Value Partners Investments Inc.

data from 30/09/2025

Capitalization

$ 1.225 B -4.22 %

Average holding period

12 ans

Performance

$ 581.511 M 48.04 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Value Partners Investments Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 OTEX OPEN TEXT CORP 6.79% 83.169 M $ 2225670 2022/06/30 20.954 M $ 28.05 %
2025/09/30 RCI ROGERS COMMUNICATIONS INC 6.37% 78.074 M $ 2268565 2020/06/30 11.078 M $ 16.25 %
2025/09/30 GOOGL ALPHABET INC 6.03% 73.878 M $ 304051 2020/03/31 32.925 M $ 37.95 %
2025/09/30 BNS BANK NOVA SCOTIA HALIFAX 5.90% 72.335 M $ 1118989 2019/12/31 10.514 M $ 16.99 %
2025/09/30 CM CANADIAN IMPERIAL BANK OF CO 5.64% 69.039 M $ 864217 2019/12/31 7.868 M $ 12.79 %
2025/09/30 SLF SUN LIFE FINANCIAL INC. 5.48% 67.183 M $ 1119133 2020/03/31 -7.175 M $ -9.67 %
2025/09/30 BMO BANK MONTREAL QUE 5.44% 66.610 M $ 511321 2019/12/31 9.945 M $ 17.74 %
2025/09/30 CNI CANADIAN NATL RY CO 4.63% 56.746 M $ 601920 2021/06/30 -5.395 M $ -9.37 %
2025/09/30 MGA MAGNA INTL INC 4.19% 51.296 M $ 1082934 2019/12/31 9.498 M $ 22.73 %
2025/09/30 RY ROYAL BK CDA 3.98% 48.719 M $ 330641 2019/12/31 5.160 M $ 11.99 %
2025/09/30 AMZN AMAZON COM INC 3.88% 47.594 M $ 216868 2025/06/30 39.069 K $ 0.08 %
2025/09/30 MFC MANULIFE FINL CORP 3.86% 47.345 M $ 1520039 2023/09/30 -1.231 M $ -2.54 %
2025/09/30 CRM SALESFORCE INC 3.66% 44.785 M $ 189059 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 3.51% 43.052 M $ 83161 2020/12/31 1.698 M $ 4.13 %
2025/09/30 FDX FEDEX CORP 3.48% 42.685 M $ 181106 2019/12/31 1.542 M $ 3.74 %
2025/09/30 CVS CVS HEALTH CORP 3.38% 41.360 M $ 548893 2020/06/30 3.625 M $ 9.29 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 3.13% 38.397 M $ 515695 2023/06/30 -2.468 M $ -6.03 %
2025/09/30 HD HOME DEPOT INC 2.01% 24.567 M $ 60662 2019/12/31 2.342 M $ 10.51 %
2025/09/30 FMX FOMENTO ECONOMICO MEXICANO S 1.10% 13.516 M $ 137109 2025/03/31 -416.334 K $ -4.22 %
2025/09/30 SAP SAP SE 0.89% 10.953 M $ 41011 2022/06/30 -1.479 M $ -12.13 %
2025/09/30 HDB HDFC BANK LTD 0.82% 10.041 M $ 294084 2025/03/31 -6.251 M $ -55.44 %
2025/09/30 UBS UBS GROUP AG 0.80% 9.839 M $ 240090 2020/06/30 1.866 M $ 21.23 %
2025/09/30 YUMC YUM CHINA HLDGS INC 0.79% 9.723 M $ 226659 2021/12/31 -405.719 K $ -4.00 %
2025/09/30 MDT MEDTRONIC PLC 0.74% 9.095 M $ 95546 2019/12/31 771.056 K $ 9.26 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.63% 7.726 M $ 22385 2020/06/30 506.815 K $ 10.69 %
2025/09/30 V VISA INC 0.46% 5.676 M $ 16635 2020/06/30 -222.465 K $ -3.86 %
2025/09/30 FTS FORTIS INC 0.46% 5.635 M $ 111125 2019/12/31 330.690 K $ 6.32 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.41% 5.061 M $ 10440 2021/03/31 817.876 K $ 19.66 %
2025/09/30 RACE FERRARI N V 0.40% 4.885 M $ 10072 2025/09/30 0.000 $ 0.00 %
2025/09/30 PEP PEPSICO INC 0.37% 4.498 M $ 32047 2024/06/30 269.194 K $ 6.36 %
2025/09/30 PFE PFIZER INC 0.34% 4.177 M $ 164000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.33% 3.992 M $ 63935 2024/09/30 -317.871 K $ -7.37 %
