Stock Taper 
CALDWELL INVESTMENT MANAGEMENT LTD.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Linde plc | LIN | 1.7K | $881.54K |
 Applied Materials, Inc. | AMAT | 2.2K | $1.59M |
 Applied Industrial Technologies, Inc. | AIT | 2.6K | $878.53K |
 Agnico Eagle Mines Limited | AEM | 3K | $465.2K |
 Accenture plc | ACN | 3.2K | $397.91K |
 JPMorgan Chase & Co. | JPM | 4.1K | $1.34M |
 Vertiv Holdings Co | VRT | 4.4K | $1.47M |
 NVIDIA Corporation | NVDA | 4.4K | $879.74K |
 Visa Inc. | V | 5.1K | $1.75M |
 Waste Connections, Inc. | WCN | 5.1K | $849.49K |
 Jacobs Solutions Inc. | J | 6.9K | $868.75K |
 ServiceNow, Inc. | NOW | 7K | $694.44K |
 Ryman Hospitality Properties, Inc. | RHP | 7.1K | $912.02K |
 Amazon.com, Inc. | AMZN | 9.3K | $2.21M |
 Stantec Inc. | STN | 9.4K | $647.06K |
 RB Global, Inc. | RBA | 9.9K | $1.15M |
 CGI Inc. | GIB | 12.91K | $832.8K |
 Interactive Brokers Group, Inc. | IBKR | 13.9K | $1.21M |
 Leonardo DRS, Inc. | DRS | 19K | $810.13K |
 Brookfield Renewable Corporation | BEPC | 31.2K | $1.16M |