Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 1, 2023

Total Value ($000): $1,219,162 (100.0% shares, 0.0% debt)

Holdings (70)

ORCL ORACLE CORP 6.9%
Value ($000) $84,602 Shares 910,587 Est. Cost $60.40 Unrealized +40.4%
CSCO CISCO SYS INC 6.8%
Value ($000) $83,327 Shares 1,594,172 Est. Cost $40.84 Unrealized +9.8%
FDX FEDEX CORP 6.7%
Value ($000) $81,378 Shares 356,191 Est. Cost $199.59 Unrealized -4.5%
OTEX OPEN TEXT CORP 6.3%
Value ($000) $76,539 Shares 1,987,037 Est. Cost $32.26 Unrealized -2.2%
UPS UNITED PARCEL SERVICE INC 5.8%
Value ($000) $70,432 Shares 363,106 Est. Cost $120.62 Unrealized +31.1%
TD TORONTO DOMINION BK ONT 5.7%
Value ($000) $69,824 Shares 1,167,336 Est. Cost $54.77 Unrealized +18.0%
BNS BANK NOVA SCOTIA HALIFAX 5.5%
Value ($000) $66,819 Shares 1,328,468 Est. Cost $39.14 Unrealized +12.1%
SLF SUN LIFE FINANCIAL INC. 5.4%
Value ($000) $66,127 Shares 1,417,358 Est. Cost $40.50 Unrealized +18.9%
ACTIVISION BLIZZARD INC 5.3%
Value ($000) $64,638 Shares 755,303 Est. Cost $77.86 Unrealized
RY ROYAL BK CDA SUSTAINABL 5.3%
Value ($000) $64,140 Shares 671,589 Est. Cost $77.86 Unrealized +27.3%
CM CANADIAN IMPERIAL BK COMM TO 5.1%
Value ($000) $62,727 Shares 1,481,271 Est. Cost $38.53 Unrealized +0.0%
BMO BANK MONTREAL QUE 4.8%
Value ($000) $58,838 Shares 661,470 Est. Cost $57.47 Unrealized +46.0%
CVS CVS HEALTH CORP 4.8%
Value ($000) $57,999 Shares 780,585 Est. Cost $60.58 Unrealized +24.1%
RCI ROGERS COMMUNICATIONS INC 4.6%
Value ($000) $56,258 Shares 1,215,457 Est. Cost $44.63 Unrealized +6.3%
EA ELECTRONIC ARTS INC 4.3%
Value ($000) $51,907 Shares 430,987 Est. Cost $135.76 Unrealized -14.8%
MSFT MICROSOFT CORP 3.7%
Value ($000) $45,148 Shares 156,624 Est. Cost $256.87 Unrealized -2.9%
HD HOME DEPOT INC 3.2%
Value ($000) $39,081 Shares 132,439 Est. Cost $271.99 Unrealized +4.6%
MGA MAGNA INTL INC 1.7%
Value ($000) $21,129 Shares 395,015 Est. Cost $42.66 Unrealized +21.7%
SBUX STARBUCKS CORP 0.5%
Value ($000) $6,108 Shares 58,671 Est. Cost $72.49 Unrealized +33.9%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $5,946 Shares 29,103 Est. Cost $192.54 Unrealized -1.5%
MDT MEDTRONIC PLC 0.5%
Value ($000) $5,730 Shares 71,072 Est. Cost $85.71 Unrealized -13.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $5,684 Shares 12,029 Est. Cost $269.20 Unrealized +69.9%
MRK MERCK & CO INC 0.4%
Value ($000) $5,399 Shares 50,748 Est. Cost $67.22 Unrealized +46.8%
FTS FORTIS INC 0.4%
Value ($000) $5,282 Shares 124,438 Est. Cost $34.35 Unrealized +6.4%
MMM 3M CO 0.4%
Value ($000) $5,098 Shares 48,500 Est. Cost $127.03 Unrealized -33.2%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $5,047 Shares 133,133 Est. Cost $33.68 Unrealized +2.8%
INFY INFOSYS LTD 0.4%
Value ($000) $4,918 Shares 282,000 Est. Cost $17.09 Unrealized
HMC HONDA MOTOR LTD 0.4%
Value ($000) $4,901 Shares 185,000 Est. Cost $25.28 Unrealized
DEO DIAGEO PLC 0.4%
Value ($000) $4,892 Shares 27,000 Est. Cost $138.69 Unrealized
YUMC YUM CHINA HLDGS INC 0.4%
Value ($000) $4,806 Shares 75,811 Est. Cost $50.22 Unrealized +20.2%
UBS UBS GROUP AG 0.4%
Value ($000) $4,341 Shares 203,434 Est. Cost $11.68 Unrealized +78.7%
ENB ENBRIDGE INC 0.1%
Value ($000) $1,816 Shares 47,687 Est. Cost $28.99 Unrealized +11.9%
BSY BENTLEY SYS INC 0.1%
Value ($000) $1,600 Shares 37,263 Est. Cost $53.90 Unrealized -27.3%
V VISA INC 0.1%
