Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 19, 2022

Total Value ($000): $1,085,301 (100.0% shares, 0.0% debt)

Holdings (65)

FDX FEDEX CORP 7.3%
Value ($000) $79,190 Shares 356,269 Est. Cost $200.60 Unrealized -1.9%
ORCL ORACLE CORP 7.1%
Value ($000) $77,215 Shares 1,105,298 Est. Cost $60.40 Unrealized +15.6%
CVS CVS HEALTH CORP 6.1%
Value ($000) $66,643 Shares 719,338 Est. Cost $54.81 Unrealized +56.7%
CSCO CISCO SYS INC 5.7%
Value ($000) $61,787 Shares 1,449,266 Est. Cost $40.77 Unrealized +5.0%
TD TORONTO DOMINION BK ONT 5.6%
Value ($000) $60,798 Shares 929,123 Est. Cost $52.24 Unrealized +39.0%
UPS UNITED PARCEL SERVICE INC 5.6%
Value ($000) $60,645 Shares 332,282 Est. Cost $117.73 Unrealized +30.3%
RY ROYAL BK CDA 5.4%
Value ($000) $59,068 Shares 611,325 Est. Cost $75.99 Unrealized +34.6%
RCI ROGERS COMMUNICATIONS INC 5.4%
Value ($000) $58,992 Shares 1,233,737 Est. Cost $44.63 Unrealized +17.2%
SLF SUN LIFE FINANCIAL INC. 5.4%
Value ($000) $58,791 Shares 1,285,825 Est. Cost $40.01 Unrealized +24.5%
BNS BANK NOVA SCOTIA B C 5.4%
Value ($000) $58,468 Shares 990,032 Est. Cost $37.67 Unrealized +40.8%
BMO BANK MONTREAL QUE 4.9%
Value ($000) $52,758 Shares 549,810 Est. Cost $52.15 Unrealized +74.4%
EA ELECTRONIC ARTS INC 4.8%
Value ($000) $52,116 Shares 428,479 Est. Cost $135.76 Unrealized -7.9%
ACTIVISION BLIZZARD INC 4.7%
Value ($000) $51,445 Shares 660,867 Est. Cost $78.03 Unrealized
CM CANADIAN IMP BK COMM 4.6%
Value ($000) $50,420 Shares 1,040,463 Est. Cost $38.12 Unrealized +20.2%
OTEX OPEN TEXT CORP 4.2%
Value ($000) $46,024 Shares 1,219,318 Est. Cost $35.37 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 2.9%
Value ($000) $31,244 Shares 72,680 Est. Cost $331.33 Unrealized +20.1%
MSFT MICROSOFT CORP 2.7%
Value ($000) $29,197 Shares 113,710 Est. Cost $262.94 Unrealized +0.2%
HD HOME DEPOT INC 2.1%
Value ($000) $22,418 Shares 81,751 Est. Cost $269.01 Unrealized 0.0%
MGA MAGNA INTL INC 2.0%
Value ($000) $21,513 Shares 392,621 Est. Cost $42.66 Unrealized +25.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $7,544 Shares 14,692 Est. Cost $266.33 Unrealized +76.9%
SBUX STARBUCKS CORP 0.6%
Value ($000) $6,503 Shares 85,156 Est. Cost $72.49 Unrealized -2.9%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $5,945 Shares 122,580 Est. Cost $50.22 Unrealized -16.1%
FTS FORTIS INC 0.5%
Value ($000) $5,687 Shares 120,560 Est. Cost $33.26 Unrealized +27.9%
INFY INFOSYS LTD 0.5%
Value ($000) $5,553 Shares 300,000 Est. Cost $17.09 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $5,503 Shares 60,367 Est. Cost $64.56 Unrealized +22.7%
DEO DIAGEO PLC 0.5%
Value ($000) $5,398 Shares 31,000 Est. Cost $135.63 Unrealized
UBS UBS GROUP AG 0.5%
Value ($000) $5,310 Shares 327,376 Est. Cost $11.68 Unrealized +50.1%
MMM 3M CO 0.5%
Value ($000) $5,306 Shares 41,000 Est. Cost $132.62 Unrealized -20.7%
MDT MEDTRONIC PLC 0.5%
Value ($000) $5,189 Shares 57,821 Est. Cost $90.15 Unrealized +0.2%
HMC HONDA MOTOR LTD 0.5%
Value ($000) $5,115 Shares 211,800 Est. Cost $25.55 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $1,970 Shares 46,742 Est. Cost $28.87 Unrealized +22.1%
BSY BENTLEY SYS INC 0.1%
