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

About Vancity Investment Management Ltd

Investment Activity

  • Vancity Investment Management Ltd has $729.51 thousand in total holdings as of March 31, 2025.
  • Vancity Investment Management Ltd owns shares of 73 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 6.23% of the portfolio was purchased this quarter.
  • About 16.95% of the portfolio was sold this quarter.
  • This quarter, Vancity Investment Management Ltd has purchased 73 new stocks and bought additional shares in 30 stocks.
  • Vancity Investment Management Ltd sold shares of 37 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Microsoft
$70,766
Visa
$44,811
Copart
$39,923
Apple
$39,790

Largest New Holdings this Quarter

512816109 - Lamar Advertising
$3,290 Holding
T9224W109 - Stevanato Group
$1,075 Holding
452308109 - Illinois Tool Works
$350 Holding
68902V107 - Otis Worldwide
$310 Holding
872540109 - TJX Companies
$204 Holding

Largest Purchases this Quarter

Moody's
26,312 shares (about $12.25K)
LINDE PLC
19,365 shares (about $9.02K)
Amazon.com
29,551 shares (about $5.62K)
NVIDIA
50,181 shares (about $5.44K)
Lamar Advertising
28,919 shares (about $3.29K)

Largest Sales this Quarter

Apple
47,560 shares (about $10.56K)
Starbucks
82,568 shares (about $8.10K)
Air Products and Chemicals
19,576 shares (about $5.77K)
Thermo Fisher Scientific
10,585 shares (about $5.27K)
CarMax
66,497 shares (about $5.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVancity Investment Management Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$70,766$2,209 3.2%188,5149.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$44,811$2,296 -4.9%127,8626.1%Business Services
Copart, Inc. stock logo
CPRT
Copart
$39,923$1,152 -2.8%705,4865.5%Business Services
Apple Inc. stock logo
AAPL
Apple
$39,790$10,565 -21.0%179,1295.5%Computer and Technology
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$37,063$1,864 -4.8%297,9385.1%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$35,205$1,046 -2.9%69,2884.8%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$34,618$5,622 19.4%181,9534.7%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$33,677$2,504 -6.9%42,3004.6%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$28,745$286 -1.0%7,5393.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$27,860$2,495 -8.2%178,3303.8%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$23,366$2,218 -8.7%113,9813.2%Medical
Moody's Co. stock logo
MCO
Moody's
$22,093$12,253 124.5%47,4413.0%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$22,019$87 -0.4%90,2323.0%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$20,611$2,043 -9.0%47,3872.8%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$20,398$1,290 -5.9%113,5092.8%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$18,447$2,370 -11.4%84,7732.5%Finance
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$18,255$2,202 13.7%105,8252.5%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$16,032$178 -1.1%47,5842.2%Construction
MSCI Inc. stock logo
MSCI
MSCI
$15,915$51 0.3%28,1442.2%Finance
CDW Co. stock logo
CDW
CDW
$14,428$659 -4.4%90,0282.0%Computer and Technology
LINDE PLC
$13,696$9,017 192.7%29,4141.9%SHS
Adobe Inc. stock logo
ADBE
Adobe
$12,580$987 -7.3%32,8001.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,385$474 -4.0%73,6241.6%Computer and Technology
CarMax, Inc. stock logo
KMX
CarMax
$10,578$5,181 -32.9%135,7561.5%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$9,974$732 -6.8%18,1971.4%Business Services
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$9,367$764 -7.5%129,2291.3%Medical
FERGUSON ENTERPRISES INC
$8,944$8 0.1%55,8181.2%SHS
CME Group Inc. stock logo
CME
CME Group
$8,632$1,178 -12.0%32,5391.2%Finance
Sea Limited stock logo
SE
SEA
$8,589$596 -6.5%65,8201.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$5,766$5,439 1,661.6%53,2010.8%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$5,105$5,773 -53.1%17,3110.7%Basic Materials
Xylem Inc. stock logo
XYL
Xylem
