The Analysis of Caldwell Investment Management Ltd.'s Holdings

Currently, Caldwell Investment Management Ltd. holds 26 types of securities in its portfolio with a total value $152.4M. In the most recent quarter, they have increased their positions in MIAX (+663.8K shares, valued at $27.1M), N/A (+350.0K shares, valued at $18.3M), BABA (+20.0K shares, valued at $3.6M); decreased their positions in IBKR (-3.3K shares, valued at $227.0K); initiated new positions in MIAX (+663.8K shares, valued at $27.1M), N/A (+350.0K shares, valued at $18.3M), BABA (+20.0K shares, valued at $3.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CBOE CBOE GLOBAL MKTS INC118.0K shares0.00%2025-09-302025-10-27

MIAX MIAMI INTERNATIONAL INC663.8K sharesnew addition2025-09-302025-10-27

BANK OF AMERICA INC BANK OF AMERICA INC350.0K sharesnew addition2025-09-302025-10-27

ICE INTERCONTINENTAL EXCH INC.100.0K shares0.00%2025-09-302025-10-27

AEM AGNICO EAGLE MINES LTD58.7K shares0.00%2025-09-302025-10-27

STN STANTEC INC57.9K shares0.00%2025-09-302025-10-27

RBA RB GLOBAL INC54.8K shares0.00%2025-09-302025-10-27

AGI ALAMOS GOLD INC168.0K shares143.48%2025-09-302025-10-27

Sponsored

JPM JP MORGAN CHASE & CO12.7K shares0.00%2025-09-302025-10-27

BABA ALIBABA GRP HLDG LTD20.0K sharesnew addition2025-09-302025-10-27

CCJ CAMECO CORPORATION31.5K sharesnew addition2025-09-302025-10-27

ELVA ELECTROVAYA INC398.0K sharesnew addition2025-09-302025-10-27

AMZN AMAZON COM INC9.3K shares0.00%2025-09-302025-10-27

IDCC INTERDIGITAL INC5.5K shares0.00%2025-09-302025-10-27

CVE CENOVUS ENERGY INC110.8K sharesnew addition2025-09-302025-10-27

IBKR INTERACTIVE BROKERS GROUP IN27.1K shares-10.86%2025-09-302025-10-27