Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 26, 2023

Total Value ($000): $1,207,610 (100.0% shares, 0.0% debt)

Holdings (73)

CSCO CISCO SYS INC 7.1%
Value ($000) $86,025 Shares 1,599,558 Est. Cost $40.84 Unrealized +23.2%
ACTIVISION BLIZZARD INC 5.9%
Value ($000) $70,903 Shares 756,919 Est. Cost $77.86 Unrealized
TD TORONTO DOMINION BK ONT 5.8%
Value ($000) $69,889 Shares 1,154,726 Est. Cost $54.77 Unrealized +13.8%
CVS CVS HEALTH CORP 5.7%
Value ($000) $69,261 Shares 991,601 Est. Cost $61.41 Unrealized +5.1%
SLF SUN LIFE FINANCIAL INC. 5.7%
Value ($000) $68,974 Shares 1,407,177 Est. Cost $40.50 Unrealized +23.8%
RY ROYAL BK CDA 5.5%
Value ($000) $66,371 Shares 755,979 Est. Cost $79.58 Unrealized +16.9%
BMO BANK MONTREAL QUE 5.4%
Value ($000) $65,450 Shares 772,294 Est. Cost $60.56 Unrealized +31.4%
CM CANADIAN IMPERIAL BK COMM TO 5.4%
Value ($000) $64,890 Shares 1,673,324 Est. Cost $38.39 Unrealized -2.7%
BNS BANK NOVA SCOTIA HALIFAX 5.3%
Value ($000) $64,536 Shares 1,433,198 Est. Cost $39.36 Unrealized +7.5%
FDX FEDEX CORP 5.3%
Value ($000) $64,209 Shares 242,286 Est. Cost $199.59 Unrealized +23.6%
OTEX OPEN TEXT CORP 5.1%
Value ($000) $62,037 Shares 1,759,477 Est. Cost $32.26 Unrealized +12.2%
ORCL ORACLE CORP 4.9%
Value ($000) $59,659 Shares 563,015 Est. Cost $60.40 Unrealized +86.7%
UPS UNITED PARCEL SERVICE INC 4.7%
Value ($000) $56,855 Shares 364,623 Est. Cost $120.62 Unrealized +25.7%
RCI ROGERS COMMUNICATIONS INC 4.5%
Value ($000) $54,398 Shares 1,410,281 Est. Cost $44.94 Unrealized -6.6%
HD HOME DEPOT INC 3.3%
Value ($000) $40,077 Shares 132,584 Est. Cost $271.99 Unrealized +11.4%
EA ELECTRONIC ARTS INC 3.2%
Value ($000) $38,763 Shares 321,827 Est. Cost $135.76 Unrealized -8.4%
CNI CANADIAN NATL RY CO 2.3%
Value ($000) $27,703 Shares 254,642 Est. Cost $112.24 Unrealized -2.6%
MSFT MICROSOFT CORP 2.3%
Value ($000) $27,490 Shares 87,005 Est. Cost $256.87 Unrealized +26.4%
CP CANADIAN PACIFIC KANSAS CITY 2.2%
Value ($000) $26,528 Shares 355,250 Est. Cost $77.51 Unrealized +0.7%
MGA MAGNA INTL INC 1.8%
Value ($000) $21,496 Shares 399,263 Est. Cost $42.72 Unrealized +24.5%
UBS UBS GROUP AG 0.6%
Value ($000) $7,466 Shares 302,881 Est. Cost $14.45 Unrealized +61.6%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $6,182 Shares 110,950 Est. Cost $53.02 Unrealized +5.5%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $6,175 Shares 12,238 Est. Cost $271.84 Unrealized +72.9%
MDT MEDTRONIC PLC 0.5%
Value ($000) $5,590 Shares 71,333 Est. Cost $85.71 Unrealized -9.2%
SBUX STARBUCKS CORP 0.4%
Value ($000) $5,287 Shares 57,875 Est. Cost $72.78 Unrealized +27.0%
MRK MERCK & CO INC 0.4%
Value ($000) $5,275 Shares 51,225 Est. Cost $67.22 Unrealized +48.5%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $5,114 Shares 31,073 Est. Cost $191.42 Unrealized -12.4%
FTS FORTIS INC 0.4%
Value ($000) $4,892 Shares 128,215 Est. Cost $34.48 Unrealized +7.8%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $4,729 Shares 106,649 Est. Cost $33.68 Unrealized +23.2%
INFY INFOSYS LTD 0.4%
Value ($000) $4,620 Shares 2,701,000 Est. Cost $3.32 Unrealized
HMC HONDA MOTOR LTD 0.4%
Value ($000) $4,575 Shares 136,000 Est. Cost $25.28 Unrealized
MMM 3M CO 0.4%
Value ($000) $4,541 Shares 48,500 Est. Cost $127.03 Unrealized -37.4%
DEO DIAGEO PLC 0.3%
Value ($000) $4,051 Shares 27,156 Est. Cost $138.69 Unrealized
V VISA INC 0.2%
Value ($000) $1,837 Shares 7,951 Est. Cost $201.28 Unrealized +17.3%
BSY BENTLEY SYS INC 0.1%
