Titelia

Holdings of Manitou Investment Management Ltd.

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Net assets
-
Positions
46 in 4 countries
Top ten
90.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 168,08380.5M $
2Alphabet Inc 236,35868M $
3Amazon.com Inc 278,53558M $
4Microsoft Corp 124,98646.3M $
5Roper Technologies Inc 122,18343.2M $
6IDEXX Laboratories Inc 69,59839.1M $
7Mastercard Inc 69,22734.6M $
8Amphenol Corp 246,56031.2M $
9Stryker Corp 83,46427.4M $
10Meta Platforms Inc 38,98922.3M $
11Edwards Lifesciences Corp 184,19514.8M $
12JPMorgan Chase & Co 44,67413.1M $
13Apple Inc 48,81212.4M $
14Berkshire Hathaway Inc 42.9M $
15Markel Group Inc 1,1402.2M $
16Visa Inc 3,9861.2M $
17Danaher Corp 5,7041.1M $
18CME Group Inc 2,259667.2K $
19Costco Wholesale Corp 215214.2K $
20Alphabet Inc 580166.4K $
21APA Corp 3,130132.8K $
22Johnson & Johnson 420102.7K $
23Wells Fargo & Co 1,22097.1K $
24FRMO CORP 11,50089.5K $
25Bank of America Corp 1,72584.1K $
26US Bancorp 1,51078.5K $
27International Business Machines Corp. 28067.9K $
28Welltower Inc 27053.4K $
29Caterpillar Inc 6546.1K $
30TJX Cos Inc/The 27844.4K $
31Novo Nordisk A/S 1,15942.6K $
323M Co 29042.1K $
33Honeywell International Inc 16537.3K $
34Eli Lilly & Co 4036.8K $
35Fastenal Co 78436.4K $
36Walmart Inc 25531.7K $
37Whirlpool Corp 55930.1K $
38L'Oreal SA 25621K $
39Nestle SA 21020.8K $
40Watsco Inc 5018.2K $
41DENTSPLY SIRONA Inc 1,45116.8K $
42Lululemon Athletica Inc 8513K $
43Public Storage 277.3K $
44Coinbase Global Inc 122.1K $
45Penn Entertainment Inc 1191.8K $
46Block Inc 291.7K $

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Sector breakdown

  • Financials 26.6 %
  • Communication 18.1 %
  • Technology 18.0 %
  • Health care 16.5 %
  • Consumer discretionary 11.6 %
  • Industrials 8.7 %
  • Consumer staples 0.1 %
  • Unattributed 0.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %
  • Denmark 0.0 %
  • France 0.0 %
  • Switzerland 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States43500.3M $99.98 %
2Denmark142.6K $0.01 %
3France121K $0.00 %
4Switzerland120.8K $0.00 %
Cite this page

Titelia. "Holdings of Manitou Investment Management Ltd.". https://titelia.com/en/funds/US13F1657428