Fund Universe

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☆Manitou Investment Management Ltd.

CIK 0001657428 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.815
AUM ($M)
538
Positions
48
Turnover
0.12
Top-10 wt
91%
Herfindahl
0.101
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 53 positions · portfolio value $538M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BRKB funds › BERKSHIRE HATHAWAY INC ADD — 15.7% -0.2% 84.7 169,256 +1,173 5 —
☆GOOGL funds › ALPHABET INC. TRIM — 15.5% +2.1% 83.6 233,923 -2,435 5 —
☆AMZN funds › AMAZON.COM, INC. ADD — 12.5% +1.1% 67.4 282,939 +4,404 5 —
☆MSFT funds › MICROSOFT CORP ADD — 10.8% +1.6% 58.0 155,364 +30,378 5 —
☆APH funds › AMPHENOL CORPORATION ADD — 8.2% +2.1% 44.3 251,122 +4,562 5 —
☆SYK funds › STRYKER CORP. ADD — 6.9% +1.4% 36.9 117,276 +33,812 5 —
☆IDXX funds › IDEXX LABORATORIES INC ADD — 6.8% -0.9% 36.8 69,979 +381 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 6.3% -0.5% 34.1 66,380 -2,847 5 —
☆META funds › META PLATFORMS INC. ADD — 4.4% +0.0% 23.9 42,384 +3,395 5 —
☆EW funds › EDWARDS LIFESCIENCES CORPORATI ADD — 3.2% +0.3% 17.1 189,563 +5,368 5 —
☆CRH funds › CRH PLC ADD — 3.1% +2.7% 16.4 153,577 +138,320 5 —
☆JPM funds › JP MORGAN CHASE & CO TRIM — 2.6% -0.0% 13.7 41,996 -2,678 5 —
☆BN funds › BROOKFIELD CORPORATION ADD — 1.0% +0.3% 5.4 126,445 +41,845 5 —
☆ROP funds › ROPER TECHNOLOGIES, INC. TRIM — 0.7% -7.8% 4.0 11,835 -110,348 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC. HOLD — 0.6% -0.0% 3.0 4 +0 5 —
☆V funds › VISA INC COM CL A ADD — 0.5% +0.3% 2.9 8,412 +4,426 5 —
☆AAPL funds › APPLE INC. TRIM — 0.4% -2.1% 2.1 7,322 -41,490 5 —
☆DHR funds › DANAHER CORPORATION ADD — 0.4% +0.1% 1.9 10,049 +4,345 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.0% -0.0% 0.2 215 +0 5 —
☆GOOG funds › ALPHABET INC. CLASS C TRIM — 0.0% -0.0% 0.2 440 -140 5 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.0% -0.0% 0.1 420 +0 5 —
☆APA funds › APA CORPORATION HOLD — 0.0% -0.0% 0.1 3,130 +0 5 —
☆WFC funds › WELLS FARGO & COMPANY HOLD — 0.0% -0.0% 0.1 1,220 +0 5 —
☆BAC funds › BANK OF AMERICA CORP HOLD — 0.0% +0.0% 0.1 1,725 +0 5 —
☆USB funds › U.S. BANCORP DEL COMMON NEW HOLD — 0.0% +0.0% 0.1 1,510 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHINE HOLD — 0.0% +0.0% 0.1 280 +0 5 —
☆LIN funds › LINDE PLC TRIM — 0.0% -0.0% 0.1 137 -20 5 —
☆CAT funds › CATERPILLAR INC. HOLD — 0.0% +0.0% 0.1 65 +0 5 —
☆WELL funds › WELLTOWER INC. HOLD — 0.0% +0.0% 0.1 270 +0 5 —
☆SOBO funds › SOUTH BOW CORP HOLD — 0.0% -0.0% 0.1 1,700 +0 5 —
☆CME funds › CME GROUP INC. TRIM — 0.0% -0.1% 0.1 230 -2,029 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.0% +0.0% 0.0 40 +0 5 —
☆MMM funds › 3M CO COM HOLD — 0.0% +0.0% 0.0 290 +0 5 —
☆TJX funds › THE TJX COMPANIES, INC. HOLD — 0.0% -0.0% 0.0 278 +0 5 —
☆FAST funds › FASTENAL CO. HOLD — 0.0% -0.0% 0.0 784 +0 5 —
☆CUSIP:30262F205 funds › FRMO CORPORATION TRIM — 0.0% -0.0% 0.0 5,000 -6,500 5 —
☆NVO funds › NOVO NORDISK A/S TRIM — 0.0% -0.0% 0.0 643 -516 5 —
☆WMT funds › WALMART STORES INC HOLD — 0.0% -0.0% 0.0 255 +0 5 —
☆WHR funds › WHIRLPOOL CORP HOLD — 0.0% -0.0% 0.0 559 +0 5 —
☆NSRGY funds › Nestle S.A. - ADR HOLD — 0.0% -0.0% 0.0 210 +0 5 —
☆XRAY funds › DENTSPLY SIRONA INC HOLD — 0.0% -0.0% 0.0 1,451 +0 5 —
☆PSA funds › PUBLIC STORAGE HOLD — 0.0% +0.0% 0.0 27 +0 5 —
☆XOVR funds › ERSHARES PRIVATE-PUBLIC CROSSO NEW — 0.0% +0.0% 0.0 275 +275 1 —
☆PENN funds › PENN NATIONAL GAMING, INC. HOLD — 0.0% +0.0% 0.0 119 +0 5 —
☆XYZ funds › BLOCK, INC. HOLD — 0.0% +0.0% 0.0 29 +0 4 —
☆SRAD funds › SPORTRADAR GROUP AG HOLD — 0.0% -0.0% 0.0 125 +0 2 —
☆COIN funds › COINBASE GLOBAL, INC. HOLD — 0.0% -0.0% 0.0 12 +0 4 —
☆CUSIP:89389N103 funds › TRANSTEL SA COMMON HOLD — 0.0% -0.0% 0.0 33 +0 5 —
☆CUSIP:438516106 funds › HONEYWELL INTERNATIONAL INC. EXIT — 0.0% -0.0% 0.0 0 -165 0 —
☆MKL funds › MARKEL CORP. EXIT — 0.0% -0.4% 0.0 0 -1,140 0 —
☆WSO funds › WATSCO INC. EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆LRLCY funds › L'Oreal S.A. - ADR EXIT — 0.0% -0.0% 0.0 0 -256 0 —
☆LULU funds › LULULEMON ATHLETICA INC. EXIT — 0.0% -0.0% 0.0 0 -85 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 538 48 0.12 91% 0.101 0.814 — in
2026Q1 506 52 0.08 89% 0.094 0.850 — in
2025Q4 571 56 0.06 88% 0.091 0.854 — in
2025Q3 573 57 0.07 87% 0.090 0.840 — in
2025Q2 526 61 0.13 87% 0.088 0.789 — entered
2025Q1 514 66 0.00 77% 0.080 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status