BCV Asset Management Inc.

Est. AUM

$2.91B

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROOKFIELD CORP	CL A LTD VT SH	$150.3M	3722896	5.17%	SOLE
2	ROYAL BK CDA	COM	$128.0M	794717	4.40%	SOLE
3	ALPHABET INC	CAP STK CL A	$116.6M	405898	4.01%	SOLE
4	STANTEC INC	COM	$88.7M	1029411	3.05%	SOLE
5	BANK MONTREAL MEDIUM	COM	$88.5M	655741	3.04%	SOLE
6	CANADIAN PACIFIC KANSAS CITY	COM	$88.0M	1122468	3.03%	SOLE
7	MICROSOFT CORP	COM	$83.2M	224856	2.86%	SOLE
8	GILDAN ACTIVEWEAR INC	COM	$83.0M	1494591	2.85%	SOLE
9	CANADIAN NAT RES LTD MED TER	COM	$82.2M	1689724	2.83%	SOLE
10	CANADIAN IMPERIAL BANK OF CO	COM	$76.8M	813623	2.64%	SOLE
11	SUNOCOCORP LLC	COM SHS LLC	$76.7M	1243518	2.64%	SOLE
12	ELI LILLY & CO	COM	$76.3M	82923	2.62%	SOLE
13	APPLIED MATLS INC	COM	$73.5M	215189	2.53%	SOLE
14	WASTE CONNECTIONS INC	COM	$72.9M	450464	2.51%	SOLE
15	ABBVIE INC	COM	$72.9M	335274	2.51%	SOLE
16	PEMBINA PIPELINE CORP	COM	$71.1M	1592388	2.44%	SOLE
17	FIRSTSERVICE CORP NEW	COM	$69.8M	504115	2.40%	SOLE
18	HUMANA INC	COM	$68.9M	397685	2.37%	SOLE
19	UNION PAC CORP	COM	$68.7M	283070	2.36%	SOLE
20	NEXTERA ENERGY INC	COM	$62.9M	677050	2.16%	SOLE
21	DEERE & CO	COM	$62.8M	111501	2.16%	SOLE
22	VISA INC	COM CL A	$61.8M	204487	2.13%	SOLE
23	TEXAS INSTRS INC	COM	$60.5M	311934	2.08%	SOLE
24	HCA HEALTHCARE INC	COM	$58.0M	122609	2.00%	SOLE
25	SUN LIFE FINANCIAL INC.	COM	$54.9M	879984	1.89%	SOLE
26	MAGNA INTL INC	COM	$53.7M	964056	1.85%	SOLE
27	ASML HLDG NV	N Y REGISTRY SHS	$53.2M	40278	1.83%	SOLE
28	MARVELL TECHNOLOGY INC	COM	$53.2M	536769	1.83%	SOLE
29	BANK NOVA SCOTIA B C	COM	$47.7M	690268	1.64%	SOLE
30	BANK AMERICA CORP	COM	$42.5M	871905	1.46%	SOLE
31	UNITEDHEALTH GROUP INC	COM	$42.0M	155355	1.45%	SOLE
32	ACCENTURE PLC IRELAND	SHS CLASS A	$41.3M	208310	1.42%	SOLE
33	THOMSON REUTERS CORP	COM	$38.4M	427356	1.32%	SOLE
34	BOYD GROUP SERVICES INC	COM	$38.0M	298328	1.31%	SOLE
35	DANAHER CORP DEL	COM	$35.8M	188852	1.23%	SOLE
36	SUNCOR ENERGY INC NEW	COM	$31.9M	483208	1.10%	SOLE
37	CANADIAN NATL RY CO	COM	$31.5M	306755	1.08%	SOLE
38	AVERY DENNISON CORP	COM	$30.9M	179155	1.06%	SOLE
39	TJX COS INC NEW	COM	$26.4M	165152	0.91%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$25.0M	52078	0.86%	SOLE
41	PROLOGIS INC.	COM	$20.9M	157889	0.72%	SOLE
42	THERMO FISHER SCIENTIFIC INC	COM	$18.3M	37136	0.63%	SOLE
43	CRH PLC	ORD	$18.2M	173576	0.63%	SOLE
44	AMAZON COM INC	COM	$18.2M	87342	0.63%	SOLE
45	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$18.2M	77864	0.62%	SOLE
46	EMCOR GROUP INC	COM	$16.0M	21678	0.55%	SOLE
47	OLD DOMINION FREIGHT LINE IN	COM	$14.7M	75137	0.50%	SOLE
48	AGNICO EAGLE MINES LTD	COM	$14.4M	71288	0.50%	SOLE
49	SYNOPSYS INC	COM	$14.1M	35500	0.48%	SOLE
50	OWENS CORNING NEW	COM	$11.5M	106485	0.40%	SOLE

1–50 of 120

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.