Bcv Asset Management Inc. Top Holdings and 13F Report (2026)

About Bcv Asset Management Inc.

Investment Activity

Bcv Asset Management Inc. has $3.31 billion in total holdings as of June 30, 2026.
Bcv Asset Management Inc. owns shares of 116 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 7.44% of the portfolio was purchased this quarter.
About 11.14% of the portfolio was sold this quarter.
This quarter, Bcv Asset Management Inc. has purchased 120 new stocks and bought additional shares in 41 stocks.
Bcv Asset Management Inc. sold shares of 47 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Humana: $173,695,656
Royal Bank Of Canada: $159,971,183
Brookfield: $154,188,277
Alphabet: $142,389,434
Marvell Technology: $116,155,332

Largest New Holdings this Quarter

03990B101 - Ares Management: $54,911,248 Holding
580135101 - McDonald's: $31,430,197 Holding
81762P102 - ServiceNow: $17,006,217 Holding
74743L100 - QNITY ELECTRONICS INC: $13,827,066 Holding
46120E602 - Intuitive Surgical: $7,607,210 Holding

Largest Purchases this Quarter

Ares Management: 509,283 shares (about $54.91M)
TFI International: 258,368 shares (about $37.35M)
McDonald's: 117,396 shares (about $31.43M)
Danaher: 132,414 shares (about $25.58M)
Humana: 48,034 shares (about $18.72M)

