Institutions / BCV Asset Management Inc.
BCV Asset Management Inc.
CIK 2110721 · Institution · as of Dec 31, 2025
Portfolio value
$3.95B
Positions
73
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 73 →
| Company | Value | % of portfolio |
|---|---|---|
| Brookfield Corp | $233.63M | 5.9% |
| Royal Bk Cda | $188.61M | 4.8% |
| Alphabet Inc. | $162.57M | 4.1% |
| Gildan Activewear Inc | $147.60M | 3.7% |
| Canadian Nat Res Ltd | $137.39M | 3.5% |
| Stantec Inc | $132.92M | 3.4% |
| Bank Montreal Que | $127.68M | 3.2% |
| Canadian Pacific Kansas City | $127.34M | 3.2% |
| Applied Materials Inc /De | $123.58M | 3.1% |
| Microsoft Corp | $116.75M | 3.0% |
| Canadian Imperial Bank of Commerce /Can | $111.52M | 2.8% |
| ELI LILLY & Co | $106.50M | 2.7% |
| Bank Nova Scotia Halifax | $101.16M | 2.6% |
| AbbVie Inc. | $100.34M | 2.5% |
| Asml Holding N V | $98.96M | 2.5% |
| Pembina Pipeline Corp | $95.26M | 2.4% |
| Texas Instruments Inc | $94.05M | 2.4% |
| Waste Connections Inc | $92.62M | 2.3% |
| SunocoCorp LLCSUNC | $92.54M | 2.3% |
| Union Pacific Corp | $90.68M | 2.3% |
| Deere & Co | $89.92M | 2.3% |
| HCA Healthcare, Inc. | $89.71M | 2.3% |
| Nextera Energy Inc | $85.61M | 2.2% |
| Firstservice Corp New | $79.00M | 2.0% |
| Sun Life Financial Inc. | $76.43M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.