Funds › BCV Asset Management Inc.
BCV Asset Management Inc.
13F for Q3 2026, filed Nov 6, 2026. 114 positions worth $3.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 6, 2026
Reported value
$3.3B
−$32.7M (1.0%) vs Q2 2026
Positions
114
116 in Q2 2026
Top 10 share
36.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | HUM Humana Inc. | 442,629 | $169.6M | 5.2% | -0.7% | 13F ↗ |
| 2 | BN Brookfield Corporation | 4.03M | $148.1M | 4.5% | +10.4% | 13F ↗ |
| 3 | GOOGL Alphabet Inc. Class A | 396,759 | $137.1M | 4.2% | -1.3% | 13F ↗ |
| 4 | RY Royal Bank of Canada | 652,304 | $129.2M | 3.9% | -16.4% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 234,042 | $120.5M | 3.7% | +2.7% | 13F ↗ |
| 6 | MRVL Marvell Technology, Inc. | 414,834 | $110.0M | 3.4% | -0.6% | 13F ↗ |
| 7 | STN Stantec Inc | 1.58M | $107.4M | 3.3% | +50.9% | 13F ↗ |
| 8 | WCN Waste Connections, Inc. | 627,365 | $97.2M | 3.0% | +37.3% | 13F ↗ |
| 9 | LLY Eli Lilly and Company | 80,604 | $93.6M | 2.9% | -0.1% | 13F ↗ |
| 10 | SUNC SunocoCorp LLC · Com Shs Llc | 1.26M | $92.7M | 2.8% | +0.1% | 13F ↗ |
| 11 | CP Canadian Pacific Kansas City Limited | 1.08M | $92.3M | 2.8% | -0.7% | 13F ↗ |
| 12 | FSV FirstService Corporation | 677,078 | $87.3M | 2.7% | +33.7% | 13F ↗ |
| 13 | ABBV AbbVie Inc. | 326,431 | $85.7M | 2.6% | -0.5% | 13F ↗ |
| 14 | BMO Bank of Montreal | 506,788 | $85.3M | 2.6% | -21.1% | 13F ↗ |
| 15 | TXN Texas Instruments Incorporated | 300,125 | $84.4M | 2.6% | -2.1% | 13F ↗ |
| 16 | AMAT Applied Materials, Inc. | 156,508 | $80.4M | 2.5% | -3.1% | 13F ↗ |
| 17 | V Visa Inc. | 205,744 | $74.2M | 2.3% | -0.1% | 13F ↗ |
| 18 | UNP Union Pacific Corporation | 268,339 | $73.3M | 2.2% | -3.1% | 13F ↗ |
| 19 | DHR Danaher Corporation | 322,294 | $71.7M | 2.2% | +0.3% | 13F ↗ |
| 20 | PBA Pembina Pipeline Corp. | 1.56M | $70.1M | 2.1% | -1.1% | 13F ↗ |
| 21 | SLF Sun Life Financial Inc. | 834,448 | $65.5M | 2.0% | -3.7% | 13F ↗ |
| 22 | CNQ Canadian Natural Resources Limited | 1.33M | $63.0M | 1.9% | -21.5% | 13F ↗ |
| 23 | ARES Ares Management Corporation | 539,800 | $63.0M | 1.9% | +6.0% | 13F ↗ |
| 24 | MCD McDonald's Corporation | 265,555 | $61.6M | 1.9% | +126% | 13F ↗ |
| 25 | MGA Magna International, Inc. | 953,350 | $61.1M | 1.9% | -0.9% | 13F ↗ |
| 26 | BNS Bank Nova Scotia B C | 635,447 | $58.2M | 1.8% | -1.6% | 13F ↗ |
| 27 | UNH UnitedHealth Group Incorporated | 155,422 | $57.3M | 1.7% | -0.2% | 13F ↗ |
| 28 | META Meta Platforms, Inc. | 78,290 | $57.0M | 1.7% | New | 13F ↗ |
| 29 | PLD Prologis, Inc. | 413,034 | $53.8M | 1.6% | +124% | 13F ↗ |
| 30 | NEE NextEra Energy, Inc. | 670,205 | $51.0M | 1.6% | +0.3% | 13F ↗ |
| 31 | ASML ASML Holding N.V. · Equities | 24,272 | $44.2M | 1.3% | -38.9% | 13F ↗ |
| 32 | BGSI Boyd Group Services Inc. | 505,863 | $40.0M | 1.2% | New | 13F ↗ |
| 33 | DE Deere & Company | 55,078 | $37.1M | 1.1% | -45.5% | 13F ↗ |
| 34 | TRI Thomson Reuters Corp | 369,015 | $36.1M | 1.1% | New | 13F ↗ |
| 35 | CNI Canadian National Railway Company | 297,509 | $35.6M | 1.1% | +3.1% | 13F ↗ |
| 36 | TFII TFI International Inc. | 275,262 | $33.2M | 1.0% | +3.3% | 13F ↗ |
| 37 | TMO Thermo Fisher Scientific Inc | 48,682 | $33.0M | 1.0% | -1.1% | 13F ↗ |
| 38 | HCA HCA Healthcare, Inc. | 74,598 | $32.0M | 1.0% | +2.6% | 13F ↗ |
