Value Partners Investments Inc.

données du 31/12/2025

Capitalisation

$ 1.304 B 6.45 %

Période de détention moyenne

13 ans

Performance

$ 664.211 M 54.79 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Value Partners Investments Inc.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 ALPHABET INC 6.58% 85.807 M $ 274068 2020/03/31 21.281 M $ 28.80 %
2025/12/31 BANK NOVA SCOTIA HALIFAX 5.56% 72.576 M $ 982637 2019/12/31 10.306 M $ 14.25 %
2025/12/31 CANADIAN IMPERIAL BANK OF CO 5.52% 71.931 M $ 792321 2019/12/31 9.420 M $ 13.64 %
2025/12/31 SUN LIFE FINANCIAL INC. 5.39% 70.253 M $ 1123812 2020/03/31 2.775 M $ 4.13 %
2025/12/31 ROGERS COMMUNICATIONS INC 4.72% 61.607 M $ 1629783 2020/06/30 7.554 M $ 9.68 %
2025/12/31 OPEN TEXT CORP 4.64% 60.578 M $ 1857455 2022/06/30 -10.616 M $ -12.76 %
2025/12/31 BANK MONTREAL QUE 4.64% 60.518 M $ 465338 2019/12/31 -102.264 K $ -0.15 %
2025/12/31 CANADIAN NATL RY CO 4.59% 59.838 M $ 604155 2021/06/30 2.853 M $ 5.03 %
2025/12/31 SALESFORCE INC 4.50% 58.710 M $ 221576 2025/09/30 5.286 M $ 11.80 %
2025/12/31 MAGNA INTL INC 4.44% 57.904 M $ 1084639 2019/12/31 6.508 M $ 12.69 %
2025/12/31 ROYAL BK CDA 4.33% 56.520 M $ 331067 2019/12/31 7.737 M $ 15.88 %
2025/12/31 MANULIFE FINL CORP 4.24% 55.234 M $ 1518938 2023/09/30 7.919 M $ 16.73 %
2025/12/31 FEDEX CORP 4.02% 52.380 M $ 181295 2019/12/31 9.619 M $ 22.53 %
2025/12/31 AMAZON COM INC 3.85% 50.147 M $ 217211 2025/06/30 2.451 M $ 5.15 %
2025/12/31 ACCENTURE PLC IRELAND 3.66% 47.669 M $ 177624 2025/06/30 185.480 K $ 8.83 %
2025/12/31 CVS HEALTH CORP 3.35% 43.754 M $ 551216 2020/06/30 2.190 M $ 5.30 %
2025/12/31 MICROSOFT CORP 3.13% 40.840 M $ 84412 2020/12/31 -2.839 M $ -6.59 %
2025/12/31 CANADIAN PACIFIC KANSAS CITY 2.92% 38.133 M $ 517216 2023/06/30 -391.928 K $ -1.02 %
2025/12/31 HOME DEPOT INC 1.60% 20.914 M $ 60766 2019/12/31 -3.702 M $ -15.07 %
2025/12/31 FOMENTO ECONOMICO MEXICANO S 1.06% 13.859 M $ 137109 2025/03/31 335.917 K $ 2.49 %
2025/12/31 YUM CHINA HLDGS INC 0.87% 11.299 M $ 236659 2021/12/31 1.095 M $ 11.26 %
2025/12/31 UBS GROUP AG 0.85% 11.120 M $ 240090 2020/06/30 1.277 M $ 12.98 %
2025/12/31 HDFC BANK LTD 0.82% 10.747 M $ 294084 2025/03/31 699.919 K $ 6.97 %
2025/12/31 SAP SE 0.78% 10.215 M $ 42042 2022/06/30 -994.516 K $ -9.08 %
2025/12/31 MEDTRONIC PLC 0.78% 10.140 M $ 105546 2019/12/31 79.303 K $ 0.87 %
2025/12/31 FERRARI N V 0.57% 7.419 M $ 20072 2025/09/30 -1.165 M $ -23.84 %
2025/12/31 UNITEDHEALTH GROUP INC 0.52% 6.756 M $ 20454 2020/06/30 -335.327 K $ -4.34 %
2025/12/31 VISA INC 0.47% 6.130 M $ 17455 2020/06/30 163.355 K $ 2.88 %
2025/12/31 FORTIS INC 0.45% 5.886 M $ 113043 2019/12/31 146.685 K $ 2.60 %
2025/12/31 THERMO FISHER SCIENTIFIC INC 0.43% 5.599 M $ 9650 2021/03/31 994.201 K $ 19.64 %
2025/12/31 TORONTO DOMINION BK ONT 0.36% 4.652 M $ 49288 2019/12/31 703.563 K $ 18.05 %
