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Grant Patterson

@Caldwell Investment Management Ltd.

Latest period2024 - Q4ReportedManaged Assets$148.306MTotal holdings34
Assets growth rate4%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Caldwell Investment Management Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Caldwell Investment Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 148.306M in assets, with a quarterly growth rate of 4% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Grant Patterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VVisa Inc
Recent Activity
1.09%
$1.606M
5,100 shares@ $314.91 avg price
METAMeta Platforms Inc
Recent Activity
New Position
1.08%
$1.594M
2,700 shares@ $590.48 avg price
MAMastercard Incorporated
Recent Activity
1%
$1.47M
2,800 shares@ $524.87 avg price
JJacobs Solutions Inc
Recent Activity
0.99%
$1.467M
11,000 shares@ $133.33 avg price
ATSAts Corp Cda
Recent Activity
0.99%
$1.454M
48,100 shares@ $30.24 avg price
GIBCgi Inc
Recent Activity
0.95%
$1.409M
12,910 shares@ $109.13 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.92%
$1.364M
2,690 shares@ $507.15 avg price
BAHBooz Allen Hamilton Cla
Recent Activity
0.9%
$1.32M
10,300 shares@ $128.2 avg price
IBKRInteractive Brokers Group In
Recent Activity
New Position
0.82%
$1.215M
6,800 shares@ $178.72 avg price
ACNAccenture Plc Ireland
Recent Activity
0.76%
$1.127M
3,200 shares@ $352.04 avg price