Vault-13

Manitou Investment Management Ltd.

TORONTO, A6 · CIK 1657428 · 13F filing filed 2026-07-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$537.9m reported value +6.4% vs Q1 2026
48positions
90.5%in top 10
1 new 12 added 10 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 169,256 $84.7m15.74% 15.74% AddedShares held: Q3 2025 168.9k, Q4 2025 169.0k, Q1 2026 168.1k, Q2 2026 169.3k +1.2k +1,173 0.7%
2 ALPHABET INC CAP STK CL A GOOGL GOOGL 233,923 $83.6m15.54% 15.54% ReducedShares held: Q3 2025 333.8k, Q4 2025 282.3k, Q1 2026 236.4k, Q2 2026 233.9k -2.4k -2,435 -1.0%
3 AMAZON COM INC COM AMZN AMZN 282,939 $67.4m12.54% 12.54% AddedShares held: Q3 2025 215.5k, Q4 2025 217.4k, Q1 2026 278.5k, Q2 2026 282.9k +4.4k +4,404 1.6%
4 MICROSOFT CORP COM MSFT MSFT 155,364 $58.0m10.77% 10.77% AddedShares held: Q3 2025 102.7k, Q4 2025 102.3k, Q1 2026 125.0k, Q2 2026 155.4k +30.4k +30,378 24.3%
5 AMPHENOL CORP CL A APH APH 251,122 $44.3m8.23% 8.23% AddedShares held: Q3 2025 323.9k, Q4 2025 297.4k, Q1 2026 246.6k, Q2 2026 251.1k +4.6k +4,562 1.9%
6 STRYKER CORPORATION COM SYK SYK 117,276 $36.9m6.86% 6.86% AddedShares held: Q3 2025 49.9k, Q4 2025 83.1k, Q1 2026 83.5k, Q2 2026 117.3k +33.8k +33,812 40.5%
7 IDEXX LABS INC COM IDXX IDXX 69,979 $36.8m6.85% 6.85% AddedShares held: Q3 2025 95.1k, Q4 2025 69.0k, Q1 2026 69.6k, Q2 2026 70.0k +381 +381 0.6%
8 MASTERCARD INCORPORATED CL A MA MA 66,380 $34.1m6.34% 6.34% ReducedShares held: Q3 2025 69.9k, Q4 2025 69.6k, Q1 2026 69.2k, Q2 2026 66.4k -2.8k -2,847 -4.1%
9 META PLATFORMS INC CL A META META 42,384 $23.9m4.44% 4.44% AddedShares held: Q3 2025 15.1k, Q4 2025 27.4k, Q1 2026 39.0k, Q2 2026 42.4k +3.4k +3,395 8.7%
10 EDWARDS LIFESCIENCES CORP COM EW EW 189,563 $17.1m3.19% 3.19% AddedShares held: Q3 2025 183.2k, Q4 2025 184.7k, Q1 2026 184.2k, Q2 2026 189.6k +5.4k +5,368 2.9%
11 CRH PLC ORD CRH CRH 153,577 $16.4m3.05% 3.05% AddedShares held: Q3 2025 13.1k, Q4 2025 13.1k, Q1 2026 15.3k, Q2 2026 153.6k +138.3k +138,320 906.6%
12 JPMORGAN CHASE & CO COM JPM JPM 41,996 $13.7m2.56% 2.56% ReducedShares held: Q3 2025 112.8k, Q4 2025 112.2k, Q1 2026 44.7k, Q2 2026 42.0k -2.7k -2,678 -6.0%
13 BROOKFIELD CORP CL A LTD VT SH BN BN 126,445 $5.4m1.00% 1.00% AddedShares held: Q3 2025 84.5k, Q4 2025 84.5k, Q1 2026 84.6k, Q2 2026 126.4k +41.8k +41,845 49.5%
14 ROPER TECHNOLOGIES INC COM ROP ROP 11,835 $4.0m0.74% 0.74% ReducedShares held: Q3 2025 73.7k, Q4 2025 80.2k, Q1 2026 122.2k, Q2 2026 11.8k -110.3k -110,348 -90.3%
15 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 4 $3.0m0.56% 0.56% UnchangedShares held: Q3 2025 4, Q4 2025 4, Q1 2026 4, Q2 2026 4
16 VISA INC COM CL A V V 8,412 $2.9m0.54% 0.54% AddedShares held: Q3 2025 4.0k, Q4 2025 4.0k, Q1 2026 4.0k, Q2 2026 8.4k +4.4k +4,426 111.0%
17 APPLE INC COM AAPL AAPL 7,322 $2.1m0.39% 0.39% ReducedShares held: Q3 2025 73.6k, Q4 2025 72.8k, Q1 2026 48.8k, Q2 2026 7.3k -41.5k -41,490 -85.0%
18 DANAHER CORPORATION COM DHR DHR 10,049 $1.9m0.36% 0.36% AddedShares held: Q3 2025 5.8k, Q4 2025 5.8k, Q1 2026 5.7k, Q2 2026 10.0k +4.3k +4,345 76.2%
19 COSTCO WHSL CORP NEW COM COST COST 215 $201.1k0.04% 0.04% UnchangedShares held: Q3 2025 215, Q4 2025 215, Q1 2026 215, Q2 2026 215
20 ALPHABET INC CAP STK CL C GOOG GOOG 440 $155.5k0.03% 0.03% ReducedShares held: Q3 2025 800, Q4 2025 800, Q1 2026 580, Q2 2026 440 -140 -140 -24.1%
21 JOHNSON & JOHNSON COM JNJ JNJ 420 $106.7k0.02% 0.02% UnchangedShares held: Q3 2025 969, Q4 2025 420, Q1 2026 420, Q2 2026 420
22 APA CORPORATION COM APA APA 3,130 $101.9k0.02% 0.02% UnchangedShares held: Q3 2025 3.1k, Q4 2025 3.1k, Q1 2026 3.1k, Q2 2026 3.1k
