Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 21, 2022

Total Value ($000): $1,001,796 (100.0% shares, 0.0% debt)

Holdings (66)

ORCL ORACLE CORP 6.8%
Value ($000) $67,935 Shares 1,109,969 Est. Cost $60.40 Unrealized +16.2%
FDX FEDEX CORP 6.7%
Value ($000) $67,491 Shares 450,439 Est. Cost $199.59 Unrealized -1.9%
TD TORONTO DOMINION BK ONT 6.3%
Value ($000) $62,740 Shares 1,015,089 Est. Cost $53.30 Unrealized +21.5%
RY ROYAL BK CDA 6.1%
Value ($000) $61,220 Shares 674,712 Est. Cost $77.86 Unrealized +23.2%
CSCO CISCO SYS INC 5.8%
Value ($000) $58,340 Shares 1,455,282 Est. Cost $40.77 Unrealized -1.8%
SLF SUN LIFE FINANCIAL INC. 5.7%
Value ($000) $57,371 Shares 1,431,611 Est. Cost $40.50 Unrealized +10.7%
BMO BANK MONTREAL QUE 5.4%
Value ($000) $54,396 Shares 615,842 Est. Cost $55.53 Unrealized +50.7%
UPS UNITED PARCEL SERVICE INC 5.4%
Value ($000) $54,035 Shares 333,767 Est. Cost $117.73 Unrealized +36.3%
CVS CVS HEALTH CORP 5.3%
Value ($000) $53,520 Shares 559,950 Est. Cost $54.81 Unrealized +59.9%
BNS BANK NOVA SCOTIA HALIFAX 5.3%
Value ($000) $52,789 Shares 1,101,341 Est. Cost $38.65 Unrealized +22.5%
CM CANADIAN IMPERIAL BK COMM TO 5.3%
Value ($000) $52,752 Shares 1,195,958 Est. Cost $38.56 Unrealized +7.7%
EA ELECTRONIC ARTS INC 5.0%
Value ($000) $49,887 Shares 430,192 Est. Cost $135.76 Unrealized -8.5%
ACTIVISION BLIZZARD INC 4.9%
Value ($000) $49,545 Shares 665,031 Est. Cost $78.03 Unrealized
RCI ROGERS COMMUNICATIONS INC 4.8%
Value ($000) $48,042 Shares 1,237,580 Est. Cost $44.63 Unrealized -0.8%
OTEX OPEN TEXT CORP 4.0%
Value ($000) $39,766 Shares 1,492,932 Est. Cost $34.70 Unrealized -8.6%
MSFT MICROSOFT CORP 3.4%
Value ($000) $34,362 Shares 147,233 Est. Cost $261.56 Unrealized -1.8%
HD HOME DEPOT INC 3.0%
Value ($000) $30,525 Shares 110,380 Est. Cost $269.44 Unrealized +0.5%
MGA MAGNA INTL INC 1.9%
Value ($000) $18,841 Shares 394,109 Est. Cost $42.66 Unrealized +20.7%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $6,743 Shares 13,324 Est. Cost $266.33 Unrealized +85.9%
SBUX STARBUCKS CORP 0.6%
Value ($000) $6,473 Shares 76,671 Est. Cost $72.49 Unrealized +8.1%
MRK MERCK & CO INC 0.6%
Value ($000) $6,265 Shares 72,573 Est. Cost $67.22 Unrealized +19.6%
DEO DIAGEO PLC 0.6%
Value ($000) $5,788 Shares 34,000 Est. Cost $138.69 Unrealized
FTS FORTIS INC 0.6%
Value ($000) $5,582 Shares 145,781 Est. Cost $34.35 Unrealized +15.2%
MMM 3M CO 0.5%
Value ($000) $5,372 Shares 48,500 Est. Cost $127.03 Unrealized -24.1%
INFY INFOSYS LTD 0.5%
Value ($000) $5,103 Shares 300,000 Est. Cost $17.09 Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $5,028 Shares 171,005 Est. Cost $33.68 Unrealized 0.0%
UBS UBS GROUP AG 0.5%
Value ($000) $4,751 Shares 326,679 Est. Cost $11.68 Unrealized +37.1%
HMC HONDA MOTOR LTD 0.5%
Value ($000) $4,584 Shares 211,800 Est. Cost $25.55 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $4,157 Shares 51,363 Est. Cost $90.15 Unrealized -10.4%
YUMC YUM CHINA HLDGS INC 0.4%
Value ($000) $3,633 Shares 76,578 Est. Cost $50.22 Unrealized -4.4%
ENB ENBRIDGE INC 0.2%
Value ($000) $1,714 Shares 45,877 Est. Cost $28.87 Unrealized +17.1%
V VISA INC 0.1%
Value ($000) $1,379 Shares 7,765 Est. Cost $197.28 Unrealized +0.5%
