SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Vancity Investment Management Ltd

CIK 0001846311 · 183 TERMINAL AVENUE, 8TH FLOOR, VANCOUVER, V6A 4G2 · 6048715355

Reported Value
$845M
Q1 2022
Positions
63
Filings on Record
22
2021–present window
Filed
Apr 29, 2022
original filing

Summary

Vancity Investment Management Ltd reported $845M in U.S.-listed holdings across 63 positions for Q1 2022.

Its largest position, AAPL, represents 7.2% of the portfolio.

Compared with Q4 2021, the fund opened 7 new positions and exited 2.

Portfolio Metrics

Turnover
+8.4%
vs prior filed quarter
Top-10 Concentration
+40.6%
share of reported value
Largest Position
+7.2%
Apple
New / Exited
7 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $501MQ4 ’20Q1 ’21: $543MQ2 ’21: $716MQ3 ’21: $782MQ3 ’21Q4 ’21: $871MQ1 ’22: $845MQ2 ’22: $702MQ2 ’22Q3 ’22: $629MQ4 ’22: $667MQ1 ’23: $713MQ1 ’23Q2 ’23: $777MQ3 ’23: $771MQ4 ’23: $683MQ4 ’23Q1 ’24: $839MQ2 ’24: $1.6BQ3 ’24: $835MQ3 ’24Q1 ’25: $730MQ2 ’25: $792MQ3 ’25: $752MQ3 ’25Q4 ’25: $735MQ1 ’26: $629Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 88.7%REIT: 6.6%ADR: 3.2%Other: 1.5%
  • Common Stock · 88.7% · $749M
  • REIT · 6.6% · $56M
  • ADR · 3.2% · $27M
  • Other · 1.5% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ENVIVA INCNEW+127.9K127.9K+$10M$10M
NOWSERVICENOW INCNEW+14.9K14.9K+$8M$8M
ADSKAUTODESK INCNEW+38.0K38.0K+$8M$8M
ICEINTERCONTINENTAL EXCHANGE INNEW+60.9K60.9K+$8M$8M
MCOMOODY'S CORPNEW+21.0K21.0K+$7M$7M
CPRTCOPART INCNEW+32.6K32.6K+$4M$4M
EAELECTRONIC ARTS INCNEW+3.0K3.0K+$377,000$377,000
CCITIGROUP INCSOLD OUT131.5K0$8M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

