Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Value Partners Investments Inc. (CIK 1800916) reported $1.31B across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CRM ($72.4M, 5.52%), MSFT ($71.1M, 5.42%), SLF ($70.4M, 5.37%), RCI ($62.4M, 4.76%), CNI ($62.2M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | $72.4M | 5.52% | 387,196 | Added |
| 2 | MSFT | MICROSOFT CORP | $71.1M | 5.42% | 191,961 | Added |
| 3 | SLF | SUN LIFE FINANCIAL INC. | $70.4M | 5.37% | 1.1M | Added |
| 4 | RCI | ROGERS COMMUNICATIONS INC | $62.4M | 4.76% | 1.6M | Trimmed |
| 5 | CNI | CANADIAN NATL RY CO | $62.2M | 4.75% | 605,969 | Added |
| 6 | GOOGL | ALPHABET INC | $61.5M | 4.69% | 213,661 | Trimmed |
| 7 | BMO | BANK MONTREAL MEDIUM | $59.6M | 4.54% | 440,552 | Trimmed |
| 8 | CM | CANADIAN IMPERIAL BANK OF CO | $57.9M | 4.42% | 612,390 | Trimmed |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | $56.8M | 4.33% | 722,870 | Added |
| 10 | BNS | BANK NOVA SCOTIA B C | $56.2M | 4.28% | 811,628 | Trimmed |
| 11 | OTEX | OPEN TEXT CORP | $53.7M | 4.09% | 2.4M | Added |
| 12 | AMZN | AMAZON COM INC | $52.3M | 3.99% | 250,866 | Added |
| 13 | RY | ROYAL BK CDA | $52.3M | 3.99% | 324,031 | Trimmed |
| 14 | MFC | MANULIFE FINL CORP | $52.2M | 3.98% | 1.5M | Trimmed |
| 15 | ACN | ACCENTURE PLC IRELAND | $51.3M | 3.91% | 258,423 | Added |
| 16 | CVS | CVS HEALTH CORP | $38.8M | 2.96% | 539,973 | Trimmed |
| 17 | ADP | AUTOMATIC DATA PROCESSING IN | $36.9M | 2.81% | 181,280 | New |
| 18 | V | VISA INC | $34.4M | 2.62% | 113,671 | Added |
| 19 | MA | MASTERCARD INCORPORATED | $31.9M | 2.43% | 63,833 | Added |
| 20 | HD | HOME DEPOT INC | $30.6M | 2.33% | 92,938 | Added |
| 21 | FMX | FOMENTO ECONOMICO MEXICANO S | $15.2M | 1.16% | 137,109 | Hold |
| 22 | YUMC | YUM CHINA HLDGS INC | $11.6M | 0.88% | 236,659 | Hold |
| 23 | AZNCF | ASTRAZENECA PLC | $11.3M | 0.86% | 58,415 | New |
| 24 | SAP | SAP SE | $11.0M | 0.84% | 63,946 | Added |
| 25 | RACE | FERRARI N V | $10.2M | 0.78% | 30,072 | Added |
Source: SEC Form 13F filings · as of 2026-03-31