Value Partners Investments Inc. Diversified Active

Location: Winnipeg, Manitoba, Canada

CIK: 0001800916 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 8, 2026

Total Value: $1.304B (100.0% shares, 0.0% debt)

Holdings (100)

GOOGL ALPHABET INC 6.6%
Value $85.81M Shares 274,068 Est. Cost $177.84 Unrealized +60.6%
BNS BANK NOVA SCOTIA HALIFAX 5.6%
Value $72.58M Shares 982,637 Est. Cost $47.75 Unrealized +42.4%
CM CANADIAN IMPERIAL BANK OF CO 5.5%
Value $71.93M Shares 792,321 Est. Cost $57.14 Unrealized +50.2%
SLF SUN LIFE FINANCIAL INC. 5.4%
Value $70.25M Shares 1,123,812 Est. Cost $55.56 Unrealized +8.7%
RCI ROGERS COMMUNICATIONS INC 4.7%
Value $61.61M Shares 1,629,783 Est. Cost $29.44 Unrealized +27.3%
OTEX OPEN TEXT CORP 4.6%
Value $60.58M Shares 1,857,455 Est. Cost $26.96 Unrealized +31.4%
BMO BANK MONTREAL QUE 4.6%
Value $60.52M Shares 465,338 Est. Cost $92.98 Unrealized +36.2%
CNI CANADIAN NATL RY CO 4.6%
Value $59.84M Shares 604,155 Est. Cost $100.89 Unrealized -4.7%
CRM SALESFORCE INC 4.5%
Value $58.71M Shares 221,576 Est. Cost $250.95 Unrealized -1.1%
MGA MAGNA INTL INC 4.4%
Value $57.9M Shares 1,084,639 Est. Cost $37.93 Unrealized +28.8%
RY ROYAL BK CDA 4.3%
Value $56.52M Shares 331,067 Est. Cost $112.76 Unrealized +36.2%
MFC MANULIFE FINL CORP 4.2%
Value $55.23M Shares 1,518,938 Est. Cost $30.74 Unrealized +10.4%
FDX FEDEX CORP 4.0%
Value $52.38M Shares 181,295 Est. Cost $243.19 Unrealized +7.6%
AMZN AMAZON COM INC 3.8%
Value $50.15M Shares 217,211 Est. Cost $197.89 Unrealized +15.6%
ACN ACCENTURE PLC IRELAND 3.7%
Value $47.67M Shares 177,624 Est. Cost $256.37 Unrealized -0.9%
CVS CVS HEALTH CORP 3.4%
Value $43.75M Shares 551,216 Est. Cost $58.52 Unrealized +34.4%
MSFT MICROSOFT CORP 3.1%
Value $40.84M Shares 84,412 Est. Cost $395.69 Unrealized +26.5%
CP CANADIAN PACIFIC KANSAS CITY 2.9%
Value $38.13M Shares 517,216 Est. Cost $75.78 Unrealized -2.9%
HD HOME DEPOT INC 1.6%
Value $20.91M Shares 60,766 Est. Cost $373.21 Unrealized -2.3%
FMX FOMENTO ECONOMICO MEXICANO S 1.1%
Value $13.86M Shares 137,109 Est. Cost $97.96 Unrealized
YUMC YUM CHINA HLDGS INC 0.9%
Value $11.3M Shares 236,659 Est. Cost $47.88 Unrealized -4.3%
UBS UBS GROUP AG 0.9%
Value $11.12M Shares 240,090 Est. Cost $33.35 Unrealized +21.2%
HDB HDFC BANK LTD 0.8%
Value $10.75M Shares 294,084 Est. Cost $50.33 Unrealized
SAP SAP SE 0.8%
Value $10.21M Shares 42,042 Est. Cost $263.19 Unrealized
MDT MEDTRONIC PLC 0.8%
Value $10.14M Shares 105,546 Est. Cost $88.33 Unrealized +10.0%
RACE FERRARI N V 0.6%
Value $7.419M Shares 20,072 Est. Cost $439.78 Unrealized -9.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $6.756M Shares 20,454 Est. Cost $373.37 Unrealized -9.7%
V VISA INC 0.5%
Value $6.13M Shares 17,455 Est. Cost $275.23 Unrealized +23.7%
FTS FORTIS INC 0.5%
Value $5.886M Shares 113,043 Est. Cost $41.66 Unrealized +22.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $5.599M Shares 9,650 Est. Cost $501.67 Unrealized +12.7%
TD TORONTO DOMINION BK ONT 0.4%
Value $4.652M Shares 49,288 Est. Cost $60.41 Unrealized +39.8%
PEP PEPSICO INC 0.4%