Largest Sales this Quarter

Canadian Imperial Bank of Commerce: 426,720 shares (about $48.54M)
Bank of America: 834,075 shares (about $48.38M)
Applied Materials: 53,673 shares (about $37.36M)
Marvell Technology: 119,424 shares (about $33.24M)
Accenture: 205,360 shares (about $25.67M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
HUM Humana	$173,695,656	$18,718,738 â–²	12.1%	445,719	5.2%	Healthcare
RY Royal Bank Of Canada	$159,971,183	$2,966,105 â–¼	-1.8%	780,250	4.8%	Finance
BN Brookfield	$154,188,277	$2,862,169 â–¼	-1.8%	3,655,048	4.7%	Finance
GOOGL Alphabet	$142,389,434	$1,450,813 â–¼	-1.0%	401,804	4.3%	Communication Services
MRVL Marvell Technology	$116,155,332	$33,238,051 â–¼	-22.2%	417,345	3.5%	Technology
BMO Bank Of Montreal	$113,239,468	$2,369,690 â–¼	-2.0%	642,300	3.4%	Finance
AMAT Applied Materials	$112,425,601	$37,359,886 â–¼	-24.9%	161,516	3.4%	Technology
LLY Eli Lilly and Company	$99,455,232	$2,743,440 â–¼	-2.7%	80,697	3.0%	Healthcare
CP Canadian Pacific Kansas City	$94,406,792	$3,278,580 â–¼	-3.4%	1,084,795	2.9%	Industrials
TXN Texas Instruments	$87,723,710	$1,509,854 â–¼	-1.7%	306,656	2.6%	Technology
SUNOCOCORP LLC	$86,504,294	$1,248,278 â–²	1.5%	1,261,725	2.6%	COM SHS LLC
MSFT Microsoft	$84,159,415	$1,114,256 â–²	1.3%	227,873	2.5%	Technology
ABBV AbbVie	$83,594,453	$1,843,962 â–¼	-2.2%	328,038	2.5%	Healthcare
GIL Gildan Activewear	$77,182,793	$35,546 â–¼	0.0%	1,493,903	2.3%	Consumer Discretionary
WCN Waste Connections	$76,345,604	$1,099,466 â–²	1.5%	457,046	2.3%	Industrials
UNP Union Pacific	$75,635,723	$1,715,795 â–¼	-2.2%	276,791	2.3%	Industrials
ASML ASML	$74,903,368	$1,100,105 â–¼	-1.4%	39,695	2.3%	Technology
PBA Pembina Pipeline	$73,685,323	$717,778 â–¼	-1.0%	1,577,026	2.2%	Energy
STN Stantec	$72,447,124	$1,340,675 â–²	1.9%	1,048,820	2.2%	Industrials
FSV FirstService	$71,951,926	$343,613 â–²	0.5%	506,534	2.2%	Real Estate
V Visa	$70,486,249	$479,976 â–²	0.7%	205,889	2.1%	Finance
SLF Sun Life Financial	$67,771,407	$1,033,262 â–¼	-1.5%	866,769	2.0%	Finance
CNQ Canadian Natural Resources	$66,722,278	$157,575 â–²	0.2%	1,693,724	2.0%	Energy
UNH UnitedHealth Group	$65,542,114	$187,203 â–²	0.3%	155,800	2.0%	Healthcare
DE Deere & Company	$63,514,253	$6,498,923 â–¼	-9.3%	101,151	1.9%	Industrials
MGA Magna International	$62,444,809	$124,547 â–¼	-0.2%	962,137	1.9%	Consumer Discretionary
DHR Danaher	$62,060,691	$25,579,129 â–²	70.1%	321,266	1.9%	Healthcare
NEE NextEra Energy	$59,358,438	$791,936 â–¼	-1.3%	668,136	1.8%	Utilities
BNS Bank of Nova Scotia	$55,966,319	$3,852,852 â–¼	-6.4%	645,809	1.7%	Finance
ARES Ares Management	$54,911,248	$54,911,248 â–²	New Holding	509,283	1.7%	Finance
CM Canadian Imperial Bank of Commerce	$44,009,448	$48,538,553 â–¼	-52.4%	386,903	1.3%	Finance
TFII TFI International	$38,500,979	$37,345,215 â–²	3,231.2%	266,364	1.2%	Industrials
CNI Canadian National Railway	$34,749,982	$2,186,022 â–¼	-5.9%	288,600	1.0%	Industrials
MCD McDonald's	$31,430,197	$31,430,197 â–²	New Holding	117,396	0.9%	Consumer Discretionary
AVY Avery Dennison	$31,155,819	$1,836,209 â–²	6.3%	190,375	0.9%	Materials
HCA HCA Healthcare	$28,578,538	$19,623,321 â–¼	-40.7%	72,694	0.9%	Healthcare
BRK.B Berkshire Hathaway	$26,459,215	$575,546 â–²	2.2%	53,236	0.8%	Finance
PLD Prologis	$25,707,409	$3,733,227 â–²	17.0%	184,713	0.8%	Real Estate
TMO Thermo Fisher Scientific	$24,990,312	$6,145,325 â–²	32.6%	49,246	0.8%	Healthcare
AMZN Amazon.com	$24,561,605	$3,544,277 â–²	16.9%	102,071	0.7%	Consumer Discretionary
TJX TJX Companies	$24,386,756	$640,409 â–¼	-2.6%	160,926	0.7%	Consumer Discretionary
SU Suncor Energy	$20,988,499	$5,042,575 â–¼	-19.4%	389,604	0.6%	Energy
CRH PLC	$18,440,477	$495,502 â–¼	-2.6%	169,034	0.6%	ORD
FERGUSON ENTERPRISES INC	$18,243,046	$374,191 â–¼	-2.0%	76,299	0.6%	COMMON STOCK NEW
EME EMCOR Group	$17,339,261	$351,731 â–¼	-2.0%	21,247	0.5%	Industrials
NOW ServiceNow	$17,006,217	$17,006,217 â–²	New Holding	169,765	0.5%	Technology
SNPS Synopsys	$16,470,966	$560,670 â–²	3.5%	36,751	0.5%	Technology
OC Owens Corning	$16,335,355	$315,711 â–¼	-1.9%	104,466	0.5%	Industrials
