Value Partners Investments Inc. Diversified Active

Location: Winnipeg, Manitoba, Canada

CIK: 0001800916 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 21, 2026

Total Value: $1.311B (100.0% shares, 0.0% debt)

Holdings (105)

CRM SALESFORCE INC 5.5%
Value $72.35M Shares 387,196 Est. Cost $235.90 Unrealized -8.5%
MSFT MICROSOFT CORP 5.4%
Value $71.12M Shares 191,961 Est. Cost $417.50 Unrealized +4.1%
SLF SUN LIFE FINANCIAL INC. 5.4%
Value $70.41M Shares 1,126,224 Est. Cost $55.56 Unrealized +15.6%
RCI ROGERS COMMUNICATIONS INC 4.8%
Value $62.45M Shares 1,627,076 Est. Cost $29.44 Unrealized +26.9%
CNI CANADIAN NATL RY CO 4.7%
Value $62.24M Shares 605,969 Est. Cost $100.89 Unrealized +1.2%
GOOGL ALPHABET INC 4.7%
Value $61.49M Shares 213,661 Est. Cost $177.84 Unrealized +81.8%
BMO BANK MONTREAL MEDIUM 4.5%
Value $59.55M Shares 440,552 Est. Cost $92.98 Unrealized +49.4%
CM CANADIAN IMPERIAL BANK OF CO 4.4%
Value $57.92M Shares 612,390 Est. Cost $57.14 Unrealized +65.5%
CP CANADIAN PACIFIC KANSAS CITY 4.3%
Value $56.77M Shares 722,870 Est. Cost $76.19 Unrealized +1.4%
BNS BANK NOVA SCOTIA B C 4.3%
Value $56.17M Shares 811,628 Est. Cost $47.75 Unrealized +56.9%
OTEX OPEN TEXT CORP 4.1%
Value $53.69M Shares 2,413,989 Est. Cost $27.08 Unrealized +1.5%
AMZN AMAZON COM INC 4.0%
Value $52.3M Shares 250,866 Est. Cost $201.77 Unrealized +12.4%
RY ROYAL BK CDA 4.0%
Value $52.28M Shares 324,031 Est. Cost $112.76 Unrealized +50.7%
MFC MANULIFE FINL CORP 4.0%
Value $52.22M Shares 1,518,899 Est. Cost $30.74 Unrealized +20.7%
ACN ACCENTURE PLC IRELAND 3.9%
Value $51.29M Shares 258,423 Est. Cost $255.38 Unrealized -0.8%
CVS CVS HEALTH CORP 3.0%
Value $38.82M Shares 539,973 Est. Cost $58.52 Unrealized +33.2%
ADP AUTOMATIC DATA PROCESSING IN 2.8%
Value $36.87M Shares 181,280 Est. Cost $240.81 Unrealized 0.0%
V VISA INC 2.6%
Value $34.38M Shares 113,671 Est. Cost $320.89 Unrealized +2.6%
MA MASTERCARD INCORPORATED 2.4%
Value $31.92M Shares 63,833 Est. Cost $528.24 Unrealized +2.0%
HD HOME DEPOT INC 2.3%
Value $30.6M Shares 92,938 Est. Cost $374.51 Unrealized +0.7%
FMX FOMENTO ECONOMICO MEXICANO S 1.2%
Value $15.25M Shares 137,109 Est. Cost $97.96 Unrealized
YUMC YUM CHINA HLDGS INC 0.9%
Value $11.56M Shares 236,659 Est. Cost $47.88 Unrealized +7.6%
AZN ASTRAZENECA PLC 0.9%
Value $11.33M Shares 58,415 Est. Cost $190.39 Unrealized 0.0%
SAP SAP SE 0.8%
Value $10.96M Shares 63,946 Est. Cost $231.74 Unrealized
RACE FERRARI N V 0.8%
Value $10.19M Shares 30,072 Est. Cost $412.11 Unrealized -13.5%
UBS UBS GROUP AG 0.7%
Value $9.391M Shares 240,090 Est. Cost $33.35 Unrealized +36.6%
MDT MEDTRONIC PLC 0.7%
Value $9.133M Shares 105,278 Est. Cost $88.33 Unrealized +12.7%
HDB HDFC BANK LTD 0.6%
Value $7.325M Shares 294,084 Est. Cost $50.33 Unrealized
FTS FORTIS INC 0.4%
Value $5.501M Shares 98,796 Est. Cost $41.66 Unrealized +28.3%
TGT TARGET CORP 0.4%
Value $5.339M Shares 44,000 Est. Cost $115.93 Unrealized -5.8%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $5.076M Shares 10,337 Est. Cost $506.52 Unrealized +13.4%
TD TORONTO DOMINION BK ONT 0.4%
Value $4.752M Shares 50,989 Est. Cost $61.57 Unrealized +54.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $4.654M Shares 92,597 Est. Cost $39.76 Unrealized +10.2%
