Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 14, 2022

Total Value ($000): $1,179,988 (100.0% shares, 0.0% debt)

Holdings (62)

ORCL ORACLE CORP 6.3%
Value ($000) $74,448 Shares 900,227 Est. Cost $58.25 Unrealized +32.1%
TD TORONTO DOMINION BK ONT 6.2%
Value ($000) $73,617 Shares 927,433 Est. Cost $52.24 Unrealized +54.2%
CVS CVS HEALTH CORP 6.2%
Value ($000) $72,763 Shares 719,199 Est. Cost $54.81 Unrealized +67.9%
SLF SUN LIFE FINANCIAL INC. 6.1%
Value ($000) $71,802 Shares 1,285,440 Est. Cost $40.01 Unrealized +37.6%
BNS BANK NOVA SCOTIA B C 6.0%
Value ($000) $70,875 Shares 988,449 Est. Cost $37.67 Unrealized +55.7%
FDX FEDEX CORP 6.0%
Value ($000) $70,826 Shares 306,203 Est. Cost $201.23 Unrealized +7.4%
MRK MERCK & CO INC 6.0%
Value ($000) $70,416 Shares 858,534 Est. Cost $64.56 Unrealized +8.2%
RCI ROGERS COMMUNICATIONS INC 5.9%
Value ($000) $69,990 Shares 1,236,002 Est. Cost $44.63 Unrealized +15.8%
RY ROYAL BK CDA 5.7%
Value ($000) $67,116 Shares 609,330 Est. Cost $75.99 Unrealized +47.5%
CSCO CISCO SYS INC 5.5%
Value ($000) $65,473 Shares 1,174,632 Est. Cost $40.29 Unrealized +24.8%
BMO BANK MONTREAL QUE 5.5%
Value ($000) $64,653 Shares 549,186 Est. Cost $52.15 Unrealized +88.5%
CM CANADIAN IMP BK COMM 5.3%
Value ($000) $63,091 Shares 519,529 Est. Cost $30.41 Unrealized +72.9%
LMT LOCKHEED MARTIN CORP 4.9%
Value ($000) $58,407 Shares 132,371 Est. Cost $331.33 Unrealized +10.2%
EA ELECTRONIC ARTS INC 4.6%
Value ($000) $54,174 Shares 428,376 Est. Cost $135.76 Unrealized -6.2%
FTS FORTIS INC 4.3%
Value ($000) $50,341 Shares 1,017,413 Est. Cost $33.26 Unrealized +21.3%
UPS UNITED PARCEL SERVICE INC 3.5%
Value ($000) $41,179 Shares 192,083 Est. Cost $91.74 Unrealized +93.1%
MGA MAGNA INTL INC 2.1%
Value ($000) $25,134 Shares 391,329 Est. Cost $42.66 Unrealized +51.1%
INTC INTEL CORP 2.0%
Value ($000) $23,736 Shares 479,109 Est. Cost $49.97 Unrealized -7.6%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $8,172 Shares 16,029 Est. Cost $266.33 Unrealized +69.4%
SBUX STARBUCKS CORP 0.6%
Value ($000) $7,045 Shares 77,466 Est. Cost $72.70 Unrealized +18.2%
DEO DIAGEO PLC 0.6%
Value ($000) $6,904 Shares 34,000 Est. Cost $135.63 Unrealized
INFY INFOSYS LTD 0.6%
Value ($000) $6,842 Shares 275,000 Est. Cost $16.96 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $6,540 Shares 58,971 Est. Cost $90.15 Unrealized +3.9%
UBS UBS GROUP AG 0.5%
Value ($000) $6,401 Shares 327,717 Est. Cost $11.68 Unrealized +62.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $6,050 Shares 38,870 Est. Cost $114.91 Unrealized +24.8%
HMC HONDA MOTOR LTD 0.5%
Value ($000) $5,983 Shares 211,800 Est. Cost $25.55 Unrealized
MMM 3M CO 0.4%
Value ($000) $5,208 Shares 35,000 Est. Cost $137.32 Unrealized -16.5%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $4,306 Shares 53,720 Est. Cost $80.07 Unrealized
YUMC YUM CHINA HLDGS INC 0.3%
Value ($000) $3,399 Shares 81,851 Est. Cost $54.25 Unrealized -13.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $2,084 Shares 45,256 Est. Cost $28.66 Unrealized +16.2%
