Vancity Investment Management Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Vancity Investment Management Ltd reported 73 stock positions worth $729.5 million. Its top holding was Microsoft (MSFT) at 9.7% of the portfolio, followed by Visa Class A (V, 6.1%) and Copart (CPRT, 5.5%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, A1
- CIK
- 0001846311
- Portfolio Value
- $729.5M (Q1 2025)
- SEC Filing
- 0001846311-25-000001 ↗ filed May 16, 2025
Holdings Value
Holdings 73 stocks · $729.5M
| MSFT Microsoft Corp. | 9.70% | 188,514 | $70.8M | — |
| V Visa Inc. Class A | 6.14% | 127,862 | $44.8M | — |
| CPRT Copart Inc. | 5.47% | 705,486 | $39.9M | — |
| AAPL Apple Inc. | 5.45% | 179,129 | $39.8M | — |
| BRO Brown & Brown Inc. | 5.08% | 297,938 | $37.1M | — |
| SPGI S&P Global Inc. | 4.83% | 69,288 | $35.2M | — |
| AMZN Amazon.com Inc. | 4.75% | 181,953 | $34.6M | — |
| NOW ServiceNow Inc. | 4.62% | 42,300 | $33.7M | — |
| AZO AutoZone Inc. | 3.94% | 7,539 | $28.7M | — |
| GOOG Alphabet Inc. Class C | 3.82% | 178,330 | $27.9M | — |
| DHR Danaher Corp. | 3.20% | 113,981 | $23.4M | — |
| MCO Moody's Corp. | 3.03% | 47,441 | $22.1M | — |
| MRSH Marsh & McLennan Cos | 3.02% | 90,232 | $22.0M | — |
| ELV Elevance Health Inc. | 2.83% | 47,387 | $20.6M | — |
| TXN Texas Instruments Inc. | 2.80% | 113,509 | $20.4M | — |
| AMT American Tower Corp. | 2.53% | 84,773 | $18.4M | — |
| ICE Intercontinental Exchange Inc. | 2.50% | 105,825 | $18.3M | — |
| TT Trane Technologies PLC | 2.20% | 47,584 | $16.0M | — |
| MSCI MSCI Inc. | 2.18% | 28,144 | $15.9M | — |
| CDW CDW Corp. | 1.98% | 90,028 | $14.4M | — |
| LIN Linde PLC | 1.88% | 29,414 | $13.7M | — |
| ADBE Adobe Inc. | 1.72% | 32,800 | $12.6M | — |
| GOOGL Alphabet Inc. Class A | 1.56% | 73,624 | $11.4M | — |
| KMX Carmax Inc. | 1.45% | 135,756 | $10.6M | — |
| MA Mastercard Inc. Class A | 1.37% | 18,197 | $10.0M | — |
| EW Edwards Lifesciences Corp. | 1.28% | 129,229 | $9.4M | — |
| FERG Ferguson Enterprises Inc. | 1.23% | 55,818 | $8.9M | — |
| CME Cme Group Inc. | 1.18% | 32,539 | $8.6M | — |
| SE Sea Ltd.-ADR | 1.18% | 65,820 | $8.6M | — |
| NVDA Nvidia Corp. | 0.79% | 53,201 | $5.8M | — |
| APD Air Products & Chemicals Inc. | 0.70% | 17,311 | $5.1M | — |
| XYL Xylem Inc. | 0.61% | 37,452 | $4.5M | — |
| AVGO Broadcom Inc. | 0.57% | 24,791 | $4.2M | — |
| WINA Winmark Corp. | 0.47% | 10,898 | $3.5M | — |
| LAMR Lamar Advertising Co. Class A | 0.45% | 28,919 | $3.3M | — |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 2,873 | $1.4M | — |
| STVN Stevanato Group SPA | 0.15% | 52,642 | $1.1M | — |
| GWRE Guidewire Software Inc. | 0.15% | 5,687 | $1.1M | — |
| BLD Topbuild Corp. | 0.14% | 3,382 | $1.0M | — |
| KNSL Kinsale Capital Group Inc. | 0.14% | 2,068 | $1.0M | — |
| GO Grocery Outlet Holding Corp. | 0.14% | 71,195 | $995K | — |
| NSA National Storage Affiliates | 0.13% | 24,464 | $964K | — |
| WM Waste Management Inc. | 0.13% | 4,131 | $956K | — |
| GLOB Globant SA | 0.12% | 7,614 | $896K | — |
| FIVE Five Below | 0.12% | 11,820 | $886K | — |
| DAR Darling Ingredients Inc. | 0.12% | 28,208 | $881K | — |
| WTS Watts Water Technologies-A | 0.12% | 4,263 | $869K | — |
| TTEK Tetra Tech Inc. | 0.12% | 29,609 | $866K | — |
| WK Workiva Inc. | 0.12% | 11,268 | $855K | — |
| SSD Simpson Manufacturing Co. Inc. | 0.11% | 5,137 | $807K | — |
| SITE Siteone Landscape Supply Inc. | 0.11% | 6,510 | $791K | — |
| DE Deere & Co. | 0.10% | 1,614 | $758K | — |
| FWRG First Watch Restaurant Group | 0.10% | 45,509 | $758K | — |
| FSS Federal Signal Corp. | 0.10% | 9,897 | $728K | — |
| LECO Lincoln Electric Holdings | 0.09% | 3,524 | $667K | — |
| ECL Ecolab Inc. | 0.09% | 2,445 | $620K | — |
| SBUX Starbucks Corp. | 0.08% | 6,271 | $615K | — |
| KAI Kadant Inc. | 0.08% | 1,819 | $613K | — |
| PODD Insulet Corp. | 0.08% | 2,244 | $589K | — |
| HD Home Depot Inc. | 0.07% | 1,323 | $485K | — |
| FCPT Four Corners Property Trust | 0.06% | 15,390 | $442K | — |
| NVMI Nova Ltd. | 0.06% | 2,253 | $415K | — |
| MELI MercadoLibre Inc. | 0.06% | 209 | $408K | — |
| FND Floor & Decor Holdings Inc. Class A | 0.05% | 4,973 | $400K | — |
| XPEL Xpel Inc. | 0.05% | 12,862 | $378K | — |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.05% | 5,251 | $362K | — |
| ITW Illinois Tool Works | 0.05% | 1,411 | $350K | — |
| CRM Salesforce Inc. | 0.05% | 1,243 | $334K | — |
| OTIS Otis Worldwide Corp. | 0.04% | 3,001 | $310K | — |
| MPWR Monolithic Power Systems Inc. | 0.03% | 410 | $238K | — |
| MCD McDonald's Corp. | 0.03% | 717 | $224K | — |
| EA Electronic Arts Inc. | 0.03% | 1,491 | $215K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,678 | $204K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
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 |