2025/09/30 TGT TARGET CORP 0.32% 3.945 M $ 44000 2025/03/31 -393.800 K $ -9.07 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.32% 3.897 M $ 48757 2019/12/31 273.669 K $ 8.85 %
2025/09/30 CPB THE CAMPBELLS COMPANY 0.30% 3.693 M $ 117000 2025/03/31 108.809 K $ 3.03 %
2025/09/30 GIS GENERAL MLS INC 0.30% 3.679 M $ 73000 2025/03/31 -101.470 K $ -2.68 %
2025/09/30 DEO DIAGEO PLC 0.30% 3.674 M $ 38514 2020/06/30 -161.704 K $ -5.36 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.29% 3.611 M $ 82204 2023/12/31 55.898 K $ 1.57 %
2025/09/30 DPZ DOMINOS PIZZA INC 0.29% 3.562 M $ 8255 2024/09/30 -154.671 K $ -4.20 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.28% 3.441 M $ 17899 2021/03/31 -479.261 K $ -12.98 %
2025/09/30 SPGI S&P GLOBAL INC 0.28% 3.405 M $ 7000 2025/03/31 -284.059 K $ -7.69 %
2025/09/30 INFY INFOSYS LTD 0.27% 3.249 M $ 199800 2020/12/31 -366.120 K $ -12.19 %
2025/09/30 AVGO BROADCOM INC 0.26% 3.234 M $ 9807 2020/06/30 607.603 K $ 19.72 %
2025/09/30 MA MASTERCARD INCORPORATED 0.26% 3.231 M $ 5682 2020/12/31 39.117 K $ 1.22 %
2025/09/30 GE GE AEROSPACE 0.26% 3.170 M $ 10541 2024/06/30 602.591 K $ 16.90 %
2025/09/30 AMAT APPLIED MATLS INC 0.25% 3.076 M $ 15029 2021/03/31 319.285 K $ 11.86 %
2025/09/30 CTAS CINTAS CORP 0.22% 2.730 M $ 13304 2021/03/31 -233.667 K $ -7.91 %
2025/09/30 WAB WABTEC 0.22% 2.714 M $ 13545 2025/03/31 -119.063 K $ -4.25 %
2025/09/30 MCK MCKESSON CORP 0.22% 2.710 M $ 3510 2024/03/31 139.438 K $ 5.44 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.22% 2.709 M $ 7826 2020/12/31 22.799 K $ 0.85 %
2025/09/30 INTU INTUIT 0.22% 2.694 M $ 3946 2020/12/31 -404.847 K $ -13.32 %
2025/09/30 MCO MOODYS CORP 0.21% 2.617 M $ 5495 2021/03/31 -138.155 K $ -5.01 %
2025/09/30 MSCI MSCI INC 0.20% 2.492 M $ 4394 2022/03/31 -41.070 K $ -1.62 %
2025/09/30 LLY ELI LILLY & CO 0.20% 2.470 M $ 3239 2025/03/31 -53.292 K $ -2.12 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.20% 2.406 M $ 11945 2024/03/31 -203.728 K $ -7.84 %
2025/09/30 ENB ENBRIDGE INC 0.19% 2.372 M $ 47036 2020/06/30 231.387 K $ 11.36 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.19% 2.327 M $ 4631 2019/12/31 76.076 K $ 3.50 %
2025/09/30 BN BROOKFIELD CORP 0.18% 2.237 M $ 32613 2022/12/31 -565.033 K $ -26.11 %
2025/09/30 ZTS ZOETIS INC 0.17% 2.115 M $ 14461 2021/03/31 -138.354 K $ -6.19 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.17% 2.100 M $ 8520 2025/06/30 -437.771 K $ -17.52 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.17% 2.074 M $ 12318 2020/09/30 -176.012 K $ -8.18 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 0.17% 2.039 M $ 14493 2024/06/30 -307.068 K $ -13.28 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.16% 2.014 M $ 33753 2023/12/31 -450.174 K $ -18.46 %
2025/09/30 WPM WHEATON PRECIOUS METALS CORP 0.15% 1.897 M $ 16957 2022/09/30 362.029 K $ 24.55 %
2025/09/30 BIP BROOKFIELD INFRAST PARTNERS 0.13% 1.613 M $ 48951 2024/09/30 -28.849 K $ -1.82 %
