account_balance
Investment manager · 13F filer · SEC CIK 1904373
Caldwell Investment Management Ltd.
Reported value$163Mas of Sep 30, 2026
Positions39 15 new, 9 sold out
Top 10 weight80.9%CBOE alone is 18%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CBOECboe Global Markets, Inc.
17.6%
BACBank of America Corp
11.8%Trimmed −5%
KKRKKR & Co. Inc.
11.4%
MIAXMiami International Holdings, Inc.
10.8%Trimmed −13%
ICEIntercontinental Exchange, Inc.
9.3%
MFCManulife Financial Corp
6.5%
CVECenovus Energy Inc.
5.3%Added +274%
TGBTrekor Metals Ltd
3.6%New
BMOBank of Montreal
3.3%New
JPM1.4%AMZN1.4%VCBOECboe Global Markets, Inc.
17.6%
BACBank of America Corp
11.8%−5%
KKRKKR & Co. Inc.
11.4%
MIAXMiami International Holdings, Inc.
10.8%Trimmed −13%
ICEIntercontinental Exchange, Inc.
9.3%
MFC6.5%CVECenovus Energy Inc.
5.3%
TGB3.6%BMO3.3%JPMAMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CBOE Cboe Global Markets, Inc. 17.6% HeldBAC Bank of America Corp 11.8% Trimmed −5%KKR KKR & Co. Inc. 11.4% HeldMIAX Miami International Holdings, Inc. 10.8% Trimmed −13%ICE Intercontinental Exchange, Inc. 9.3% HeldMFC Manulife Financial Corp 6.5% HeldCVE Cenovus Energy Inc. 5.3% Added +274%TGB Trekor Metals Ltd 3.6% NewBMO Bank of Montreal 3.3% NewJPM JPMorgan Chase & Co 1.4% Added +71%AMZN Amazon.com Inc 1.4% HeldV Visa Inc. 1.1% Held
What changed
Biggest moves since Jun 30, 2026
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