SEC Form 13F

Caldwell Investment Management Ltd. 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$152,278,984
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CBOE GLOBAL MKTS INCCBOECOM$26,673,787110,000
MIAMI INTL HLDGS INCMIAXCOM$22,279,367600,000
BANK AMERICA CORPBACCOM$21,089,647370,400
KKR & CO INCKKRCOM$18,342,306200,000
INTERCONTINENTAL EXCH INICECOM$12,301,816100,000
ENERFLEX LTDEFXTCOM$10,073,557411,000
MANULIFE FINL CORPMFCCOM$9,876,345244,000
ELECTROVAYA INCELVACOM NEW$4,175,882398,000
AMAZON COM INCAMZNCOM$2,214,9089,300
CENOVUS ENERGY INCCVECOM$1,852,28874,800

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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