BCV Asset Management Inc. 13F Holdings · Q2 2026
BCV Asset Management Inc. reported 116 securities worth $3.31B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: HUM (5.25%), RY (4.83%), BN (4.66%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HUM | HUMANA INC | $173.7M | 5.25% | 445,719 | Added |
| 2 | RY | ROYAL BK CDA | $160.0M | 4.83% | 780,250 | Trimmed |
| 3 | BN | BROOKFIELD CORP | $154.2M | 4.66% | 3.7M | Trimmed |
| 4 | GOOGL | ALPHABET INC | $142.4M | 4.30% | 401,804 | Trimmed |
| 5 | MRVL | MARVELL TECHNOLOGY INC | $116.2M | 3.51% | 417,345 | Trimmed |
| 6 | BMO | BANK MONTREAL MEDIUM | $113.2M | 3.42% | 642,300 | Trimmed |
| 7 | AMAT | APPLIED MATLS INC | $112.4M | 3.40% | 161,516 | Trimmed |
| 8 | LLY | ELI LILLY & CO | $99.5M | 3.00% | 80,697 | Trimmed |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | $94.4M | 2.85% | 1.1M | Trimmed |
| 10 | TXN | TEXAS INSTRS INC | $87.7M | 2.65% | 306,656 | Trimmed |
| 11 | SUNC | SUNOCOCORP LLC | $86.5M | 2.61% | 1.3M | Added |
| 12 | MSFT | MICROSOFT CORP | $84.2M | 2.54% | 227,873 | Added |
| 13 | ABBV | ABBVIE INC | $83.6M | 2.53% | 328,038 | Trimmed |
| 14 | GIL | GILDAN ACTIVEWEAR INC | $77.2M | 2.33% | 1.5M | Trimmed |
| 15 | WCN | WASTE CONNECTIONS INC | $76.3M | 2.31% | 457,046 | Added |
| 16 | UNP | UNION PAC CORP | $75.6M | 2.28% | 276,791 | Trimmed |
| 17 | ASML | ASML HLDG NV | $74.9M | 2.26% | 39,695 | Trimmed |
| 18 | PBA | PEMBINA PIPELINE CORP | $73.7M | 2.23% | 1.6M | Trimmed |
| 19 | STN | STANTEC INC | $72.4M | 2.19% | 1.0M | Added |
| 20 | FSV | FIRSTSERVICE CORP NEW | $72.0M | 2.17% | 506,534 | Added |
| 21 | V | VISA INC | $70.5M | 2.13% | 205,889 | Added |
| 22 | SLF | SUN LIFE FINANCIAL INC. | $67.8M | 2.05% | 866,769 | Trimmed |
| 23 | CNQ | CANADIAN NAT RES LTD MED TER | $66.7M | 2.02% | 1.7M | Added |
| 24 | UNH | UNITEDHEALTH GROUP INC | $65.5M | 1.98% | 155,800 | Added |
| 25 | DE | DEERE & CO | $63.5M | 1.92% | 101,151 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR