Manitou Investment Management Ltd.
13F Reported Value
ⓘ$537.9M
Holdings
48
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Manitou Investment Management Ltd. disclosed 48 positions worth $537.9M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 15.7% of the equity portfolio, followed by $GOOG and $AMZN. During the quarter the fund opened 1 new position and exited 5 and a full exit from $MKL. The portfolio is most concentrated in Technology (40.5% of disclosed assets). All figures are sourced directly from Manitou Investment Management Ltd.’s Form 13F-HR filing with the SEC under CIK 1657428.
AI Fund Analysis
Concentrating
$BRK-A
$GOOG
$AMZN
$MSFT
$APH
$BN$AMZN
$META
$SYK$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$84.7M169,256 sh - 80.2#45
Quality
$83.6M233,923 sh - 74.6#152
Quality
$67.4M282,939 sh - 83.7
Quality
$58.0M155,364 sh - 80.5
Quality
$44.3M251,122 sh - 69.8
Quality
$36.9M117,276 sh - 73.6
Quality
$36.8M69,979 sh - 81.7
Quality
$34.1M66,380 sh - 80.9
Quality
$23.9M42,384 sh - 67.6
Quality
$17.1M189,563 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $84.7M | 169,256 |
| Alphabet Inc.$GOOG | 80.2#45 | $83.6M | 233,923 |
| AMAZON COM INC$AMZN | 74.6#152 | $67.4M | 282,939 |
| MICROSOFT CORP$MSFT | 83.7 | $58.0M | 155,364 |
| AMPHENOL CORP /DE/$APH | 80.5 | $44.3M | 251,122 |
| STRYKER CORP$SYK | 69.8 | $36.9M | 117,276 |
 IDEXX LABORATORIES INC /DE$IDXX | 73.6 | $36.8M | 69,979 |
 Mastercard Inc$MA | 81.7 | $34.1M | 66,380 |
| Meta Platforms, Inc.$META | 80.9 | $23.9M | 42,384 |
 Edwards Lifesciences Corp$EW | 67.6 | $17.1M | 189,563 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Manitou Investment Management Ltd.'s 48 positions.
Showing top 10 of 48 holdings.
Sector Allocation
Technology
$217.9M
Financials
$138.8M
Healthcare
$91.2M
Consumer Discretionary
$67.7M
Materials
$16.5M
Real Estate
$5.5M
Energy
$161,852
Industrials
$147,957
Full Holdings — Manitou Investment Management Ltd. (Q2 2026)
All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $84.7M | 15.7% | +1% | 64.5 |
| 2 | $GOOG | Alphabet Inc. | $83.6M | 15.5% | -1% | 80.2 |
| 3 | $AMZN | AMAZON COM INC | $67.4M | 12.5% | +2% | 74.6 |
| 4 | $MSFT | MICROSOFT CORP | $58.0M | 10.8% | +24% | 83.7 |
| 5 | $APH | AMPHENOL CORP /DE/ | $44.3M | 8.2% | +2% | 80.5 |
| 6 | $SYK | STRYKER CORP | $36.9M | 6.9% | +41% | 69.8 |
| 7 | $IDXX | IDEXX LABORATORIES INC /DE | $36.8M | 6.8% | +1% | 73.6 |
| 8 | $MA | Mastercard Inc | $34.1M | 6.3% | -4% | 81.7 |
| 9 | $META | Meta Platforms, Inc. | $23.9M | 4.4% | +9% | 80.9 |
| 10 | $EW | Edwards Lifesciences Corp | $17.1M | 3.2% | +3% | 67.6 |
| 11 |  $CRH | CRH PUBLIC LTD CO | $16.4M | 3.0% | +907% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $13.7M | 2.6% | -6% | 35.6 |
| 13 | $BN | BROOKFIELD Corp /ON/ | $5.4M | 1.0% | +49% | — |
| 14 |  $ROP | ROPER TECHNOLOGIES INC | $4.0M | 0.7% | -90% | 72.2 |
| 15 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.0M | 0.6% | +0% | 64.5 |
| 16 |  $V | VISA INC. | $2.9M | 0.5% | +111% | 83.5 |
| 17 |  $AAPL | Apple Inc. | $2.1M | 0.4% | -85% | 76.1 |
| 18 |  $DHR | DANAHER CORP /DE/ | $1.9M | 0.4% | +76% | 63.9 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $201,126 | 0.0% | +0% | 67 |
| 20 |  $GOOGL | Alphabet Inc. | $155,465 | 0.0% | -24% | 80.2 |
| 21 |  $JNJ | JOHNSON & JOHNSON | $106,667 | 0.0% | +0% | 72.8 |
| 22 |  $APA | APA Corp | $101,944 | 0.0% | +0% | — |
| 23 |  $WFC | WELLS FARGO & COMPANY/MN | $100,821 | 0.0% | +0% | — |
| 24 |  $BAC | BANK OF AMERICA CORP /DE/ | $98,290 | 0.0% | +0% | 68.4 |
| 25 |  $USB | US BANCORP DE | $91,204 | 0.0% | +0% | 71.4 |
| 26 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $78,739 | 0.0% | +0% | 66.7 |
| 27 |  $LIN | LINDE PLC | $71,095 | 0.0% | -13% | — |
| 28 |  $CAT | CATERPILLAR INC | $69,218 | 0.0% | +0% | 67.8 |
| 29 |  $WELL | WELLTOWER INC. | $61,282 | 0.0% | +0% | 75.7 |
| 30 |  $SOBO | South Bow Corp | $59,908 | 0.0% | +0% | — |
| 31 |  $CME | CME GROUP INC. | $50,791 | 0.0% | -90% | 74.5 |
| 32 |  $LLY | ELI LILLY & Co | $47,977 | 0.0% | +0% | 89.3 |
| 33 |  $MMM | 3M CO | $46,954 | 0.0% | +0% | 60.7 |
| 34 |  $TJX | TJX COMPANIES INC /DE/ | $42,117 | 0.0% | +0% | 70.7 |
| 35 |  $FAST | FASTENAL CO | $37,656 | 0.0% | +0% | 73.5 |
| 36 | — | FRMO CORPORATION - COM | $33,750 | 0.0% | -57% | — |
| 37 |  $NVO | NOVO NORDISK A S | $30,825 | 0.0% | -45% | — |
| 38 |  $WMT | Walmart Inc. | $28,881 | 0.0% | +0% | 63.2 |
| 39 |  $WHR | WHIRLPOOL CORP /DE/ | $22,036 | 0.0% | +0% | 40.6 |
| 40 | — | Nestle S.A. - ADR - COM | $21,565 | 0.0% | +0% | — |
| 41 |  $XRAY | DENTSPLY SIRONA Inc. | $15,395 | 0.0% | +0% | 37 |
| 42 |  $PSA | Public Storage | $8,594 | 0.0% | +0% | 73.9 |
| 43 | — | ERSHARES PRIVATE-PUBLIC CROSSO - COM | $5,789 | 0.0% | NEW | — |
| 44 |  $PENN | PENN Entertainment, Inc. | $2,542 | 0.0% | +0% | 44.8 |
| 45 |  $XYZ | Block, Inc. | $2,204 | 0.0% | +0% | 60.3 |
| 46 |  $SRAD | Sportradar Group AG | $1,871 | 0.0% | +0% | — |
| 47 |  $COIN | Coinbase Global, Inc. | $1,754 | 0.0% | +0% | 68 |
| 48 | — | TRANSTEL SA COMMON - COM | $33 | 0.0% | +0% | — |
New Positions (1)
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