Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 20, 2023

Total Value ($000): $1,244,858 (100.0% shares, 0.0% debt)

Holdings (69)

CSCO CISCO SYS INC 6.6%
Value ($000) $82,745 Shares 1,600,032 Est. Cost $40.84 Unrealized +11.4%
SLF SUN LIFE FINANCIAL INC. 6.0%
Value ($000) $74,270 Shares 1,423,892 Est. Cost $40.50 Unrealized +21.3%
OTEX OPEN TEXT CORP 5.9%
Value ($000) $73,310 Shares 1,761,567 Est. Cost $32.26 Unrealized +14.4%
TD TORONTO DOMINION BK ONT 5.8%
Value ($000) $72,497 Shares 1,168,995 Est. Cost $54.77 Unrealized +9.8%
FDX FEDEX CORP 5.6%
Value ($000) $69,433 Shares 280,223 Est. Cost $199.59 Unrealized +8.2%
ORCL ORACLE CORP 5.4%
Value ($000) $66,992 Shares 562,804 Est. Cost $60.40 Unrealized +66.2%
BNS BANK NOVA SCOTIA HALIFAX 5.4%
Value ($000) $66,647 Shares 1,331,338 Est. Cost $39.14 Unrealized +10.1%
UPS UNITED PARCEL SERVICE INC 5.2%
Value ($000) $65,343 Shares 364,711 Est. Cost $120.62 Unrealized +28.1%
RCI ROGERS COMMUNICATIONS INC 5.2%
Value ($000) $64,444 Shares 1,411,711 Est. Cost $44.94 Unrealized +4.3%
RY ROYAL BK CDA 5.1%
Value ($000) $64,069 Shares 670,469 Est. Cost $77.86 Unrealized +22.6%
CM CANADIAN IMPERIAL BK COMM TO 5.1%
Value ($000) $63,932 Shares 1,496,574 Est. Cost $38.52 Unrealized -2.2%
ACTIVISION BLIZZARD INC 5.1%
Value ($000) $63,788 Shares 757,035 Est. Cost $77.86 Unrealized
BMO BANK MONTREAL QUE 4.8%
Value ($000) $60,011 Shares 664,117 Est. Cost $57.47 Unrealized +37.6%
CVS CVS HEALTH CORP 4.4%
Value ($000) $54,165 Shares 783,899 Est. Cost $60.58 Unrealized +6.1%
EA ELECTRONIC ARTS INC 3.4%
Value ($000) $41,769 Shares 322,200 Est. Cost $135.76 Unrealized -8.0%
HD HOME DEPOT INC 3.3%
Value ($000) $41,189 Shares 132,657 Est. Cost $271.99 Unrealized +1.6%
MSFT MICROSOFT CORP 2.9%
Value ($000) $36,489 Shares 107,196 Est. Cost $256.87 Unrealized +19.6%
CNI CANADIAN NATL RY CO 2.5%
Value ($000) $30,709 Shares 253,451 Est. Cost $112.24 Unrealized +0.1%
CP CANADIAN PACIFIC KANSAS CITY 2.3%
Value ($000) $28,741 Shares 355,639 Est. Cost $77.51 Unrealized 0.0%
MGA MAGNA INTL INC 1.8%
Value ($000) $22,567 Shares 399,503 Est. Cost $42.72 Unrealized +12.3%
MDT MEDTRONIC PLC 0.5%
Value ($000) $6,258 Shares 71,072 Est. Cost $85.71 Unrealized -7.4%
UBS UBS GROUP AG 0.5%
Value ($000) $6,147 Shares 303,434 Est. Cost $14.45 Unrealized +39.1%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $5,906 Shares 30,467 Est. Cost $191.89 Unrealized -7.2%
MRK MERCK & CO INC 0.5%
Value ($000) $5,875 Shares 50,943 Est. Cost $67.22 Unrealized +55.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $5,802 Shares 12,077 Est. Cost $269.20 Unrealized +72.7%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $5,693 Shares 100,811 Est. Cost $52.72 Unrealized +14.4%
SBUX STARBUCKS CORP 0.5%
Value ($000) $5,647 Shares 57,032 Est. Cost $72.49 Unrealized +34.2%
FTS FORTIS INC 0.4%
Value ($000) $5,472 Shares 126,894 Est. Cost $34.45 Unrealized +14.0%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $5,030 Shares 121,133 Est. Cost $33.68 Unrealized +8.8%
MMM 3M CO 0.4%
Value ($000) $4,852 Shares 48,500 Est. Cost $127.03 Unrealized -39.0%
DEO DIAGEO PLC 0.4%
Value ($000) $4,681 Shares 27,000 Est. Cost $138.69 Unrealized
HMC HONDA MOTOR LTD 0.4%
Value ($000) $4,544 Shares 150,000 Est. Cost $25.28 Unrealized
INFY INFOSYS LTD 0.4%
Value ($000) $4,529 Shares 282,000 Est. Cost $17.09 Unrealized
BSY BENTLEY SYS INC 0.2%
