Vancity Investment Management Ltd Diversified Active

CIK: 0001846311 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $777 (100.0% shares, 0.0% debt)

Holdings (69)

MSFT MICROSOFT CORP 8.2%
Value ($000) $64 Shares 187,794 Est. Cost $219.97 Unrealized +39.7%
AAPL APPLE INC 6.6%
Value ($000) $51 Shares 263,912 Est. Cost $118.40 Unrealized +45.3%
GOOG ALPHABET INC-CL C 5.7%
Value ($000) $44 Shares 367,578 Est. Cost $110.72 Unrealized +3.8%
CRM SALESFORCE INC 3.9%
Value ($000) $30 Shares 142,448 Est. Cost $231.99 Unrealized -13.1%
CPRT COPART INC 3.7%
Value ($000) $29 Shares 315,929 Est. Cost $29.79 Unrealized +39.1%
V VISA INC-CLASS A SHARES 3.7%
Value ($000) $29 Shares 120,220 Est. Cost $206.82 Unrealized +8.5%
ADBE ADOBE INC 3.1%
Value ($000) $24 Shares 49,237 Est. Cost $518.03 Unrealized -22.2%
AMZN AMAZON.COM INC 2.8%
Value ($000) $21 Shares 164,088 Est. Cost $125.74 Unrealized -9.2%
COST COSTCO WHOLESALE CORP 2.7%
Value ($000) $21 Shares 39,266 Est. Cost $350.71 Unrealized +38.9%
BRO BROWN & BROWN INC 2.7%
Value ($000) $21 Shares 299,462 Est. Cost $61.51 Unrealized +1.7%
DHR DANAHER CORP 2.6%
Value ($000) $21 Shares 85,657 Est. Cost $203.17 Unrealized +2.8%
SPGI S&P GLOBAL INC 2.6%
Value ($000) $20 Shares 50,483 Est. Cost $401.00 Unrealized -10.8%
KMX CARMAX INC 2.5%
Value ($000) $19 Shares 232,090 Est. Cost $120.40 Unrealized -39.2%
AZO AUTOZONE INC 2.4%
Value ($000) $19 Shares 7,618 Est. Cost $1611.48 Unrealized +58.3%
NOW SERVICENOW INC 2.2%
Value ($000) $17 Shares 30,042 Est. Cost $102.62 Unrealized -2.6%
CDW CDW CORP/DE 2.1%
Value ($000) $16 Shares 88,368 Est. Cost $168.84 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 2.0%
Value ($000) $16 Shares 86,797 Est. Cost $151.46 Unrealized +5.0%
HD HOME DEPOT INC 2.0%
Value ($000) $15 Shares 49,357 Est. Cost $250.62 Unrealized +10.3%
SBUX STARBUCKS CORP 1.9%
Value ($000) $15 Shares 146,525 Est. Cost $88.35 Unrealized +10.1%
SCHW SCHWAB (CHARLES) CORP 1.8%
Value ($000) $14 Shares 247,503 Est. Cost $67.22 Unrealized -24.9%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $14 Shares 94,167 Est. Cost $107.40 Unrealized +20.7%
ADSK AUTODESK INC 1.7%
Value ($000) $14 Shares 66,014 Est. Cost $215.06 Unrealized -7.0%
DIS WALT DISNEY CO/THE 1.7%
Value ($000) $13 Shares 145,541 Est. Cost $161.60 Unrealized -42.7%
ELV ELEVANCE HEALTH INC 1.5%
Value ($000) $11 Shares 25,647 Est. Cost $457.74 Unrealized -3.3%
WST WEST PHARMACEUTICAL SERVICES 1.4%
Value ($000) $11 Shares 27,904 Est. Cost $338.70 Unrealized +4.8%
ICE INTERCONTINENTAL EXCHANGE IN 1.4%
Value ($000) $11 Shares 94,369 Est. Cost $114.51 Unrealized -8.6%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $11 Shares 20,358 Est. Cost $481.94 Unrealized +11.1%
AVGO BROADCOM INC 1.3%
Value ($000) $10 Shares 11,695 Est. Cost $47.61 Unrealized +44.4%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $10 Shares 193,331 Est. Cost $39.52 Unrealized +15.2%
MSCI MSCI INC 1.3%
Value ($000) $10 Shares 21,224 Est. Cost $380.91 Unrealized +24.2%
VMC VULCAN MATERIALS CO 1.2%
Value ($000) $9 Shares 41,877 Est. Cost $145.79 Unrealized +28.9%
LULU LULULEMON ATHLETICA INC 1.2%
Value ($000) $9 Shares 24,502 Est. Cost $330.53 Unrealized +11.6%
FAST FASTENAL CO 1.1%
Value ($000) $9 Shares 146,837 Est. Cost $26.52 Unrealized -3.2%
O REALTY INCOME CORP 1.1%
