EdgeMarket › What Bcv Asset Management Inc. reported owning
What Bcv Asset Management Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.9BPositions
120Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BN BROOKFIELD Corp /ON/ | 150.3M | 5.2% | 3.7M | 41.69 | -2.4% |
| RY ROYAL BANK OF CANADA | 128.0M | 4.4% | 794.7K | 205.23 | +50.4% |
| GOOGL Alphabet Inc. | 116.6M | 4.0% | 405.9K | 344.82 | +73.0% |
| STN STANTEC INC | 88.7M | 3.1% | 1.0M | 74.07 | -30.1% |
| BMO BANK OF MONTREAL /CAN/ | 88.5M | 3.0% | 655.7K | 174.43 | +54.7% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 88.0M | 3.0% | 1.1M | 96.69 | +30.2% |
| MSFT MICROSOFT CORP | 83.2M | 2.9% | 224.9K | 483.24 | -4.4% |
| GIL Gildan Activewear Inc. | 83.0M | 2.9% | 1.5M | 56.17 | +2.9% |
| CNQ CANADIAN NATURAL RESOURCES Ltd | 82.2M | 2.8% | 1.7M | 51.40 | +73.5% |
| CM CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | 76.8M | 2.6% | 813.6K | 116.49 | +59.3% |
| SUNC SunocoCorp LLC | 76.7M | 2.6% | 1.2M | 77.26 | — |
| LLY ELI LILLY & Co | 76.3M | 2.6% | 82.9K | 1,255.40 | +78.0% |
| AMAT APPLIED MATERIALS INC /DE | 73.5M | 2.5% | 215.2K | 492.32 | +205.9% |
| WCN Waste Connections, Inc. | 72.9M | 2.5% | 450.5K | 169.40 | -8.8% |
| ABBV AbbVie Inc. | 72.9M | 2.5% | 335.3K | 264.96 | +26.7% |
| PBA PEMBINA PIPELINE CORP | 71.1M | 2.4% | 1.6M | 48.73 | +29.6% |
| FSV FirstService Corp | 69.8M | 2.4% | 504.1K | 144.49 | -27.5% |
| HUM HUMANA INC | 68.9M | 2.4% | 397.7K | 378.88 | +30.6% |
| UNP UNION PACIFIC CORP | 68.7M | 2.4% | 283.1K | 308.05 | +36.5% |
| NEE NEXTERA ENERGY INC | 62.9M | 2.2% | 677.0K | 83.65 | +9.8% |
| DE DEERE & CO | 62.8M | 2.2% | 111.5K | 647.47 | +31.4% |
| V VISA INC. | 61.8M | 2.1% | 204.5K | 371.04 | +7.9% |
| TXN TEXAS INSTRUMENTS INC | 60.5M | 2.1% | 311.9K | 264.36 | +31.7% |
| HCA HCA Healthcare, Inc. | 58.0M | 2.0% | 122.6K | 429.19 | +4.6% |
| SLF SUN LIFE FINANCIAL INC | 54.9M | 1.9% | 880.0K | 78.98 | +34.9% |
| MGA MAGNA INTERNATIONAL INC | 53.7M | 1.8% | 964.1K | 73.05 | +64.8% |
| ASML ASML HOLDING NV | 53.2M | 1.8% | 40.3K | 1,763.76 | +135.3% |
| MRVL Marvell Technology, Inc. | 53.2M | 1.8% | 536.8K | 237.04 | +232.8% |
| BNS BANK OF NOVA SCOTIA | 47.7M | 1.6% | 690.3K | 87.57 | +54.4% |
| BAC BANK OF AMERICA CORP /DE/ | 42.5M | 1.5% | 871.9K | 61.69 | +27.6% |
| UNH UNITEDHEALTH GROUP INC | 42.0M | 1.4% | 155.4K | 390.11 | +30.1% |
| ACN Accenture plc | 41.3M | 1.4% | 208.3K | 185.28 | -27.4% |
| TRI THOMSON REUTERS CORP /CAN/ | 38.4M | 1.3% | 427.4K | 105.53 | -40.9% |
| BGSI Boyd Group Services Inc. | 38.0M | 1.3% | 298.3K | 88.25 | — |
| DHR DANAHER CORP /DE/ | 35.8M | 1.2% | 188.9K | 218.85 | +3.5% |
| SU SUNCOR ENERGY INC | 31.9M | 1.1% | 483.2K | 68.42 | +77.3% |
| CNI CANADIAN NATIONAL RAILWAY CO | 31.5M | 1.1% | 306.8K | 129.84 | +38.4% |
| AVY Avery Dennison Corp | 30.9M | 1.1% | 179.2K | 183.71 | +4.6% |
| TJX TJX COMPANIES INC /DE/ | 26.4M | 0.9% | 165.2K | 140.53 | +1.6% |
| unmapped CUSIP 084670702 | 25.0M | 0.9% | 52.1K | — | — |
| PLD Prologis, Inc. | 20.9M | 0.7% | 157.9K | 141.80 | +28.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 18.3M | 0.6% | 37.1K | 629.27 | +27.2% |
| CRH CRH PUBLIC LTD CO | 18.2M | 0.6% | 173.6K | 95.07 | -14.2% |
| AMZN AMAZON COM INC | 18.2M | 0.6% | 87.3K | 258.63 | +15.6% |
| FERG Ferguson Enterprises Inc. /DE/ | 18.2M | 0.6% | 77.9K | 242.24 | +5.1% |
| EME EMCOR Group, Inc. | 16.0M | 0.6% | 21.7K | 776.62 | +28.3% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 14.7M | 0.5% | 75.1K | 206.47 | +37.4% |
| AEM AGNICO EAGLE MINES LTD | 14.4M | 0.5% | 71.3K | 216.06 | +60.4% |
| SNPS SYNOPSYS INC | 14.1M | 0.5% | 35.5K | 397.87 | -33.8% |
| OC Owens Corning | 11.5M | 0.4% | 106.5K | 148.06 | -0.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →