BCV Asset Management Inc.
CIK 2110721 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- BN5.91%
- RY4.77%
- GOOGL4.11%
- GIL3.73%
- CNQ3.47%
- STN3.36%
- BMO3.23%
- CP3.22%
- AMAT3.13%
- MSFT2.95%
Share classes counted separately37.88%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNBROOKFIELD CORPCL A LTD VT SH View history and evidence | $233.63M | 5.91% | 3.69M shares | Prior unavailable — | — | ↗▾ |
| 02 | RYROYAL BANK OF CANADA View history and evidence | $188.61M | 4.77% | 802.33K shares | Prior unavailable — | — | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $162.57M | 4.11% | 404.91K shares | Prior unavailable — | — | ↗▾ |
| 04 | GILGILDAN ACTIVEWEAR INC View history and evidence | $147.60M | 3.73% | 1.50M shares | Prior unavailable — | — | ↗▾ |
| 05 | CNQCANADIAN NATURAL RESOURCES View history and evidence | $137.39M | 3.47% | 2.49M shares | Prior unavailable — | — | ↗▾ |
| 06 | STNSTANTEC INC View history and evidence | $132.92M | 3.36% | 985.75K shares | Prior unavailable — | — | ↗▾ |
| 07 | BMOBANK OF MONTREAL View history and evidence | $127.68M | 3.23% | 654.74K shares | Prior unavailable — | — | ↗▾ |
| 08 | CPCANADIAN PACIFIC KANSAS CITY View history and evidence | $127.34M | 3.22% | 1.12M shares | Prior unavailable — | — | ↗▾ |
| 09 | AMATAPPLIED MATERIALS INC View history and evidence | $123.58M | 3.13% | 295.69K shares | Prior unavailable — | — | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $116.75M | 2.95% | 222.74K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2110721 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3954416795
}Research all 73 reported holdings.
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