QNITY ELECTRONICS INC	$13,827,066	$13,827,066 â–²	New Holding	87,207	0.4%	COMMON STOCK
AEM Agnico Eagle Mines	$10,561,972	$407,461 â–¼	-3.7%	68,640	0.3%	Materials
ODFL Old Dominion Freight Line	$10,371,484	$6,169,220 â–¼	-37.3%	47,113	0.3%	Industrials
DIS Walt Disney	$9,295,178	$1,156,832 â–²	14.2%	94,050	0.3%	Communication Services
CEG Constellation Energy	$9,241,113	$2,106,619 â–²	29.5%	35,563	0.3%	Utilities
MOH Molina Healthcare	$8,612,295	$115,235 â–²	1.4%	37,443	0.3%	Healthcare
BKNG Booking	$8,194,397	$7,871,235 â–²	2,435.7%	44,831	0.2%	Consumer Discretionary
ISRG Intuitive Surgical	$7,607,210	$7,607,210 â–²	New Holding	18,700	0.2%	Healthcare
MKL Markel Group	$7,465,991	$1,307,381 â–²	21.2%	3,809	0.2%	Finance
TD Toronto Dominion Bank	$6,900,788	$2,611,526 â–¼	-27.5%	57,251	0.2%	Finance
AAPL Apple	$6,769,700	$148,217 â–¼	-2.1%	23,979	0.2%	Technology
FTS Fortis	$6,309,199	$59,192 â–¼	-0.9%	109,041	0.2%	Utilities
AXON Axon Enterprise	$6,133,628	$852,404 â–²	16.1%	11,988	0.2%	Industrials
TRP TC Energy	$6,127,663	$334,060 â–²	5.8%	89,367	0.2%	Energy
ENB Enbridge	$6,074,313	$264,717 â–²	4.6%	109,615	0.2%	Energy
CVS CVS Health	$6,069,264	$65,389 â–²	1.1%	58,475	0.2%	Healthcare
CVE Cenovus Energy	$5,196,718	$36,498 â–²	0.7%	207,452	0.2%	Energy
SOUTH BOW CORP	$5,080,507	$281,977 â–²	5.9%	141,527	0.2%	COM
BARRICK MNG CORP	$4,602,567	$128,369 â–¼	-2.7%	124,450	0.1%	COM SHS
MFC Manulife Financial	$4,343,889	$249,739 â–²	6.1%	106,606	0.1%	Finance
ADI Analog Devices	$3,700,493		0.0%	9,426	0.1%	Technology
VST Vistra	$3,306,655	$20,176 â–²	0.6%	20,322	0.1%	Utilities
AXP American Express	$2,862,433		0.0%	8,380	0.1%	Finance
BCE BCE	$2,770,159	$208,339 â–¼	-7.0%	124,215	0.1%	Communication Services
BEP Brookfield Renewable Partners	$2,366,246	$249,943 â–²	11.8%	67,889	0.1%	Utilities
JPM JPMorgan Chase & Co.	$2,305,838	$1,320 â–²	0.1%	6,986	0.1%	Finance
NVDA NVIDIA	$2,224,286	$84,009 â–²	3.9%	11,385	0.1%	Technology
BAC Bank of America	$2,194,091	$48,375,270 â–¼	-95.7%	37,830	0.1%	Finance
VOD Vodafone Group	$2,034,323	$19,397 â–²	1.0%	148,295	0.1%	Communication Services
DHI D.R. Horton	$1,567,499		0.0%	9,525	0.0%	Consumer Discretionary
GOOG Alphabet	$1,430,882	$134,112 â–¼	-8.6%	4,065	0.0%	Communication Services
BAM Brookfield Asset Management	$1,259,761	$50,052 â–²	4.1%	28,592	0.0%	Finance
RTX RTX	$1,054,015	$15,956 â–¼	-1.5%	5,615	0.0%	Industrials
SPROTT ASSET MANAGEMENT LP	$957,723	$71,887 â–²	8.1%	51,625	0.0%	PHYSICAL SILVER
EGO Eldorado Gold	$916,785	$916,785 â–²	New Holding	29,454	0.0%	Materials
GD General Dynamics	$877,540	$18,834 â–¼	-2.1%	2,516	0.0%	Industrials
FDX FedEx	$867,339		0.0%	2,660	0.0%	Industrials
TU TELUS	$776,922	$113,131 â–¼	-12.7%	71,902	0.0%	Communication Services
BRK.A Berkshire Hathaway	$745,035		0.0%	1	0.0%	Finance
XLK Technology Select Sector SPDR Fund	$705,708	$14,865 â–¼	-2.1%	3,798	0.0%	ETF
AQN Algonquin Power & Utilities	$589,581	$13,434 â–¼	-2.2%	98,524	0.0%	Utilities
AMD Advanced Micro Devices	$569,248		0.0%	1,053	0.0%	Technology
COST Costco Wholesale	$567,276	$112,886 â–¼	-16.6%	598	0.0%	Consumer Staples
HD Home Depot	$463,316	$168,031 â–²	56.9%	1,318	0.0%	Consumer Discretionary
MU Micron Technology	$456,756	$456,756 â–²	New Holding	398	0.0%	Technology
AOR iShares Core 60/40 Balanced Allocation ETF	$447,133		0.0%	6,438	0.0%	ETF
JNJ Johnson & Johnson	$440,109	$17,097 â–²	4.0%	1,699	0.0%	Healthcare
PLAB Photronics	$420,012		0.0%	13,400	0.0%	Technology
IMO Imperial Oil	$402,532	$18,235 â–²	4.7%	3,554	0.0%	Energy
ACN Accenture	$368,738	$25,669,165 â–¼	-98.6%	2,950	0.0%	Technology
GLD SPDR Gold Shares	$364,535	$739 â–²	0.2%	987	0.0%	ETF
BBY Best Buy	$357,877		0.0%	4,600	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Bcv Asset Management Inc. Top Holdings and 13F Report (2026)

About Bcv Asset Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Bcv Asset Management Inc. Top Holdings and 13F Report (2026)

About Bcv Asset Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBcv Asset Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools