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Portfolio (Quarterly) Guide ↗

Manitou Investment Management Ltd.

· CIK 0001657428
13F Portfolio $538M AUM 48 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 12 Added 10 Reduced 5 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XRAY DENTSPLY SIRONA INC Healthcare 1,451.0 $15K 0.00% $10.61 +2.9%
42 PSA PUBLIC STORAGE Real Estate 27.0 $9K 0.00% $318.30 +1.3%
43 XOVR ERSHARES PRIVATE-PUBLIC CROSSO 275.0 $6K 0.00% NEW $21.05 -3.3%
44 PENN PENN NATIONAL GAMING, INC. Consumer Cyclical 119.0 $3K $21.36 -12.7%
45 BLOCK, INC. 29.0 $2K $76.00
46 SRAD SPORTRADAR GROUP AG Technology 125.0 $2K $14.97 -13.1%
47 COIN COINBASE GLOBAL, INC. Financial Services 12.0 $2K $146.17 +27.6%
48 TRANSTEL SA COMMON 33.0 $33.0 $1.00
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 24.8%
Technology 24.1%
Healthcare 21.5%
Consumer Cyclical 15.6%
Financial Services 13.0%
Industrials 1.0%
Consumer Defensive 0.1%
Energy 0.0%
Real Estate 0.0%
Basic Materials 0.0%