Bcv Asset Management Inc. Top Holdings and 13F Report (2026) About Bcv Asset Management Inc.Investment ActivityBcv Asset Management Inc. has $3.28 billion in total holdings as of September 30, 2026.Bcv Asset Management Inc. owns shares of 114 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 9.79% of the portfolio was purchased this quarter.About 8.94% of the portfolio was sold this quarter.This quarter, Bcv Asset Management Inc. has purchased 116 new stocks and bought additional shares in 26 stocks.Bcv Asset Management Inc. sold shares of 66 stocks and completely divested from 10 stocks this quarter.Largest Holdings Humana $169,579,704Brookfield $148,149,058Alphabet $137,071,131Royal Bank Of Canada $129,168,835Microsoft $120,527,538 Largest New Holdings this Quarter 30303M102 - Meta Platforms $57,004,865 Holding103310108 - Boyd Group Services $39,969,511 Holding884903881 - THOMSON REUTERS CORP $36,147,130 Holding11135F101 - Broadcom $12,961,809 Holding290876101 - Emera $387,277 Holding Largest Purchases this Quarter Meta Platforms 78,290 shares (about $57.00M)Boyd Group Services 505,863 shares (about $39.97M)Stantec 533,393 shares (about $36.20M)THOMSON REUTERS CORP 369,015 shares (about $36.15M)McDonald's 148,159 shares (about $34.35M) Largest Sales this Quarter Gildan Activewear 1,474,523 shares (about $63.24M)Avery Dennison 186,645 shares (about $31.98M)Deere & Company 46,073 shares (about $31.07M)ASML 15,423 shares (about $28.05M)Royal Bank Of Canada 127,946 shares (about $25.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcv Asset Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHUMHumana$169,579,704$1,183,839 ▼-0.7%442,6295.2%HealthcareBNBrookfield$148,149,058$13,912,592 ▲10.4%4,033,8664.5%FinanceGOOGLAlphabet$137,071,131$1,742,932 ▼-1.3%396,7594.2%Communication ServicesRYRoyal Bank Of Canada$129,168,835$25,335,788 ▼-16.4%652,3043.9%FinanceMSFTMicrosoft$120,527,538$3,176,927 ▲2.7%234,0423.7%TechnologyMRVLMarvell Technology$110,048,309$666,125 ▼-0.6%414,8343.4%TechnologySTNStantec$107,376,045$36,198,433 ▲50.9%1,582,2133.3%IndustrialsWCNWaste Connections$97,222,271$26,394,204 ▲37.3%627,3653.0%IndustrialsLLYEli Lilly and Company$93,643,960$108,045 ▼-0.1%80,6042.9%HealthcareSUNOCOCORP LLC$92,723,205$65,946 ▲0.1%1,262,6232.8%COM SHS LLCCPCanadian Pacific Kansas City$92,338,419$663,741 ▼-0.7%1,077,0532.8%IndustrialsFSVFirstService$87,267,725$21,981,200 ▲33.7%677,0782.7%Real EstateABBVAbbVie$85,737,798$422,082 ▼-0.5%326,4312.6%HealthcareBMOBank Of Montreal$85,308,298$22,810,915 ▼-21.1%506,7882.6%FinanceTXNTexas Instruments$84,403,323$1,836,695 ▼-2.1%300,1252.6%TechnologyAMATApplied Materials$80,360,024$2,571,389 ▼-3.1%156,5082.5%TechnologyVVisa$74,230,166$52,314 ▼-0.1%205,7442.3%FinanceUNPUnion Pacific$73,319,584$2,309,382 ▼-3.1%268,3392.2%IndustrialsDHRDanaher$71,694,157$228,678 ▲0.3%322,2942.2%HealthcarePBAPembina Pipeline$70,089,584$780,093 ▼-1.1%1,559,6672.1%EnergySLFSun Life Financial$65,471,438$2,535,931 ▼-3.7%834,4482.0%FinanceCNQCanadian Natural Resources$62,984,127$17,203,287 ▼-21.5%1,330,3551.9%EnergyARESAres Management$62,963,180$3,559,554 ▲6.0%539,8001.9%FinanceMCDMcDonald's$61,576,276$34,354,764 ▲126.2%265,5551.9%Consumer DiscretionaryMGAMagna International$61,137,944$563,507 ▼-0.9%953,3501.9%Consumer DiscretionaryBNSBank of Nova Scotia$58,168,774$948,537 ▼-1.6%635,4471.8%FinanceUNHUnitedHealth Group$57,283,953$139,320 ▼-0.2%155,4221.7%HealthcareMETAMeta Platforms$57,004,865$57,004,865 ▲New Holding78,2901.7%Communication ServicesPLDPrologis$53,846,076$29,765,564 ▲123.6%413,0341.6%Real EstateNEENextEra Energy$50,967,432$157,342 ▲0.3%670,2051.6%UtilitiesASMLASML$44,151,396$28,054,836 ▼-38.9%24,2721.3%TechnologyBYDGFBoyd Group Services$39,969,511$39,969,511 ▲New Holding505,8631.2%IndustrialsDEDeere & Company$37,137,808$31,065,947 ▼-45.5%55,0781.1%IndustrialsTHOMSON REUTERS CORP$36,147,130$36,147,130 ▲New Holding369,0151.1%COMCNICanadian National Railway$35,649,731$1,067,542 ▲3.1%297,5091.1%IndustrialsTFIITFI International$33,229,266$1,074,155 ▲3.3%275,2621.0%IndustrialsTMOThermo Fisher Scientific$32,996,216$382,274 ▼-1.1%48,6821.0%HealthcareHCAHCA Healthcare$31,963,210$815,812 ▲2.6%74,5981.0%HealthcareCMCanadian Imperial Bank of Commerce$28,151,422$14,742,620 ▼-34.4%253,9250.9%FinanceSUSuncor Energy$26,232,068$362,532 ▼-1.4%384,2930.8%EnergyBRK.BBerkshire Hathaway$26,190,523$425,976 ▼-1.6%52,3840.8%FinanceAMZNAmazon.com$25,345,875$188,372 ▼-0.7%101,3180.8%Consumer DiscretionaryNOWServiceNow$21,642,357$1,200,223 ▼-5.3%160,8450.7%TechnologyTJXTJX Companies$21,005,403$373,168 ▼-1.7%158,1170.6%Consumer DiscretionaryFERGUSON ENTERPRISES INC$16,768,763$285,887 ▼-1.7%75,0200.5%COMMON STOCK NEWEMEEMCOR Group$15,879,835$215,903 ▼-1.3%20,9620.5%IndustrialsCRH PLC$13,794,372$258,470 ▼-1.8%165,9250.4%ORDAVGOBroadcom$12,961,809$12,961,809 ▲New Holding36,7590.4%TechnologyAEMAgnico Eagle Mines$12,611,919$41,108 ▼-0.3%68,4170.4%MaterialsOCOwens Corning$12,013,028$231,849 ▼-1.9%102,4880.4%IndustrialsQNITY ELECTRONICS INC$8,520,775$2,489,156 ▼-22.6%67,4910.3%COMMON STOCKCEGConstellation Energy$8,269,021$801,371 ▼-8.8%32,4210.3%UtilitiesODFLOld Dominion Freight Line$8,044,643$178,735 ▼-2.2%46,0890.2%IndustrialsBKNGBooking$7,674,445$341,374 ▲4.7%46,9180.2%Consumer DiscretionaryAAPLApple$7,527,051$490,858 ▼-6.1%22,5110.2%TechnologyISRGIntuitive Surgical$7,493,998$140,857 ▼-1.8%18,3550.2%HealthcareMOHMolina