23 WELLS FARGO CO NEW COM WFC WFC 1,220 $100.8k0.02% 0.02% UnchangedShares held: Q3 2025 1.2k, Q4 2025 1.2k, Q1 2026 1.2k, Q2 2026 1.2k
24 BANK AMERICA CORP COM BAC BAC 1,725 $98.3k0.02% 0.02% UnchangedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k
25 US BANCORP DEL COM NEW USB USB 1,510 $91.2k0.02% 0.02% UnchangedShares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.5k
26 INTERNATIONAL BUSINESS MACHS COM IBM IBM 280 $78.7k0.01% 0.01% UnchangedShares held: Q3 2025 280, Q4 2025 280, Q1 2026 280, Q2 2026 280
27 LINDE PLC SHS LIN LIN 137 $71.1k0.01% 0.01% ReducedShares held: Q3 2025 157, Q4 2025 157, Q1 2026 157, Q2 2026 137 -20 -20 -12.7%
28 CATERPILLAR INC COM CAT CAT 65 $69.2k0.01% 0.01% UnchangedShares held: Q3 2025 65, Q4 2025 65, Q1 2026 65, Q2 2026 65
29 WELLTOWER INC COM WELL WELL 270 $61.3k0.01% 0.01% UnchangedShares held: Q3 2025 270, Q4 2025 270, Q1 2026 270, Q2 2026 270
30 SOUTH BOW CORP COM SOBO SOBO 1,700 $59.9k0.01% 0.01% UnchangedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k
31 CME GROUP INC COM CME CME 230 $50.8k0.01% 0.01% ReducedShares held: Q3 2025 3.9k, Q4 2025 3.9k, Q1 2026 2.3k, Q2 2026 230 -2.0k -2,029 -89.8%
32 ELI LILLY & CO COM LLY LLY 40 $48.0k0.01% 0.01% UnchangedShares held: Q3 2025 40, Q4 2025 40, Q1 2026 40, Q2 2026 40
33 3M CO COM MMM MMM 290 $47.0k0.01% 0.01% UnchangedShares held: Q3 2025 290, Q4 2025 290, Q1 2026 290, Q2 2026 290
34 TJX COS INC NEW COM TJX TJX 278 $42.1k0.01% 0.01% UnchangedShares held: Q3 2025 278, Q4 2025 278, Q1 2026 278, Q2 2026 278
35 FASTENAL CO COM FAST FAST 784 $37.7k0.01% 0.01% UnchangedShares held: Q3 2025 784, Q4 2025 784, Q1 2026 784, Q2 2026 784
36 FRMO Corporation COM FRMO FRMO 5,000 $33.8k0.01% 0.01% ReducedShares held: Q3 2025 11.5k, Q4 2025 11.5k, Q1 2026 11.5k, Q2 2026 5.0k -6.5k -6,500 -56.5%
37 NOVO-NORDISK A S ADR NVO NVO 643 $30.8k0.01% 0.01% ReducedShares held: Q3 2025 1.2k, Q4 2025 1.2k, Q1 2026 1.2k, Q2 2026 643 -516 -516 -44.5%
38 WALMART INC COM WMT WMT 255 $28.9k0.01% 0.01% UnchangedShares held: Q3 2025 255, Q4 2025 255, Q1 2026 255, Q2 2026 255
39 WHIRLPOOL CORP COM WHR WHR 559 $22.0k0.00% 0.00% UnchangedShares held: Q3 2025 559, Q4 2025 559, Q1 2026 559, Q2 2026 559
40 Nestle SA ADR COM NSRGY NSRGY 210 $21.6k0.00% 0.00% UnchangedShares held: Q3 2025 210, Q4 2025 210, Q1 2026 210, Q2 2026 210
41 DENTSPLY SIRONA INC COM XRAY XRAY 1,451 $15.4k0.00% 0.00% UnchangedShares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.5k
42 PUBLIC STORAGE COM PSA PSA 27 $8.6k0.00% 0.00% UnchangedShares held: Q3 2025 27, Q4 2025 27, Q1 2026 27, Q2 2026 27
43 ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF XOVR XOVR 275 $5.8k0.00% 0.00% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 275
44 PENN ENTERTAINMENT INC COM PENN PENN 119 $2.5k0.00% 0.00% UnchangedShares held: Q3 2025 119, Q4 2025 119, Q1 2026 119, Q2 2026 119
45 BLOCK INC CL A XYZ XYZ 29 $2.2k0.00% 0.00% UnchangedShares held: Q3 2025 29, Q4 2025 29, Q1 2026 29, Q2 2026 29
46 SPORTRADAR GROUP AG CLASS A ORD SHS SRAD SRAD 125 $1.9k0.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 125, Q2 2026 125
47 COINBASE GLOBAL INC COM CL A COIN COIN 12 $1.8k0.00% 0.00% UnchangedShares held: Q3 2025 12, Q4 2025 12, Q1 2026 12, Q2 2026 12
48 TRANSTEL SA COMMON COM COM 33 $330.00% 0.00% UnchangedShares held: Q3 2025 33, Q4 2025 33, Q1 2026 33, Q2 2026 33

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
MARKEL GROUP INC MKL MKL 1,140 $2.2m1.1k shares
HONEYWELL INTL INC 82 $37.3k82 shares
L OREAL CO ADR LRLCY LRLCY 256 $21.0k256 shares
WATSCO INC WSO WSO 50 $18.2k50 shares
LULULEMON ATHLETICA INC LULU LULU 85 $13.0k85 shares