Caldwell Investment Management Ltd. holds a concentrated book of 33 stocks worth $152.3M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Manulife Financial Corp and trimmed Cboe Global Markets Inc. Their largest long position is Cboe Global Markets Inc at 18% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Caldwell Investment Management Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 67 / 33 | $1.3T |
| MORGAN STANLEY | 67 / 33 | $280.3B |
| BANK OF AMERICA CORP /DE/ | 67 / 33 | $170.5B |
| GOLDMAN SACHS GROUP INC | 67 / 33 | $137.6B |
| ROYAL BANK OF CANADA | 67 / 33 | $109.5B |
| UBS Group AG | 67 / 33 | $73.6B |
| BARCLAYS PLC | 67 / 33 | $57.6B |
| OSAIC HOLDINGS, INC. | 67 / 33 | $5.7B |
Ranked by how many of Caldwell Investment Management Ltd.'s top 33 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cboe Global MKTS Inc COM | $26.7M | 110.0K | 17.5% | ▼−6.8% Reduced · −8K sh | |
| 2 | Miami Intl Hldgs Inc COM | $22.3M | 600.0K | 14.6% | ▼−9.6% Reduced · −64K sh | |
| 3 | Bank America Corp COM | $21.1M | 370.4K | 13.8% | ▲+5.8% Added · +20K sh | |
| 4 | KKR & Co Inc COM | $18.3M | 200.0K | 12.0% | —Held | |
| 5 | Intercontinental Exch In COM | $12.3M | 100.0K | 8.1% | —Held | |
| 6 | Enerflex Ltd COM | $10.1M | 411.0K | 6.6% | —Held | |
| 7 | Manulife Finl Corp COM | $9.9M | 244.0K | 6.5% | ▲New New position | |
| 8 | Electrovaya Inc COM NEW | $4.2M | 398.0K | 2.7% | —Held | |
| 9 | Amazon Com Inc COM | $2.2M | 9.3K | 1.5% | —Held | |
| 10 | Cenovus Energy Inc COM | $1.9M | 74.8K | 1.2% | ▼−74% Reduced · −216K sh | |
| 11 | Ats Corporation COM | $1.7M | 60.8K | 1.1% | —Held | |
| 12 | Visa Inc COM CL A | $1.7M | 5.1K | 1.1% | —Held | |
| 13 | Applied Matls Inc COM | $1.6M | 2.2K | 1.0% | ▲New New position | |
| 14 | Vertiv Holdings Co COM CL A | $1.5M | 4.4K | 1.0% | ▲+22% Added · +800 sh | |
| 15 | JPMorgan Chase & Co COM | $1.3M | 4.1K | 0.9% | —Held | |
| 16 | Acadian Asset Mgmt Inc COM | $1.3M | 17.5K | 0.8% | ▲New New position | |
| 17 | Interactive Brokers Group In COM CL A | $1.2M | 13.9K | 0.8% | —Held | |
| 18 | Brookfield Renewable Corp CL A EX SUB VTG | $1.2M | 31.2K | 0.8% | ▲New New position | |
| 19 | RB Global Inc COM | $1.2M | 9.9K | 0.8% | ▲New New position | |
| 20 | SPDR Series TST ST SP Regbnk COM | $1.1M | 14.3K | 0.7% | ▲New New position | |
| 21 | Ryman Hospitality Pptys Inc COM | $912K | 7.1K | 0.6% | ▲New New position | |
| 22 | Linde PLC SHS | $882K | 1.7K | 0.6% | ▲New New position | |
| 23 | Nvidia Corporation COM | $880K | 4.4K | 0.6% | —Held | |
| 24 | Applied Indl Technologies COM | $879K | 2.6K | 0.6% | ▲New New position | |
| 25 | Jacobs Solutions Inc COM | $869K | 6.9K | 0.6% | ▼−37% Reduced · −4K sh | |
| 26 | Waste Connections Inc COM | $849K | 5.1K | 0.6% | —Held | |
| 27 | Cgi Inc CL A SUB VTG | $833K | 12.9K | 0.5% | —Held | |
| 28 | Leonardo DRS Inc COM NEW | $810K | 19.0K | 0.5% | ▲New New position | |
| 29 | Servicenow Inc COM | $694K | 7.0K | 0.5% | —Held | |
| 30 | Stantec Inc COM | $647K | 9.4K | 0.4% | ▼−47% Reduced · −8K sh | |
| 31 | Equinox Gold Corp COM | $545K | 56.0K | 0.4% | ▲New New position | |
| 32 | Agnico Eagle Mines Ltd COM | $465K | 3.0K | 0.3% | ▼−92% Reduced · −34K sh | |
| 33 | Accenture PLC CL A NEW | $398K | 3.2K | 0.3% | —Held |
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Use Arkolith to show Caldwell Investment Management Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.