Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Feb 21, 2025

Total Value ($000): $1,668,622

Holdings (92)

CSCO CISCO SYS INC 7.4%
Value ($000) $123,221 Shares 1,713,703 Est. Cost $41.19 Unrealized +13.6%
UPS UNITED PARCEL SERVICE INC 6.4%
Value ($000) $106,520 Shares 578,277 Est. Cost $123.61 Unrealized -2.5%
OTEX OPEN TEXT CORP 6.3%
Value ($000) $105,444 Shares 2,342,166 Est. Cost $32.23 Unrealized -7.0%
BNS BANK NOVA SCOTIA HALIFAX 6.2%
Value ($000) $104,260 Shares 1,414,842 Est. Cost $39.65 Unrealized +15.3%
CVS CVS HEALTH CORP 6.1%
Value ($000) $101,544 Shares 1,195,276 Est. Cost $64.38 Unrealized -14.3%
RCI ROGERS COMMUNICATIONS INC 5.6%
Value ($000) $93,676 Shares 1,722,621 Est. Cost $44.56 Unrealized -12.2%
TD TORONTO DOMINION BK ONT 5.6%
Value ($000) $93,044 Shares 1,087,979 Est. Cost $55.51 Unrealized +6.5%
BMO BANK MONTREAL QUE 5.6%
Value ($000) $92,814 Shares 760,524 Est. Cost $65.66 Unrealized +23.6%
SLF SUN LIFE FINANCIAL INC. 5.4%
Value ($000) $89,597 Shares 1,142,090 Est. Cost $41.12 Unrealized +27.1%
CM CANADIAN IMPERIAL BK COMM 5.3%
Value ($000) $88,381 Shares 1,065,341 Est. Cost $38.97 Unrealized +33.1%
EA ELECTRONIC ARTS INC 3.7%
Value ($000) $62,390 Shares 321,940 Est. Cost $134.50 Unrealized +7.1%
MGA MAGNA INTL INC 3.6%
Value ($000) $60,316 Shares 1,087,174 Est. Cost $45.53 Unrealized -13.1%
GOOGL ALPHABET INC 3.3%
Value ($000) $55,623 Shares 248,224 Est. Cost $164.43 Unrealized +1.4%
RY ROYAL BK CDA 3.2%
Value ($000) $54,208 Shares 321,138 Est. Cost $81.48 Unrealized +40.9%
FDX FEDEX CORP 3.2%
Value ($000) $53,472 Shares 144,613 Est. Cost $217.34 Unrealized +29.4%
CNI CANADIAN NATL RY CO 2.5%
Value ($000) $41,397 Shares 261,397 Est. Cost $122.75 Unrealized -7.8%
CP CANADIAN PACIFIC KANSAS CITY 2.5%
Value ($000) $41,159 Shares 355,835 Est. Cost $77.51 Unrealized +5.1%
HD HOME DEPOT INC 2.0%
Value ($000) $33,731 Shares 61,615 Est. Cost $293.58 Unrealized +20.1%
MSFT MICROSOFT CORP 1.8%
Value ($000) $30,072 Shares 51,719 Est. Cost $308.90 Unrealized +37.0%
V VISA INC 1.6%
Value ($000) $26,695 Shares 71,851 Est. Cost $263.43 Unrealized +1.6%
YUMC YUM CHINA HLDGS INC 0.9%
Value ($000) $15,567 Shares 255,950 Est. Cost $42.04 Unrealized -20.8%
SAP SAP SE 0.8%
Value ($000) $13,168 Shares 42,543 Est. Cost $196.15 Unrealized
UBS UBS GROUP AG 0.7%
Value ($000) $10,894 Shares 260,881 Est. Cost $15.21 Unrealized +97.6%
MDT MEDTRONIC PLC 0.6%
Value ($000) $10,507 Shares 86,389 Est. Cost $83.48 Unrealized -3.2%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $9,297 Shares 11,766 Est. Cost $297.70 Unrealized +84.2%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $7,114 Shares 22,642 Est. Cost $186.97 Unrealized +12.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $7,103 Shares 117,080 Est. Cost $32.26 Unrealized +19.0%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $6,819 Shares 120,840 Est. Cost $36.37 Unrealized +3.8%
FTS FORTIS INC 0.4%
Value ($000) $6,769 Shares 110,154 Est. Cost $34.85 Unrealized +16.5%
DEO DIAGEO PLC 0.4%
Value ($000) $6,677 Shares 35,220 Est. Cost $155.38 Unrealized
INFY INFOSYS LTD 0.4%
Value ($000) $6,378 Shares 212,000 Est. Cost $3.32 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $5,718 Shares 57,456 Est. Cost $67.18 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $5,382 Shares 8,060 Est. Cost $409.53 Unrealized +12.7%
PEP PEPSICO INC 0.3%
Value ($000) $4,643 Shares 20,209 Est. Cost $162.33 Unrealized +0.4%
HSY HERSHEY CO 0.3%
Value ($000) $4,175 Shares 16,098 Est. Cost $177.99 Unrealized +4.5%
LOW LOWES COS INC 0.2%
Value ($000) $4,148 Shares 11,325 Est. Cost $211.46 Unrealized +11.7%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $4,021 Shares 4,807 Est. Cost $541.77 Unrealized +8.7%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $3,566 Shares 32,764 Est. Cost $53.83 Unrealized +27.3%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $3,296 Shares 6,387 Est. Cost $278.03 Unrealized +24.1%
GE GE AEROSPACE 0.2%
Value ($000) $3,287 Shares 12,892 Est. Cost $158.51 Unrealized +5.9%
MSCI MSCI INC 0.2%
Value ($000) $3,259 Shares 4,134 Est. Cost $496.93 Unrealized +7.3%
CTAS CINTAS CORP 0.2%
Value ($000) $3,235 Shares 11,621 Est. Cost $171.70 Unrealized +11.2%
MCO MOODYS CORP 0.2%
Value ($000) $3,233 Shares 5,038 Est. Cost $337.36 Unrealized +36.0%
CTVA CORTEVA INC 0.2%
Value ($000) $3,150 Shares 39,620 Est. Cost $55.09 Unrealized -2.3%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $3,115 Shares 11,598 Est. Cost $186.91 Unrealized +3.1%