Healthcare$7,164,851$55,631 ▲0.8%37,7360.2%HealthcareMKLMarkel Group$6,752,096$202,890 ▲3.1%3,9270.2%FinanceTDToronto Dominion Bank$6,731,668$44,741 ▼-0.7%56,8730.2%FinanceCVECenovus Energy$6,112,236$379,719 ▼-5.8%195,3180.2%EnergyFTSFortis$5,754,384$43,601 ▼-0.8%108,2210.2%UtilitiesENBEnbridge$5,282,782$153,665 ▲3.0%112,8990.2%EnergyTRPTC Energy$5,212,244$3,963 ▲0.1%89,4350.2%EnergyCVSCVS Health$5,091,466$60,399 ▲1.2%59,1770.2%HealthcareAXONAxon Enterprise$4,721,742$363,994 ▼-7.2%11,1300.1%IndustrialsMFCManulife Financial$4,618,411$45,597 ▲1.0%107,6690.1%FinanceSOUTH BOW CORP$4,584,054$135,181 ▼-2.9%137,4730.1%COMADIAnalog Devices$3,696,815$57,757 ▼-1.5%9,2810.1%TechnologyVSTVistra$2,856,998$34,033 ▲1.2%20,5670.1%UtilitiesNVDANVIDIA$2,601,491$9,172 ▼-0.4%11,3450.1%TechnologyAXPAmerican Express$2,558,7050.0%8,3800.1%FinanceVODVodafone Group$2,436,406$31,718 ▲1.3%150,2510.1%Communication ServicesJPMJPMorgan Chase & Co.$2,283,027$37,536 ▼-1.6%6,8730.1%FinanceBCEBCE$2,164,625$380,829 ▼-15.0%105,6310.1%Communication ServicesBEPBrookfield Renewable Partners$2,138,866$214,136 ▲11.1%75,4420.1%UtilitiesBACBank of America$1,750,253$317,194 ▼-15.3%32,0260.1%FinanceGOOGAlphabet$1,390,7320.0%4,0650.0%Communication ServicesDHID.R. Horton$1,270,517$36,359 ▼-2.8%9,2600.0%Consumer DiscretionaryBAMBrookfield Asset Management$1,266,741$17,745 ▼-1.4%28,1970.0%FinanceSPROTT ASSET MANAGEMENT LP$1,187,605$182,274 ▲18.1%60,9850.0%PHYSICAL SILVEREGOEldorado Gold$1,141,7410.0%29,4540.0%MaterialsRTXRTX$1,039,201$7,456 ▼-0.7%5,5750.0%IndustrialsGDGeneral Dynamics$831,277$6,997 ▼-0.8%2,4950.0%IndustrialsGILGildan Activewear$831,159$63,238,548 ▼-98.7%19,3800.0%Consumer DiscretionaryBRK.ABerkshire Hathaway$750,0380.0%10.0%FinanceXLKTechnology Select Sector SPDR Fund$746,0200.0%3,7980.0%ETFFDXFedEx$691,288$70,131 ▼-9.2%2,4150.0%IndustrialsAMDAdvanced Micro Devices$646,7990.0%1,0530.0%TechnologyAVYAvery Dennison$639,184$31,984,048 ▼-98.0%3,7300.0%MaterialsTUTELUS$599,613$8,174 ▼-1.3%70,9350.0%Communication ServicesCOSTCostco Wholesale$488,095$58,498 ▼-10.7%5340.0%Consumer StaplesACNAccenture$484,221$58,917 ▼-10.8%2,6300.0%TechnologyAORiShares Core 60/40 Balanced Allocation ETF$442,9230.0%6,4380.0%ETFIMOImperial Oil$433,755$6,189 ▼-1.4%3,5040.0%EnergyJNJJohnson & Johnson$433,012$18,607 ▼-4.1%1,6290.0%HealthcareAQNAlgonquin Power & Utilities$427,731$70,569 ▼-14.2%84,5710.0%UtilitiesPLABPhotronics$414,1270.0%13,4000.0%TechnologyBBYBest Buy$407,5520.0%4,6000.0%Consumer DiscretionaryGLDSPDR Gold Shares$393,858$16,443 ▲4.4%1,0300.0%ETFEMRAFEmera$387,277$387,277 ▲New Holding8,0490.0%UtilitiesShowing largest 100 holdings. 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