13F Insight
DOSSIER · 13F-HR · Q2 2026

Manitou Investment Management Ltd.

$538M in tracked AUM across 48 positions as of Q2 2026.

MI
CIK 0001657428 · last filed Jun 30, 2026
Total AUM
$538M
as of Q2 2026
Holdings
48
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Manitou Investment Management executed a dramatic exit from Roper Technologies in Q2 2026, slashing its holding by 90.3% and reallocating over $37 million into CRH PLC and Microsoft. The $537.9 million manager also cut Apple by 85.0%, while expanding Stryker by 40.5% ($10.6M flow).

Key Portfolio Moves

  • Sharp Major Trims: Roper Technologies was reduced from 122,183 to 11,835 shares (-$37.3M flow). Apple was cut from 48,812 to 7,322 shares (-85.0%, -$12.0M flow).
  • Core Equity Accumulation: CRH PLC saw a tenfold share expansion (+906.6%, +$14.8M flow). Microsoft was increased by 24.3% (+$11.3M flow) to 155,364 shares.
  • Healthcare Additions: Stryker Corp was expanded by 33,812 shares (+40.5%), making it a top-6 position worth $36.9M.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC
$85M169K15.7%02
GOOGL
ALPHABET INC.
$84M234K15.5%03
AMZN
AMAZON.COM, INC.
$67M283K12.5%04
MSFT
MICROSOFT CORP
$58M155K10.8%05
APH
AMPHENOL CORPORATION
$44M251K8.2%06
SYK
STRYKER CORP.
$37M117K6.9%07
IDXX
IDEXX LABORATORIES INC
$37M70K6.8%08
MA
MASTERCARD INCORPORATED
$34M66K6.3%09
META
META PLATFORMS INC.
$24M42K4.4%10
EW
EDWARDS LIFESCIENCES CORPORATI
$17M190K3.2%

Filing history

2026Q2Jun 30
$538M▲ 6.4%
48 positionsView →2026Q1Mar 31
$506M▼ 11.4%
52 positionsView →2025Q4Dec 31
$571M▼ 0.4%
56 positionsView →2025Q3Sep 30
$573M▲ 9.0%
57 positionsView →2025Q2Jun 30
$526M▲ 2.2%
61 positionsLocked2025Q1Mar 31
$514M▲ 1.6%
66 positionsLocked2024Q4Dec 31
$506M▼ 3.7%
55 positionsLocked2024Q3Sep 30
$526M▲ 17.6%
55 positionsLocked2024Q2Jun 30
$447M▼ 10.5%
55 positionsLocked2024Q1Mar 31
$499M▲ 8.4%
54 positionsLocked2023Q4Dec 31
$461M▲ 9.5%
55 positionsLocked2023Q3Sep 30
$421M▲ 0.1%
59 positionsLocked
Showing 12 of 41