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Portfolio (Quarterly) Guide ↗

Gold Investment Management Ltd.

· CIK 0002006008
13F Portfolio $369M AUM 202 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 202 New
Page 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 3,763.0 $1.9M 0.51% NEW $500.39
62 IVZ INVESCO LTD Financial Services 68,426.0 $1.8M 0.49% NEW $26.39 +26.5%
63 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 105,849.0 $1.7M 0.46% NEW $16.03 +12.4%
64 ORCL ORACLE CORP Technology 10,922.0 $1.6M 0.43% NEW $146.55 +4.1%
65 V VISA INC Financial Services 4,601.0 $1.6M 0.43% NEW $343.09 +11.4%
66 MAA MID-AMER APT CMNTYS INC Real Estate 10,744.0 $1.5M 0.41% NEW $138.94 -6.9%
67 CCK CROWN HLDGS INC Consumer Cyclical 13,324.0 $1.5M 0.40% NEW $111.82 +5.8%
68 BEN FRANKLIN RESOURCES INC Financial Services 44,513.0 $1.5M 0.40% NEW $33.27 +5.0%
69 TU TELUS CORPORATION Communication Services 131,659.0 $1.4M 0.38% NEW $10.57 -7.5%
70 AAPL APPLE INC Technology 4,804.0 $1.4M 0.38% NEW $289.36 +9.4%
71 PFE PFIZER INC Healthcare 57,668.0 $1.4M 0.38% NEW $24.08 +16.2%
72 VTR VENTAS INC Real Estate 15,342.0 $1.4M 0.37% NEW $88.80 +4.3%
73 BROOKFIELD BUSINESS CORP 41,400.0 $1.2M 0.34% NEW $30.17
74 NOC NORTHROP GRUMMAN CORP Industrials 2,306.0 $1.2M 0.32% NEW $509.31 +6.8%
75 OMC OMNICOM GROUP INC Communication Services 15,584.0 $1.1M 0.31% NEW $72.83 +21.5%
76 VWO VANGUARD INTL EQUITY INDEX F 18,656.0 $1.1M 0.30% NEW $59.70 +2.6%
77 ABT ABBOTT LABS Healthcare 11,886.0 $1.1M 0.29% NEW $90.74 +22.9%
78 RCI ROGERS COMMUNICATIONS INC Communication Services 30,612.0 $995K 0.27% NEW $32.52 +12.9%
79 TFII TFI INTL INC Industrials 6,302.0 $907K 0.25% NEW $143.88 -5.7%
80 XLF SELECT SECTOR SPDR TR 16,133.0 $865K 0.23% NEW $53.61 +8.4%
Page 4 of 11  ·  202 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
Financial Services 33.2%
Technology 24.0%
Industrials 11.0%
Energy 6.7%
Healthcare 6.3%
Consumer Cyclical 5.5%
Utilities 5.0%
Real Estate 3.3%
Communication Services 2.4%
Consumer Defensive 1.7%