| 39 | CM Canadian Imperial Bank of Commerce | 253,925 | $28.2M | 0.9% | -34.4% | 13F ↗ |
| 40 | SU Suncor Energy Inc. | 384,293 | $26.2M | 0.8% | -1.4% | 13F ↗ |
| 41 | BRK-B Berkshire Hathaway Inc. Class B | 52,384 | $26.2M | 0.8% | -1.6% | 13F ↗ |
| 42 | AMZN Amazon.com, Inc. | 101,318 | $25.3M | 0.8% | -0.7% | 13F ↗ |
| 43 | NOW ServiceNow, Inc. | 160,845 | $21.6M | 0.7% | -5.3% | 13F ↗ |
| 44 | TJX TJX Companies, Inc. | 158,117 | $21.0M | 0.6% | -1.7% | 13F ↗ |
| 45 | FERG Ferguson Enterprises Inc. | 75,020 | $16.8M | 0.5% | -1.7% | 13F ↗ |
| 46 | EME EMCOR Group, Inc. | 20,962 | $15.9M | 0.5% | -1.3% | 13F ↗ |
| 47 | CRH Crh plc | 165,925 | $13.8M | 0.4% | -1.8% | 13F ↗ |
| 48 | AVGO Broadcom Inc. | 36,759 | $13.0M | 0.4% | New | 13F ↗ |
| 49 | AEM Agnico Eagle Mines Limited | 68,417 | $12.6M | 0.4% | -0.3% | 13F ↗ |
| 50 | OC Owens Corning Inc | 102,488 | $12.0M | 0.4% | -1.9% | 13F ↗ |
Showing the top 50 of 114 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
8 new, 26 added to, 66 trimmed, 10 exited, 14 unchanged. By estimated dollars.
New positions (8)
| META Meta Platforms, Inc. | 78,290 | New | $57.0M |
| BGSI Boyd Group Services Inc. | 505,863 | New | $40.0M |
| TRI Thomson Reuters Corp | 369,015 | New | $36.1M |
| AVGO Broadcom Inc. | 36,759 | New | $13.0M |
| EMA Emera Incorporated | 8,049 | New | $387.3K |
| ETN Eaton Corporation, PLC | 499 | New | $215.3K |
| Ark ETF Tr Genomic Rev Etf | 3,700 | New | $201.4K |
| QNC Quantum eMotion Corp. | 17,450 | New | $26.0K |
Added to (26)
| STN Stantec Inc | 1.58M | +50.9% | $36.2M |
| MCD McDonald's Corporation | 265,555 | +126% | $34.4M |
| PLD Prologis, Inc. | 413,034 | +124% | $29.8M |
| WCN Waste Connections, Inc. | 627,365 | +37.3% | $26.4M |
| FSV FirstService Corporation | 677,078 | +33.7% | $22.0M |
| BN Brookfield Corporation | 4.03M | +10.4% | $13.9M |
| ARES Ares Management Corporation | 539,800 | +6.0% | $3.6M |
| MSFT Microsoft Corporation | 234,042 | +2.7% | $3.2M |
| TFII TFI International Inc. | 275,262 | +3.3% | $1.1M |
| CNI Canadian National Railway Company | 297,509 | +3.1% | $1.1M |
Trimmed (66)
| GIL Gildan Activewear, Inc. | 19,380 | -98.7% | -$63.2M |
| AVY Avery Dennison Corporation | 3,730 | -98.0% | -$32.0M |
| DE Deere & Company | 55,078 | -45.5% | -$31.1M |
| ASML ASML Holding N.V. · Equities | 24,272 | -38.9% | -$28.1M |
| RY Royal Bank of Canada | 652,304 | -16.4% | -$25.3M |
| BMO Bank of Montreal | 506,788 | -21.1% | -$22.8M |
| CNQ Canadian Natural Resources Limited | 1.33M | -21.5% | -$17.2M |
| CM Canadian Imperial Bank of Commerce | 253,925 | -34.4% | -$14.7M |
| AMAT Applied Materials, Inc. | 156,508 | -3.1% | -$2.6M |
| SLF Sun Life Financial Inc. | 834,448 | -3.7% | -$2.5M |
Exited (10)
| SNPS Synopsys, Inc. | 36,751 | Exited | -$16.5M |
| DIS Walt Disney Company | 94,050 | Exited | -$9.3M |
| B Barrick Mining Corporation | 124,450 | Exited | -$4.6M |
| PHYS Sprott Physical Gold Trust ETV · Physical Gold Tr | 9,377 | Exited | -$284.2K |
| CAT Caterpillar, Inc. | 265 | Exited | -$274.4K |
| iShares Tr U.S. Med Dvc Etf | 4,342 | Exited | -$220.5K |
| ORCL Oracle Corporation | 1,445 | Exited | -$214.0K |
| MS Morgan Stanley | 960 | Exited | -$203.7K |
| ZTEKF Zentek Ltd. | 70,600 | Exited | -$33.3K |
| Gossamer Bio Inc | 106,500 | Exited | -$17.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer