Manitou Investment Management Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Manitou Investment Management Ltd. disclosed 47 stock positions valued at approximately $537.92M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC, ALPHABET INC., and AMAZON.COM, INC..
- Report Period
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $537.92M
Holdings by Sector
Manitou Investment Management Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 15.74% | 169,256 | +1,173 | +0.70% | $84,694,010 |
| ALPHABET INC. | GOOGL | Communication Services | 15.54% | 233,923 | -2,435 | -1.03% | $83,597,063 |
| AMAZON.COM, INC. | AMZN | Consumer Cyclical | 12.54% | 282,939 | +4,404 | +1.58% | $67,435,681 |
| MICROSOFT CORP | MSFT | Technology | 10.77% | 155,364 | +30,378 | +24.31% | $57,953,879 |
| AMPHENOL CORPORATION | APH | Technology | 8.23% | 251,122 | +4,562 | +1.85% | $44,277,831 |
| STRYKER CORP. | SYK | Healthcare | 6.86% | 117,276 | +33,812 | +40.51% | $36,923,176 |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 6.85% | 69,979 | +381 | +0.55% | $36,839,745 |
| MASTERCARD INCORPORATED | MA | Financial Services | 6.34% | 66,380 | -2,847 | -4.11% | $34,092,768 |
| META PLATFORMS INC. | META | Communication Services | 4.44% | 42,384 | +3,395 | +8.71% | $23,874,483 |
| EDWARDS LIFESCIENCES CORPORATI | EW | Healthcare | 3.19% | 189,563 | +5,368 | +2.91% | $17,147,869 |
| CRH PLC | CRH | Other | 3.05% | 153,577 | +138,320 | +906.60% | $16,432,739 |
| JP MORGAN CHASE & CO | JPM | Financial Services | 2.56% | 41,996 | -2,678 | -5.99% | $13,746,551 |
| BROOKFIELD CORPORATION | BN | Financial Services | 1.00% | 126,445 | +41,845 | +49.46% | $5,385,293 |
| ROPER TECHNOLOGIES, INC. | ROP | Technology | 0.74% | 11,835 | -110,348 | -90.31% | $4,004,846 |
| BERKSHIRE HATHAWAY INC. | BRK-A | Financial Services | 0.56% | 4 | - | - | $2,995,400 |
| VISA INC COM CL A | V | Financial Services | 0.54% | 8,412 | +4,426 | +111.04% | $2,886,073 |
| APPLE INC. | AAPL | Technology | 0.39% | 7,322 | -41,490 | -85.00% | $2,118,694 |
| DANAHER CORPORATION | DHR | Healthcare | 0.36% | 10,049 | +4,345 | +76.17% | $1,914,134 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.04% | 215 | - | - | $201,126 |
| ALPHABET INC. CLASS C | GOOG | Communication Services | 0.03% | 440 | -140 | -24.14% | $155,465 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.02% | 420 | - | - | $106,667 |
| APA CORPORATION | APA | Energy | 0.02% | 3,130 | - | - | $101,944 |
| WELLS FARGO & COMPANY | WFC | Financial Services | 0.02% | 1,220 | - | - | $100,821 |
| BANK OF AMERICA CORP | BAC | Financial Services | 0.02% | 1,725 | - | - | $98,290 |
| U.S. BANCORP DEL COMMON NEW | USB | Financial Services | 0.02% | 1,510 | - | - | $91,204 |
| INTERNATIONAL BUSINESS MACHINE | IBM | Technology | 0.01% | 280 | - | - | $78,739 |
| LINDE PLC | LIN | Other | 0.01% | 137 | -20 | -12.74% | $71,095 |
| CATERPILLAR INC. | CAT | Industrials | 0.01% | 65 | - | - | $69,218 |
| WELLTOWER INC. | WELL | Real Estate | 0.01% | 270 | - | - | $61,282 |
| SOUTH BOW CORP | SOBO | Other | 0.01% | 1,700 | - | - | $59,908 |
Showing 30 of 47 holdings in the latest reporting period.