Vancity Investment Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 24, 2026), Vancity Investment Management Ltd reported 92 stock positions worth $666.4 million. Its top holding was Microsoft (MSFT) at 7.7% of the portfolio, followed by Alphabet Class C (GOOG, 7.0%) and Amazon.com (AMZN, 6.7%). Compared with Q1 2026, it opened 13 new positions, sold out of 15, added to 30 and reduced 45. The biggest buy was Broadcom (AVGO, shares +1546%) and the biggest sale S&P Global (SPGI, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, A1
- CIK
- 0001846311
- Portfolio Value
- $666.4M (Q2 2026)
- SEC Filing
- 0001846311-26-000005 ↗ filed Aug 24, 2026
Holdings Value
Holdings 92 stocks · $666.4M
| MSFT Microsoft Corp. | 7.66% | 136,824 | $51.0M | Reduce -10.5% |
| GOOG Alphabet Inc. Class C | 7.03% | 132,631 | $46.9M | Reduce -11.5% |
| AMZN Amazon.com Inc. | 6.72% | 187,780 | $44.8M | Reduce -4.3% |
| AAPL Apple Inc. | 6.01% | 138,312 | $40.0M | Add +8.2% |
| V Visa Inc. Class A | 5.10% | 99,109 | $34.0M | Reduce -11.2% |
| NVDA Nvidia Corp. | 4.59% | 152,801 | $30.6M | Reduce -0.5% |
| MCO Moody's Corp. | 3.48% | 51,260 | $23.2M | Add +0.1% |
| TXN Texas Instruments Inc. | 3.26% | 72,946 | $21.7M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 3.17% | 59,044 | $21.1M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 2.62% | 18,662 | $17.5M | Add +2.1% |
| DHR Danaher Corp. | 2.61% | 91,357 | $17.4M | Reduce -5.4% |
| NOW ServiceNow Inc. | 2.48% | 166,167 | $16.5M | Reduce -6.0% |
| AZO AutoZone Inc. | 2.35% | 4,890 | $15.6M | Reduce -5.5% |
| ELV Elevance Health Inc. | 2.29% | 39,394 | $15.2M | Add +7.3% |
| EW Edwards Lifesciences Corp. | 2.28% | 167,876 | $15.2M | Add +15.8% |
| MELI MercadoLibre Inc. | 2.14% | 8,389 | $14.2M | Reduce -6.5% |
| TT Trane Technologies PLC | 2.09% | 28,381 | $13.9M | Reduce -6.3% |
| JPM JPMorgan Chase & Co. | 1.99% | 40,566 | $13.3M | Add +16.8% |
| CPRT Copart Inc. | 1.98% | 468,837 | $13.2M | Reduce -20.8% |
| FERG Ferguson Enterprises Inc. | 1.95% | 54,649 | $13.0M | Reduce -6.8% |
| LIN Linde PLC | 1.92% | 24,673 | $12.8M | Reduce -5.9% |
| MRSH Marsh & McLennan Cos | 1.81% | 72,512 | $12.1M | Reduce -4.4% |
| AVGO Broadcom Inc. | 1.77% | 31,315 | $11.8M | Add +1546.4% |
| NDAQ Nasdaq Inc. | 1.73% | 146,127 | $11.5M | Reduce -7.6% |
| ICE Intercontinental Exchange Inc. | 1.68% | 91,045 | $11.2M | Reduce -6.5% |
| ETN Eaton Corp. PLC | 1.62% | 25,317 | $10.8M | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.60% | 22,353 | $10.7M | New |
| SPGI S&P Global Inc. | 1.60% | 26,136 | $10.6M | Reduce -49.5% |
| PNC PNC Financial Services Group | 1.47% | 39,789 | $9.8M | Add +22.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.20% | 4,036 | $8.0M | New |
| CDW CDW Corp. | 1.20% | 57,083 | $8.0M | Reduce -19.4% |
| LAMR Lamar Advertising Co. Class A | 1.11% | 47,467 | $7.4M | Reduce -12.2% |
| EMR Emerson Electric Co. | 1.01% | 46,909 | $6.7M | Reduce -3.6% |
| AMT American Tower Corp. | 0.89% | 36,056 | $5.9M | Reduce 0.0% |
| BRO Brown & Brown Inc. | 0.76% | 79,052 | $5.1M | Reduce -56.9% |
| MA Mastercard Inc. Class A | 0.69% | 9,005 | $4.6M | Reduce -33.5% |
| CME Cme Group Inc. | 0.47% | 14,227 | $3.1M | Reduce -10.1% |
| LRCX Lam Research Corp. | 0.47% | 7,209 | $3.1M | New |
| AMD Advanced Micro Devices | 0.31% | 3,585 | $2.1M | New |
| ANET Arista Networks Inc. | 0.28% | 10,840 | $1.8M | New |
| WTS Watts Water Technologies-A | 0.19% | 3,304 | $1.3M | Reduce -17.1% |
| STVN Stevanato Group SPA | 0.18% | 65,750 | $1.2M | Reduce -11.3% |
| TTEK Tetra Tech Inc. | 0.17% | 38,372 | $1.1M | Add +22.9% |
| WM Waste Management Inc. | 0.16% | 4,825 | $1.1M | Add +1.3% |
| TTAN Servicetitan Inc. Class A | 0.16% | 14,973 | $1.1M | Add +17.2% |
| GWRE Guidewire Software Inc. | 0.16% | 8,525 | $1.0M | Add +24.0% |
| WK Workiva Inc. | 0.15% | 20,149 | $977K | Add +32.3% |
| DE Deere & Co. | 0.15% | 1,532 | $972K | Add +9.0% |
| XPEL Xpel Inc. | 0.14% | 18,649 | $925K | Add +13.4% |
| APG Api Group Corp. | 0.14% | 21,502 | $911K | Add +10.4% |
| KNSL Kinsale Capital Group Inc. | 0.13% | 2,692 | $888K | Add +10.9% |
| FSS Federal Signal Corp. | 0.13% | 6,827 | $877K | Add +0.5% |
| FND Floor & Decor Holdings Inc. Class A | 0.13% | 14,483 | $860K | Add +24.6% |
| LECO Lincoln Electric Holdings | 0.13% | 3,233 | $858K | Reduce -5.2% |
| NVMI Nova Ltd. | 0.13% | 1,574 | $855K | Reduce -11.7% |
| ECL Ecolab Inc. | 0.12% | 2,859 | $797K | Add +1.4% |
| KAI Kadant Inc. | 0.12% | 2,458 | $772K | Add +1.8% |
| SSD Simpson Manufacturing Co. Inc. | 0.11% | 3,354 | $702K | Reduce -17.1% |
| WINA Winmark Corp. | 0.10% | 1,573 | $666K | Add +46.6% |
| MPWR Monolithic Power Systems Inc. | 0.10% | 470 | $650K | Reduce -6.2% |
| RYAN Ryan Specialty Holdings Inc. | 0.09% | 16,457 | $621K | New |
| SITE Siteone Landscape Supply Inc. | 0.09% | 5,113 | $585K | Add +1.3% |
| MCD McDonald's Corp. | 0.09% | 2,124 | $574K | Add +12.0% |
| FIVE Five Below | 0.08% | 3,077 | $553K | Reduce -10.3% |
| BLD Topbuild Corp. | 0.08% | 1,550 | $550K | Reduce -16.2% |
| DGX Quest Diagnostics Inc. | 0.08% | 2,548 | $540K | Add +90.9% |
| GGG Graco Inc. | 0.08% | 7,125 | $539K | New |
| HD Home Depot Inc. | 0.08% | 1,522 | $537K | Reduce -10.1% |
| AAON Aaon Inc. | 0.08% | 4,103 | $521K | Reduce -58.7% |
| DAR Darling Ingredients Inc. | 0.07% | 8,901 | $486K | Reduce -22.5% |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.07% | 5,752 | $469K | Reduce -0.9% |
| PODD Insulet Corp. | 0.07% | 2,866 | $436K | Add +34.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.06% | 31,557 | $422K | Add +75.6% |
| XYL Xylem Inc. | 0.06% | 3,371 | $398K | Add +13.3% |
| FWRG First Watch Restaurant Group | 0.06% | 29,117 | $375K | Reduce -33.1% |
| IBKR Interactive Brokers Gro Class A | 0.05% | 4,208 | $366K | No change |
| WSE Wise Group PLC Class A | 0.05% | 28,999 | $345K | New |
| HUBB Hubbell Inc. | 0.05% | 621 | $325K | New |
| MBGL Mobility Global Inc. | 0.05% | 14,691 | $324K | New |
| PG The Procter & Gamble Co. | 0.05% | 2,076 | $304K | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.05% | 1,204 | $303K | No change |
| PEP Pepsico Inc. | 0.04% | 2,101 | $284K | No change |
| WMT Walmart Inc. | 0.04% | 2,500 | $283K | New |
| CL Colgate-Palmolive Co. | 0.04% | 3,047 | $279K | Add +15.1% |