BSY BENTLEY SYS INC 0.2%
Value ($000) $1,898 Shares 42,939 Est. Cost $53.90 Unrealized -27.3%
V VISA INC 0.1%
Value ($000) $1,396 Shares 6,294 Est. Cost $196.84 Unrealized +6.7%
MSFT MICROSOFT CORP 0.1%
Value ($000) $1,350 Shares 4,375 Est. Cost $250.75 Unrealized +16.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,159 Shares 1,962 Est. Cost $513.51 Unrealized +10.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $997 Shares 2,110 Est. Cost $424.00 Unrealized +3.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $877 Shares 2,452 Est. Cost $338.59 Unrealized +3.8%
AVGO BROADCOM INC 0.1%
Value ($000) $843 Shares 1,338 Est. Cost $30.51 Unrealized +80.5%
CTAS CINTAS CORP 0.1%
Value ($000) $818 Shares 1,921 Est. Cost $88.12 Unrealized +6.5%
GOOGL ALPHABET INC 0.1%
Value ($000) $796 Shares 286 Est. Cost $73.17 Unrealized +84.2%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $793 Shares 3,561 Est. Cost $194.67 Unrealized +2.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $752 Shares 2,990 Est. Cost $212.09 Unrealized +1.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $734 Shares 2,080 Est. Cost $217.87 Unrealized +48.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $730 Shares 9,707 Est. Cost $68.96 Unrealized 0.0%
MSCI MSCI INC 0.1%
Value ($000) $730 Shares 1,451 Est. Cost $496.43 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $724 Shares 3,496 Est. Cost $191.11 Unrealized +4.0%
MCO MOODYS CORP 0.1%
Value ($000) $720 Shares 2,132 Est. Cost $306.52 Unrealized +6.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $719 Shares 5,449 Est. Cost $119.01 Unrealized +11.6%
ZTS ZOETIS INC 0.1%
Value ($000) $717 Shares 3,802 Est. Cost $170.61 Unrealized +11.5%
INTU INTUIT 0.1%
Value ($000) $678 Shares 1,410 Est. Cost $420.93 Unrealized +18.7%
ALLE ALLEGION PLC 0.1%
Value ($000) $667 Shares 6,071 Est. Cost $114.17 Unrealized -1.5%
LOW LOWES COS INC 0.1%
Value ($000) $657 Shares 3,249 Est. Cost $213.37 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $646 Shares 2,588 Est. Cost $262.55 Unrealized +1.5%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $577 Shares 4,298 Est. Cost $105.27 Unrealized +9.9%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $485 Shares 8,571 Est. Cost $52.82 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $444 Shares 2,539 Est. Cost $139.32 Unrealized +18.3%
AA ALCOA CORP 0.0%
Value ($000) $383 Shares 4,250 Est. Cost $40.36 Unrealized +72.3%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $371 Shares 5,987 Est. Cost $17.24 Unrealized +29.0%
TFII TFI INTL INC 0.0%
Value ($000) $353 Shares 3,312 Est. Cost $106.12 Unrealized -4.1%
BCE BCE INC 0.0%
Value ($000) $289 Shares 5,210 Est. Cost $28.15 Unrealized +42.0%
THOMSON REUTERS CORP. 0.0%
Value ($000) $266 Shares 2,451 Est. Cost $117.24 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $228 Shares 1,240 Est. Cost $153.93 Unrealized +2.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $216 Shares 1,631 Est. Cost $100.53 Unrealized +21.9%