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Manitou Investment Management Ltd. Top Holdings and 13F Report (2026)

About Manitou Investment Management Ltd.

Investment Activity

  • Manitou Investment Management Ltd. has $537.92 million in total holdings as of June 30, 2026.
  • Manitou Investment Management Ltd. owns shares of 48 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 8.54% of the portfolio was purchased this quarter.
  • About 10.30% of the portfolio was sold this quarter.
  • This quarter, Manitou Investment Management Ltd. has purchased 52 new stocks and bought additional shares in 12 stocks.
  • Manitou Investment Management Ltd. sold shares of 10 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$84,694,010
Alphabet
$83,597,063
Amazon.com
$67,435,681
Microsoft
$57,953,879
Amphenol
$44,277,831

Largest New Holdings this Quarter

293828877 - ERSHARES PRIVATE-PUBLIC CROSSO
$5,789 Holding

Largest Purchases this Quarter

CRH PLC
138,320 shares (about $14.80M)
Microsoft
30,378 shares (about $11.33M)
Stryker
33,812 shares (about $10.65M)
Meta Platforms
3,395 shares (about $1.91M)
Brookfield
41,845 shares (about $1.78M)

Largest Sales this Quarter

ROPER TECHNOLOGIES, INC.
110,348 shares (about $37.34M)
Apple
41,490 shares (about $12.01M)
Mastercard
2,847 shares (about $1.46M)
JPMorgan Chase & Co.
2,678 shares (about $876.59K)
Alphabet
2,435 shares (about $870.20K)

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
$84,694,010$586,957 â–²0.7%169,25615.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$83,597,063$870,196 â–¼-1.0%233,92315.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$67,435,681$1,049,649 â–²1.6%282,93912.5%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$57,953,879$11,331,602 â–²24.3%155,36410.8%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$44,277,831$804,372 â–²1.9%251,1228.2%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$36,923,176$10,645,370 â–²40.5%117,2766.9%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$36,839,745$200,574 â–²0.5%69,9796.8%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$34,092,768$1,462,219 â–¼-4.1%66,3806.3%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$23,874,483$1,912,370 â–²8.7%42,3844.4%Computer and Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$17,147,869$485,589 â–²2.9%189,5633.2%Medical
CRH PLC
$16,432,739$14,800,240 â–²906.6%153,5773.1%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,746,551$876,590 â–¼-6.0%41,9962.6%Finance
Brookfield Corporation stock logo
BN
Brookfield
$5,385,293$1,782,179 â–²49.5%126,4451.0%Finance
ROPER TECHNOLOGIES, INC.
$4,004,846$37,340,663 â–¼-90.3%11,8350.7%COM
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,995,4000.0%40.6%Finance
Visa Inc. stock logo
V
Visa
$2,886,073$1,518,516 â–²111.0%8,4120.5%Business Services
Apple Inc. stock logo
AAPL
Apple
$2,118,694$12,005,547 â–¼-85.0%7,3220.4%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$1,914,134$827,636 â–²76.2%10,0490.4%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$201,1260.0%2150.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$155,465$49,466 â–¼-24.1%4400.0%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$106,6670.0%4200.0%Medical
APA Corporation stock logo
APA
APA
$101,9440.0%3,1300.0%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$100,8210.0%1,2200.0%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$98,2900.0%1,7250.0%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$91,2040.0%1,5100.0%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$78,7390.0%2800.0%Computer and Technology
LINDE PLC
$71,095$10,379 â–¼-12.7%1370.0%COM
Caterpillar Inc. stock logo
CAT
Caterpillar
$69,2180.0%650.0%Industrials
Welltower Inc. stock logo
WELL
Welltower
$61,2820.0%2700.0%Finance
SOUTH BOW CORP
$59,9080.0%1,7000.0%COM
CME Group Inc. stock logo
CME
CME Group
$50,791$448,065 â–¼-89.8%2300.0%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$47,9770.0%400.0%Medical
3M Company stock logo
MMM
3M
$46,9540.0%2900.0%Multi-Sector Conglomerates
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$42,1170.0%2780.0%Retail/Wholesale
Fastenal Company stock logo
FAST
Fastenal
$37,6560.0%7840.0%Retail/Wholesale
FRMO
FRMO
$33,750$43,875 â–¼-56.5%5,0000.0%Financial Services
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$30,825$24,737 â–¼-44.5%6430.0%Medical
WALMART STORES INC
$28,8810.0%2550.0%COM
Whirlpool Corporation stock logo
WHR
Whirlpool
$22,0360.0%5590.0%Consumer Discretionary
Nestle SA stock logo
NSRGY
Nestle
$21,5650.0%2100.0%Consumer Staples
DENTSPLY SIRONA Inc. stock logo
XRAY
DENTSPLY SIRONA
$15,3950.0%1,4510.0%Medical
Public Storage stock logo
PSA
Public Storage
$8,5940.0%270.0%Finance
ERSHARES PRIVATE-PUBLIC CROSSO
$5,789$5,789 â–²New Holding2750.0%COM
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$2,5420.0%1190.0%Consumer Discretionary
BLOCK, INC.
$2,2040.0%290.0%COM
Sportradar Group AG stock logo
SRAD
Sportradar Group
$1,8710.0%1250.0%Consumer Discretionary
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$1,7540.0%120.0%Finance
TRANSTEL SA COMMON
$330.0%330.0%COM
Markel Group Inc. stock logo
MKL
Markel Group
$0$2,182,040 â–¼-100.0%00.0%Multi-Sector Conglomerates
Honeywell International Inc. stock logo
HON
Honeywell International
$0$37,295 â–¼-100.0%00.0%Multi-Sector Conglomerates
L'Oreal SA stock logo
LRLCY
L'Oreal
$0$20,974 â–¼-100.0%00.0%Consumer Staples
Watsco, Inc. stock logo
WSO
Watsco
$0$18,189 â–¼-100.0%00.0%Construction
lululemon athletica inc. stock logo
LULU
lululemon athletica
$0$13,013 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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