Caldwell Investment Management Ltd. Top Holdings and 13F Report (2025) About Caldwell Investment Management Ltd.Investment ActivityCaldwell Investment Management Ltd. has $148.31 million in total holdings as of December 31, 2024.Caldwell Investment Management Ltd. owns shares of 34 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 9.28% of the portfolio was purchased this quarter.About 11.78% of the portfolio was sold this quarter.This quarter, Caldwell Investment Management Ltd. has purchased 32 new stocks and bought additional shares in 5 stocks.Caldwell Investment Management Ltd. sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings KKR & Co. Inc. $31,477,237Cboe Global Markets $21,524,401Bank of America $15,348,606Intercontinental Exchange $14,917,664Agnico Eagle Mines $6,811,807 Largest New Holdings this Quarter Cameco $3,227,339 HoldingBrookfield Business Partners $1,730,646 HoldingMeta Platforms $1,594,282 HoldingInteractive Brokers Group $1,215,285 HoldingAAON $1,099,355 Holding Largest Purchases this Quarter Cameco 63,000 shares (about $3.23M)Brookfield Business Partners 78,700 shares (about $1.73M)Meta Platforms 2,700 shares (about $1.59M)Broadcom 6,200 shares (about $1.46M)Interactive Brokers Group 6,800 shares (about $1.22M) Largest Sales this Quarter Celestica 88,400 shares (about $8.28M)FTAI Aviation 8,800 shares (about $1.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCaldwell Investment Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKKRKKR & Co. Inc.$31,477,237$874,368 ▲2.9%212,40021.2%FinanceCBOECboe Global Markets$21,524,4010.0%110,00014.5%Financial ServicesBACBank of America$15,348,6060.0%350,00010.3%FinanceICEIntercontinental Exchange$14,917,6640.0%100,00010.1%FinanceAEMAgnico Eagle Mines$6,811,807$730,114 ▲12.0%87,7004.6%Basic MaterialsMFCManulife Financial$5,534,6450.0%181,0003.7%FinanceRBARB Global$4,942,1400.0%54,8003.3%Business ServicesCLSCelestica$3,971,143$8,279,459 ▼-67.6%42,4002.7%Computer and TechnologyWCNWaste Connections$3,570,2120.0%20,9002.4%Business ServicesCCJCameco$3,227,339$3,227,339 ▲New Holding63,0002.2%Basic MaterialsAMZNAmazon.com$2,652,1620.0%12,0001.8%Retail/WholesaleAVGOBroadcom$2,470,388$1,458,705 ▲144.2%10,5001.7%Computer and TechnologyCOSTCostco Wholesale$2,210,4390.0%2,4001.5%Retail/WholesaleJPMJPMorgan Chase & Co.$1,983,7850.0%8,3001.3%FinanceVRTVertiv$1,937,361$777,265 ▲67.0%16,7001.3%Computer and TechnologyTTEKTetra Tech$1,848,3040.0%46,5001.2%Industrial ProductsARESAres Management$1,841,519$1,054,851 ▲134.1%10,3001.2%FinanceBBUBrookfield Business Partners$1,730,646$1,730,646 ▲New Holding78,7001.2%Business ServicesSTNStantec$1,637,5690.0%20,9001.1%Business ServicesANSSANSYS$1,619,9160.0%4,8001.1%Computer and TechnologyVVisa$1,605,9990.0%5,1001.1%Business ServicesMETAMeta Platforms$1,594,282$1,594,282 ▲New Holding2,7001.1%Computer and TechnologyMAMastercard$1,469,6350.0%2,8001.0%Business ServicesJJacobs Solutions$1,466,5990.0%11,0001.0%Business ServicesATSATS$1,454,4330.0%48,1001.0%Industrial ProductsGIBCGI$1,408,8070.0%12,9100.9%Computer and TechnologyUNHUnitedHealth Group$1,364,2140.0%2,6900.9%MedicalBAHBooz Allen Hamilton$1,320,3970.0%10,3000.9%Business ServicesIBKRInteractive Brokers Group$1,215,285$1,215,285 ▲New Holding6,8000.8%FinanceACNAccenture$1,126,5080.0%3,2000.8%Computer and TechnologyAAONAAON$1,099,355$1,099,355 ▲New Holding9,2000.7%ConstructionORCLOracle$983,4940.0%5,9000.7%Computer and TechnologyFTAIFTAI Aviation$694,877$1,111,803 ▼-61.5%5,5000.5%AerospaceAMENTUM HOLDINGS INC$244,9820.0%11,0000.2%COMPRMWPrimo Water$0$6,171,963 ▼-100.0%00.0%UtilitiesCARRCarrier Global$0$1,215,254 ▼-100.0%00.0%Computer and TechnologyIRMIron Mountain$0$688,368 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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