PFE PFIZER INC 0.4%
Value $4.611M Shares 164,000 Est. Cost $24.14 Unrealized +8.4%
PEP PEPSICO INC 0.3%
Value $4.205M Shares 27,047 Est. Cost $140.94 Unrealized +9.8%
TRGP TARGA RES CORP 0.3%
Value $3.691M Shares 14,736 Est. Cost $201.70 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.3%
Value $3.69M Shares 63,935 Est. Cost $59.75 Unrealized -2.7%
AMT AMERICAN TOWER CORP 0.3%
Value $3.663M Shares 21,199 Est. Cost $188.94 Unrealized -7.5%
SPGI S&P GLOBAL INC 0.3%
Value $3.577M Shares 8,400 Est. Cost $505.35 Unrealized -4.0%
WAB WABTEC 0.3%
Value $3.513M Shares 14,071 Est. Cost $192.78 Unrealized +23.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $3.283M Shares 12,119 Est. Cost $373.37 Unrealized -17.3%
MCK MCKESSON CORP 0.2%
Value $3.138M Shares 3,630 Est. Cost $533.88 Unrealized +64.0%
TT TRANE TECHNOLOGIES PLC 0.2%
Value $3.116M Shares 7,484 Est. Cost $422.16 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.2%
Value $3.094M Shares 9,062 Est. Cost $142.12 Unrealized +129.8%
WMT WALMART INC 0.2%
Value $3.089M Shares 24,879 Est. Cost $122.03 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value $3.001M Shares 44,793 Est. Cost $67.32 Unrealized +9.4%
DEO DIAGEO PLC 0.2%
Value $2.997M Shares 40,214 Est. Cost $102.08 Unrealized
AVGO BROADCOM INC 0.2%
Value $2.774M Shares 8,973 Est. Cost $180.53 Unrealized +85.1%
LLY ELI LILLY & CO 0.2%
Value $2.772M Shares 3,017 Est. Cost $833.48 Unrealized +25.6%
GIS GENERAL MILLS INC 0.2%
Value $2.72M Shares 73,000 Est. Cost $57.16 Unrealized -20.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value $2.676M Shares 8,358 Est. Cost $295.44 Unrealized +20.3%
VRSK VERISK ANALYTICS INC 0.2%
Value $2.611M Shares 13,775 Est. Cost $203.75 Unrealized 0.0%
MSCI MSCI INC 0.2%
Value $2.611M Shares 4,849 Est. Cost $509.17 Unrealized +11.8%
CPB THE CAMPBELLS COMPANY 0.2%
Value $2.609M Shares 117,000 Est. Cost $37.05 Unrealized -26.3%
GE GE AEROSPACE 0.2%
Value $2.609M Shares 9,202 Est. Cost $165.80 Unrealized +91.9%
MCO MOODYS CORP 0.2%
Value $2.585M Shares 5,931 Est. Cost $359.32 Unrealized +36.3%
CNQ CANADIAN NAT RES LTD MED TER 0.2%
Value $2.438M Shares 50,077 Est. Cost $30.53 Unrealized +21.8%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value $2.433M Shares 18,575 Est. Cost $58.17 Unrealized +140.4%
ENB ENBRIDGE INC 0.2%
Value $2.431M Shares 44,934 Est. Cost $30.79 Unrealized +57.7%
INTU INTUIT 0.2%
Value $2.43M Shares 5,625 Est. Cost $504.29 Unrealized -1.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $2.422M Shares 5,060 Est. Cost $362.03 Unrealized +36.3%
CTAS CINTAS CORP 0.2%
Value $2.364M Shares 13,993 Est. Cost $176.40 Unrealized +9.6%
APH AMPHENOL CORP 0.2%
Value $2.363M Shares 18,719 Est. Cost $133.54 Unrealized +9.6%
BN BROOKFIELD CORP 0.2%
Value $2.189M Shares 54,130 Est. Cost $35.61 Unrealized +31.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $2.158M Shares 13,734 Est. Cost $135.77 Unrealized +21.5%
MRK MERCK & CO INC 0.2%
Value $2.097M Shares 17,443 Est. Cost $78.54 Unrealized +45.5%
BIP BROOKFIELD INFRASTRUCTURE PA 0.1%
Value $1.95M Shares 54,171 Est. Cost $37.96 Unrealized
TFII TRANSFORCE INC 0.1%
Value $1.933M Shares 17,790 Est. Cost $109.81 Unrealized +3.9%