| CDNS Cadence Design SYS Inc. | 0.04% | 717 | $269K | New |
| BDX Becton Dickinson and Co. | 0.04% | 1,732 | $262K | Reduce -7.5% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 506 | $254K | Reduce -0.2% |
| VZ Verizon Communications Inc. | 0.03% | 5,137 | $218K | Reduce -20.6% |
| SYK Stryker Corp. | 0.03% | 681 | $214K | Reduce -4.2% |
| SHW The Sherwin-Williams Co. | 0.03% | 620 | $213K | New |
| COR Cencora Inc. | 0.03% | 748 | $212K | No change |
| VRSN Verisign Inc. | 0.03% | 819 | $206K | Reduce -9.4% |
Portfolio Sells Q1 2026 → Q2 2026
| SPGI S&P Global Inc. | Reduce -49.5% | 1.60% | −1.90 |
| MSFT Microsoft Corp. | Reduce -10.5% | 7.66% | −1.33 |
| CPRT Copart Inc. | Reduce -20.8% | 1.98% | −1.14 |
| BRO Brown & Brown Inc. | Reduce -56.9% | 0.76% | −1.14 |
| ICE Intercontinental Exchange Inc. | Reduce -6.5% | 1.68% | −0.75 |
| NOW ServiceNow Inc. | Reduce -6.0% | 2.48% | −0.46 |
| AZO AutoZone Inc. | Reduce -5.5% | 2.35% | −0.43 |
| NDAQ Nasdaq Inc. | Reduce -7.6% | 1.73% | −0.41 |
| MA Mastercard Inc. Class A | Reduce -33.5% | 0.69% | −0.38 |
| MELI MercadoLibre Inc. | Reduce -6.5% | 2.14% | −0.33 |
| DHR Danaher Corp. | Reduce -5.4% | 2.61% | −0.30 |
| MRSH Marsh & McLennan Cos | Reduce -4.4% | 1.81% | −0.28 |
| CME Cme Group Inc. | Reduce -10.1% | 0.47% | −0.27 |
| V Visa Inc. Class A | Reduce -11.2% | 5.10% | −0.25 |
| FERG Ferguson Enterprises Inc. | Reduce -6.8% | 1.95% | −0.23 |
| CDW CDW Corp. | Reduce -19.4% | 1.20% | −0.16 |
| LIN Linde PLC | Reduce -5.9% | 1.92% | −0.14 |
| AMT American Tower Corp. | Reduce 0.0% | 0.89% | −0.10 |
| GLOB Globant SA | Sold out | 0.00% | −0.07 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.06 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.06 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.06 |
| AAON Aaon Inc. | Reduce -58.7% | 0.08% | −0.05 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.04 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.04 |
| FIVE Five Below | Reduce -10.3% | 0.08% | −0.04 |
| DAR Darling Ingredients Inc. | Reduce -22.5% | 0.07% | −0.04 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.04 |
| GO Grocery Outlet Holding Corp. | Sold out | 0.00% | −0.04 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.03 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.03 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.03 |
| SUNB Sunbelt Rentals Holdings Inc. | Sold out | 0.00% | −0.03 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.03 |
| BLD Topbuild Corp. | Reduce -16.2% | 0.08% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -20.6% | 0.03% | −0.02 |
| FWRG First Watch Restaurant Group | Reduce -33.1% | 0.06% | −0.02 |
| HD Home Depot Inc. | Reduce -10.1% | 0.08% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -7.5% | 0.04% | −0.01 |
| LECO Lincoln Electric Holdings | Reduce -5.2% | 0.13% | −0.01 |
| EMR Emerson Electric Co. | Reduce -3.6% | 1.01% | −0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -17.1% | 0.11% | −0.01 |
| SYK Stryker Corp. | Reduce -4.2% | 0.03% | −0.01 |