Value ($000) $1,783 Shares 35,381 Est. Cost $53.90 Unrealized -7.8%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1,641 Shares 3,373 Est. Cost $425.05 Unrealized +13.6%
ENB ENBRIDGE INC 0.1%
Value ($000) $1,530 Shares 45,912 Est. Cost $29.01 Unrealized +4.7%
LOW LOWES COS INC 0.1%
Value ($000) $1,420 Shares 6,802 Est. Cost $199.90 Unrealized +7.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,408 Shares 3,541 Est. Cost $341.92 Unrealized +15.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,312 Shares 2,580 Est. Cost $519.00 Unrealized +1.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,282 Shares 9,753 Est. Cost $110.23 Unrealized +16.5%
CTAS CINTAS CORP 0.1%
Value ($000) $1,252 Shares 2,592 Est. Cost $93.44 Unrealized +30.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,245 Shares 8,949 Est. Cost $112.15 Unrealized +25.2%
ZTS ZOETIS INC 0.1%
Value ($000) $1,197 Shares 6,850 Est. Cost $165.12 Unrealized +7.2%
CSX CSX CORP 0.1%
Value ($000) $1,172 Shares 37,953 Est. Cost $30.58 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $1,165 Shares 14,861 Est. Cost $68.25 Unrealized +15.3%
AVGO BROADCOM INC 0.1%
Value ($000) $1,154 Shares 1,383 Est. Cost $35.83 Unrealized +134.3%
MSCI MSCI INC 0.1%
Value ($000) $1,144 Shares 2,220 Est. Cost $481.23 Unrealized +6.2%
CTVA CORTEVA INC 0.1%
Value ($000) $1,144 Shares 22,259 Est. Cost $57.10 Unrealized -9.8%
INTU INTUIT 0.1%
Value ($000) $1,137 Shares 2,216 Est. Cost $415.29 Unrealized +20.1%
MCO MOODYS CORP 0.1%
Value ($000) $1,136 Shares 3,578 Est. Cost $301.87 Unrealized +10.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,099 Shares 4,289 Est. Cost $252.81 Unrealized +3.7%
ALLE ALLEGION PLC 0.1%
Value ($000) $978 Shares 9,339 Est. Cost $109.00 Unrealized +0.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $854 Shares 2,426 Est. Cost $243.85 Unrealized +45.5%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $574 Shares 8,838 Est. Cost $21.27 Unrealized +31.0%
TFII TFI INTL INC 0.0%
Value ($000) $569 Shares 4,408 Est. Cost $107.73 Unrealized +17.8%
BN BROOKFIELD CORP 0.0%
Value ($000) $554 Shares 17,629 Est. Cost $21.98 Unrealized +0.8%
AAPL APPLE INC 0.0%
Value ($000) $492 Shares 2,859 Est. Cost $150.09 Unrealized +20.8%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $478 Shares 11,731 Est. Cost $33.86 Unrealized +24.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $436 Shares 3,941 Est. Cost $98.04 Unrealized +13.4%
TRI THOMSON REUTERS CORP. 0.0%
Value ($000) $423 Shares 3,444 Est. Cost $122.68 Unrealized +1.6%
VET VERMILION ENERGY INC 0.0%
Value ($000) $378 Shares 25,694 Est. Cost $20.31 Unrealized -30.8%
NVS NOVARTIS AG 0.0%
Value ($000) $375 Shares 3,667 Est. Cost $86.43 Unrealized
SAP SAP SE 0.0%
Value ($000) $343 Shares 2,643 Est. Cost $98.20 Unrealized
BCE BCE INC 0.0%
Value ($000) $334 Shares 8,707 Est. Cost $32.52 Unrealized +6.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $308 Shares 1,926 Est. Cost $154.84 Unrealized +2.6%
UNILEVER PLC 0.0%
Value ($000) $288 Shares 5,795 Est. Cost $51.61 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $234 Shares 14,259 Est. Cost $20.14 Unrealized -12.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $225 Shares 867 Est. Cost $242.78 Unrealized +6.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $215 Shares 863 Est. Cost $220.19 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $209 Shares 5,853 Est. Cost $34.22 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $202 Shares 11,027 Est. Cost $18.90 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $72 Shares 12,141 Est. Cost $6.68 Unrealized 0.0%