Manitou Investment Management Ltd.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 78.8%; sector active share 34.6% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
46 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 25.1% | $133,315,651 |
| Technology | 21.1% | $112,027,254 |
| Communication Services | 19.6% | $104,266,314 |
| Healthcare | 18.1% | $96,398,037 |
| Consumer Cyclical | 12.7% | $67,368,198 |
| Basic Materials | 3.2% | $16,940,495 |
| Industrials | 0.1% | $701,566 |
| Consumer Defensive | 0.0% | $217,670 |
| Energy | 0.0% | $186,341 |
| Real Estate | 0.0% | $69,800 |
| Unclassified | 0.0% | $5,874 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APH | Amphenol Corp /De/ | +134,338 | 385,460 | $32,494,278 | |
| CRH | Crh Public Ltd Co | +50,233 | 203,810 | $16,875,468 | |
| IDXX | Idexx Laboratories Inc /De | +15,165 | 85,144 | $44,461,345 | |
| SYK | Stryker Corp | +14,613 | 131,889 | $36,320,911 | |
| GOOG | Alphabet Inc. | +488 | 928 | $316,206 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BN | BROOKFIELD Corp /ON/ | −68,886 | 57,559 | $2,098,601 | |
| EW | Edwards Lifesciences Corp | −18,238 | 171,325 | $14,788,774 | |
| AMZN | Amazon Com Inc | −12,779 | 270,160 | $67,310,364 | |
| GOOGL | Alphabet Inc. | −11,408 | 222,515 | $76,562,961 | |
| JPM | Jpmorgan Chase & Co | −10,608 | 31,388 | $10,384,092 | |
| BRK-B | Berkshire Hathaway Inc | −8,466 | 160,790 | $80,065,380 | |
| MSFT | Microsoft Corp | −7,988 | 147,376 | $75,589,150 | |
| DHR | Danaher Corp /De/ | −7,195 | 2,854 | $632,303 | |
| ROP | Roper Technologies Inc | −5,382 | 6,453 | $2,254,742 | |
| META | Meta Platforms, Inc. | −4,618 | 37,766 | $27,387,147 | |
| V | Visa Inc. | −4,446 | 3,966 | $1,425,102 | |
| AAPL | Apple Inc. | −2,451 | 4,871 | $1,622,140 | |
| MA | Mastercard Inc | −1,076 | 65,304 | $36,013,196 | |
| COST | Costco Wholesale Corp /New | −5 | 210 | $191,171 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 160,790 | $80,065,380 | 15.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 222,515 | $76,562,961 | 14.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 147,376 | $75,589,150 | 14.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 270,160 | $67,310,364 | 12.66% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Added | 85,144 | $44,461,345 | 8.37% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 131,889 | $36,320,911 | 6.83% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 65,304 | $36,013,196 | 6.78% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 385,460 | $32,494,278 | 6.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 37,766 | $27,387,147 | 5.15% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Added | 203,810 | $16,875,468 | 3.18% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 171,325 | $14,788,774 | 2.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 31,388 | $10,384,092 | 1.95% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 4 | $2,988,020 | 0.56% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 6,453 | $2,254,742 | 0.42% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Reduced | 57,559 | $2,098,601 | 0.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,871 | $1,622,140 | 0.31% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,966 | $1,425,102 | 0.27% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 2,854 | $632,303 | 0.12% | |
| CPRT |
Copart Inc
Industrials
|
NEW | 20,617 | $562,431 | 0.11% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 928 | $316,206 | 0.06% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 210 | $191,171 | 0.04% | |
| APA |
APA Corp
Energy
|
Held | 3,130 | $130,020 | 0.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 420 | $111,190 | 0.02% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 1,220 | $97,661 | 0.02% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 1,725 | $93,891 | 0.02% | |
| USB |
US Bancorp De
Financial Services
|
Held | 1,510 | $87,217 | 0.02% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 137 | $65,027 | 0.01% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 270 | $62,164 | 0.01% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 280 | $61,580 | 0.01% | |
| CME |
Cme Group Inc.
Financial Services
|
Held | 230 | $60,255 | 0.01% | |
| SOBO |
South Bow Corp
Energy
|
Held | 1,700 | $56,321 | 0.01% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 65 | $52,701 | 0.01% | |
| MMM |
3M Co
Industrials
|
Held | 290 | $47,603 | 0.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 40 | $46,283 | 0.01% | |
| FAST |
Fastenal Co
Industrials
|
Held | 784 | $38,831 | 0.01% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 278 | $36,782 | 0.01% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 255 | $26,499 | 0.00% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Held | 643 | $24,376 | 0.00% | |
| WHR |
Whirlpool Corp /De/
Consumer Cyclical
|
Held | 559 | $17,150 | 0.00% | |
| XRAY |
DENTSPLY SIRONA Inc.
Healthcare
|
Held | 1,451 | $12,855 | 0.00% | |
| PSA |
Public Storage
Real Estate
|
Held | 27 | $7,636 | 0.00% | |
| XOVR |
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
|
Held | 275 | $5,874 | 0.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 11 | $3,902 | 0.00% | |
| BSP |
Bending Spoons S.p.A.
Technology
|
NEW | 97 | $3,232 | 0.00% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Held | 12 | $2,236 | 0.00% | |
| XYZ |
Block, Inc.
Technology
|
Held | 29 | $2,132 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.