Value $4.6M Shares 32,047 Est. Cost $140.94 Unrealized +3.5%
SPGI S&P GLOBAL INC 0.3%
Value $4.39M Shares 8,400 Est. Cost $505.35 Unrealized -2.2%
TGT TARGET CORP 0.3%
Value $4.301M Shares 44,000 Est. Cost $115.93 Unrealized -21.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $4.163M Shares 102,204 Est. Cost $39.76 Unrealized +1.8%
PFE PFIZER INC 0.3%
Value $4.1M Shares 164,624 Est. Cost $24.14 Unrealized +3.7%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $3.722M Shares 21,199 Est. Cost $188.94 Unrealized -4.6%
DPZ DOMINOS PIZZA INC 0.3%
Value $3.474M Shares 8,323 Est. Cost $442.99 Unrealized -6.2%
DEO DIAGEO PLC 0.3%
Value $3.47M Shares 40,214 Est. Cost $102.08 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value $3.442M Shares 63,935 Est. Cost $59.75 Unrealized -4.5%
GIS GENERAL MLS INC 0.3%
Value $3.395M Shares 73,000 Est. Cost $57.16 Unrealized -17.0%
CPB THE CAMPBELLS COMPANY 0.3%
Value $3.261M Shares 117,000 Est. Cost $37.05 Unrealized -18.9%
MA MASTERCARD INCORPORATED 0.2%
Value $3.251M Shares 5,687 Est. Cost $417.78 Unrealized +33.8%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value $3.157M Shares 20,103 Est. Cost $172.84 Unrealized -17.2%
LLY ELI LILLY & CO 0.2%
Value $3.075M Shares 2,857 Est. Cost $821.52 Unrealized +16.3%
AMAT APPLIED MATLS INC 0.2%
Value $2.94M Shares 11,424 Est. Cost $142.12 Unrealized +68.5%
APH AMPHENOL CORP NEW 0.2%
Value $2.907M Shares 21,478 Est. Cost $133.54 Unrealized 0.0%
MCK MCKESSON CORP 0.2%
Value $2.902M Shares 3,533 Est. Cost $524.50 Unrealized +55.5%
WAB WABTEC 0.2%
Value $2.897M Shares 13,553 Est. Cost $191.01 Unrealized +7.5%
MCO MOODYS CORP 0.2%
Value $2.843M Shares 5,557 Est. Cost $350.55 Unrealized +39.0%
GE GE AEROSPACE 0.2%
Value $2.784M Shares 9,024 Est. Cost $162.80 Unrealized +84.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value $2.699M Shares 41,904 Est. Cost $66.89 Unrealized 0.0%
INTU INTUIT 0.2%
Value $2.629M Shares 3,963 Est. Cost $507.11 Unrealized +30.3%
AVGO BROADCOM INC 0.2%
Value $2.61M Shares 7,532 Est. Cost $151.13 Unrealized +136.2%
SHW SHERWIN WILLIAMS CO 0.2%
Value $2.583M Shares 7,959 Est. Cost $292.44 Unrealized +14.3%
MSCI MSCI INC 0.2%
Value $2.558M Shares 4,452 Est. Cost $503.81 Unrealized +11.2%
CTAS CINTAS CORP 0.2%
Value $2.525M Shares 13,405 Est. Cost $175.65 Unrealized +7.1%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value $2.521M Shares 47,651 Est. Cost $55.59 Unrealized -0.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $2.419M Shares 4,806 Est. Cost $355.08 Unrealized +40.1%
BN BROOKFIELD CORP 0.2%
Value $2.346M Shares 51,031 Est. Cost $34.93 Unrealized +30.4%
ENB ENBRIDGE INC 0.2%
Value $2.27M Shares 47,379 Est. Cost $30.79 Unrealized +53.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $2.139M Shares 13,189 Est. Cost $134.56 Unrealized +16.1%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value $2.072M Shares 17,596 Est. Cost $53.63 Unrealized +99.7%
MRK MERCK & CO INC 0.1%
Value $1.778M Shares 16,867 Est. Cost $77.32 Unrealized +20.6%
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value $1.768M Shares 50,785 Est. Cost $38.09 Unrealized
