Manitou Investment Management Ltd. Portfolio Stock Holdings

Manitou Investment Management Ltd. disclosed 48 stock positions valued at approximately $537.9 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 June 30, 2026 and was filed on July 7, 2026.

Report Period
June 30, 2026
No. of Stocks
48
Portfolio Value
$537.9M
Holdings by Sector
Manitou Investment Management Ltd. Portfolio Holdings in Q2 2026

43 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY INCBRK-BFinancial Services15.74%169,256+1,173+0.70%$84,694,010
ALPHABET INC.GOOGLCommunication Services15.54%233,923-2,435-1.03%$83,597,063
AMAZON.COM, INC.AMZNConsumer Cyclical12.54%282,939+4,404+1.58%$67,435,681
MICROSOFT CORPMSFTTechnology10.77%155,364+30,378+24.31%$57,953,879
AMPHENOL CORPORATIONAPHTechnology8.23%251,122+4,562+1.85%$44,277,831
STRYKER CORP.SYKHealthcare6.86%117,276+33,812+40.51%$36,923,176
IDEXX LABORATORIES INCIDXXHealthcare6.85%69,979+381+0.55%$36,839,745
MASTERCARD INCORPORATEDMAFinancial Services6.34%66,380-2,847-4.11%$34,092,768
META PLATFORMS INC.METACommunication Services4.44%42,384+3,395+8.71%$23,874,483
EDWARDS LIFESCIENCES CORPORATIEWHealthcare3.19%189,563+5,368+2.91%$17,147,869
CRH PLCCRHOther3.05%153,577+138,320+906.60%$16,432,739
JP MORGAN CHASE & COJPMFinancial Services2.56%41,996-2,678-5.99%$13,746,551
BROOKFIELD CORPORATIONBNFinancial Services1.00%126,445+41,845+49.46%$5,385,293
ROPER TECHNOLOGIES, INC.ROPTechnology0.74%11,835-110,348-90.31%$4,004,846
BERKSHIRE HATHAWAY INC.BRK-AFinancial Services0.56%4--$2,995,400
VISA INC COM CL AVFinancial Services0.54%8,412+4,426+111.04%$2,886,073
APPLE INC.AAPLTechnology0.39%7,322-41,490-85.00%$2,118,694
DANAHER CORPORATIONDHRHealthcare0.36%10,049+4,345+76.17%$1,914,134
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.04%215--$201,126
ALPHABET INC. CLASS CGOOGCommunication Services0.03%440-140-24.14%$155,465
JOHNSON & JOHNSONJNJHealthcare0.02%420--$106,667
APA CORPORATIONAPAEnergy0.02%3,130--$101,944
WELLS FARGO & COMPANYWFCFinancial Services0.02%1,220--$100,821
BANK OF AMERICA CORPBACFinancial Services0.02%1,725--$98,290
U.S. BANCORP DEL COMMON NEWUSBFinancial Services0.02%1,510--$91,204
INTERNATIONAL BUSINESS MACHINEIBMTechnology0.01%280--$78,739
LINDE PLCLINOther0.01%137-20-12.74%$71,095
CATERPILLAR INC.CATIndustrials0.01%65--$69,218
WELLTOWER INC.WELLReal Estate0.01%270--$61,282
CME GROUP INC.CMEFinancial Services0.01%230-2,029-89.82%$50,791
ELI LILLY & COLLYHealthcare0.01%40--$47,977
3M CO COMMMMIndustrials0.01%290--$46,954
THE TJX COMPANIES, INC.TJXConsumer Cyclical0.01%278--$42,117
FASTENAL CO.FASTIndustrials0.01%784--$37,656
NOVO NORDISK A/SNVOHealthcare0.01%643-516-44.52%$30,825
WALMART STORES INCWMTConsumer Defensive0.01%255--$28,881
WHIRLPOOL CORPWHRConsumer Cyclical0.00%559--$22,036
Nestle S.A. - ADRNSRGYConsumer Defensive0.00%210--$21,565
DENTSPLY SIRONA INCXRAYHealthcare0.00%1,451--$15,395
PUBLIC STORAGEPSAReal Estate0.00%27--$8,594
PENN NATIONAL GAMING, INC.PENNConsumer Cyclical0.00%119--$2,542
BLOCK, INC.SQTechnology0.00%29--$2,204
COINBASE GLOBAL, INC.COINFinancial Services0.00%12--$1,754