Caldwell Investment Management Ltd. - Q12026 Holdings

Caldwell Investment Management Ltd. holds 57 stocks with a total portfolio value of $ 255.17M as of Q12026. In Q12026, Caldwell Investment Management Ltd. added 36 new positions, increased stakes in 2 stocks, reduced 4 holdings, and fully exited 8 positions. The largest holding is Morgan Stanley (MS), representing 15.54% of the total portfolio.