81715.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$58,914,218$321,444 -0.5%334,30311.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$51,482,930$269,099 -0.5%103,5029.8%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$51,213,498$21,042,227 69.7%95,4879.7%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$46,268,473$310,217 -0.7%210,8968.8%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$39,395,366$212,413 -0.5%70,1067.5%Business Services
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$38,351,828$283,987 -0.7%67,6597.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$32,625,892$87,553 0.3%112,5386.2%Finance
Amphenol Corporation stock logo
APH
Amphenol
$32,555,999$284,598 -0.9%329,6816.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$24,884,957$430,802 -1.7%67,8734.7%Retail/Wholesale
Stryker Corporation stock logo
SYK
Stryker
$19,828,184$65,675 0.3%50,1183.8%Medical
Apple Inc. stock logo
AAPL
Apple
$15,434,118$3,167,620 -17.0%75,2262.9%Computer and Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$14,519,843$313,153 -2.1%185,6522.8%Medical
Danaher Corporation stock logo
DHR
Danaher
$3,626,242$15,521,509 -81.1%18,3570.7%Medical
Brookfield Corporation stock logo
BN
Brookfield
$3,469,538$129,267 3.9%56,0960.7%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,915,2000.0%40.6%Finance
Visa Inc. stock logo
V
Visa
$1,453,5750.0%4,0940.3%Business Services
CRH PLC
$1,258,0270.0%13,7040.2%COM
CME Group Inc. stock logo
CME
CME Group
$1,115,710$13,781 -1.2%4,0480.2%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$1,078,574$299,604 38.5%5400.2%Multi-Sector Conglomerates
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$476,1440.0%41,4760.1%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$242,5350.0%2450.0%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$148,0150.0%9690.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$141,9120.0%8000.0%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$97,7460.0%1,2200.0%Finance
FRMO Co. stock logo
FRMO
FRMO
$97,1750.0%11,5000.0%Financial Services
International Business Machines Corporation stock logo
IBM
International Business Machines
$82,5380.0%2800.0%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$81,6270.0%1,7250.0%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$79,9940.0%1,1590.0%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$77,4990.0%1050.0%Computer and Technology
LINDE PLC
$73,6610.0%1570.0%COM
U.S. Bancorp stock logo
USB
U.S. Bancorp
$68,3270.0%1,5100.0%Finance
NIKE, Inc. stock logo
NKE
NIKE
$63,226$10,572,808 -99.4%8900.0%Consumer Discretionary
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$62,1480.0%1810.0%Basic Materials
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$57,399$10,251,924 -99.4%2,1330.0%Consumer Staples
APA Corporation stock logo
APA
APA
$57,2480.0%3,1300.0%Energy
Whirlpool Corporation stock logo
WHR
Whirlpool
$56,6940.0%5590.0%Consumer Discretionary
3M Company stock logo
MMM
3M
$44,1500.0%2900.0%Multi-Sector Conglomerates
SOUTH BOW CORP
$44,0470.0%1,7000.0%COM
Welltower Inc. stock logo
WELL
Welltower
$41,5070.0%2700.0%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$38,4250.0%1650.0%Multi-Sector Conglomerates
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$34,3300.0%2780.0%Retail/Wholesale
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$34,2590.0%4240.0%Consumer Staples
Fastenal Company stock logo
FAST
Fastenal
$32,928$16,464 100.0%7840.0%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$31,1810.0%400.0%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$25,2340.0%650.0%Industrials
Walmart Inc. stock logo
WMT
Walmart
$24,9340.0%2550.0%Retail/Wholesale
DENTSPLY SIRONA Inc. stock logo
XRAY
DENTSPLY SIRONA
$23,0420.0%1,4510.0%Medical
Watsco, Inc. stock logo
WSO
Watsco
$22,0810.0%500.0%Construction
L'Oreal SA stock logo
LRLCY
L'Oreal
$21,8910.0%2560.0%Consumer Staples
Nestle SA stock logo
NSRGY
Nestle
$20,8570.0%2100.0%Consumer Staples
lululemon athletica inc. stock logo
LULU
lululemon athletica
$20,194$38,012 -65.3%850.0%Consumer Discretionary
Adidas AG stock logo
ADDYY
Adidas
$15,2130.0%1300.0%Consumer Discretionary
Public Storage stock logo
PSA
Public Storage
$7,9220.0%270.0%Finance
Electronic Arts Inc. stock logo
EA
Electronic Arts
$3,0340.0%190.0%Consumer Discretionary
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$2,1270.0%1190.0%Consumer Discretionary
Enovix Corporation stock logo
ENVX
Enovix
$1,4480.0%1400.0%Energy
Resideo Technologies, Inc. stock logo
REZI
Resideo Technologies
$5960.0%270.0%Industrials
Wabtec stock logo
WAB
Wabtec
$2090.0%10.0%Transportation
Garrett Motion Inc. stock logo
GTX
Garrett Motion
$1680.0%160.0%Auto/Tires/Trucks
TRANSTEL SA COMMON
$330.0%330.0%COM
Diageo plc stock logo
DEO
Diageo
$0$8,875,713 -100.0%00.0%Consumer Staples
Enbridge Inc stock logo
ENB
Enbridge
$0$44,310 -100.0%00.0%Energy
SAAB AB
$0$32,455 -100.0%00.0%COM
Rheinmetall AG Unsponsored ADR stock logo
RNMBY
Rheinmetall
$0$28,617 -100.0%00.0%Aerospace
KONGSBERG GRUPPEN ASA ADR
$0$21,357 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data