AME AMETEK INC 0.1%
Value $1.857M Shares 8,670 Est. Cost $176.38 Unrealized +26.6%
NVS NOVARTIS AG 0.1%
Value $1.852M Shares 12,121 Est. Cost $114.18 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value $1.701M Shares 3,512 Est. Cost $497.31 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value $1.598M Shares 7,071 Est. Cost $193.01 Unrealized +17.1%
KLAC KLA CORP 0.1%
Value $1.471M Shares 999 Est. Cost $821.20 Unrealized +78.0%
AON AON PLC 0.1%
Value $1.457M Shares 4,513 Est. Cost $339.60 Unrealized -1.0%
DHR DANAHER CORP DEL 0.1%
Value $1.426M Shares 7,522 Est. Cost $214.14 Unrealized +4.9%
LIN LINDE PLC 0.1%
Value $1.417M Shares 2,857 Est. Cost $444.83 Unrealized +3.4%
CSCO CISCO SYS INC 0.1%
Value $1.402M Shares 18,073 Est. Cost $52.06 Unrealized +49.7%
DE DEERE & CO 0.1%
Value $1.321M Shares 2,345 Est. Cost $444.82 Unrealized +23.9%
MEOH METHANEX CORP 0.1%
Value $1.295M Shares 21,774 Est. Cost $37.75 Unrealized +25.7%
BGSI BOYD GROUP SERVICES INC 0.1%
Value $1.262M Shares 9,905 Est. Cost $160.67 Unrealized +3.5%
UL UNILEVER PLC 0.1%
Value $1.251M Shares 21,960 Est. Cost $64.66 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $1.25M Shares 3,701 Est. Cost $233.96 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $1.186M Shares 7,544 Est. Cost $198.93 Unrealized -15.6%
DPZ DOMINOS PIZZA INC 0.1%
Value $1.08M Shares 3,013 Est. Cost $442.99 Unrealized -9.5%
MGA MAGNA INTL INC 0.1%
Value $1.032M Shares 18,514 Est. Cost $37.93 Unrealized +50.9%
VLTO VERALTO CORP 0.1%
Value $1.028M Shares 11,623 Est. Cost $100.52 Unrealized -3.0%
TXN TEXAS INSTRS INC 0.1%
Value $1.009M Shares 5,201 Est. Cost $170.80 Unrealized +20.8%
TSLA TESLA INC 0.1%
Value $836K Shares 2,251 Est. Cost $174.77 Unrealized +143.7%
WM WASTE MGMT INC DEL 0.1%
Value $824K Shares 3,583 Est. Cost $220.58 Unrealized +2.5%
HEI HEICO CORP NEW 0.1%
Value $810K Shares 2,958 Est. Cost $258.05 Unrealized +31.3%
LOW LOWES COS INC 0.1%
Value $790K Shares 3,348 Est. Cost $218.13 Unrealized +24.5%
BSY BENTLEY SYS INC 0.1%
Value $709K Shares 20,196 Est. Cost $53.45 Unrealized -32.4%
TRP TC ENERGY CORP 0.0%
Value $624K Shares 9,987 Est. Cost $47.97 Unrealized +21.4%
AQN ALGONQUIN POWER & UTILITIES 0.0%
Value $610K Shares 99,759 Est. Cost $5.72 Unrealized +13.9%
ALC ALCON AG 0.0%
Value $575K Shares 7,636 Est. Cost $80.48 Unrealized 0.0%
TRI THOMSON REUTERS CORP 0.0%
Value $566K Shares 6,286 Est. Cost $143.08 Unrealized -25.2%
SU SUNCOR ENERGY INC NEW 0.0%
Value $539K Shares 8,161 Est. Cost $33.72 Unrealized +53.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $520K Shares 1,472 Est. Cost $479.06 Unrealized -21.1%
DSGX DESCARTES SYS GROUP INC 0.0%
Value $483K Shares 6,758 Est. Cost $99.71 Unrealized -24.2%
META META PLATFORMS INC 0.0%
Value $467K Shares 817 Est. Cost $647.66 Unrealized +1.2%
AAPL APPLE INC 0.0%
Value $414K Shares 1,631 Est. Cost $178.78 Unrealized +47.0%
IGSB ISHARES TR 0.0%
Value $359K Shares 6,833 Est. Cost $51.60 Unrealized
IEI ISHARES TR 0.0%
Value $309K Shares 2,605 Est. Cost $116.84 Unrealized
GOOG ALPHABET INC 0.0%
Value $305K Shares 1,064 Est. Cost $209.93 Unrealized +54.2%
FDX FEDEX CORP 0.0%
Value $247K Shares 695 Est. Cost $243.19 Unrealized +39.4%