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

About Vancity Investment Management Ltd

Investment Activity

  • Vancity Investment Management Ltd has $629.38 thousand in total holdings as of March 31, 2026.
  • Vancity Investment Management Ltd owns shares of 94 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 7.85% of the portfolio was purchased this quarter.
  • About 13.01% of the portfolio was sold this quarter.
  • This quarter, Vancity Investment Management Ltd has purchased 87 new stocks and bought additional shares in 29 stocks.
  • Vancity Investment Management Ltd sold shares of 48 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Microsoft
$56,589
Alphabet
$42,979
Amazon.com
$40,873
Visa
$33,712
Apple
$32,431

Largest New Holdings this Quarter

46625H100 - JPMorgan Chase & Co.
$10,217 Holding
G29183103 - Eaton
$8,532 Holding
693475105 - The PNC Financial Services Group
$6,760 Holding
291011104 - Emerson Electric
$6,374 Holding
T9224W109 - Stevanato Group
$1,020 Holding

Largest Purchases this Quarter

JPMorgan Chase & Co.
34,734 shares (about $10.22K)
Eaton
23,854 shares (about $8.53K)
The PNC Financial Services Group
32,487 shares (about $6.76K)
Emerson Electric
48,647 shares (about $6.37K)
Amazon.com
25,916 shares (about $5.40K)

Largest Sales this Quarter

S&P Global
19,674 shares (about $8.37K)
AutoZone
1,812 shares (about $6.12K)
Brown & Brown
92,401 shares (about $6.03K)
Intercontinental Exchange
37,442 shares (about $5.89K)
Visa
18,021 shares (about $5.45K)