62 positions (from 63 filing rows — )
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM7.18%$61M347.6K
2MSFTMICROSOFT CORPhistory →COM6.82%$58M187.0K
3GOOGALPHABET INC-CL CCOM · CAP STK CL A6.13%$52M18.5K
4VVISA INC-CLASS A SHAREShistory →COM CL A3.53%$30M134.7K
5AMZNAMAZON.COM INChistory →COM3.14%$26M8.1K
6CRMSALESFORCE INChistory →COM3.01%$25M119.8K
7DHRDANAHER CORPhistory →COM2.98%$25M85.8K
8ADBEADOBE INChistory →COM2.73%$23M50.6K
9COSTCOSTCO WHOLESALE CORPhistory →COM2.72%$23M39.9K
10KMXCARMAX INChistory →COM2.39%$20M209.7K
11JPMJPMORGAN CHASE & COhistory →COM2.34%$20M145.3K
12NFLXNETFLIX INChistory →COM2.25%$19M50.7K
13CNCCENTENE CORPhistory →COM2.14%$18M214.6K
14DISWALT DISNEY CO/THEhistory →COM2.03%$17M124.8K
15AZOAUTOZONE INChistory →COM2.01%$17M8.3K
16HDHOME DEPOT INChistory →COM1.96%$17M55.5K
17SPGIS&P GLOBAL INChistory →COM1.96%$17M40.4K
18SBUXSTARBUCKS CORPhistory →COM1.80%$15M166.9K
19FRCBFIRST REPUBLIC BANK/CAhistory →COM1.74%$15M90.9K
20TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.67%$14M23.9K
21MSCIMSCI INChistory →COM1.57%$13M26.4K
22SQMQUIMICA Y MINERA CHIL-SP ADRhistory →SPON ADR SER B1.57%$13M154.6K
23EVOQUA WATER TECHNOLOGIES COCOM1.51%$13M272.3K
24LULULULULEMON ATHLETICA INChistory →COM1.30%$11M30.0K
25IRMIRON MOUNTAIN INChistory →COM1.30%$11M197.8K
26ENPHENPHASE ENERGY INChistory →COM1.21%$10M50.6K
27BROBROWN & BROWN INChistory →COM1.20%$10M140.9K
28FASTFASTENAL COhistory →COM1.20%$10M170.6K
29ENVIVA INCCOM1.20%$10M127.9K
30VMCVULCAN MATERIALS COhistory →COM1.17%$10M54.0K
31TJXTJX COMPANIES INChistory →COM1.16%$10M161.4K
32OREALTY INCOME CORPhistory →COM1.16%$10M140.9K
33NKENIKE INC -CL Bhistory →CL B1.13%$10M70.8K
34EQIXEQUINIX INChistory →COM1.12%$9M12.8K
35IPGINTERPUBLIC GROUP OF COS INChistory →COM1.09%$9M260.4K
36CSCOCISCO SYSTEMS INChistory →COM1.09%$9M165.0K
37SPGSIMON PROPERTY GROUP INChistory →COM1.06%$9M68.1K
38XYLXYLEM INChistory →COM1.04%$9M102.9K
39IBMINTL BUSINESS MACHINES CORPhistory →COM1.04%$9M67.3K
40TTTRANE TECHNOLOGIES PLCSHS0.99%$8M54.9K
41MAMASTERCARD INC - ACL A0.99%$8M23.4K
42NOWSERVICENOW INCCOM0.98%$8M14.9K
43AMTAMERICAN TOWER CORPCOM0.98%$8M32.9K
44MPTMEDICAL PROPERTIES TRUST INCCOM0.97%$8M386.4K
45ADSKAUTODESK INCCOM0.96%$8M38.0K
46ICEINTERCONTINENTAL EXCHANGE INCOM0.95%$8M60.9K
47HASIHANNON ARMSTRONG SUSTAINABLECOM0.94%$8M167.4K
48IBNICICI BANK LTD-SPON ADRADR0.86%$7M383.3K
49MCOMOODY'S CORPCOM0.84%$7M21.0K
50ATLANTICA SUSTAINABLE INFRASSHS0.82%$7M197.3K
51SESEA LTD-ADRSPONSORD ADS0.80%$7M56.2K
52WSTWEST PHARMACEUTICAL SERVICESCOM0.80%$7M16.4K
53APDAIR PRODUCTS & CHEMICALS INCCOM0.79%$7M26.8K
54ALLYALLY FINANCIAL INCCOM0.77%$6M148.8K
55SEDGSOLAREDGE TECHNOLOGIES INCCOM0.74%$6M19.3K
56AZURE POWER GLOBAL LTDSHS0.71%$6M361.7K
57TDOCTELADOC HEALTH INCCOM0.52%$4M60.4K
58CPRTCOPART INCCOM0.48%$4M32.6K
59CVSCVS HEALTH CORPCOM0.35%$3M29.6K
60TXNTEXAS INSTRUMENTS INCCOM0.06%$491,0002.7K
61EAELECTRONIC ARTS INCCOM0.04%$377,0003.0K
62TSLATESLA INCCOM0.04%$320,000297

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$629M94May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$735M87Feb 19, 2026RESTATEMENTchanges · EDGAR ↗
Q3 2025$752M75Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$792M71Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$730M73May 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$835M73Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.6B64Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$839M67May 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$683M64Feb 20, 202413F-HRchanges · EDGAR ↗
Q3 2023$771M72Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$777M69Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$713M68May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$667M54Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$629M54Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$702M60Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$845M63Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$871M58Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$782M60Oct 7, 202113F-HRchanges · EDGAR ↗
Q2 2021$716M63Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$543M57Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$501M57Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.