Value ($000) $1,590 Shares 7,063 Est. Cost $197.28 Unrealized +10.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1,326 Shares 3,012 Est. Cost $419.34 Unrealized +1.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,311 Shares 2,277 Est. Cost $517.44 Unrealized +8.0%
LOW LOWES COS INC 0.1%
Value ($000) $1,211 Shares 6,063 Est. Cost $198.60 Unrealized -3.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,164 Shares 3,208 Est. Cost $337.19 Unrealized +6.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,157 Shares 9,430 Est. Cost $110.15 Unrealized +1.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $1,114 Shares 13,312 Est. Cost $67.20 Unrealized +10.5%
MSCI MSCI INC 0.1%
Value ($000) $1,098 Shares 1,965 Est. Cost $479.33 Unrealized +6.7%
CTAS CINTAS CORP 0.1%
Value ($000) $1,076 Shares 2,329 Est. Cost $90.47 Unrealized +18.8%
INTU INTUIT 0.1%
Value ($000) $1,073 Shares 2,409 Est. Cost $414.38 Unrealized -2.7%
AVGO BROADCOM INC 0.1%
Value ($000) $1,039 Shares 1,621 Est. Cost $35.83 Unrealized +60.7%
ZTS ZOETIS INC 0.1%
Value ($000) $1,027 Shares 6,179 Est. Cost $164.15 Unrealized -3.1%
MCO MOODYS CORP 0.1%
Value ($000) $978 Shares 3,199 Est. Cost $298.96 Unrealized -1.3%
CTVA CORTEVA INC 0.1%
Value ($000) $967 Shares 16,052 Est. Cost $59.12 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $923 Shares 7,830 Est. Cost $107.65 Unrealized +3.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $879 Shares 3,916 Est. Cost $252.58 Unrealized -11.7%
ALLE ALLEGION PLC 0.1%
Value ($000) $866 Shares 8,124 Est. Cost $109.08 Unrealized -0.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $817 Shares 7,888 Est. Cost $107.24 Unrealized -11.2%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $778 Shares 3,702 Est. Cost $198.78 Unrealized +6.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $636 Shares 2,063 Est. Cost $224.78 Unrealized +37.1%
AAPL APPLE INC 0.0%
Value ($000) $535 Shares 3,251 Est. Cost $144.86 Unrealized +0.4%
BN BROOKFIELD CORP 0.0%
Value ($000) $506 Shares 15,543 Est. Cost $21.94 Unrealized +0.6%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $492 Shares 10,222 Est. Cost $32.54 Unrealized +30.7%
TFII TFI INTL INC 0.0%
Value ($000) $443 Shares 3,716 Est. Cost $104.97 Unrealized +11.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $407 Shares 7,369 Est. Cost $20.01 Unrealized +25.8%
THOMSON REUTERS CORP. 0.0%
Value ($000) $367 Shares 2,825 Est. Cost $115.76 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $347 Shares 3,328 Est. Cost $95.83 Unrealized +4.6%
VET VERMILION ENERGY INC 0.0%
Value ($000) $333 Shares 25,694 Est. Cost $20.31 Unrealized -30.6%
NVS NOVARTIS AG 0.0%
Value ($000) $284 Shares 3,086 Est. Cost $83.65 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $274 Shares 13,799 Est. Cost $20.33 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $272 Shares 1,463 Est. Cost $153.56 Unrealized +5.1%
SAP SAP SE 0.0%
Value ($000) $270 Shares 2,139 Est. Cost $89.78 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $254 Shares 8,205 Est. Cost $29.11 Unrealized +0.1%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $229 Shares 6,889 Est. Cost $29.13 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $223 Shares 4,976 Est. Cost $28.84 Unrealized +25.1%
UNILEVER PLC 0.0%
Value ($000) $213 Shares 4,101 Est. Cost $51.86 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $208 Shares 750 Est. Cost $21.62 Unrealized 0.0%