BSY BENTLEY SYS INC 0.1%
Value ($000) $1,266 Shares 41,404 Est. Cost $53.90 Unrealized -33.3%
LOW LOWES COS INC 0.1%
Value ($000) $1,083 Shares 5,771 Est. Cost $199.00 Unrealized -8.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $990 Shares 1,952 Est. Cost $515.16 Unrealized +7.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $968 Shares 2,694 Est. Cost $419.35 Unrealized -5.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $885 Shares 3,692 Est. Cost $198.58 Unrealized +16.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $885 Shares 3,115 Est. Cost $336.76 Unrealized -3.4%
CTAS CINTAS CORP 0.1%
Value ($000) $846 Shares 2,180 Est. Cost $89.37 Unrealized +10.9%
ALLE ALLEGION PLC 0.1%
Value ($000) $808 Shares 9,009 Est. Cost $109.10 Unrealized -13.3%
MSCI MSCI INC 0.1%
Value ($000) $803 Shares 1,905 Est. Cost $480.32 Unrealized -8.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $794 Shares 3,878 Est. Cost $253.93 Unrealized -9.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $793 Shares 12,999 Est. Cost $66.90 Unrealized -9.3%
INTU INTUIT 0.1%
Value ($000) $786 Shares 2,030 Est. Cost $418.44 Unrealized +1.0%
ZTS ZOETIS INC 0.1%
Value ($000) $785 Shares 5,298 Est. Cost $168.51 Unrealized -4.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $771 Shares 3,593 Est. Cost $213.85 Unrealized +7.0%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $767 Shares 4,908 Est. Cost $185.11 Unrealized -9.4%
AVGO BROADCOM INC 0.1%
Value ($000) $766 Shares 1,727 Est. Cost $34.56 Unrealized +39.1%
MCO MOODYS CORP 0.1%
Value ($000) $742 Shares 3,052 Est. Cost $300.06 Unrealized -5.9%
GIB CGI INC 0.1%
Value ($000) $735 Shares 9,682 Est. Cost $81.08 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $725 Shares 8,857 Est. Cost $111.32 Unrealized -16.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $710 Shares 7,422 Est. Cost $108.66 Unrealized +1.3%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $651 Shares 5,978 Est. Cost $106.38 Unrealized +4.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $610 Shares 2,286 Est. Cost $223.70 Unrealized +27.2%
AAPL APPLE INC 0.0%
Value ($000) $420 Shares 3,044 Est. Cost $144.88 Unrealized +6.5%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $400 Shares 9,707 Est. Cost $51.54 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $356 Shares 7,598 Est. Cost $19.87 Unrealized +12.0%
TFII TFI INTL INC 0.0%
Value ($000) $328 Shares 3,593 Est. Cost $105.31 Unrealized -7.9%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $302 Shares 9,241 Est. Cost $31.71 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $291 Shares 3,217 Est. Cost $95.80 Unrealized 0.0%
THOMSON REUTERS CORP. 0.0%
Value ($000) $283 Shares 2,738 Est. Cost $115.83 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $258 Shares 3,395 Est. Cost $83.49 Unrealized
BWMN BOWMAN CONSULTING GROUP LTD 0.0%
Value ($000) $221 Shares 15,146 Est. Cost $14.48 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $218 Shares 1,406 Est. Cost $153.63 Unrealized -1.3%
SAP SAP SE 0.0%
Value ($000) $213 Shares 2,622 Est. Cost $89.78 Unrealized
BCE BCE INC 0.0%
Value ($000) $208 Shares 4,921 Est. Cost $28.84 Unrealized +30.5%