Caldwell Investment Management Ltd.
All 13F Filings
- Location
- Toronto, A6
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 152,279
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 33 | 152,279 | 13F-HR | Caldwell Investment Management Ltd. |
| Q1 2026 | 5/14/2026 | 57 | 255,169 | 13F-HR | Caldwell Investment Management Ltd. |
| Q4 2025 | 2/11/2026 | 29 | 162,649 | 13F-HR | Caldwell Investment Management Ltd. |
| Q3 2025 | 10/27/2025 | 26 | 152,358 | 13F-HR | Caldwell Investment Management Ltd. |
| Q2 2025 | 8/14/2025 | 20 | 115,441 | 13F-HR | Caldwell Investment Management Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 151.2 K | 99.3% | 0 | 104 K | -104 K |
| ETFs | 1.069 K | 0.7% | 1.069 K | 0 | 1.069 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
152,279
Holdings
33
QoQ value change ($000)
-102,890
(-40.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.