Manitou Investment Management

Manitou Investment Management as of Sept. 30, 2025

Portfolio Holdings for Manitou Investment Management

Manitou Investment Management holds 57 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 14.8 $85M 169k 502.74
Alphabet Inc Class A cs (GOOGL) 14.2 $81M 334k 243.10
IDEXX Laboratories (IDXX) 10.6 $61M 95k 638.89
Microsoft Corporation (MSFT) 9.3 $53M 103k 517.95
Amazon (AMZN) 8.3 $47M 216k 219.57
Amphenol Corporation (APH) 7.0 $40M 324k 123.75
MasterCard Incorporated (MA) 6.9 $40M 70k 568.81
Roper Industries (ROP) 6.4 $37M 74k 498.69
JPMorgan Chase & Co. (JPM) 6.2 $36M 113k 315.43
Apple (AAPL) 3.3 $19M 74k 254.63
Stryker Corporation (SYK) 3.2 $18M 50k 369.67
Home Depot (HD) 2.7 $15M 38k 405.19
Edwards Lifesciences (EW) 2.5 $14M 183k 77.77
Facebook Inc cl a (META) 1.9 $11M 15k 734.38
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.7 $3.9M 56k 68.58
Berkshire Hathaway (BRK.A) 0.5 $3.0M 4.00 754200.00
Markel Corporation (MKL) 0.4 $2.2M 1.1k 1911.36
Crh (CRH) 0.3 $1.6M 13k 119.90
Visa (V) 0.2 $1.4M 4.0k 341.38
Danaher Corporation (DHR) 0.2 $1.1M 5.8k 198.26
Cme (CME) 0.2 $1.1M 3.9k 270.19
Costco Wholesale Corporation (COST) 0.0 $199k 215.00 925.63
Alphabet Inc Class C cs (GOOG) 0.0 $195k 800.00 243.55
Johnson & Johnson (JNJ) 0.0 $180k 969.00 185.42
Wells Fargo & Company (WFC) 0.0 $102k 1.2k 83.82
Frmo (FRMO) 0.0 $101k 12k 8.80
Bank of America Corporation (BAC) 0.0 $89k 1.7k 51.59
International Business Machines (IBM) 0.0 $79k 280.00 282.16
Apa Corporation (APA) 0.0 $76k 3.1k 24.28
Linde (LIN) 0.0 $75k 157.00 475.00
U.S. Bancorp (USB) 0.0 $73k 1.5k 48.33
Novo Nordisk A/S (NVO) 0.0 $64k 1.2k 55.49
Welltower Inc Com reit (WELL) 0.0 $48k 270.00 178.14
South Bow Corp (SOBO) 0.0 $48k 1.7k 28.29
3M Company (MMM) 0.0 $45k 290.00 155.18
Whirlpool Corporation (WHR) 0.0 $44k 559.00 78.60
TJX Companies (TJX) 0.0 $40k 278.00 144.54
Fastenal Company (FAST) 0.0 $38k 784.00 49.04
Honeywell International (HON) 0.0 $35k 165.00 210.50
Caterpillar (CAT) 0.0 $31k 65.00 477.15
Eli Lilly & Co. (LLY) 0.0 $31k 40.00 763.00
Wal-Mart Stores (WMT) 0.0 $26k 255.00 103.06
L'Oreal (LRLCY) 0.0 $22k 256.00 86.64
Watsco, Incorporated (WSO) 0.0 $20k 50.00 404.30
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $19k 210.00 91.77
Dentsply Sirona (XRAY) 0.0 $18k 1.5k 12.69
Lululemon Athletica (LULU) 0.0 $15k 85.00 177.93
Public Storage (PSA) 0.0 $7.8k 27.00 288.85
Coinbase Global (COIN) 0.0 $4.1k 12.00 337.50
Electronic Arts (EA) 0.0 $3.8k 19.00 201.68
Penn National Gaming (PENN) 0.0 $2.3k 119.00 19.26
Square Inc cl a (XYZ) 0.0 $2.1k 29.00 72.28
Enovix Corp (ENVX) 0.0 $1.4k 140.00 9.97
Resideo Technologies (REZI) 0.0 $1.2k 27.00 43.19
Garrett Motion (GTX) 0.0 $218.000000 16.00 13.62
Wabtec Corporation (WAB) 0.0 $200.000000 1.00 200.00
Transtel Sa Common 0.0 $33.000000 33.00 1.00