Manitou Investment Management
Manitou Investment Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
52
Market Value
$505.6M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$BRK.B
Berkshire Hathaway Inc.
15.9%
% of Portfolio
$GOOGL
Alphabet Inc.
13.4%
% of Portfolio
$AMZN
Amazon.com, Inc.
11.5%
% of Portfolio
$MSFT
Microsoft Corporation
9.2%
% of Portfolio
$ROP
Roper Technologies, Inc.
8.6%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| BRK.B | 15.9% | 14.9% | 14.8% | 15.8% |
| GOOGL | 13.4% | 15.5% | 14.2% | 11.2% |
| AMZN | 11.5% | 8.8% | 8.3% | 8.8% |
| MSFT | 9.2% | 8.7% | 9.3% | 9.8% |
| ROP | 8.6% | 6.3% | 6.4% | 7.3% |
| IDXX | 7.7% | 8.2% | 10.6% | 9.7% |
| MA | 6.8% | 7.0% | 6.9% | 7.5% |
| APH | 6.2% | 7.0% | 7.0% | 6.2% |
| SYK | 5.4% | 5.1% | - | - |
| META | 4.4% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
All Holdings
$BRK.B
15.9%
$GOOGL
13.4%
$AMZN
11.5%
$MSFT
9.2%
$ROP
8.6%
$IDXX
7.7%
$MA
6.8%
$APH
6.2%
$SYK
5.4%
$META
4.4%
$EW
2.9%
$JPM
2.6%
$AAPL
2.5%
$BN
0.7%
$BRK.A
0.6%
$MKL
0.4%
$CRH
0.3%
$V
0.2%
$DHR
0.2%
$CME
0.1%
$COST
0.0%
$GOOG
0.0%
$APA
0.0%
$JNJ
0.0%
$WFC
0.0%
$OTC-FRMO
0.0%
$BAC
0.0%
$USB
0.0%
$LIN
0.0%
$IBM
0.0%
$SOBO
0.0%
$WELL
0.0%
$CAT
0.0%
$TJX
0.0%
$NVO
0.0%
$MMM
0.0%
$HON
0.0%
$LLY
0.0%
$FAST
0.0%
$WMT
0.0%
$WHR
0.0%
$OTC-LRLCY
0.0%
$OTC-NSRGY
0.0%
$WSO
0.0%
$XRAY
0.0%
$LULU
0.0%
$PSA
0.0%
$COIN
0.0%
$SRAD
0.0%
$PENN
0.0%