Bcv Asset Management Inc. Top Holdings and 13F Report (2026) About Bcv Asset Management Inc.Investment ActivityBcv Asset Management Inc. has $2.91 billion in total holdings as of March 31, 2026.Bcv Asset Management Inc. owns shares of 120 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 7.00% of the portfolio was purchased this quarter.About 4.74% of the portfolio was sold this quarter.This quarter, Bcv Asset Management Inc. has purchased 73 new stocks and bought additional shares in 47 stocks.Bcv Asset Management Inc. sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings Brookfield $150,329,129Royal Bank Of Canada $127,992,321Alphabet $116,636,988Stantec $88,675,759Bank Of Montreal $88,507,032 Largest New Holdings this Quarter 21037T109 - Constellation Energy $7,666,361 Holding891160509 - Toronto Dominion Bank $7,344,370 Holding037833100 - Apple $6,209,294 Holding83671M105 - SOUTH BOW CORP $4,470,633 Holding032654105 - Analog Devices $2,997,081 Holding Largest Purchases this Quarter Marvell Technology 301,749 shares (about $29.88M)Humana 141,614 shares (about $24.55M)FirstService 134,089 shares (about $18.58M)Visa 54,038 shares (about $16.33M)THOMSON REUTERS CORP 125,431 shares (about $11.28M) Largest Sales this Quarter Canadian Natural Resources 800,954 shares (about $38.96M)Applied Materials 80,503 shares (about $27.51M)ASML 15,238 shares (about $20.12M)Bank of Nova Scotia 275,246 shares (about $19.01M)Suncor Energy 68,181 shares (about $4.50M) 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 PortfolioSectorBNBrookfield$150,329,129$1,336,727 ▲0.9%3,722,8965.2%FinanceRYRoyal Bank Of Canada$127,992,321$1,226,426 ▼-0.9%794,7174.4%FinanceGOOGLAlphabet$116,636,988$285,057 ▲0.2%405,8984.0%Computer and TechnologySTNStantec$88,675,759$3,760,970 ▲4.4%1,029,4113.1%Business ServicesBMOBank Of Montreal$88,507,032$135,512 ▲0.2%655,7413.0%FinanceCPCanadian Pacific Kansas City$88,026,486$273,066 ▲0.3%1,122,4683.0%TransportationMSFTMicrosoft$83,187,271$781,721 ▲0.9%224,8562.9%Computer and TechnologyGILGildan Activewear$82,960,948$400,930 ▼-0.5%1,494,5912.9%Consumer DiscretionaryCNQCanadian Natural Resources$82,188,497$38,958,555 ▼-32.2%1,689,7242.8%EnergyCMCanadian Imperial Bank of Commerce$76,817,610$3,190,258 ▼-4.0%813,6232.6%FinanceSUNOCOCORP LLC$76,671,156$205,872 ▲0.3%1,243,5182.6%COM SHS LLCLLYEli Lilly and Company$76,262,977$904,050 ▲1.2%82,9232.6%MedicalAMATApplied Materials$73,529,343$27,507,599 ▼-27.2%215,1892.5%Computer and TechnologyWCNWaste Connections$72,921,216$5,895,354 ▲8.8%450,4642.5%Business ServicesABBVAbbVie$72,894,980$136,974 ▲0.2%335,2742.5%MedicalPBAPembina Pipeline$71,056,281$945,104 ▼-1.3%1,592,3882.4%EnergyFSVFirstService$69,842,905$18,577,438 ▲36.2%504,1152.4%FinanceHUMHumana$68,947,270$24,551,841 ▲55.3%397,6852.4%MedicalUNPUnion