BCV Asset Management Inc.
Top Portfolio Positions
113 positions ·
$2,906,398,721 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
3,722,896 | $150,665,601 | 5.18% | |
| RY |
Royal Bank Of Canada
Financial Services
|
794,717 | $128,569,316 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
405,898 | $116,720,028 | 4.02% | |
| STN |
Stantec Inc
Industrials
|
1,029,411 | $88,941,110 | 3.06% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
655,741 | $88,747,986 | 3.05% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
1,122,468 | $88,293,332 | 3.04% | |
| MSFT |
Microsoft Corp
Technology
|
224,856 | $83,234,945 | 2.86% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
1,494,591 | $83,173,989 | 2.86% | |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
1,689,724 | $82,340,250 | 2.83% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
813,623 | $77,090,779 | 2.65% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SU
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,944,880 | 483,208 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $24,459,616 | 551,389 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||