Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 9, 2023

Total Value ($000): $1,151,588 (100.0% shares, 0.0% debt)

Holdings (66)

ORCL ORACLE CORP 7.9%
Value ($000) $90,653 Shares 1,108,650 Est. Cost $60.40 Unrealized +21.2%
CSCO CISCO SYS INC 6.7%
Value ($000) $77,039 Shares 1,616,545 Est. Cost $40.84 Unrealized +1.5%
FDX FEDEX CORP 6.2%
Value ($000) $71,812 Shares 414,472 Est. Cost $199.59 Unrealized -22.3%
SLF SUN LIFE FINANCIAL INC. 5.8%
Value ($000) $66,357 Shares 1,429,976 Est. Cost $40.50 Unrealized +9.3%
TD TORONTO DOMINION BK ONT 5.7%
Value ($000) $65,717 Shares 1,015,258 Est. Cost $53.30 Unrealized +21.2%
BNS BANK NOVA SCOTIA HALIFAX 5.6%
Value ($000) $64,971 Shares 1,326,448 Est. Cost $39.14 Unrealized +6.1%
UPS UNITED PARCEL SERVICE INC 5.6%
Value ($000) $64,144 Shares 368,850 Est. Cost $120.62 Unrealized +22.7%
RY ROYAL BK CDA SUSTAINABL 5.5%
Value ($000) $63,447 Shares 675,045 Est. Cost $77.86 Unrealized +21.2%
OTEX OPEN TEXT CORP 5.3%
Value ($000) $60,614 Shares 2,046,243 Est. Cost $32.26 Unrealized -20.4%
RCI ROGERS COMMUNICATIONS INC 5.0%
Value ($000) $57,831 Shares 1,236,015 Est. Cost $44.63 Unrealized -4.5%
ACTIVISION BLIZZARD INC 5.0%
Value ($000) $57,602 Shares 752,228 Est. Cost $77.86 Unrealized
BMO BANK MONTREAL QUE 4.8%
Value ($000) $55,812 Shares 616,276 Est. Cost $55.53 Unrealized +45.8%
CM CANADIAN IMPERIAL BK COMM TO 4.6%
Value ($000) $53,086 Shares 1,312,753 Est. Cost $38.52 Unrealized -1.0%
EA ELECTRONIC ARTS INC 4.6%
Value ($000) $52,499 Shares 429,536 Est. Cost $135.76 Unrealized -9.1%
CVS CVS HEALTH CORP 4.5%
Value ($000) $52,170 Shares 559,632 Est. Cost $54.81 Unrealized +56.8%
MSFT MICROSOFT CORP 3.7%
Value ($000) $42,595 Shares 177,554 Est. Cost $256.87 Unrealized -8.9%
HD HOME DEPOT INC 3.0%
Value ($000) $34,827 Shares 110,222 Est. Cost $269.44 Unrealized +4.4%
MGA MAGNA INTL INC 1.9%
Value ($000) $22,112 Shares 393,740 Est. Cost $42.66 Unrealized +17.3%
MRK MERCK & CO INC 0.7%
Value ($000) $8,070 Shares 72,707 Est. Cost $67.22 Unrealized +38.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $7,154 Shares 13,489 Est. Cost $269.20 Unrealized +85.9%
SBUX STARBUCKS CORP 0.6%
Value ($000) $6,832 Shares 68,854 Est. Cost $72.49 Unrealized +20.8%
UBS UBS GROUP AG 0.5%
Value ($000) $6,042 Shares 323,494 Est. Cost $11.68 Unrealized +45.6%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $5,934 Shares 169,633 Est. Cost $33.68 Unrealized -10.7%
FTS FORTIS INC 0.5%
Value ($000) $5,890 Shares 147,238 Est. Cost $34.35 Unrealized +0.8%
MMM 3M CO 0.5%
Value ($000) $5,819 Shares 48,500 Est. Cost $127.03 Unrealized -28.6%
DEO DIAGEO PLC 0.5%
Value ($000) $5,704 Shares 32,000 Est. Cost $138.69 Unrealized
INFY INFOSYS LTD 0.5%
Value ($000) $5,405 Shares 300,000 Est. Cost $17.09 Unrealized
HMC HONDA MOTOR LTD 0.5%
Value ($000) $5,374 Shares 235,000 Est. Cost $25.28 Unrealized
YUMC YUM CHINA HLDGS INC 0.4%
Value ($000) $4,146 Shares 75,825 Est. Cost $50.22 Unrealized +1.2%
MDT MEDTRONIC PLC 0.3%
Value ($000) $3,956 Shares 50,886 Est. Cost $90.15 Unrealized -18.5%
ENB ENBRIDGE INC 0.2%
Value ($000) $1,865 Shares 47,722 Est. Cost $28.99 Unrealized +9.9%
V VISA INC 0.1%
Value ($000) $1,598 Shares 7,695 Est. Cost $197.28 Unrealized -0.2%
