Walter Public Investments Inc.

data from 31/03/2026

Capitalization

$ 418.098 M

-26.06%

Performance

$ 75.614 M

17.22%

Average holding period

9 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Walter Public Investments Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 TSM TAIWAN SEMICONDUCTOR MANUFAC 5.94% 24.844 M $ 73513 2025/09/30 3.203 M $ 11.21 %
2026/03/31 GOOG ALPHABET INC 5.15% 21.545 M $ 75105 2022/03/31 -3.157 M $ -8.59 %
2026/03/31 AAPL APPLE INC 4.27% 17.854 M $ 70351 2025/12/31 -1.278 M $ -6.65 %
2026/03/31 BJ BJS WHSL CLUB HLDGS INC 4.25% 17.758 M $ 180431 2022/03/31 2.143 M $ 9.32 %
2026/03/31 ASML ASML HLDG NV 4.10% 17.132 M $ 12971 2022/03/31 5.344 M $ 23.46 %
2026/03/31 TT TRANE TECHNOLOGIES PLC 4.08% 17.058 M $ 40933 2022/12/31 1.427 M $ 7.08 %
2026/03/31 MCK MCKESSON CORP 3.60% 15.046 M $ 17387 2025/12/31 359.207 K $ 5.49 %
2026/03/31 TDY TELEDYNE TECHNOLOGIES INC 3.50% 14.647 M $ 24209 2022/03/31 3.540 M $ 18.46 %
2026/03/31 JPM JPMORGAN CHASE & CO 3.46% 14.460 M $ 49156 2025/03/31 -1.479 M $ -8.71 %
2026/03/31 MSFT MICROSOFT CORP 3.33% 13.939 M $ 37656 2022/03/31 -7.859 M $ -23.46 %
2026/03/31 SU SUNCOR ENERGY INC NEW 3.24% 13.559 M $ 205000 2026/03/31 0.000 $ 0.00 %
2026/03/31 AMZN AMAZON COM INC 3.20% 13.381 M $ 64248 2025/09/30 -1.256 M $ -9.77 %
2026/03/31 ICE INTERCONTINENTAL EXCHANGE IN 3.05% 12.756 M $ 81102 2022/03/31 -584.967 K $ -2.89 %
2026/03/31 MARSH & MCLENNAN COS INC 2.85% 11.914 M $ 68686 2023/03/31 -1.291 M $ -6.51 %
2026/03/31 MA MASTERCARD INCORPORATED 2.74% 11.456 M $ 22927 2022/03/31 -3.162 M $ -12.48 %
2026/03/31 HUBB HUBBELL INC 2.48% 10.388 M $ 21168 2024/12/31 1.254 M $ 10.50 %
2026/03/31 DIS DISNEY WALT CO 2.46% 10.282 M $ 106687 2026/03/31 0.000 $ 0.00 %
2026/03/31 AZO AUTOZONE INC 2.32% 9.708 M $ 2874 2022/03/31 -78.533 K $ -0.40 %
2026/03/31 MCO MOODYS CORP 2.27% 9.473 M $ 21714 2023/06/30 -3.400 M $ -14.60 %
2026/03/31 META META PLATFORMS INC 2.24% 9.374 M $ 16385 2025/03/31 -1.545 M $ -13.33 %
2026/03/31 CDNS CADENCE DESIGN SYSTEM INC 2.24% 9.369 M $ 33718 2024/06/30 -1.853 M $ -11.10 %
2026/03/31 TOTB.DE TOTALENERGIES SE 2.23% 9.330 M $ 99812 2026/03/31 0.000 $ 0.00 %
2026/03/31 IQV IQVIA HLDGS INC 2.19% 9.136 M $ 53572 2025/12/31 -3.605 M $ -24.34 %
2026/03/31 CP CANADIAN PACIFIC KANSAS CITY 2.14% 8.945 M $ 113672 2023/06/30 720.954 K $ 6.83 %
2026/03/31 TD TORONTO DOMINION BK ONT 2.09% 8.757 M $ 93763 2023/06/30 -8.010 K $ -0.94 %
2026/03/31 ALC ALCON AG 1.89% 7.918 M $ 105083 2025/06/30 -463.300 K $ -4.39 %
