Walter Public Investments Inc.

WESTMOUNT, Z4 · CIK 1925251 · 13F filing filed 2026-08-05

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.

Legal entityWalter Public Investments Inc. (CA)

Others nearbyMontréal

$415.5m reported value -0.6% vs Q1 2026

53positions

43.8%in top 10

10 new 7 added 31 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).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	67,916	$24.0m5.78%	5.78%	Reduced -7.2k	-7,189 -9.6%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	49,789	$23.8m5.72%	5.72%	Reduced -23.7k	-23,724 -32.3%
3	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	11,311	$22.5m5.42%	5.42%	Reduced -1.7k	-1,660 -12.8%
4	NVIDIA CORPORATION COM NVDA	NVDA	92,501	$18.5m4.45%	4.45%	New
5	APPLE INC COM AAPL	AAPL	61,547	$17.8m4.29%	4.29%	Reduced -8.8k	-8,804 -12.5%
6	TRANE TECHNOLOGIES PLC SHS TT	TT	35,978	$17.7m4.25%	4.25%	Reduced -5.0k	-4,955 -12.1%
7	JOHNSON & JOHNSON COM JNJ	JNJ	66,934	$17.0m4.09%	4.09%	Added +64.8k	+64,834 3087.3%
8	JPMORGAN CHASE & CO COM JPM	JPM	45,558	$14.9m3.59%	3.59%	Reduced -3.6k	-3,598 -7.3%
9	AMAZON COM INC COM AMZN	AMZN	56,734	$13.5m3.25%	3.25%	Reduced -7.5k	-7,514 -11.7%
10	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	18,339	$12.2m2.94%	2.94%	Reduced -5.9k	-5,870 -24.2%
11	EVERCORE INC CLASS A EVR	EVR	34,369	$11.7m2.82%	2.82%	New
12	MICROSOFT CORP COM MSFT	MSFT	31,239	$11.7m2.80%	2.80%	Reduced -6.4k	-6,417 -17.0%
13	CANADIAN PACIFIC KANSAS CITY COM CP	CP	118,222	$10.2m2.46%	2.46%	Added +4.5k	+4,550 4.0%
14	COGNEX CORP COM CGNX	CGNX	140,667	$10.2m2.45%	2.45%	New
15	TORONTO DOMINION BK ONT COM NEW TD	TD	82,988	$10.1m2.42%	2.42%	Reduced -10.8k	-10,775 -11.5%
16	HUBBELL INC COM HUBB	HUBB	18,826	$9.8m2.37%	2.37%	Reduced -2.3k	-2,342 -11.1%
17	INTERCONTINENTAL HOTELS GROU SPONSORED ADS IHG	IHG	53,354	$9.2m2.21%	2.21%	New
18	META PLATFORMS INC CL A META	META	16,144	$9.1m2.19%	2.19%	Reduced -241	-241 -1.5%
19	CHURCH & DWIGHT CO INC COM CHD	CHD	93,179	$9.0m2.17%	2.17%	Added +31.9k	+31,879 52.0%
20	MCKESSON CORP COM MCK	MCK	11,533	$8.7m2.10%	2.10%	Reduced -5.9k	-5,854 -33.7%
21	AUTOZONE INC COM AZO	AZO	2,520	$8.1m1.94%	1.94%	Reduced -354	-354 -12.3%
22	MASTERCARD INCORPORATED CL A MA	MA	14,915	$7.7m1.84%	1.84%	Reduced -8.0k	-8,012 -35.0%
23	TEXAS INSTRS INC COM TXN	TXN	25,007	$7.5m1.79%	1.79%	Reduced -11.6k	-11,577 -31.6%
24	DISNEY WALT CO COM DIS	DIS	77,350	$7.4m1.79%	1.79%	Reduced -29.3k	-29,337 -27.5%
25	BJS WHSL CLUB HLDGS INC COM BJ	BJ	84,348	$7.4m1.77%	1.77%	Reduced -96.1k	-96,083 -53.2%