$4,474$3,037 -40.4%37,4520.6%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$4,151$4,178 -50.2%24,7910.6%Computer and Technology
Winmark Co. stock logo
WINA
Winmark
$3,464$1,162 50.5%10,8980.5%Retail/Wholesale
Lamar Advertising stock logo
LAMR
Lamar Advertising
$3,290$3,290 New Holding28,9190.5%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,430$5,269 -78.7%2,8730.2%Medical
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$1,075$1,075 New Holding52,6420.1%Medical
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$1,066$473 -30.7%5,6870.1%Computer and Technology
TopBuild Corp. stock logo
BLD
TopBuild
$1,031$250 32.1%3,3820.1%Construction
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$1,007$155 18.2%2,0680.1%Finance
Grocery Outlet Holding Corp. stock logo
GO
Grocery Outlet
$995$276 38.4%71,1950.1%Consumer Staples
National Storage Affiliates Trust stock logo
NSA
National Storage Affiliates Trust
$964$129 -11.8%24,4640.1%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$956$217 29.4%4,1310.1%Business Services
Globant S.A. stock logo
GLOB
Globant
$896$179 24.9%7,6140.1%Computer and Technology
Five Below, Inc. stock logo
FIVE
Five Below
$886$4 0.5%11,8200.1%Retail/Wholesale
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$881$31 3.6%28,2080.1%Consumer Staples
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$869$74 9.3%4,2630.1%Computer and Technology
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$866$28 3.3%29,6090.1%Industrials
Workiva Inc. stock logo
WK
Workiva
$855$274 -24.3%11,2680.1%Computer and Technology
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$807$49 6.5%5,1370.1%Construction
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$791$22 2.9%6,5100.1%Industrials
Deere & Company stock logo
DE
Deere & Company
$758$79 11.6%1,6140.1%Industrials
First Watch Restaurant Group, Inc. stock logo
FWRG
First Watch Restaurant Group
$758$44 -5.5%45,5090.1%Retail/Wholesale
Federal Signal Co. stock logo
FSS
Federal Signal
$728$78 -9.6%9,8970.1%Multi-Sector Conglomerates
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$667$11 -1.6%3,5240.1%Industrials
Ecolab Inc. stock logo
ECL
Ecolab
$620$121 24.3%2,4450.1%Basic Materials
Starbucks Co. stock logo
SBUX
Starbucks
$615$8,097 -92.9%6,2710.1%Retail/Wholesale
Kadant Inc. stock logo
KAI
Kadant
$613$311 -33.7%1,8190.1%Industrials
Insulet Co. stock logo
PODD
Insulet
$589$176 42.7%2,2440.1%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$485$162 50.2%1,3230.1%Retail/Wholesale
Four Corners Property Trust, Inc. stock logo
FCPT
Four Corners Property Trust
$442$271 -38.0%15,3900.1%Finance
Nova Ltd. stock logo
NVMI
Nova
$415$14 3.6%2,2530.1%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$408$187 85.0%2090.1%Retail/Wholesale
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$400$49 -10.8%4,9730.1%Retail/Wholesale
XPEL, Inc. stock logo
XPEL
XPEL
$378$106 38.9%12,8620.1%Auto/Tires/Trucks
Bank of Hawaii Co. stock logo
BOH
Bank of Hawaii
$362$40 12.2%5,2510.0%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$350$350 New Holding1,4110.0%Industrials
Salesforce, Inc. stock logo
CRM
Salesforce
$334$385 -53.5%1,2430.0%Computer and Technology
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$310$310 New Holding3,0010.0%Construction
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$238$69 40.9%4100.0%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$224$7 3.3%7170.0%Retail/Wholesale
Electronic Arts Inc. stock logo
EA
Electronic Arts
$2150.0%1,4910.0%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$204$204 New Holding1,6780.0%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$0$31,960 -100.0%00.0%Retail/Wholesale
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$0$13,613 -100.0%00.0%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$8,086 -100.0%00.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$0$353 -100.0%00.0%Consumer Discretionary
Enlight Renewable Energy Ltd stock logo
ENLT
Enlight Renewable Energy
$0$263 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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