Manitou Investment Management Ltd. 13F Holdings · Q2 2026
Manitou Investment Management Ltd. reported 47 securities worth $537.92M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (15.74%), GOOGL (15.54%), AMZN (12.54%). Among its top 25 positions this quarter: 12 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC | $84.7M | 15.74% | 169,256 | Added |
| 2 | GOOGL | ALPHABET INC. | $83.6M | 15.54% | 233,923 | Trimmed |
| 3 | AMZN | AMAZON.COM, INC. | $67.4M | 12.54% | 282,939 | Added |
| 4 | MSFT | MICROSOFT CORP | $58.0M | 10.77% | 155,364 | Added |
| 5 | APH | AMPHENOL CORPORATION | $44.3M | 8.23% | 251,122 | Added |
| 6 | SYK | STRYKER CORP. | $36.9M | 6.86% | 117,276 | Added |
| 7 | IDXX | IDEXX LABORATORIES INC | $36.8M | 6.85% | 69,979 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $34.1M | 6.34% | 66,380 | Trimmed |
| 9 | META | META PLATFORMS INC. | $23.9M | 4.44% | 42,384 | Added |
| 10 | EW | EDWARDS LIFESCIENCES CORPORATI | $17.1M | 3.19% | 189,563 | Added |
| 11 | CRH | CRH PLC | $16.4M | 3.05% | 153,577 | Added |
| 12 | JPM | JP MORGAN CHASE & CO | $13.7M | 2.56% | 41,996 | Trimmed |
| 13 | BN | BROOKFIELD CORPORATION | $5.4M | 1.00% | 126,445 | Added |
| 14 | ROP | ROPER TECHNOLOGIES, INC. | $4.0M | 0.74% | 11,835 | Trimmed |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC. | $3.0M | 0.56% | 4 | Hold |
| 16 | V | VISA INC COM CL A | $2.9M | 0.54% | 8,412 | Added |
| 17 | AAPL | APPLE INC. | $2.1M | 0.39% | 7,322 | Trimmed |
| 18 | DHR | DANAHER CORPORATION | $1.9M | 0.36% | 10,049 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $201,126 | 0.04% | 215 | Hold |
| 20 | GOOG | ALPHABET INC. CLASS C | $155,465 | 0.03% | 440 | Trimmed |
| 21 | APA | APA CORPORATION | $101,944 | 0.02% | 3,130 | Hold |
| 22 | BAC | BANK OF AMERICA CORP | $98,290 | 0.02% | 1,725 | Hold |
| 23 | JNJ | JOHNSON & JOHNSON | $106,667 | 0.02% | 420 | Hold |
| 24 | USB | U.S. BANCORP DEL COMMON NEW | $91,204 | 0.02% | 1,510 | Hold |
| 25 | WFC | WELLS FARGO & COMPANY | $100,821 | 0.02% | 1,220 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR