Manitou Investment Management Ltd. Portfolio Stock Holdings
Manitou Investment Management Ltd. disclosed 52 stock positions valued at approximately $505.6 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC, ALPHABET INC., and AMAZON.COM, INC.. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 52
- Portfolio Value
- $505.6M
Holdings by Sector
Manitou Investment Management Ltd. Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 15.93% | 168,083 | -917 | -0.54% | $80,545,374 |
| ALPHABET INC. | GOOGL | Communication Services | 13.44% | 236,358 | -45,961 | -16.28% | $67,967,106 |
| AMAZON.COM, INC. | AMZN | Consumer Cyclical | 11.47% | 278,535 | +61,158 | +28.13% | $58,010,484 |
| MICROSOFT CORP | MSFT | Technology | 9.15% | 124,986 | +22,654 | +22.14% | $46,266,068 |
| ROPER TECHNOLOGIES, INC. | ROP | Technology | 8.55% | 122,183 | +42,017 | +52.41% | $43,235,676 |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 7.73% | 69,598 | +606 | +0.88% | $39,106,420 |
| MASTERCARD INCORPORATED | MA | Financial Services | 6.84% | 69,227 | -337 | -0.48% | $34,589,963 |
| AMPHENOL CORPORATION | APH | Technology | 6.16% | 246,560 | -50,811 | -17.09% | $31,152,856 |
| STRYKER CORP. | SYK | Healthcare | 5.42% | 83,464 | +373 | +0.45% | $27,425,436 |
| META PLATFORMS INC. | META | Communication Services | 4.41% | 38,989 | +11,549 | +42.09% | $22,306,777 |
| EDWARDS LIFESCIENCES CORPORATI | EW | Healthcare | 2.92% | 184,195 | -546 | -0.30% | $14,750,336 |
| JP MORGAN CHASE & CO | JPM | Financial Services | 2.60% | 44,674 | -67,550 | -60.19% | $13,141,304 |
| APPLE INC. | AAPL | Technology | 2.45% | 48,812 | -23,999 | -32.96% | $12,387,997 |
| BROOKFIELD CORPORATION | BN | Financial Services | 0.68% | 84,600 | +97 | +0.11% | $3,423,762 |
| BERKSHIRE HATHAWAY INC. | BRK-A | Financial Services | 0.57% | 4 | - | - | $2,872,560 |
| MARKEL CORP. | MKL | Financial Services | 0.43% | 1,140 | - | - | $2,182,040 |
| CRH PLC | CRH | Other | 0.32% | 15,257 | +2,161 | +16.50% | $1,603,816 |
| VISA INC COM CL A | V | Financial Services | 0.24% | 3,986 | - | - | $1,204,729 |
| DANAHER CORPORATION | DHR | Healthcare | 0.21% | 5,704 | -81 | -1.40% | $1,081,478 |
| CME GROUP INC. | CME | Financial Services | 0.13% | 2,259 | -1,656 | -42.30% | $667,196 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.04% | 215 | - | - | $214,232 |
| ALPHABET INC. CLASS C | GOOG | Communication Services | 0.03% | 580 | -220 | -27.50% | $166,379 |
| APA CORPORATION | APA | Energy | 0.03% | 3,130 | - | - | $132,837 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.02% | 420 | - | - | $102,665 |
| WELLS FARGO & COMPANY | WFC | Financial Services | 0.02% | 1,220 | - | - | $97,124 |
| BANK OF AMERICA CORP | BAC | Financial Services | 0.02% | 1,725 | - | - | $84,094 |
| U.S. BANCORP DEL COMMON NEW | USB | Financial Services | 0.02% | 1,510 | - | - | $78,535 |
| LINDE PLC | LIN | Other | 0.02% | 157 | - | - | $77,834 |
| INTERNATIONAL BUSINESS MACHINE | IBM | Technology | 0.01% | 280 | - | - | $67,869 |
| WELLTOWER INC. | WELL | Real Estate | 0.01% | 270 | - | - | $53,382 |
| CATERPILLAR INC. | CAT | Industrials | 0.01% | 65 | - | - | $46,050 |
| THE TJX COMPANIES, INC. | TJX | Consumer Cyclical | 0.01% | 278 | - | - | $44,397 |
| NOVO NORDISK A/S | NVO | Healthcare | 0.01% | 1,159 | - | - | $42,593 |
| 3M CO COM | MMM | Industrials | 0.01% | 290 | - | - | $42,117 |
| HONEYWELL INTERNATIONAL INC. | HON | Industrials | 0.01% | 165 | - | - | $37,295 |
| ELI LILLY & CO | LLY | Healthcare | 0.01% | 40 | - | - | $36,791 |
| FASTENAL CO. | FAST | Industrials | 0.01% | 784 | - | - | $36,378 |
| WALMART STORES INC | WMT | Consumer Defensive | 0.01% | 255 | - | - | $31,691 |
| WHIRLPOOL CORP | WHR | Consumer Cyclical | 0.01% | 559 | - | - | $30,141 |
| L'Oreal S.A. - ADR | LRLCY | Consumer Defensive | 0.00% | 256 | - | - | $20,974 |
| Nestle S.A. - ADR | NSRGY | Consumer Defensive | 0.00% | 210 | - | - | $20,811 |
| WATSCO INC. | WSO | Industrials | 0.00% | 50 | - | - | $18,189 |
| DENTSPLY SIRONA INC | XRAY | Healthcare | 0.00% | 1,451 | - | - | $16,832 |
| LULULEMON ATHLETICA INC. | LULU | Consumer Cyclical | 0.00% | 85 | - | - | $13,013 |
| PUBLIC STORAGE | PSA | Real Estate | 0.00% | 27 | - | - | $7,314 |
| COINBASE GLOBAL, INC. | COIN | Financial Services | 0.00% | 12 | - | - | $2,095 |
| PENN NATIONAL GAMING, INC. | PENN | Consumer Cyclical | 0.00% | 119 | - | - | $1,789 |
| BLOCK, INC. | SQ | Technology | 0.00% | 29 | - | - | $1,745 |