Manitou Investment Management

Manitou Investment Management as of June 30, 2025

Portfolio Holdings for Manitou Investment Management

Manitou Investment Management holds 61 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 15.8 $83M 171k 485.77
Alphabet Inc Class A cs (GOOGL) 11.2 $59M 334k 176.23
Microsoft Corporation (MSFT) 9.8 $52M 104k 497.41
IDEXX Laboratories (IDXX) 9.7 $51M 96k 536.34
Amazon (AMZN) 8.8 $46M 211k 219.39
MasterCard Incorporated (MA) 7.5 $39M 70k 561.94
Roper Industries (ROP) 7.3 $38M 68k 566.84
JPMorgan Chase & Co. (JPM) 6.2 $33M 113k 289.91
Amphenol Corporation (APH) 6.2 $33M 330k 98.75
Home Depot (HD) 4.7 $25M 68k 366.64
Stryker Corporation (SYK) 3.8 $20M 50k 395.63
Apple (AAPL) 2.9 $15M 75k 205.17
Edwards Lifesciences (EW) 2.8 $15M 186k 78.21
Danaher Corporation (DHR) 0.7 $3.6M 18k 197.54
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.7 $3.5M 56k 61.85
Berkshire Hathaway (BRK.A) 0.6 $2.9M 4.00 728800.00
Visa (V) 0.3 $1.5M 4.1k 355.05
Crh (CRH) 0.2 $1.3M 14k 91.80
Cme (CME) 0.2 $1.1M 4.0k 275.62
Markel Corporation (MKL) 0.2 $1.1M 540.00 1997.36
Walgreen Boots Alliance 0.1 $476k 42k 11.48
Costco Wholesale Corporation (COST) 0.0 $243k 245.00 989.94
Johnson & Johnson (JNJ) 0.0 $148k 969.00 152.75
Alphabet Inc Class C cs (GOOG) 0.0 $142k 800.00 177.39
Wells Fargo & Company (WFC) 0.0 $98k 1.2k 80.12
Frmo (FRMO) 0.0 $97k 12k 8.45
International Business Machines (IBM) 0.0 $83k 280.00 294.78
Bank of America Corporation (BAC) 0.0 $82k 1.7k 47.32
Novo Nordisk A/S (NVO) 0.0 $80k 1.2k 69.02
Facebook Inc cl a (META) 0.0 $78k 105.00 738.09
Linde (LIN) 0.0 $74k 157.00 469.18
U.S. Bancorp (USB) 0.0 $68k 1.5k 45.25
Nike (NKE) 0.0 $63k 890.00 71.04
Sherwin-Williams Company (SHW) 0.0 $62k 181.00 343.36
Brown-Forman Corporation (BF.B) 0.0 $57k 2.1k 26.91
Apa Corporation (APA) 0.0 $57k 3.1k 18.29
Whirlpool Corporation (WHR) 0.0 $57k 559.00 101.42
3M Company (MMM) 0.0 $44k 290.00 152.24
South Bow Corp (SOBO) 0.0 $44k 1.7k 25.91
Welltower Inc Com reit (WELL) 0.0 $42k 270.00 153.73
Honeywell International (HON) 0.0 $38k 165.00 232.88
TJX Companies (TJX) 0.0 $34k 278.00 123.49
Estee Lauder Companies (EL) 0.0 $34k 424.00 80.80
Fastenal Company (FAST) 0.0 $33k 784.00 42.00
Eli Lilly & Co. (LLY) 0.0 $31k 40.00 779.52
Caterpillar (CAT) 0.0 $25k 65.00 388.22
Wal-Mart Stores (WMT) 0.0 $25k 255.00 97.78
Dentsply Sirona (XRAY) 0.0 $23k 1.5k 15.88
Watsco, Incorporated (WSO) 0.0 $22k 50.00 441.62
L'Oreal (LRLCY) 0.0 $22k 256.00 85.51
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $21k 210.00 99.32
Lululemon Athletica (LULU) 0.0 $20k 85.00 237.58
adidas (ADDYY) 0.0 $15k 130.00 117.02
Public Storage (PSA) 0.0 $7.9k 27.00 293.41
Electronic Arts (EA) 0.0 $3.0k 19.00 159.68
Penn National Gaming (PENN) 0.0 $2.1k 119.00 17.87
Enovix Corp (ENVX) 0.0 $1.4k 140.00 10.34
Resideo Technologies (REZI) 0.0 $596.000700 27.00 22.07
Wabtec Corporation (WAB) 0.0 $209.000000 1.00 209.00
Garrett Motion (GTX) 0.0 $168.000000 16.00 10.50
Transtel Sa Common 0.0 $33.000000 33.00 1.00