Pacific$68,673,309$554,588 ▲0.8%283,0702.4%TransportationNEENextEra Energy$62,879,957$1,234,288 ▼-1.9%677,0502.2%UtilitiesDEDeere & Company$62,794,764$3,838,612 ▼-5.8%111,5012.2%IndustrialsVVisa$61,789,718$16,328,631 ▲35.9%204,4872.1%Business ServicesTXNTexas Instruments$60,526,730$1,182,655 ▲2.0%311,9342.1%Computer and TechnologyHCAHCA Healthcare$58,019,214$826,216 ▼-1.4%122,6092.0%MedicalSLFSun Life Financial$54,929,833$762,415 ▲1.4%879,9841.9%FinanceMGAMagna International$53,660,928$347,830 ▼-0.6%964,0561.8%Auto/Tires/TrucksASMLASML$53,194,222$20,124,474 ▼-27.4%40,2781.8%Computer and TechnologyMRVLMarvell Technology$53,160,356$29,884,521 ▲128.4%536,7691.8%Computer and TechnologyBNSBank of Nova Scotia$47,673,598$19,009,960 ▼-28.5%690,2681.6%FinanceBACBank of America$42,485,582$3,697,379 ▲9.5%871,9051.5%FinanceUNHUnitedHealth Group$42,011,279$624,132 ▼-1.5%155,3551.4%MedicalACNAccenture$41,303,699$855,776 ▲2.1%208,3101.4%Computer and TechnologyTHOMSON REUTERS CORP$38,443,338$11,283,301 ▲41.5%427,3561.3%COMBYDGFBoyd Group Services$37,960,529$2,720,737 ▲7.7%298,3281.3%Consumer StaplesDHRDanaher$35,782,489$1,246,169 ▲3.6%188,8521.2%MedicalSUSuncor Energy$31,858,231$4,495,220 ▼-12.4%483,2081.1%EnergyCNICanadian National Railway$31,453,666$1,250,538 ▲4.1%306,7551.1%TransportationAVYAvery Dennison$30,911,289$586,634 ▲1.9%179,1551.1%IndustrialsTJXTJX Companies$26,373,747$13,095 ▼0.0%165,1520.9%Retail/WholesaleBRK.BBerkshire Hathaway$24,953,584$1,273,122 ▼-4.9%52,0780.9%FinancePLDPrologis$20,866,490$570,399 ▲2.8%157,8890.7%FinanceTMOThermo Fisher Scientific$18,252,424$555,397 ▲3.1%37,1360.6%MedicalCRH PLC$18,245,525$3,123,927 ▼-14.6%173,5760.6%ORDAMZNAmazon.com$18,181,838$3,206,625 ▲21.4%87,3420.6%Retail/WholesaleFERGUSON ENTERPRISES INC$18,161,502$48,982 ▲0.3%77,8640.6%COMMON STOCK NEWEMEEMCOR Group$16,004,396$119,601 ▲0.8%21,6780.6%ConstructionODFLOld Dominion Freight Line$14,680,218$33,410 ▲0.2%75,1370.5%TransportationAEMAgnico Eagle Mines$14,423,257$924,013 ▼-6.0%71,2880.5%Basic MaterialsSNPSSynopsys$14,074,009$132,811 ▲1.0%35,5000.5%Computer and TechnologyOCOwens Corning$11,522,870$47,180 ▲0.4%106,4850.4%ConstructionCVXChevron$10,059,138$37,861 ▲0.4%48,6210.3%EnergyOTISOtis Worldwide$9,533,620$78,849 ▲0.8%123,6910.3%IndustrialsDISWalt Disney$7,935,971$55,415 ▲0.7%82,3450.3%Consumer DiscretionaryCEGConstellation Energy$7,666,361$7,666,361 ▲New Holding27,4560.3%EnergyBKNGBooking$7,443,104$54,729 ▲0.7%1,7680.3%Retail/WholesaleTDToronto Dominion Bank$7,344,370$7,344,370 ▲New Holding78,9170.3%FinanceAAPLApple$6,209,294$6,209,294 ▲New Holding24,5040.2%Computer and TechnologyFTSFortis$6,120,866$290,238 ▲5.0%110,0640.2%UtilitiesMKLMarkel Group$6,012,832$126,304 ▲2.1%3,1420.2%Multi-Sector ConglomeratesENBEnbridge$5,667,235$4,696,857 ▲484.0%104,8380.2%EnergyCVECenovus Energy$5,447,067$81,602 ▲1.5%205,9950.2%EnergyTRPTC Energy$5,279,702$4,196,081 ▲387.2%84,4950.2%EnergyBARRICK MNG CORP$5,209,813$232,183 ▼-4.3%127,9210.2%COM SHSMOHMolina Healthcare$4,923,766$459,296 ▲10.3%36,9420.2%MedicalSOUTH BOW CORP$4,470,633$4,470,633 ▲New Holding133,6720.2%COMAXONAxon Enterprise$4,383,235$5,096 ▲0.1%10,3220.2%AerospaceCVSCVS Health$4,154,249$68,513 ▲1.7%57,8450.1%MedicalMFCManulife Financial$3,424,776$2,420,422 ▲241.0%100,4770.1%FinanceBCEBCE$3,361,272$1,426,383 ▲73.7%133,5570.1%UtilitiesVSTVistra$3,036,133$25,103 ▲0.8%20,1980.1%UtilitiesADIAnalog Devices$2,997,081$2,997,081 ▲New Holding9,4260.1%Computer and TechnologyAXPAmerican Express$2,534,673$2,534,673 ▲New Holding8,3800.1%FinanceVODVodafone Group$2,206,058$15,019 ▼-0.7%146,8810.1%Computer and TechnologyJPMJPMorgan Chase & Co.$2,053,062$2,053,062 ▲New Holding6,9820.1%FinanceBEPBrookfield Renewable Partners$1,946,851$1,946,851 ▲New Holding60,7180.1%UtilitiesNVDANVIDIA$1,902,142$1,902,142 ▲New Holding10,9550.1%Computer and TechnologyCSCOCisco Systems$1,725,460$139,573 ▼-7.5%22,2400.1%Computer and TechnologyEWWiShares MSCI Mexico ETF$1,699,057$1,699,057 ▲New Holding23,3400.1%ETFDHID.R. Horton$1,306,964$1,306,964 ▲New Holding9,5250.0%ConstructionGOOGAlphabet$1,269,485$1,269,485 ▲New Holding4,4460.0%Computer and TechnologyBAMBrookfield Asset Management$1,216,754$1,188,258 ▼-49.4%27,4560.0%FinanceSPROTT ASSET MANAGEMENT LP$1,162,847$1,162,847 ▲New Holding47,7500.0%PHYSICAL SILVERRTXRTX$1,098,679$1,098,679 ▲New Holding5,7000.0%AerospaceTUTELUS$1,055,355$1,055,355 ▲New Holding82,3720.0%UtilitiesFDXFedEx$947,398$947,398 ▲New Holding2,6600.0%TransportationGDGeneral Dynamics$881,880$881,880 ▲New Holding2,5700.0%AerospaceTFIITFI International$832,041$832,041 ▲New Holding7,9960.0%TransportationBRK.ABerkshire Hathaway$718,109$718,109 ▲New Holding10.0%FinanceCOSTCostco Wholesale$714,481$714,481 ▲New Holding7170.0%Retail/WholesaleAQNAlgonquin Power & Utilities$615,207$615,207 ▲New Holding100,7690.0%UtilitiesPLABPhotronics$541,471$541,471 ▲New Holding13,4000.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$515,442$515,442 ▲New Holding3,8780.0%ETFTTTrane Technologies$451,310$451,310 ▲New Holding1,0830.0%ConstructionIMOImperial Oil$440,895$440,895 ▲New Holding3,3930.0%EnergyGLDSPDR Gold Shares$423,817$423,817 ▲New Holding9850.0%FinanceAORiShares Core 60/40 Balanced Allocation ETF$414,267$414,267 ▲New Holding6,4380.0%ETFEMRAFEmera$408,505$408,505 ▲New Holding7,9080.0%UtilitiesJNJJohnson & Johnson$399,153$399,153 ▲New Holding1,6330.0%MedicalIHIiShares U.S. Medical Devices ETF$379,930$379,930 ▲New Holding7,2230.0%ETFSHELShell$352,451$352,451 ▲New Holding3,7900.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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