AI Portfolio Summary
In 2026 Q1, Manitou Investment Management Ltd. maintained a portfolio of 57 distinct positions. The most significant new addition to the portfolio was SPORTRADAR GROUP AG, which now represents 0.00% of the total fund value. They heavily accumulated shares in AMAZON.COM, INC., increasing their position by 28.1%. The fund also reduced its exposure to JP MORGAN CHASE & CO by 60.2%.
Total Positions
57
Quarter
2026 Q1
Top Holding
BRK/B (15.9%)
Top 10 Concentration
89.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 57
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 15.93% | 14.88% |
#1
1
Prev: #2
|
6.5 | -917 | -0.5% |
P
S
|
168,083 | $80,545,374 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOGL
ALPHABET INC.
|
Communication Services | 13.44% | 15.48% |
#2
1
Prev: #1
|
6.0 | -45,961 | -16.3% |
P
S
|
236,358 | $67,967,106 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMZN
AMAZON.COM, INC...
|
Consumer Cyclical | 11.47% | 8.79% |
#3
Prev: #3
|
7.5 | 61,158 | 28.1% |
P
S
|
278,535 | $58,010,484 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 9.15% | 8.67% |
#4
Prev: #4
|
6.7 | 22,654 | 22.1% |
P
S
|
124,986 | $46,266,068 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 8.55% | 6.25% |
#5
4
Prev: #9
|
6.9 | 42,017 | 52.4% |
P
S
|
122,183 | $43,235,676 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IDXX
IDEXX LABORATOR...
|
Healthcare | 7.73% | 8.18% |
#6
1
Prev: #5
|
3.6 | 606 | 0.9% |
P
S
|
69,598 | $39,106,420 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 6.84% | 6.96% |
#7
Prev: #7
|
3.2 | -337 | -0.5% |
P
S
|
69,227 | $34,589,963 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
APH
AMPHENOL CORPOR...
|
Technology | 6.16% | 7.04% |
#8
2
Prev: #6
|
3.0 | -50,811 | -17.1% |
P
S
|
246,560 | $31,152,856 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SYK
STRYKER CORP.
|
Healthcare | 5.42% | 5.12% |
#9
1
Prev: #10
|
2.7 | 373 | 0.4% |
P
S
|
83,464 | $27,425,436 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.41% | 3.17% |
#10
2
Prev: #12
|
4.3 | 11,549 | 42.1% |
P
S
|
38,989 | $22,306,777 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 2.92% | 2.76% |
#11
2
Prev: #13
|
1.7 | -546 | -0.3% |
P
S
|
184,195 | $14,750,336 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JPM
JP MORGAN CHASE...
|
Financial Services | 2.60% | 6.34% |
#12
4
Prev: #8
|
1.0 | -67,550 | -60.2% |
P
S
|
44,674 | $13,141,304 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
APPLE INC.
|
Technology | 2.45% | 3.47% |
#13
2
Prev: #11
|
1.0 | -23,999 | -33.0% |
P
S
|
48,812 | $12,387,997 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BN
BROOKFIELD CORP...
|
Financial Services | 0.68% | 0.68% |
#14
Prev: #14
|
0.8 | 97 | 0.1% |
P
S
|
84,600 | $3,423,762 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.57% | 0.53% |
#15
Prev: #15
|
1.2 | no change | no change |
P
S
|
4 | $2,872,560 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MKL
MARKEL CORP.
|
Financial Services | 0.43% | 0.43% |
#16
Prev: #16
|
1.2 | no change | no change |
P
S
|
1,140 | $2,182,040 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CRH
CRH PLC
|
Basic Materials | 0.32% | 0.29% |
#17
Prev: #17
|
2.1 | 2,161 | 16.5% |
P
S
|
15,257 | $1,603,816 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
V
VISA INC COM CL...
|
Financial Services | 0.24% | 0.24% |
#18
Prev: #18
|
1.1 | no change | no change |
P
S
|
3,986 | $1,204,729 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 0.21% | 0.23% |
#19
Prev: #19
|
0.6 | -81 | -1.4% |
P
S
|
5,704 | $1,081,478 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CME
CME GROUP INC.
|
Financial Services | 0.13% | 0.19% |
#20
Prev: #20
|
0.1 | -1,656 | -42.3% |
P
S
|
2,259 | $667,196 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.04% | 0.03% |
#21
1
Prev: #22
|
1.0 | no change | no change |
P
S
|
215 | $214,232 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOG
ALPHABET INC. C...