BSY BENTLEY SYS INC 0.1%
Value ($000) $1,530 Shares 41,404 Est. Cost $53.90 Unrealized -33.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,221 Shares 2,218 Est. Cost $516.34 Unrealized +1.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1,198 Shares 2,774 Est. Cost $418.91 Unrealized -3.6%
LOW LOWES COS INC 0.1%
Value ($000) $1,173 Shares 5,888 Est. Cost $198.79 Unrealized -5.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,092 Shares 3,141 Est. Cost $336.76 Unrealized -4.0%
AVGO BROADCOM INC 0.1%
Value ($000) $1,070 Shares 1,914 Est. Cost $35.83 Unrealized +32.8%
CTAS CINTAS CORP 0.1%
Value ($000) $1,012 Shares 2,241 Est. Cost $89.80 Unrealized +17.2%
ZTS ZOETIS INC 0.1%
Value ($000) $938 Shares 6,400 Est. Cost $164.15 Unrealized -12.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $922 Shares 9,471 Est. Cost $110.15 Unrealized -15.3%
MSCI MSCI INC 0.1%
Value ($000) $915 Shares 1,967 Est. Cost $479.33 Unrealized -6.3%
INTU INTUIT 0.1%
Value ($000) $898 Shares 2,309 Est. Cost $414.87 Unrealized -6.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $897 Shares 3,645 Est. Cost $198.58 Unrealized +17.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $897 Shares 12,769 Est. Cost $66.90 Unrealized -4.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $889 Shares 3,746 Est. Cost $253.93 Unrealized -11.5%
MCO MOODYS CORP 0.1%
Value ($000) $877 Shares 3,149 Est. Cost $299.02 Unrealized -10.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $856 Shares 4,041 Est. Cost $210.84 Unrealized -11.4%
ALLE ALLEGION PLC 0.1%
Value ($000) $836 Shares 7,947 Est. Cost $109.10 Unrealized -8.3%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $787 Shares 6,628 Est. Cost $106.95 Unrealized +4.9%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $757 Shares 5,150 Est. Cost $183.47 Unrealized -18.2%
GOOGL ALPHABET INC 0.1%
Value ($000) $726 Shares 8,237 Est. Cost $107.24 Unrealized -12.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $716 Shares 2,320 Est. Cost $224.78 Unrealized +32.1%
VET VERMILION ENERGY INC 0.0%
Value ($000) $455 Shares 25,694 Est. Cost $20.31 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $434 Shares 7,815 Est. Cost $20.01 Unrealized +25.4%
AAPL APPLE INC 0.0%
Value ($000) $400 Shares 3,082 Est. Cost $144.83 Unrealized -2.9%
BN BROOKFIELD CORP 0.0%
Value ($000) $385 Shares 12,246 Est. Cost $21.90 Unrealized 0.0%
TFII TFI INTL INC 0.0%
Value ($000) $383 Shares 3,828 Est. Cost $104.97 Unrealized -4.9%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $372 Shares 9,530 Est. Cost $31.82 Unrealized +10.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $338 Shares 3,294 Est. Cost $95.79 Unrealized -0.3%
THOMSON REUTERS CORP. 0.0%
Value ($000) $324 Shares 2,844 Est. Cost $115.76 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $274 Shares 3,025 Est. Cost $83.49 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $250 Shares 7,893 Est. Cost $29.11 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $243 Shares 1,469 Est. Cost $153.56 Unrealized -1.1%
SAP SAP SE 0.0%
Value ($000) $228 Shares 2,208 Est. Cost $89.78 Unrealized
BCE BCE INC 0.0%
Value ($000) $217 Shares 4,949 Est. Cost $28.84 Unrealized +22.8%