Gold Investment Management Ltd.
Filing Date
Global Rank
#3,132
/ 8,232
▲ 244
Top Industry
Banks - Diversified
17.3%
3Y Alpha vs SPY
+2.9%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.7%
SPY
+52.9%
Annualised alpha
+2.9%
Max drawdown
−15.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
173 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.7%
+0.4 pts
Top 5
18.7%
−0.5 pts
Top 10
31.2%
−0.8 pts
HHI
185
Diversified−2
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 30.6% | $90,261,402 |
| Technology | 17.1% | $50,276,692 |
| Industrials | 14.2% | $41,728,207 |
| Energy | 8.6% | $25,225,506 |
| Healthcare | 6.8% | $19,892,699 |
| Consumer Cyclical | 5.5% | $16,100,601 |
| Real Estate | 5.2% | $15,283,273 |
| Utilities | 4.9% | $14,408,226 |
| Communication Services | 2.9% | $8,452,983 |
| Consumer Defensive | 2.0% | $5,822,336 |
| Unclassified | 1.4% | $4,064,105 |
| Basic Materials | 1.0% | $3,079,389 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TU | Telus Corp | +11,028 | 124,443 | $1,596,603 | |
| BCE | Bce Inc | +8,681 | 157,557 | $3,976,738 | |
| BIPH | Brookfield Infrastructure Partners L.P. | +4,302 | 177,025 | $6,394,143 | |
| MFC | Manulife Financial Corp | +3,621 | 205,413 | $7,074,423 | |
| TAK | Takeda Pharmaceutical Co Ltd | +3,018 | 111,300 | $2,061,276 | |
| BEP | Brookfield Renewable Partners L.P. | +2,844 | 104,790 | $3,420,345 | |
| BEN | Franklin Resources Inc | +2,110 | 43,001 | $1,015,683 | |
| SU | Suncor Energy Inc | +1,958 | 150,037 | $9,918,946 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | +1,916 | 88,886 | $6,991,772 | |
| IVZ | Invesco Ltd. | +1,875 | 69,017 | $1,676,422 | |
| BN | BROOKFIELD Corp /ON/ | +1,802 | 152,203 | $6,159,655 | |
| FTS | Fortis Inc. | +1,543 | 81,445 | $4,543,816 | |
| CNI | Canadian National Railway Co | +1,530 | 56,064 | $5,761,697 | |
| BNS | Bank Of Nova Scotia | +1,521 | 138,546 | $9,602,623 | |
| CSX | Csx Corp | +1,405 | 125,996 | $5,172,135 | |
| BAM | Brookfield Asset Management Ltd. | +1,366 | 51,522 | $2,290,152 | |
| ENB | Enbridge Inc | +1,363 | 77,853 | $4,214,961 | |
| CVE | Cenovus Energy Inc. | +1,225 | 21,200 | $562,436 | |
| TD | Toronto Dominion Bank | +1,112 | 119,227 | $11,125,071 | |
| PFE | Pfizer Inc | +1,074 | 56,466 | $1,585,565 | |
| SLF | Sun Life Financial Inc | +980 | 45,579 | $2,851,422 | |
| CNQ | Canadian Natural Resources Ltd | +964 | 97,860 | $4,768,717 | |
| O | Realty Income Corp | +943 | 56,215 | $3,439,233 | |
| MDT | Medtronic plc | +837 | 34,292 | $2,971,401 | |
| OMC | Omnicom Group Inc. | +837 | 14,904 | $1,122,420 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 10 | $1,972 | |
| No positions match the current search. | ||||
19 positions ·
$50,276,692 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 40,628 | $13,730,232 | 27.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 31,043 | $10,610,186 | 21.10% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,095 | $7,438,566 | 14.80% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 43,352 | $3,363,681 | 6.69% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 14,736 | $3,148,493 | 6.26% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,927 | $2,545,239 | 5.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 7,544 | $2,334,943 | 4.64% | |
| KLAC |
Kla Corp
Technology
|
Held | 1,258 | $1,852,291 | 3.68% | |
| ORCL |
Oracle Corp
Technology
|
Held | 11,320 | $1,665,285 | 3.31% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,802 | $1,218,699 | 2.42% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 5,221 | $1,062,108 | 2.11% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,960 | $516,224 | 1.03% | |
| TER |
Teradyne, Inc
Technology
|
Held | 1,422 | $421,566 | 0.84% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Held | 1,807 | $178,983 | 0.36% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 906 | $175,890 | 0.35% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 31 | $5,786 | 0.01% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 17 | $4,132 | 0.01% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 25 | $3,219 | 0.01% | |
| GIB |
Cgi Inc
Technology
|
Held | 16 | $1,169 | 0.00% |