2026/03/31 TXN TEXAS INSTRS INC 1.70% 7.102 M $ 36584 2022/09/30 32.007 K $ 11.90 %
2026/03/31 KLAC KLA CORP 1.69% 7.062 M $ 4796 2025/09/30 1.779 M $ 21.18 %
2026/03/31 ICFI ICF INTL INC 1.65% 6.913 M $ 105889 2023/06/30 -3.211 M $ -23.46 %
2026/03/31 CME CME GROUP INC 1.61% 6.752 M $ 22860 2024/09/30 60.129 K $ 8.16 %
2026/03/31 CLBT CELLEBRITE DI LTD 1.49% 6.250 M $ 453532 2025/12/31 -2.179 M $ -23.57 %
2026/03/31 TDG TRANSDIGM GROUP INC 1.45% 6.054 M $ 5224 2025/12/31 -425.516 K $ -12.85 %
2026/03/31 VLTO VERALTO CORP 1.43% 5.978 M $ 67606 2023/12/31 -1.560 M $ -11.39 %
2026/03/31 CHD CHURCH & DWIGHT CO INC 1.37% 5.721 M $ 61300 2026/03/31 0.000 $ 0.00 %
2026/03/31 VZ VERIZON COMMUNICATIONS INC 1.33% 5.562 M $ 110800 2026/03/31 0.000 $ 0.00 %
2026/03/31 ZTS ZOETIS INC 1.16% 4.851 M $ 41039 2022/03/31 -395.567 K $ -6.05 %
2026/03/31 PLNT PLANET FITNESS MASTER ISSUER 1.03% 4.326 M $ 58162 2022/03/31 -3.204 M $ -31.43 %
2026/03/31 EXPE EXPEDIA GROUP INC 0.74% 3.089 M $ 13379 2022/03/31 -996.242 K $ -18.50 %
2026/03/31 IDXX IDEXX LABS INC 0.69% 2.875 M $ 5116 2025/12/31 -1.142 M $ -16.95 %
2026/03/31 DT DYNATRACE INC 0.42% 1.772 M $ 47930 2022/03/31 -1.419 M $ -14.67 %
2026/03/31 BEP BROOKFIELD RENEWABLE ENERGY 0.18% 750.303 K $ 23000 2023/06/30 119.070 K $ 20.99 %
2026/03/31 WELL WELLTOWER INC 0.14% 593.130 K $ 3000 2025/09/30 36.299 K $ 6.52 %
2026/03/31 JNJ JOHNSON & JOHNSON 0.12% 513.324 K $ 2100 2025/09/30 78.729 K $ 18.12 %
2026/03/31 TU TELUS CORPORATION 0.11% 473.872 K $ 36868 2023/06/30 -12.239 K $ -2.58 %
2026/03/31 BSY BENTLEY SYS INC 0.10% 421.440 K $ 12000 2025/09/30 -36.600 K $ -7.99 %
2026/03/31 DUK DUKE ENERGY CORP NEW 0.09% 392.820 K $ 3000 2022/09/30 41.190 K $ 11.71 %
2026/03/31 HD HOME DEPOT INC 0.08% 328.890 K $ 1000 2022/09/30 -15.210 K $ -4.42 %
2026/03/31 FNV FRANCO NEV CORP 0.07% 287.724 K $ 1162 2026/03/31 0.000 $ 0.00 %
2026/03/31 WCN WASTE CONNECTIONS INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2026/03/31 NOW SERVICENOW INC 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2026/03/31 BR BROADRIDGE FINL SOLUTIONS IN 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2026/03/31 GIB CGI INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2026/03/31 AVB AVALONBAY CMNTYS INC 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2026/03/31 SYY SYSCO CORP 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2026/03/31 EA ELECTRONIC ARTS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %