Bcv Asset Management Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.91B
Q ending 2026-03-31
Prior quarter
$3.95B
Q ending 2025-12-31
Change
-26.5% QoQ
Positions
120
reported holdings
Largest positions
Top 100 of 120 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Brookfield Corp | BN | Shares | $150.3M | 3.7M |
| Royal Bk Cda | RY | Shares | $128.0M | 795K |
| Alphabet Inc | GOOGL | Shares | $116.6M | 406K |
| Stantec Inc | STN | Shares | $88.7M | 1.0M |
| Bank Montreal Medium | BMO | Shares | $88.5M | 656K |
| Canadian Pacific Kansas City | CP | Shares | $88.0M | 1.1M |
| Microsoft Corp | MSFT | Shares | $83.2M | 225K |
| Gildan Activewear Inc | GIL | Shares | $83.0M | 1.5M |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $82.2M | 1.7M |
| Canadian Imperial Bank Of Co | CM | Shares | $76.8M | 814K |
| Sunococorp Llc | SUNC | Shares | $76.7M | 1.2M |
| Eli Lilly & Co | LLY | Shares | $76.3M | 83K |
| Applied Matls Inc | AMAT | Shares | $73.5M | 215K |
| Waste Connections Inc | WCN | Shares | $72.9M | 450K |
| Abbvie Inc | ABBV | Shares | $72.9M | 335K |
| Pembina Pipeline Corp | PBA | Shares | $71.1M | 1.6M |
| Firstservice Corp New | FSV | Shares | $69.8M | 504K |
| Humana Inc | HUM | Shares | $68.9M | 398K |
| Union Pac Corp | UNP | Shares | $68.7M | 283K |
| Nextera Energy Inc | NEE | Shares | $62.9M | 677K |
| Deere & Co | DE | Shares | $62.8M | 112K |
| Visa Inc | V | Shares | $61.8M | 204K |
| Texas Instrs Inc | TXN | Shares | $60.5M | 312K |
| Hca Healthcare Inc | HCA | Shares | $58.0M | 123K |
| Sun Life Financial Inc. | SLF | Shares | $54.9M | 880K |
| Magna Intl Inc | MGA | Shares | $53.7M | 964K |
| Asml Hldg Nv | Shares | $53.2M | 40K | |
| Marvell Technology Inc | MRVL | Shares | $53.2M | 537K |
| Bank Nova Scotia B C | BNS | Shares | $47.7M | 690K |
| Bank America Corp | BAC | Shares | $42.5M | 872K |
| Unitedhealth Group Inc | UNH | Shares | $42.0M | 155K |
| Accenture Plc Ireland | Shares | $41.3M | 208K | |
| Thomson Reuters Corp | TRI4EUR | Shares | $38.4M | 427K |
| Boyd Group Services Inc | BGSI | Shares | $38.0M | 298K |
| Danaher Corp Del | DHR | Shares | $35.8M | 189K |
| Suncor Energy Inc New | SU | Shares | $31.9M | 483K |
| Canadian Natl Ry Co | CNI | Shares | $31.5M | 307K |
| Avery Dennison Corp | AVY | Shares | $30.9M | 179K |
| Tjx Cos Inc New | TJX | Shares | $26.4M | 165K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $25.0M | 52K |
| Prologis Inc. | PLD | Shares | $20.9M | 158K |
| Thermo Fisher Scientific Inc | TMO | Shares | $18.3M | 37K |
| Crh Plc | Shares | $18.2M | 174K | |
| Amazon Com Inc | AMZN | Shares | $18.2M | 87K |
| Ferguson Enterprises Inc | FERG | Shares | $18.2M | 78K |
| Emcor Group Inc | EME | Shares | $16.0M | 22K |
| Old Dominion Freight Line In | ODFL | Shares | $14.7M | 75K |
| Agnico Eagle Mines Ltd | AEM | Shares | $14.4M | 71K |
| Synopsys Inc | SNPS | Shares | $14.1M | 36K |
| Owens Corning New | OC | Shares | $11.5M | 106K |
| Chevron Corporation | CVX | Shares | $10.1M | 49K |
| Otis Worldwide Corp | OTIS | Shares | $9.5M | 124K |
| Disney Walt Co | DIS | Shares | $7.9M | 82K |
| Constellation Energy Corp | CEG | Shares | $7.7M | 27K |
| Booking Holdings Inc | BKNG | Shares | $7.4M | 2K |
| Toronto Dominion Bk Ont | TD | Shares | $7.3M | 79K |
| Apple Inc | AAPL | Shares | $6.2M | 25K |
| Fortis Inc | FTS | Shares | $6.1M | 110K |
| Markel Group Inc | MKL | Shares | $6.0M | 3K |
| Enbridge Inc | ENB | Shares | $5.7M | 105K |
| Cenovus Energy Inc | CVE | Shares | $5.4M | 206K |
| Tc Energy Corp | TRP | Shares | $5.3M | 84K |
| Barrick Mng Corp | B | Shares | $5.2M | 128K |
| Molina Healthcare Inc | MOH | Shares | $4.9M | 37K |
| South Bow Corp | SOBO | Shares | $4.5M | 134K |
| Axon Enterprise Inc | AXON | Shares | $4.4M | 10K |
| Cvs Health Corp | CVS | Shares | $4.2M | 58K |
| Manulife Finl Corp | MFC | Shares | $3.4M | 100K |
| Bce Inc | BCE | Shares | $3.4M | 134K |
| Vistra Corp | VST | Shares | $3.0M | 20K |
| Analog Devices Inc | ADI | Shares | $3.0M | 9K |
| American Express Co | AXP | Shares | $2.5M | 8K |
| Vodafone Group Plc | VOD | Shares | $2.2M | 147K |
| Jpmorgan Chase & Co | JPM | Shares | $2.1M | 7K |
| Brookfield Renewable Energy | Shares | $1.9M | 61K | |
| Nvidia Corporation | NVDA | Shares | $1.9M | 11K |
| Cisco Sys Inc | CSCO | Shares | $1.7M | 22K |
| Ishares Inc | EWW | Shares | $1.7M | 23K |
| D R Horton Inc | DHI | Shares | $1.3M | 10K |
| Alphabet Inc | GOOG | Shares | $1.3M | 4K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $1.2M | 27K |
| Sprott Asset Management Lp | PSLV | Shares | $1.2M | 48K |
| Rtx Corporation | RTX | Shares | $1.1M | 6K |
| Telus Corporation | TU | Shares | $1.1M | 82K |
| Fedex Corp | FDX | Shares | $947K | 3K |
| General Dynamics Corp | GD | Shares | $882K | 3K |
| Transforce Inc | TFII | Shares | $832K | 8K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Costco Wholesale Corporation | COST | Shares | $714K | 717 |
| Algonquin Power & Utilities | AQN | Shares | $615K | 101K |
| Photronics Inc | PLAB | Shares | $541K | 13K |
| Select Sector Spdr Tr | XLK | Shares | $515K | 4K |
| Trane Technologies Plc | Shares | $451K | 1K | |
| Imperial Oil Ltd | IMO | Shares | $441K | 3K |
| Spdr Gold Tr | GLD | Shares | $424K | 985 |
| Ishares Tr | AOR | Shares | $414K | 6K |
| Emera Inc | EMA | Shares | $409K | 8K |
| Johnson & Johnson | JNJ | Shares | $399K | 2K |
| Ishares Tr | IHI | Shares | $380K | 7K |
| Shell Plc | SHEL | Shares | $352K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.