Value ($000) $1,380 Shares 41,534 Est. Cost $53.90 Unrealized -33.0%
V VISA INC 0.1%
Value ($000) $1,319 Shares 6,714 Est. Cost $197.11 Unrealized +2.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,123 Shares 2,072 Est. Cost $515.16 Unrealized +5.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $923 Shares 3,618 Est. Cost $213.85 Unrealized +3.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $868 Shares 2,203 Est. Cost $424.04 Unrealized +0.2%
LOW LOWES COS INC 0.1%
Value ($000) $861 Shares 4,937 Est. Cost $201.81 Unrealized -11.0%
AAPL APPLE INC 0.1%
Value ($000) $859 Shares 6,293 Est. Cost $144.88 Unrealized +2.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $854 Shares 2,714 Est. Cost $338.47 Unrealized -0.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $810 Shares 3,306 Est. Cost $194.67 Unrealized +12.5%
ZTS ZOETIS INC 0.1%
Value ($000) $736 Shares 4,289 Est. Cost $170.17 Unrealized -2.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $728 Shares 7,447 Est. Cost $112.15 Unrealized -7.9%
CTAS CINTAS CORP 0.1%
Value ($000) $724 Shares 1,943 Est. Cost $88.19 Unrealized +6.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $694 Shares 11,976 Est. Cost $67.43 Unrealized -9.7%
MSCI MSCI INC 0.1%
Value ($000) $693 Shares 1,684 Est. Cost $485.55 Unrealized -14.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $687 Shares 316 Est. Cost $77.32 Unrealized +51.1%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $686 Shares 3,072 Est. Cost $260.29 Unrealized -4.7%
INTU INTUIT 0.1%
Value ($000) $672 Shares 1,747 Est. Cost $417.76 Unrealized -3.2%
MCO MOODYS CORP 0.1%
Value ($000) $668 Shares 2,463 Est. Cost $304.30 Unrealized -4.7%
AVGO BROADCOM INC 0.1%
Value ($000) $667 Shares 1,375 Est. Cost $31.10 Unrealized +68.5%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $652 Shares 3,774 Est. Cost $190.33 Unrealized -5.2%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $633 Shares 5,638 Est. Cost $106.08 Unrealized +2.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $631 Shares 6,949 Est. Cost $116.22 Unrealized -8.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $568 Shares 2,086 Est. Cost $217.87 Unrealized +44.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $468 Shares 8,733 Est. Cost $19.87 Unrealized +28.8%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $391 Shares 8,811 Est. Cost $52.59 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $303 Shares 2,000 Est. Cost $18.84 Unrealized 0.0%
THOMSON REUTERS CORP. 0.0%
Value ($000) $281 Shares 2,705 Est. Cost $115.98 Unrealized
BCE BCE INC 0.0%
Value ($000) $270 Shares 5,503 Est. Cost $28.84 Unrealized +42.1%
TFII TFI INTL INC 0.0%
Value ($000) $262 Shares 3,273 Est. Cost $106.12 Unrealized -23.3%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $259 Shares 7,388 Est. Cost $31.58 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $256 Shares 3,034 Est. Cost $84.38 Unrealized
SAP SAP SE 0.0%
Value ($000) $215 Shares 2,371 Est. Cost $90.68 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $204 Shares 9,186 Est. Cost $24.73 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $201 Shares 1,309 Est. Cost $153.78 Unrealized -1.8%