Value ($000) $9 Shares 143,826 Est. Cost $49.17 Unrealized +6.9%
TT TRANE TECHNOLOGIES PLC 1.1%
Value ($000) $9 Shares 44,744 Est. Cost $134.15 Unrealized +28.7%
CME CME GROUP INC 1.1%
Value ($000) $8 Shares 45,349 Est. Cost $178.71 Unrealized -6.8%
MA MASTERCARD INC - A 1.1%
Value ($000) $8 Shares 21,277 Est. Cost $343.88 Unrealized +7.6%
INTERPUBLIC GROUP OF COS INC 1.1%
Value ($000) $8 Shares 211,714 Est. Cost $33.95 Unrealized 0.0%
EQIX EQUINIX INC 1.0%
Value ($000) $8 Shares 10,300 Est. Cost $679.16 Unrealized +2.0%
ENPH ENPHASE ENERGY INC 1.0%
Value ($000) $8 Shares 46,936 Est. Cost $180.84 Unrealized -1.2%
NKE NIKE INC -CL B 1.0%
Value ($000) $8 Shares 69,617 Est. Cost $121.06 Unrealized -8.0%
GOOGL ALPHABET INC-CL A 1.0%
Value ($000) $7 Shares 62,256 Est. Cost $98.13 Unrealized +16.4%
MCO MOODY'S CORP 0.9%
Value ($000) $7 Shares 19,607 Est. Cost $325.21 Unrealized -4.6%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $7 Shares 34,870 Est. Cost $234.04 Unrealized -23.9%
CNC CENTENE CORP 0.8%
Value ($000) $6 Shares 90,610 Est. Cost $66.21 Unrealized +0.7%
APD AIR PRODUCTS & CHEMICALS INC 0.7%
Value ($000) $6 Shares 19,440 Est. Cost $265.26 Unrealized 0.0%
XYL XYLEM INC 0.7%
Value ($000) $6 Shares 50,033 Est. Cost $90.10 Unrealized +13.7%
SEDG SOLAREDGE TECHNOLOGIES INC 0.6%
Value ($000) $5 Shares 17,950 Est. Cost $274.08 Unrealized +4.6%
SE SEA LTD-ADR 0.5%
Value ($000) $4 Shares 71,656 Est. Cost $157.31 Unrealized
WM WASTE MANAGEMENT INC 0.5%
Value ($000) $4 Shares 23,218 Est. Cost $146.36 Unrealized +8.5%
BLD TOPBUILD CORP 0.1%
Value ($000) $1 Shares 3,863 Est. Cost $193.38 Unrealized +13.7%
SSD SIMPSON MANUFACTURING CO INC 0.1%
Value ($000) $1 Shares 6,381 Est. Cost $102.73 Unrealized +17.4%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $1 Shares 13,733 Est. Cost $62.86 Unrealized -3.1%
FND FLOOR & DECOR HOLDINGS INC-A 0.1%
Value ($000) $1 Shares 8,098 Est. Cost $89.86 Unrealized +6.4%
WK WORKIVA INC 0.1%
Value ($000) $1 Shares 7,999 Est. Cost $90.62 Unrealized +6.1%
GO GROCERY OUTLET HOLDING CORP 0.1%
Value ($000) $1 Shares 26,424 Est. Cost $28.70 Unrealized +1.8%
TTEK TETRA TECH INC 0.1%
Value ($000) $1 Shares 4,831 Est. Cost $28.89 Unrealized +1.8%
KAI KADANT INC 0.1%
Value ($000) $1 Shares 3,520 Est. Cost $200.23 Unrealized -1.2%
FIVE FIVE BELOW 0.1%
Value ($000) $1 Shares 3,783 Est. Cost $196.94 Unrealized -0.7%
XPEL XPEL INC 0.1%
Value ($000) $1 Shares 8,429 Est. Cost $73.90 Unrealized 0.0%
LECO LINCOLN ELECTRIC HOLDINGS 0.1%
Value ($000) $1 Shares 3,528 Est. Cost $164.82 Unrealized +5.7%
FCPT FOUR CORNERS PROPERTY TRUST 0.1%
Value ($000) $1 Shares 26,414 Est. Cost $0.03 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.1%
Value ($000) $1 Shares 18,285 Est. Cost $0.04 Unrealized
BL BLACKLINE INC 0.1%
Value ($000) $1 Shares 11,794 Est. Cost $68.94 Unrealized -19.5%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $1 Shares 7,938 Est. Cost $72.71 Unrealized +5.3%
FSS FEDERAL SIGNAL CORP 0.1%
Value ($000) $0 Shares 6,636 Est. Cost $51.43 Unrealized +5.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 2,982 Est. Cost $127.37 Unrealized -1.9%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $0 Shares 2,028 Est. Cost $147.55 Unrealized 0.0%
RADIUS GLOBAL INFRASTRUCTU-A 0.0%
Value ($000) $0 Shares 14,404 Est. Cost $0.01 Unrealized