26	VIKING HOLDINGS LTD ORD SHS VIK	VIK	65,288	$6.8m1.64%	1.64%	New
27	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	16,839	$6.3m1.52%	1.52%	Reduced -16.9k	-16,879 -50.1%
28	MARSH & MCLENNAN COS INC COM MRSH	MRSH	37,386	$6.2m1.50%	1.50%	Reduced -31.3k	-31,300 -45.6%
29	TRANSDIGM GROUP INC COM TDG	TDG	4,554	$6.1m1.46%	1.46%	Reduced -670	-670 -12.8%
30	WELLTOWER INC COM WELL	WELL	25,895	$5.9m1.41%	1.41%	Added +22.9k	+22,895 763.2%
31	CAMECO CORP COM CCJ	CCJ	53,351	$5.4m1.31%	1.31%	New
32	MOODYS CORP COM MCO	MCO	11,862	$5.4m1.29%	1.29%	Reduced -9.9k	-9,852 -45.4%
33	VERALTO CORP COM SHS VLTO	VLTO	59,825	$5.3m1.28%	1.28%	Reduced -7.8k	-7,781 -11.5%
34	CME GROUP INC COM CME	CME	23,655	$5.2m1.26%	1.26%	Added +795	+795 3.5%
35	DYNATRACE INC COM NEW DT	DT	117,096	$5.1m1.24%	1.24%	Added +69.2k	+69,166 144.3%
36	XCEL ENERGY INC COM XEL	XEL	59,786	$4.8m1.16%	1.16%	New
37	KLA CORP COM NEW KLAC	KLAC	14,707	$4.4m1.07%	1.07%	Reduced -33.3k	-33,253 -69.3%
38	CELLEBRITE DI LTD ORDINARY SHARES CLBT	CLBT	273,359	$4.0m0.96%	0.96%	Reduced -180.2k	-180,173 -39.7%
39	SHARKNINJA INC COM SHS SN	SN	25,694	$3.9m0.94%	0.94%	New
40	IDEXX LABS INC COM IDXX	IDXX	6,166	$3.2m0.78%	0.78%	Added +1.1k	+1,050 20.5%
41	ALCON AG ORD SHS ALC	ALC	40,518	$2.7m0.65%	0.65%	Reduced -64.6k	-64,565 -61.4%
42	IQVIA HLDGS INC COM IQV	IQV	13,560	$2.6m0.63%	0.63%	Reduced -40.0k	-40,012 -74.7%
43	VERIZON COMMUNICATIONS INC COM VZ	VZ	54,859	$2.3m0.56%	0.56%	Reduced -55.9k	-55,941 -50.5%
44	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	17,247	$2.1m0.51%	0.51%	Reduced -63.9k	-63,855 -78.7%
45	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	17,534	$2.0m0.48%	0.48%	New
46	TOTALENERGIES SE ACT TTE	TTE	23,300	$1.8m0.44%	0.44%	Reduced -76.5k	-76,512 -76.7%
47	SUNCOR ENERGY INC NEW COM SU	SU	30,493	$1.6m0.39%	0.39%	Reduced -174.5k	-174,507 -85.1%
48	BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT BEP	BEP	23,000	$796.4k0.19%	0.19%	Unchanged
49	TELUS CORPORATION COM TU	TU	36,868	$389.4k0.09%	0.09%	Unchanged
50	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,000	$379.7k0.09%	0.09%	Unchanged
51	HOME DEPOT INC COM HD	HD	1,000	$352.7k0.08%	0.08%	Unchanged
52	NOVARTIS AG SPONSORED ADR NVS	NVS	1,700	$266.4k0.06%	0.06%	New
53	FRANCO NEV CORP COM FNV	FNV	1,162	$242.1k0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ICF INTL INC ICFI	ICFI	105,889	$6.9m105.9k shares
ZOETIS INC ZTS	ZTS	41,039	$4.9m41.0k shares
PLANET FITNESS INC PLNT	PLNT	58,162	$4.3m58.2k shares
EXPEDIA GROUP INC EXPE	EXPE	13,379	$3.1m13.4k shares
BENTLEY SYS INC BSY	BSY	12,000	$421.4k12.0k shares