Value ($000) $1,970 Shares 36,310 Est. Cost $53.90 Unrealized -14.6%
V VISA INC 0.1%
Value ($000) $1,733 Shares 7,294 Est. Cost $198.14 Unrealized +13.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $1,682 Shares 45,226 Est. Cost $28.99 Unrealized +10.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1,495 Shares 3,109 Est. Cost $420.15 Unrealized +6.0%
LOW LOWES COS INC 0.1%
Value ($000) $1,411 Shares 6,248 Est. Cost $198.57 Unrealized -0.4%
AVGO BROADCOM INC 0.1%
Value ($000) $1,371 Shares 1,580 Est. Cost $35.83 Unrealized +91.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,306 Shares 3,318 Est. Cost $338.27 Unrealized +9.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,235 Shares 2,366 Est. Cost $518.11 Unrealized +3.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $1,233 Shares 13,758 Est. Cost $67.41 Unrealized +9.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,209 Shares 8,358 Est. Cost $110.15 Unrealized +11.0%
CTAS CINTAS CORP 0.1%
Value ($000) $1,199 Shares 2,410 Est. Cost $91.28 Unrealized +25.7%
INTU INTUIT 0.1%
Value ($000) $1,168 Shares 2,549 Est. Cost $415.29 Unrealized +3.8%
MCO MOODYS CORP 0.1%
Value ($000) $1,154 Shares 3,317 Est. Cost $299.36 Unrealized +3.7%
ZTS ZOETIS INC 0.1%
Value ($000) $1,102 Shares 6,395 Est. Cost $164.28 Unrealized +2.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,062 Shares 3,998 Est. Cost $252.12 Unrealized -8.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,032 Shares 8,619 Est. Cost $107.84 Unrealized +5.9%
ALLE ALLEGION PLC 0.1%
Value ($000) $1,008 Shares 8,392 Est. Cost $108.97 Unrealized -3.1%
MSCI MSCI INC 0.1%
Value ($000) $970 Shares 2,066 Est. Cost $479.02 Unrealized -1.3%
CTVA CORTEVA INC 0.1%
Value ($000) $944 Shares 16,474 Est. Cost $59.05 Unrealized -4.1%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $848 Shares 4,991 Est. Cost $195.82 Unrealized -4.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $715 Shares 2,095 Est. Cost $226.33 Unrealized +44.2%
BN BROOKFIELD CORP 0.0%
Value ($000) $479 Shares 14,215 Est. Cost $21.94 Unrealized -5.2%
AAPL APPLE INC 0.0%
Value ($000) $475 Shares 2,449 Est. Cost $144.86 Unrealized +18.8%
TFII TFI INTL INC 0.0%
Value ($000) $444 Shares 3,893 Est. Cost $105.19 Unrealized +4.4%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $439 Shares 10,142 Est. Cost $32.54 Unrealized +42.7%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $427 Shares 7,588 Est. Cost $20.18 Unrealized +27.3%
TRI THOMSON REUTERS CORP. 0.0%
Value ($000) $402 Shares 2,974 Est. Cost $122.38 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $389 Shares 3,435 Est. Cost $96.11 Unrealized +8.9%
BCE BCE INC 0.0%
Value ($000) $379 Shares 8,313 Est. Cost $32.42 Unrealized +16.5%
NVS NOVARTIS AG 0.0%
Value ($000) $360 Shares 3,561 Est. Cost $85.96 Unrealized
SAP SAP SE 0.0%
Value ($000) $333 Shares 2,434 Est. Cost $95.48 Unrealized
VET VERMILION ENERGY INC 0.0%
Value ($000) $321 Shares 25,694 Est. Cost $20.31 Unrealized -39.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $280 Shares 1,552 Est. Cost $153.87 Unrealized +3.4%
UNILEVER PLC 0.0%
Value ($000) $262 Shares 5,027 Est. Cost $51.92 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $258 Shares 13,249 Est. Cost $20.33 Unrealized -1.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $218 Shares 824 Est. Cost $241.97 Unrealized 0.0%