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 Corporation stock logo
MSFT
Microsoft
$56,589$3,453 â–¼-5.8%152,8739.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$42,979$1,390 â–¼-3.1%149,8276.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$40,873$5,397 â–²15.2%196,2516.5%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$33,712$5,447 â–¼-13.9%111,5415.4%Business Services
Apple Inc. stock logo
AAPL
Apple
$32,431$1,828 â–¼-5.3%127,7875.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$26,771$2,110 â–¼-7.3%153,5054.3%Computer and Technology
Moody's Corporation stock logo
MCO
Moody's
$22,344$2,101 â–¼-8.6%51,2193.6%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$21,999$8,368 â–¼-27.6%51,7223.5%Finance
Copart, Inc. stock logo
CPRT
Copart
$19,648$865 â–¼-4.2%591,8053.1%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$18,492$817 â–¼-4.2%176,8682.9%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$18,309$1,176 â–¼-6.0%96,5692.9%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$18,213$770 â–¼-4.1%18,2782.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,834$2,864 â–¼-13.8%62,0192.8%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$17,480$6,121 â–¼-25.9%5,1752.8%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$15,514$163 â–¼-1.0%8,9732.5%Retail/Wholesale
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$15,319$5,889 â–¼-27.8%97,3972.4%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$14,872$3,289 â–¼-18.1%76,6032.4%Computer and Technology
FERGUSON ENTERPRISES INC
$13,675$1,445 â–²11.8%58,6242.2%SHS
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$13,428$1,688 â–²14.4%158,1842.1%Finance
MARSH & MCLENNAN COS
$13,156$1,026 â–¼-7.2%75,8502.1%COM
LINDE PLC
$12,997$1,042 â–¼-7.4%26,2172.1%SHS
Trane Technologies plc stock logo
TT
Trane Technologies
$12,627$3,749 â–¼-22.9%30,3002.0%Construction
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$11,953$6,026 â–¼-33.5%183,2951.9%Finance
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$11,611$2,669 â–²29.9%144,9951.8%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$10,748$455 â–¼-4.1%36,7151.7%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,217$10,217 â–²New Holding34,7341.6%Finance
CDW Corporation stock logo
CDW
CDW
$8,566$581 â–¼-6.3%70,7781.4%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$8,532$8,532 â–²New Holding23,8541.4%Industrials
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$6,851$317 â–¼-4.4%54,0891.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$6,762$958 â–¼-12.4%13,5331.1%Business Services
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$6,760$6,760 â–²New Holding32,4871.1%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$6,374$6,374 â–²New Holding48,6471.0%Industrials
American Tower Corporation stock logo
AMT
American Tower
$6,223$38 â–²0.6%36,0571.0%Finance
CME Group Inc. stock logo
CME
CME Group
$4,675$3,579 â–¼-43.4%15,8300.7%Finance
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$1,158$108 â–¼-8.5%3,9880.2%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$1,094$28 â–²2.7%4,7630.2%Business Services
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$1,028$326 â–²46.4%6,8740.2%Computer and Technology
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$1,020$1,020 â–²New Holding74,1530.2%Medical
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$941$132 â–¼-12.3%31,2260.1%Industrials
Workiva Inc. stock logo
WK
Workiva
$908$168 â–²22.7%15,2270.1%Computer and Technology
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$849$5 â–²0.6%3,4090.1%Industrials
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$830$2 â–²0.2%2,4280.1%Finance
AAON, Inc. stock logo
AAON
AAON
$821$20 â–¼-2.4%9,9250.1%Construction
SERVICETITAN INC-A
$811$811 â–²New Holding12,7750.1%COM
Deere & Company stock logo
DE
Deere & Company
$791$13 â–¼-1.6%1,4050.1%Industrials
APi Group Corporation stock logo
APG
APi Group
$789$18 â–²2.3%19,4750.1%Business Services
Five Below, Inc. stock logo
FIVE
Five Below
$784$661 â–¼-45.7%3,4300.1%Retail/Wholesale
Nova Ltd. stock logo
NVMI
Nova
$774$52 â–¼-6.3%1,7830.1%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$750$163 â–²27.8%2,8200.1%Basic Materials
Federal Signal Corporation stock logo
FSS
Federal Signal
$735$31 â–²4.4%6,7960.1%Multi-Sector Conglomerates
XPEL, Inc. stock logo
XPEL
XPEL
$728$31 â–²4.4%16,4390.1%Auto/Tires/Trucks
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$710$825 â–¼-53.8%11,4790.1%Consumer Staples
Kadant Inc stock logo
KAI
Kadant
$706$108 â–²18.0%2,4150.1%Industrials
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$695$209 â–¼-23.1%4,0480.1%Construction
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$672$245 â–¼-26.7%5,0500.1%Industrials
TopBuild Corp. stock logo
BLD
TopBuild
$650$206 â–¼-24.1%1,8500.1%Construction
McDonald's Corporation stock logo
MCD
McDonald's
$590$27 â–¼-4.4%1,8970.1%Retail/Wholesale
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$590$198 â–²50.5%11,6210.1%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$589$295 â–²100.6%1,9020.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$557$79 â–¼-12.4%1,6930.1%Retail/Wholesale
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$548$51 â–²10.4%5010.1%Computer and Technology
Winmark Corporation stock logo
WINA
Winmark
$459$22 â–²5.0%1,0730.1%Retail/Wholesale
First Watch Restaurant Group, Inc. stock logo
FWRG
First Watch Restaurant Group
$456$6 â–¼-1.3%43,5420.1%Retail/Wholesale
Globant S.A. stock logo
GLOB
Globant
$451$107 â–¼-19.1%9,7730.1%Computer and Technology
Insulet Corporation stock logo
PODD
Insulet
$447$46 â–²11.6%2,1290.1%Medical
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
$431$10 â–¼-2.3%5,8040.1%Finance
National Storage Affiliates Trust stock logo
NSA
National Storage Affiliates Trust
$390$614 â–¼-61.1%10,3290.1%Finance
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$360$29 â–¼-7.4%4,6720.1%Industrials
Xylem Inc. stock logo
XYL
Xylem
$355$28 â–²8.7%2,9740.1%Business Services
Accenture PLC stock logo
ACN
Accenture
$349$172 â–²97.3%1,7580.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$326$326 â–²New Holding2,1010.1%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$325$60 â–¼-15.6%6,4700.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$313$13 â–²4.3%2,1660.0%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$294$294 â–²New Holding1,8720.0%Medical
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$282$282 â–²New Holding4,2080.0%Finance
Intuit Inc. stock logo
INTU
Intuit
$274$274 â–²New Holding6330.0%Computer and Technology
ROPER TECHNOLOGIES INC
$267$78 â–²41.2%7540.0%COM
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$262$262 â–²New Holding1,3350.0%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$262$62 â–²31.0%1,2040.0%Medical
Nu Holdings Ltd. stock logo
NU
NU
$258$29 â–²12.5%17,9710.0%Finance
KIMBERLY-CLARK CORP
$251$251 â–²New Holding2,6020.0%COM
Grocery Outlet Holding Corp. stock logo
GO
Grocery Outlet
$250$180 â–¼-41.9%35,4540.0%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$249$7 â–²2.8%5070.0%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$240$240 â–²New Holding1,7250.0%Medical
Cencora, Inc. stock logo
COR
Cencora
$235$5 â–²2.0%7480.0%Medical
Stryker Corporation stock logo
SYK
Stryker
$234$20 â–²9.2%7110.0%Medical
AT&T Inc. stock logo
T
AT&T
$226$46 â–¼-17.0%7,7960.0%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$226$226 â–²New Holding2,6470.0%Consumer Staples
VeriSign, Inc. stock logo
VRSN
VeriSign
$225$22 â–¼-9.1%9040.0%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2150.0%1,0240.0%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$206$51 â–¼-19.8%1,2870.0%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$206$206 â–²New Holding6320.0%Finance
SUNBELT RENTALS HOLDINGS INC
$205$205 â–²New Holding3,1440.0%SHS
TE CONNECTIVITY PLC
$200$4 â–¼-2.0%9590.0%ORD SHS
Sea Limited Sponsored ADR stock logo
SE
SEA
$0$7,497 â–¼-100.0%00.0%Computer and Technology
MSCI Inc stock logo
MSCI
MSCI
$0$4,402 â–¼-100.0%00.0%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$0$520 â–¼-100.0%00.0%Industrials
Innodata Inc. stock logo
INOD
Innodata
$0$255 â–¼-100.0%00.0%Computer and Technology
UNILEVER PLC
$0$243 â–¼-100.0%00.0%SPON ADR NEW
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$0$238 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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