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BCV Asset Management Inc. 13F holdings

Filed 2026-08-10 · BCV Asset Management Inc. · 116 positions · $3.3B

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TickerCompanySharesValue% of portfolio
HUMHUMANA INC445.7K$173.7M5.2%
RYROYAL BK CDA780.2K$160.0M4.8%
BNBROOKFIELD CORP3.7M$154.2M4.7%
GOOGLALPHABET INC401.8K$142.4M4.3%
MRVLMARVELL TECHNOLOGY INC417.3K$116.2M3.5%
BMOBANK MONTREAL MEDIUM642.3K$113.2M3.4%
AMATAPPLIED MATLS INC161.5K$112.4M3.4%
LLYELI LILLY & CO80.7K$99.5M3.0%
CPCANADIAN PACIFIC KANSAS CITY1.1M$94.4M2.9%
TXNTEXAS INSTRS INC306.7K$87.7M2.6%
SUNCSUNOCOCORP LLC1.3M$86.5M2.6%
MSFTMICROSOFT CORP227.9K$84.2M2.5%
ABBVABBVIE INC328.0K$83.6M2.5%
GILGILDAN ACTIVEWEAR INC1.5M$77.2M2.3%
WCNWASTE CONNECTIONS INC457.0K$76.3M2.3%
UNPUNION PAC CORP276.8K$75.6M2.3%
ASMLASML HLDG NV39.7K$74.9M2.3%
PBAPEMBINA PIPELINE CORP1.6M$73.7M2.2%
STNSTANTEC INC1.0M$72.4M2.2%
FSVFIRSTSERVICE CORP NEW506.5K$72.0M2.2%
VVISA INC205.9K$70.5M2.1%
SLFSUN LIFE FINANCIAL INC.866.8K$67.8M2.0%
CNQCANADIAN NAT RES LTD MED TER1.7M$66.7M2.0%
UNHUNITEDHEALTH GROUP INC155.8K$65.5M2.0%
DEDEERE & CO101.2K$63.5M1.9%
MGAMAGNA INTL INC962.1K$62.4M1.9%
DHRDANAHER CORP DEL321.3K$62.1M1.9%
NEENEXTERA ENERGY INC668.1K$59.4M1.8%
BNSBANK NOVA SCOTIA B C645.8K$56.0M1.7%
ARESARES MANAGEMENT CORPORATION509.3K$54.9M1.7%
CMCANADIAN IMPERIAL BANK OF CO386.9K$44.0M1.3%
TFIITFI INTERNATIONAL INC266.4K$38.5M1.2%
CNICANADIAN NATL RY CO288.6K$34.7M1.0%
MCDMCDONALDS CORP117.4K$31.4M0.9%
AVYAVERY DENNISON CORP190.4K$31.2M0.9%
HCAHCA HEALTHCARE INC72.7K$28.6M0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL53.2K$26.5M0.8%
PLDPROLOGIS INC.184.7K$25.7M0.8%
TMOTHERMO FISHER SCIENTIFIC INC49.2K$25.0M0.8%
AMZNAMAZON COM INC102.1K$24.6M0.7%
TJXTJX COS INC NEW160.9K$24.4M0.7%
SUSUNCOR ENERGY INC NEW389.6K$21.0M0.6%
CRHCRH PLC169.0K$18.4M0.6%
FERGFERGUSON ENTERPRISES INC76.3K$18.2M0.6%
EMEEMCOR GROUP INC21.2K$17.3M0.5%
NOWSERVICENOW INC169.8K$17.0M0.5%
SNPSSYNOPSYS INC36.8K$16.5M0.5%
OCOWENS CORNING NEW104.5K$16.3M0.5%
QQNITY ELECTRONICS INC87.2K$13.8M0.4%
AEMAGNICO EAGLE MINES LTD68.6K$10.6M0.3%
ODFLOLD DOMINION FREIGHT LINE IN47.1K$10.4M0.3%
DISDISNEY WALT CO94.0K$9.3M0.3%
CEGCONSTELLATION ENERGY CORP35.6K$9.2M0.3%
MOHMOLINA HEALTHCARE INC37.4K$8.6M0.3%
BKNGBOOKING HOLDINGS INC44.8K$8.2M0.2%
ISRGINTUITIVE SURGICAL INC18.7K$7.6M0.2%
MKLMARKEL GROUP INC3.8K$7.5M0.2%
TDTORONTO DOMINION BK ONT57.3K$6.9M0.2%
AAPLAPPLE INC24.0K$6.8M0.2%
FTSFORTIS INC109.0K$6.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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