2025/09/30 CNQ CANADIAN NAT RES LTD 0.12% 1.513 M $ 47343 2021/12/31 25.648 K $ 1.79 %
2025/09/30 AME AMETEK INC 0.12% 1.479 M $ 7873 2024/03/31 53.173 K $ 3.90 %
2025/09/30 TFII TFI INTL INC 0.12% 1.416 M $ 16093 2021/09/30 -24.821 K $ -1.80 %
2025/09/30 MRK MERCK & CO INC 0.11% 1.343 M $ 16006 2020/12/31 73.367 K $ 6.03 %
2025/09/30 LOW LOWES COS INC 0.10% 1.222 M $ 4866 2022/03/31 139.604 K $ 13.29 %
2025/09/30 AON AON PLC 0.10% 1.195 M $ 3353 2024/06/30 -505.000 $ -0.05 %
2025/09/30 NVS NOVARTIS AG 0.10% 1.187 M $ 9259 2022/06/30 60.666 K $ 5.98 %
2025/09/30 HON HONEYWELL INTL INC 0.10% 1.174 M $ 5581 2023/12/31 -103.619 K $ -9.62 %
2025/09/30 UL UNILEVER PLC 0.09% 1.088 M $ 18363 2023/03/31 -28.958 K $ -3.09 %
2025/09/30 AAPL APPLE INC 0.09% 1.078 M $ 4234 2021/06/30 172.664 K $ 24.15 %
2025/09/30 DHR DANAHER CORPORATION 0.09% 1.043 M $ 5262 2023/09/30 3.093 K $ 0.36 %
2025/09/30 BSY BENTLEY SYS INC 0.08% 1.039 M $ 20196 2021/06/30 -50.288 K $ -4.62 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.08% 1.038 M $ 3720 2024/12/31 179.678 K $ 23.34 %
2025/09/30 TSLA TESLA INC 0.08% 1.001 M $ 2251 2024/06/30 286.012 K $ 40.07 %
2025/09/30 KLAC KLA CORP 0.08% 954.120 K $ 885 2024/12/31 135.682 K $ 20.43 %
2025/09/30 CSCO CISCO SYS INC 0.08% 951.353 K $ 13911 2019/12/31 -11.396 K $ -1.39 %
2025/09/30 BDX BECTON DICKINSON & CO 0.07% 887.712 K $ 4745 2023/06/30 53.577 K $ 8.67 %
2025/09/30 HEI HEICO CORP NEW 0.07% 857.686 K $ 2658 2025/03/31 -13.219 K $ -1.58 %
2025/09/30 TRI THOMSON REUTERS CORP 0.07% 857.352 K $ 5523 2023/06/30 -244.022 K $ -22.82 %
2025/09/30 TXN TEXAS INSTRS INC 0.07% 856.180 K $ 4662 2020/12/31 -105.498 K $ -11.53 %
2025/09/30 LIN LINDE PLC 0.07% 828.017 K $ 1744 2024/09/30 8.718 K $ 1.24 %
2025/09/30 DE DEERE & CO 0.07% 805.777 K $ 1763 2024/06/30 -75.564 K $ -10.08 %
2025/09/30 MEOH METHANEX CORP 0.06% 788.634 K $ 19842 2024/03/31 128.351 K $ 20.15 %
2025/09/30 VLTO VERALTO CORP 0.06% 787.696 K $ 7392 2024/06/30 33.727 K $ 5.61 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.05% 652.504 K $ 1309 2021/03/31 -85.051 K $ -12.04 %
2025/09/30 DSGX DESCARTES SYS GROUP INC 0.05% 554.433 K $ 5890 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.04% 539.537 K $ 735 2025/03/31 -2.589 K $ -0.50 %
2025/09/30 TRP TC ENERGY CORP 0.04% 532.750 K $ 9801 2024/12/31 32.545 K $ 11.53 %
2025/09/30 WM WASTE MGMT INC DEL 0.03% 383.168 K $ 1736 2024/09/30 -11.090 K $ -3.49 %
2025/09/30 IGSB ISHARES TR 0.03% 362.198 K $ 6833 2023/12/31 1.844 K $ 0.51 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.03% 358.493 K $ 8569 2023/12/31 37.282 K $ 11.66 %
2025/09/30 GLD SPDR GOLD TR 0.03% 333.998 K $ 940 2025/09/30 0.000 $ 0.00 %
2025/09/30 AQN ALGONQUIN PWR UTILS CORP 0.03% 313.605 K $ 58365 2023/09/30 -17.273 K $ -6.30 %
2025/09/30 IEI ISHARES TR 0.03% 311.189 K $ 2605 2023/12/31 1.094 K $ 0.35 %
2025/09/30 GOOG ALPHABET INC 0.02% 259.756 K $ 1067 2025/09/30 0.000 $ 0.00 %