| VRSN Verisign Inc. | Reduce -9.4% | 0.03% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -4.2% | 0.05% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 0.04% | −0.00 |
| BOH Bank of Hawaii Corp. | Reduce -0.9% | 0.07% | +0.00 |
| NVMI Nova Ltd. | Reduce -11.7% | 0.13% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AVGO Broadcom Inc. | Add +1546.4% | 1.77% | +1.68 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.60% | +1.60 |
| ASML ASML Holding NV-NY Reg SHS | New | 1.20% | +1.20 |
| AAPL Apple Inc. | Add +8.2% | 6.01% | +0.85 |
| ELV Elevance Health Inc. | Add +7.3% | 2.29% | +0.58 |
| LRCX Lam Research Corp. | New | 0.47% | +0.47 |
| EW Edwards Lifesciences Corp. | Add +15.8% | 2.28% | +0.43 |
| PNC PNC Financial Services Group | Add +22.5% | 1.47% | +0.40 |
| JPM JPMorgan Chase & Co. | Add +16.8% | 1.99% | +0.37 |
| AMD Advanced Micro Devices | New | 0.31% | +0.31 |
| ANET Arista Networks Inc. | New | 0.28% | +0.28 |
| ETN Eaton Corp. PLC | Add +6.1% | 1.62% | +0.26 |
| RYAN Ryan Specialty Holdings Inc. | New | 0.09% | +0.09 |
| GGG Graco Inc. | New | 0.08% | +0.08 |
| WSE Wise Group PLC Class A | New | 0.05% | +0.05 |
| HUBB Hubbell Inc. | New | 0.05% | +0.05 |
| MBGL Mobility Global Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| CDNS Cadence Design SYS Inc. | New | 0.04% | +0.04 |
| DGX Quest Diagnostics Inc. | Add +90.9% | 0.08% | +0.04 |
| FND Floor & Decor Holdings Inc. Class A | Add +24.6% | 0.13% | +0.04 |
| SHW The Sherwin-Williams Co. | New | 0.03% | +0.03 |
| TTAN Servicetitan Inc. Class A | Add +17.2% | 0.16% | +0.03 |
| WINA Winmark Corp. | Add +46.6% | 0.10% | +0.03 |
| XPEL Xpel Inc. | Add +13.4% | 0.14% | +0.02 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +75.6% | 0.06% | +0.02 |
| DE Deere & Co. | Add +9.0% | 0.15% | +0.02 |
| TTEK Tetra Tech Inc. | Add +22.9% | 0.17% | +0.02 |
| FSS Federal Signal Corp. | Add +0.5% | 0.13% | +0.01 |
| APG Api Group Corp. | Add +10.4% | 0.14% | +0.01 |
| CL Colgate-Palmolive Co. | Add +15.1% | 0.04% | +0.01 |
| KAI Kadant Inc. | Add +1.8% | 0.12% | +0.00 |
| XYL Xylem Inc. | Add +13.3% | 0.06% | +0.00 |
| WK Workiva Inc. | Add +32.3% | 0.15% | +0.00 |
| KNSL Kinsale Capital Group Inc. | Add +10.9% | 0.13% | +0.00 |
| ECL Ecolab Inc. | Add +1.4% | 0.12% | +0.00 |
| PODD Insulet Corp. | Add +34.6% | 0.07% | −0.01 |
| GWRE Guidewire Software Inc. | Add +24.0% | 0.16% | −0.01 |
| MCD McDonald's Corp. | Add +12.0% | 0.09% | −0.01 |
| WM Waste Management Inc. | Add +1.3% | 0.16% | −0.01 |
| SITE Siteone Landscape Supply Inc. | Add +1.3% | 0.09% | −0.02 |
| MCO Moody's Corp. | Add +0.1% | 3.48% | −0.07 |
| COST Costco Wholesale Corp. | Add +2.1% | 2.62% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 92 | $666.4M | MSFT, GOOG, AMZN, AAPL, V |
| Q1 2026 | 94 | $629.4M | MSFT, GOOG, AMZN, V, AAPL |
| Q4 2025Amended | 87 | $735.2M | MSFT, GOOG, V, AMZN, SPGI |
| Q3 2025 | 75 | $751.8M | MSFT, V, GOOG, AMZN, SPGI |
| Q2 2025 | 71 | $791.8M | MSFT, V, NOW, AMZN, SPGI |
| Q1 2025 | 73 | $729.5M | MSFT, V, CPRT, AAPL, BRO |
| Q3 2024 | 73 | $834.5M | MSFT, AAPL, NOW, CPRT, V |
| Q2 2024 | 64 | $1.6B | MSFT, AAPL, GOOG, CPRT, V |
| Q1 2024 | 67 | $839.0M | MSFT, CPRT, AAPL, NOW, GOOG |