ZTS ZOETIS INC 0.2%
Value ($000) $3,082 Shares 11,665 Est. Cost $168.36 Unrealized +7.7%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $2,979 Shares 9,875 Est. Cost $196.06 Unrealized +10.6%
INTU INTUIT 0.2%
Value ($000) $2,774 Shares 3,304 Est. Cost $481.53 Unrealized +31.5%
AVGO BROADCOM INC 0.2%
Value ($000) $2,723 Shares 11,674 Est. Cost $148.44 Unrealized +6.4%
CSX CSX CORP 0.2%
Value ($000) $2,720 Shares 58,257 Est. Cost $31.50 Unrealized +5.4%
MCK MCKESSON CORP 0.2%
Value ($000) $2,644 Shares 3,955 Est. Cost $514.49 Unrealized +7.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $2,487 Shares 9,103 Est. Cost $125.41 Unrealized +61.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $2,402 Shares 22,120 Est. Cost $74.24 Unrealized +6.7%
BSY BENTLEY SYS INC 0.1%
Value ($000) $2,378 Shares 34,608 Est. Cost $53.45 Unrealized -8.7%
MRK MERCK & CO INC 0.1%
Value ($000) $2,360 Shares 15,373 Est. Cost $75.96 Unrealized +48.7%
ENB ENBRIDGE INC 0.1%
Value ($000) $2,287 Shares 41,628 Est. Cost $29.02 Unrealized +22.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $2,201 Shares 3,536 Est. Cost $305.90 Unrealized +44.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $2,056 Shares 9,466 Est. Cost $120.83 Unrealized +25.5%
BN BROOKFIELD CORP 0.1%
Value ($000) $1,983 Shares 27,610 Est. Cost $25.08 Unrealized +24.7%
TFII TFI INTL INC 0.1%
Value ($000) $1,379 Shares 7,446 Est. Cost $125.04 Unrealized +18.1%
AAPL APPLE INC 0.1%
Value ($000) $1,353 Shares 4,294 Est. Cost $163.31 Unrealized +35.9%
CNQ CANADIAN NAT RES LTD 0.1%
Value ($000) $1,201 Shares 26,746 Est. Cost $30.54 Unrealized +8.5%
TSLA TESLA INC 0.1%
Value ($000) $1,166 Shares 3,296 Est. Cost $174.77 Unrealized +30.5%
AME AMETEK INC 0.1%
Value ($000) $1,155 Shares 4,974 Est. Cost $169.98 Unrealized -2.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $990 Shares 3,544 Est. Cost $177.08 Unrealized +6.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $971 Shares 1,290 Est. Cost $469.23 Unrealized +16.0%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $969 Shares 1,666 Est. Cost $425.05 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $890 Shares 10,780 Est. Cost $39.25 Unrealized +50.3%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $839 Shares 3,636 Est. Cost $130.88 Unrealized +23.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $835 Shares 2,988 Est. Cost $161.46 Unrealized +19.5%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $808 Shares 17,015 Est. Cost $47.47 Unrealized
UNILEVER PLC 0.0%
Value ($000) $769 Shares 8,752 Est. Cost $53.19 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $725 Shares 4,660 Est. Cost $93.06 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $697 Shares 1,854 Est. Cost $232.39 Unrealized +12.9%
AON AON PLC 0.0%
Value ($000) $682 Shares 1,457 Est. Cost $296.16 Unrealized +9.5%
DE DEERE & CO 0.0%
Value ($000) $662 Shares 1,174 Est. Cost $375.79 Unrealized -1.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $592 Shares 1,816 Est. Cost $236.38 Unrealized -3.7%
IGSB ISHARES TR 0.0%
Value ($000) $426 Shares 8,083 Est. Cost $51.60 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $422 Shares 10,547 Est. Cost $19.02 Unrealized +41.2%
VLTO VERALTO CORP 0.0%
Value ($000) $414 Shares 2,736 Est. Cost $105.00 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $404 Shares 12,751 Est. Cost $33.80 Unrealized -26.3%
BCE BCE INC 0.0%
Value ($000) $358 Shares 7,610 Est. Cost $32.51 Unrealized -6.4%
IEI ISHARES TR 0.0%
Value ($000) $343 Shares 2,862 Est. Cost $116.84 Unrealized
VET VERMILION ENERGY INC 0.0%
Value ($000) $339 Shares 25,694 Est. Cost $20.31 Unrealized -50.0%
MEOH METHANEX CORP 0.0%
Value ($000) $315 Shares 5,642 Est. Cost $45.17 Unrealized -1.0%
TU TELUS CORPORATION 0.0%
Value ($000) $311 Shares 13,686 Est. Cost $19.69 Unrealized -17.9%
LIN LINDE PLC 0.0%
Value ($000) $290 Shares 449 Est. Cost $447.95 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $282 Shares 5,646 Est. Cost $30.59 Unrealized +21.3%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $242 Shares 32,809 Est. Cost $6.03 Unrealized -10.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $231 Shares 630 Est. Cost $245.13 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $202 Shares 876 Est. Cost $83.19 Unrealized +72.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $200 Shares 714 Est. Cost $204.28 Unrealized 0.0%