TFII TFI INTL INC 0.1%
Value $1.755M Shares 16,955 Est. Cost $109.61 Unrealized -15.1%
AME AMETEK INC 0.1%
Value $1.696M Shares 8,250 Est. Cost $173.99 Unrealized +11.7%
CNQ CANADIAN NAT RES LTD 0.1%
Value $1.639M Shares 48,333 Est. Cost $30.29 Unrealized +7.0%
NVS NOVARTIS AG 0.1%
Value $1.519M Shares 11,010 Est. Cost $110.29 Unrealized
BGSI BOYD GROUP SERVICES INC 0.1%
Value $1.471M Shares 9,219 Est. Cost $160.25 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value $1.469M Shares 6,412 Est. Cost $212.32 Unrealized +3.4%
AON AON PLC 0.1%
Value $1.415M Shares 4,007 Est. Cost $340.05 Unrealized +2.7%
UL UNILEVER PLC 0.1%
Value $1.304M Shares 19,917 Est. Cost $65.45 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $1.299M Shares 6,654 Est. Cost $190.95 Unrealized +2.1%
CSCO CISCO SYS INC 0.1%
Value $1.256M Shares 16,297 Est. Cost $49.24 Unrealized +49.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $1.183M Shares 3,890 Est. Cost $233.96 Unrealized
LIN LINDE PLC 0.1%
Value $1.101M Shares 2,580 Est. Cost $443.20 Unrealized -3.6%
KLAC KLA CORP 0.1%
Value $1.088M Shares 895 Est. Cost $746.73 Unrealized +56.9%
BDX BECTON DICKINSON & CO 0.1%
Value $1.088M Shares 5,600 Est. Cost $209.73 Unrealized -9.6%
TSLA TESLA INC 0.1%
Value $1.014M Shares 2,251 Est. Cost $174.77 Unrealized +153.6%
AAPL APPLE INC 0.1%
Value $1M Shares 3,674 Est. Cost $178.78 Unrealized +50.1%
DE DEERE & CO 0.1%
Value $970K Shares 2,082 Est. Cost $431.36 Unrealized +8.4%
HEI HEICO CORP NEW 0.1%
Value $906K Shares 2,796 Est. Cost $253.36 Unrealized +24.7%
VLTO VERALTO CORP 0.1%
Value $883K Shares 8,838 Est. Cost $101.47 Unrealized -0.5%
TXN TEXAS INSTRS INC 0.1%
Value $867K Shares 4,988 Est. Cost $169.28 Unrealized +0.9%
MEOH METHANEX CORP 0.1%
Value $827K Shares 20,815 Est. Cost $37.30 Unrealized -0.3%
TRI THOMSON REUTERS CORP 0.1%
Value $789K Shares 5,969 Est. Cost $145.00 Unrealized -2.7%
BSY BENTLEY SYS INC 0.1%
Value $772K Shares 20,196 Est. Cost $53.45 Unrealized -14.8%
LOW LOWES COS INC 0.1%
Value $767K Shares 3,175 Est. Cost $215.22 Unrealized +11.4%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $624K Shares 1,401 Est. Cost $484.17 Unrealized -4.5%
WM WASTE MGMT INC DEL 0.0%
Value $579K Shares 2,637 Est. Cost $218.61 Unrealized -2.8%
TRP TC ENERGY CORP 0.0%
Value $565K Shares 10,252 Est. Cost $47.97 Unrealized +11.2%
DSGX DESCARTES SYS GROUP INC 0.0%
Value $557K Shares 6,335 Est. Cost $101.32 Unrealized -11.8%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value $538K Shares 87,404 Est. Cost $5.61 Unrealized +5.9%
META META PLATFORMS INC 0.0%
Value $520K Shares 786 Est. Cost $647.35 Unrealized +3.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value $422K Shares 9,485 Est. Cost $33.72 Unrealized +25.4%
IGSB ISHARES TR 0.0%
Value $362K Shares 6,833 Est. Cost $51.60 Unrealized
GOOG ALPHABET INC 0.0%
Value $336K Shares 1,070 Est. Cost $209.93 Unrealized +36.4%
IEI ISHARES TR 0.0%
Value $311K Shares 2,605 Est. Cost $116.84 Unrealized
TU TELUS CORPORATION 0.0%
Value $156K Shares 11,857 Est. Cost $18.24 Unrealized -22.8%