|
Communication Services | 0.03% | 0.04% |
#22
1
Prev: #21
|
0.0 | -220 | -27.5% |
P
S
|
580 | $166,379 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
APA
APA CORPORATION
|
Energy | 0.03% | 0.01% |
#23
6
Prev: #29
|
1.0 | no change | no change |
P
S
|
3,130 | $132,837 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.02% | 0.02% |
#24
1
Prev: #25
|
1.0 | no change | no change |
P
S
|
420 | $102,665 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.02% | 0.02% |
#25
2
Prev: #23
|
1.0 | no change | no change |
P
S
|
1,220 | $97,124 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FRMO
FRMO CORPORATIO...
|
Financial Services | 0.02% | 0.01% |
#26
Prev: #26
|
1.0 | no change | no change |
P
S
|
11,500 | $89,534 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 0.02% | 0.02% |
#27
3
Prev: #24
|
1.0 | no change | no change |
P
S
|
1,725 | $84,094 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
USB
U.S. BANCORP DE...
|
Financial Services | 0.02% | 0.01% |
#28
Prev: #28
|
1.0 | no change | no change |
P
S
|
1,510 | $78,535 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.02% | 0.01% |
#29
1
Prev: #30
|
1.0 | no change | no change |
P
S
|
157 | $77,834 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.01% | 0.01% |
#30
3
Prev: #27
|
1.0 | no change | no change |
P
S
|
280 | $67,869 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SOBO
SOUTH BOW CORP
|
Energy | 0.01% | 0.01% |
#31
2
Prev: #33
|
1.0 | no change | no change |
P
S
|
1,700 | $56,644 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WELL
WELLTOWER INC.
|
Real Estate | 0.01% | 0.01% |
#32
Prev: #32
|
1.0 | no change | no change |
P
S
|
270 | $53,382 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.01% | 0.01% |
#33
5
Prev: #38
|
1.0 | no change | no change |
P
S
|
65 | $46,050 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TJX
THE TJX COMPANI...
|
Consumer Cyclical | 0.01% | 0.01% |
#34
2
Prev: #36
|
1.0 | no change | no change |
P
S
|
278 | $44,397 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVO
NOVO NORDISK A/...
|
Healthcare | 0.01% | 0.01% |
#35
4
Prev: #31
|
1.0 | no change | no change |
P
S
|
1,159 | $42,593 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MMM
3M CO COM
|
Industrials | 0.01% | 0.01% |
#36
2
Prev: #34
|
1.0 | no change | no change |
P
S
|
290 | $42,117 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HON
HONEYWELL INTER...
|
Industrials | 0.01% | 0.01% |
#37
2
Prev: #39
|
1.0 | no change | no change |
P
S
|
165 | $37,295 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.01% | 0.01% |
#38
3
Prev: #35
|
1.0 | no change | no change |
P
S
|
40 | $36,791 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FAST
FASTENAL CO.
|
Industrials | 0.01% | 0.01% |
#39
1
Prev: #40
|
1.0 | no change | no change |
P
S
|
784 | $36,378 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WMT
WALMART STORES ...
|
Consumer Defensive | 0.01% | 0.00% |
#40
1
Prev: #41
|
1.0 | no change | no change |
P
S
|
255 | $31,691 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WHR
WHIRLPOOL CORP
|
Consumer Cyclical | 0.01% | 0.01% |
#41
4
Prev: #37
|
1.0 | no change | no change |
P
S
|
559 | $30,141 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LRLCY
L'Oreal S.A. - ...
|
Consumer Defensive | 0.00% | 0.00% |
#42
Prev: #42
|
1.0 | no change | no change |
P
S
|
256 | $20,974 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NSRGY
Nestle S.A. - A...
|
Consumer Defensive | 0.00% | 0.00% |
#43
Prev: #43
|
1.0 | no change | no change |
P
S
|
210 | $20,811 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WSO
WATSCO INC.
|
Industrials | 0.00% | 0.00% |
#44
1
Prev: #45
|
1.0 | no change | no change |
P
S
|
50 | $18,189 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XRAY
DENTSPLY SIRONA...
|
Healthcare | 0.00% | 0.00% |
#45
1
Prev: #46
|
1.0 | no change | no change |
P
S
|
1,451 | $16,832 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LULU
LULULEMON ATHLE...
|
Consumer Cyclical | 0.00% | 0.00% |
#46
2
Prev: #44
|
1.0 | no change | no change |
P
S
|
85 | $13,013 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PSA
PUBLIC STORAGE
|
Real Estate | 0.00% | 0.00% |
#47
Prev: #47
|
1.0 | no change | no change |
P
S
|
27 | $7,314 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.00% | 0.00% |
#48
1
Prev: #49
|
1.0 | no change | no change |
P
S
|
12 | $2,095 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 0.00% | — |
#49
Prev: #—
|
3.5 | 125 | no change |
NEW
|
125 | $2,092 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PENN
PENN NATIONAL G...
|
Consumer Cyclical | 0.00% | 0.00% |
#50
1
Prev: #51
|
1.0 | no change | no change |
P
S
|
119 | $1,789 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 57 holdings