2025/12/31 PEPSICO INC 0.35% 4.600 M $ 32047 2024/06/30 99.345 K $ 2.21 %
2025/12/31 S&P GLOBAL INC 0.34% 4.390 M $ 8400 2025/03/31 251.579 K $ 7.39 %
2025/12/31 TARGET CORP 0.33% 4.301 M $ 44000 2025/03/31 354.640 K $ 8.99 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.32% 4.163 M $ 102204 2023/12/31 -264.696 K $ -7.33 %
2025/12/31 PFIZER INC 0.31% 4.100 M $ 164624 2025/09/30 -95.120 K $ -2.28 %
2025/12/31 AMERICAN TOWER CORP NEW 0.29% 3.722 M $ 21199 2021/03/31 -299.450 K $ -8.70 %
2025/12/31 DOMINOS PIZZA INC 0.27% 3.474 M $ 8323 2024/09/30 -118.129 K $ -3.32 %
2025/12/31 DIAGEO PLC 0.27% 3.470 M $ 40214 2020/06/30 -352.403 K $ -9.59 %
2025/12/31 MONDELEZ INTL INC 0.26% 3.442 M $ 63935 2024/09/30 -551.759 K $ -13.82 %
2025/12/31 GENERAL MLS INC 0.26% 3.395 M $ 73000 2025/03/31 -286.160 K $ -7.78 %
2025/12/31 THE CAMPBELLS COMPANY 0.25% 3.261 M $ 117000 2025/03/31 -434.069 K $ -11.75 %
2025/12/31 MASTERCARD INCORPORATED 0.25% 3.251 M $ 5687 2020/12/31 16.250 K $ 0.50 %
2025/12/31 OLD DOMINION FREIGHT LINE IN 0.24% 3.157 M $ 20103 2024/06/30 235.366 K $ 11.54 %
2025/12/31 ELI LILLY & CO 0.24% 3.075 M $ 2857 2025/03/31 1.014 M $ 41.06 %
2025/12/31 APPLIED MATLS INC 0.23% 2.940 M $ 11424 2021/03/31 790.675 K $ 25.71 %
2025/12/31 AMPHENOL CORP NEW 0.22% 2.907 M $ 21478 2025/12/31 0.000 $ 0.00 %
2025/12/31 MCKESSON CORP 0.22% 2.902 M $ 3533 2024/03/31 171.603 K $ 6.33 %
2025/12/31 WABTEC 0.22% 2.897 M $ 13553 2025/03/31 179.877 K $ 6.63 %
2025/12/31 MOODYS CORP 0.22% 2.843 M $ 5557 2021/03/31 192.764 K $ 7.37 %
2025/12/31 GE AEROSPACE 0.21% 2.784 M $ 9024 2024/06/30 80.533 K $ 2.54 %
2025/12/31 INTERACTIVE BROKERS GROUP IN 0.21% 2.699 M $ 41904 2025/12/31 0.000 $ 0.00 %
2025/12/31 INTUIT 0.20% 2.629 M $ 3963 2020/12/31 -77.223 K $ -2.87 %
2025/12/31 BROADCOM INC 0.20% 2.610 M $ 7532 2020/06/30 163.482 K $ 5.06 %
2025/12/31 SHERWIN WILLIAMS CO 0.20% 2.583 M $ 7959 2020/12/31 -170.450 K $ -6.29 %
2025/12/31 MSCI INC 0.20% 2.558 M $ 4452 2022/03/31 31.285 K $ 1.26 %
2025/12/31 CINTAS CORP 0.19% 2.525 M $ 13405 2021/03/31 -225.236 K $ -8.25 %
2025/12/31 CARRIER GLOBAL CORPORATION 0.19% 2.521 M $ 47651 2023/12/31 -229.182 K $ -11.38 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.19% 2.419 M $ 4806 2019/12/31 2.824 K $ 0.12 %
2025/12/31 BROOKFIELD CORP 0.18% 2.346 M $ 51031 2022/12/31 12.719 K $ 0.57 %
2025/12/31 ENBRIDGE INC 0.17% 2.270 M $ 47379 2020/06/30 -119.471 K $ -5.04 %
2025/12/31 INTERCONTINENTAL EXCHANGE IN 0.16% 2.139 M $ 13189 2020/09/30 -77.603 K $ -3.74 %
2025/12/31 WHEATON PRECIOUS METALS CORP 0.16% 2.072 M $ 17596 2022/09/30 99.876 K $ 5.26 %
2025/12/31 MERCK & CO INC 0.14% 1.778 M $ 16867 2020/12/31 343.328 K $ 25.57 %
2025/12/31 BROOKFIELD INFRAST PARTNERS 0.14% 1.768 M $ 50785 2024/09/30 93.985 K $ 5.83 %
