13F HOLDINGS REPORT
Manitou Investment Management Ltd.
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001062993-25-013153
Total Value
$525.8M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | BRK-A | 170,817 | $83.0M | 15.78% |
| 2 | ALPHABET INC. | GOOG | 334,303 | $58.9M | 11.20% |
| 3 | MICROSOFT CORP | MSFT | 103,502 | $51.5M | 9.79% |
| 4 | IDEXX LABORATORIES INC | 45168D104 | 95,487 | $51.2M | 9.74% |
| 5 | AMAZON.COM, INC. | AMZN | 210,896 | $46.3M | 8.80% |
| 6 | MASTERCARD INCORPORATED | MA | 70,106 | $39.4M | 7.49% |
| 7 | ROPER TECHNOLOGIES, INC. | ROP | 67,659 | $38.4M | 7.29% |
| 8 | JP MORGAN CHASE & CO | VYLD | 112,538 | $32.6M | 6.20% |
| 9 | AMPHENOL CORPORATION | 032095101 | 329,681 | $32.6M | 6.19% |
| 10 | HOME DEPOT | HD | 67,873 | $24.9M | 4.73% |
| 11 | STRYKER CORP. | SYK | 50,118 | $19.8M | 3.77% |
| 12 | APPLE INC. | AAPL | 75,226 | $15.4M | 2.94% |
| 13 | EDWARDS LIFESCIENCES CORPORATI | EW | 185,652 | $14.5M | 2.76% |
| 14 | DANAHER CORPORATION | 235851102 | 18,357 | $3.6M | 0.69% |
| 15 | BROOKFIELD CORPORATION | 11271J107 | 56,096 | $3.5M | 0.66% |
| 16 | BERKSHIRE HATHAWAY INC. | BRK-A | 4 | $2.9M | 0.55% |
| 17 | VISA INC COM CL A | V | 4,094 | $1.5M | 0.28% |
| 18 | CRH PLC | CRH | 13,704 | $1.3M | 0.24% |
| 19 | CME GROUP INC. | CME | 4,048 | $1.1M | 0.21% |
| 20 | MARKEL CORP. | MKL | 540 | $1.1M | 0.21% |
| 21 | WALGREENS BOOTS ALLIANCE, INC. | 931427108 | 41,476 | $476,144 | 0.09% |
| 22 | COSTCO WHOLESALE CORPORATION | 22160K105 | 245 | $242,535 | 0.05% |
| 23 | JOHNSON & JOHNSON | JNJ | 969 | $148,015 | 0.03% |
| 24 | ALPHABET INC. CLASS C | GOOG | 800 | $141,912 | 0.03% |
| 25 | WELLS FARGO & COMPANY | 949746101 | 1,220 | $97,746 | 0.02% |
| 26 | FRMO CORPORATION | 30262F205 | 11,500 | $97,175 | 0.02% |
| 27 | INTERNATIONAL BUSINESS MACHINE | INTR | 280 | $82,538 | 0.02% |
| 28 | BANK OF AMERICA CORP | 060505104 | 1,725 | $81,627 | 0.02% |
| 29 | NOVO NORDISK A/S | NONOF | 1,159 | $79,994 | 0.02% |
| 30 | META PLATFORMS INC. | META | 105 | $77,499 | 0.01% |
| 31 | LINDE PLC | LIN | 157 | $73,661 | 0.01% |
| 32 | U.S. BANCORP DEL COMMON NEW | USB-PS | 1,510 | $68,327 | 0.01% |
| 33 | NIKE CLASS B | NKE | 890 | $63,226 | 0.01% |
| 34 | THE SHERWIN-WILLIAMS COMPANY | SHW | 181 | $62,148 | 0.01% |
| 35 | BROWN-FORMAN CORPORATION | BF-B | 2,133 | $57,399 | 0.01% |
| 36 | APA CORPORATION | APA | 3,130 | $57,248 | 0.01% |
| 37 | WHIRLPOOL CORP | WHR-PA | 559 | $56,694 | 0.01% |
| 38 | 3M CO COM | MMM | 290 | $44,150 | 0.01% |
| 39 | SOUTH BOW CORP | SOBO | 1,700 | $44,047 | 0.01% |
| 40 | WELLTOWER INC. | WELL | 270 | $41,507 | 0.01% |
| 41 | HONEYWELL INTERNATIONAL INC. | 438516106 | 165 | $38,425 | 0.01% |
| 42 | THE TJX COMPANIES, INC. | 872540109 | 278 | $34,330 | 0.01% |
| 43 | THE ESTEE LAUDER COMPANIES INC | 518439104 | 424 | $34,259 | 0.01% |
| 44 | FASTENAL CO. | FAST | 784 | $32,928 | 0.01% |
| 45 | ELI LILLY & CO | LLY | 40 | $31,181 | 0.01% |
| 46 | CATERPILLAR INC. | CAT | 65 | $25,234 | 0.00% |
| 47 | WALMART STORES INC | WMT | 255 | $24,934 | 0.00% |
| 48 | DENTSPLY SIRONA INC | XRAY | 1,451 | $23,042 | 0.00% |
| 49 | WATSCO INC. | WSO-B | 50 | $22,081 | 0.00% |
| 50 | L'Oreal S.A. - ADR | 502117203 | 256 | $21,891 | 0.00% |
| 51 | Nestle S.A. - ADR | 641069406 | 210 | $20,857 | 0.00% |
| 52 | LULULEMON ATHLETICA INC. | LULU | 85 | $20,194 | 0.00% |
| 53 | adidas AG - ADR | 00687A107 | 130 | $15,213 | 0.00% |
| 54 | PUBLIC STORAGE | PSA-PS | 27 | $7,922 | 0.00% |
| 55 | ELECTRONIC ARTS INC. | EA | 19 | $3,034 | 0.00% |
| 56 | PENN NATIONAL GAMING, INC. | PENN | 119 | $2,127 | 0.00% |
| 57 | ENOVIX CORPORATION | ENVX | 140 | $1,448 | 0.00% |
| 58 | RESIDEO TECHNOLOGIES, INC. | REZI | 27 | $596 | 0.00% |
| 59 | WABTEC CORPORATION | 929740108 | 1 | $209 | 0.00% |
| 60 | GARRETT MOTION INC. | GTX | 16 | $168 | 0.00% |
| 61 | TRANSTEL SA COMMON | 89389N103 | 33 | $33 | 0.00% |