2025/12/31 TFI INTL INC 0.13% 1.755 M $ 16955 2021/09/30 248.636 K $ 17.56 %
2025/12/31 AMETEK INC 0.13% 1.696 M $ 8250 2024/03/31 138.486 K $ 9.36 %
2025/12/31 CANADIAN NAT RES LTD 0.13% 1.639 M $ 48333 2021/12/31 92.792 K $ 6.13 %
2025/12/31 NOVARTIS AG 0.12% 1.519 M $ 11010 2022/06/30 90.182 K $ 7.60 %
2025/12/31 BOYD GROUP SERVICES INC 0.11% 1.471 M $ 9219 2025/12/31 0.000 $ 0.00 %
2025/12/31 DANAHER CORPORATION 0.11% 1.469 M $ 6412 2023/09/30 162.280 K $ 15.56 %
2025/12/31 AON PLC 0.11% 1.415 M $ 4007 2024/06/30 -11.467 K $ -0.96 %
2025/12/31 UNILEVER PLC 0.10% 1.304 M $ 19917 2025/12/31 0.000 $ 0.00 %
2025/12/31 HONEYWELL INTL INC 0.10% 1.299 M $ 6654 2023/12/31 -85.110 K $ -7.25 %
2025/12/31 CISCO SYS INC 0.10% 1.256 M $ 16297 2019/12/31 120.608 K $ 12.68 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 0.09% 1.183 M $ 3890 2024/12/31 92.665 K $ 8.92 %
2025/12/31 LINDE PLC 0.08% 1.101 M $ 2580 2024/09/30 -84.200 K $ -10.17 %
2025/12/31 KLA CORP 0.08% 1.088 M $ 895 2024/12/31 121.625 K $ 12.75 %
2025/12/31 BECTON DICKINSON & CO 0.08% 1.088 M $ 5600 2023/06/30 33.499 K $ 3.77 %
2025/12/31 TESLA INC 0.08% 1.014 M $ 2251 2024/06/30 12.650 K $ 1.26 %
2025/12/31 APPLE INC 0.08% 1.000 M $ 3674 2021/06/30 74.560 K $ 6.92 %
2025/12/31 DEERE & CO 0.07% 970.084 K $ 2082 2024/06/30 15.302 K $ 1.90 %
2025/12/31 HEICO CORP NEW 0.07% 906.012 K $ 2796 2025/03/31 3.242 K $ 0.38 %
2025/12/31 VERALTO CORP 0.07% 882.550 K $ 8838 2024/06/30 -49.896 K $ -6.33 %
2025/12/31 TEXAS INSTRS INC 0.07% 866.568 K $ 4988 2020/12/31 -46.620 K $ -5.45 %
2025/12/31 METHANEX CORP 0.06% 826.768 K $ 20815 2024/03/31 -793.000 $ -0.10 %
2025/12/31 THOMSON REUTERS CORP 0.06% 788.826 K $ 5969 2023/06/30 -128.023 K $ -14.93 %
2025/12/31 BENTLEY SYS INC 0.06% 771.849 K $ 20196 2021/06/30 -267.798 K $ -25.77 %
2025/12/31 LOWES COS INC 0.06% 766.744 K $ 3175 2022/03/31 -47.784 K $ -3.91 %
2025/12/31 ROPER TECHNOLOGIES INC 0.05% 624.492 K $ 1401 2021/03/31 -69.298 K $ -10.62 %
2025/12/31 WASTE MGMT INC DEL 0.04% 579.437 K $ 2637 2024/09/30 -1.909 K $ -0.50 %
2025/12/31 TC ENERGY CORP 0.04% 565.334 K $ 10252 2024/12/31 7.154 K $ 1.34 %
2025/12/31 DESCARTES SYS GROUP INC 0.04% 556.543 K $ 6335 2025/09/30 -37.578 K $ -6.78 %
2025/12/31 ALGONQUIN PWR UTILS CORP 0.04% 538.224 K $ 87404 2023/09/30 46.108 K $ 14.70 %
2025/12/31 META PLATFORMS INC 0.04% 519.550 K $ 786 2025/03/31 -53.926 K $ -10.00 %
2025/12/31 SUNCOR ENERGY INC NEW 0.03% 421.586 K $ 9485 2023/12/31 22.622 K $ 6.31 %
2025/12/31 ISHARES TR 0.03% 361.830 K $ 6833 2023/12/31 -546.000 $ -0.15 %
2025/12/31 ALPHABET INC 0.03% 336.231 K $ 1070 2025/09/30 75.415 K $ 29.03 %
2025/12/31 ISHARES TR 0.02% 311.338 K $ 2605 2023/12/31 26.000 $ 0.01 %
2025/12/31 TELUS CORPORATION 0.01% 156.496 K $ 11857 2023/03/31 -41.492 K $ -16.32 %