BCV Asset Management

BCV Asset Management as of Dec. 31, 2025

Portfolio Holdings for BCV Asset Management

BCV Asset Management holds 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Brookfield Corp Cl A Ltd Vt Sh (BN) 5.9 $234M 3.7M 63.32
Rbc Cad (RY) 4.8 $189M 802k 235.08
Alphabet Cap Stk Cl A (GOOGL) 4.1 $163M 405k 401.51
Gildan Activewear Inc Com Cad (GIL) 3.7 $148M 1.5M 98.28
Canadian Natural Resources (CNQ) 3.5 $137M 2.5M 55.16
Stantec (STN) 3.4 $133M 986k 134.84
Bank Of Montreal Cadcom (BMO) 3.2 $128M 655k 195.00
Canadian Pacific Kansas City (CP) 3.2 $127M 1.1M 113.80
Applied Materials (AMAT) 3.1 $124M 296k 417.94
Microsoft Corporation (MSFT) 3.0 $117M 223k 524.15
Cibc Cad (CM) 2.8 $112M 847k 131.60
Eli Lilly & Co. (LLY) 2.7 $107M 82k 1299.78
Bk Nova Cad (BNS) 2.6 $101M 966k 104.77
Abbvie (ABBV) 2.5 $100M 335k 299.84
Asml Holding N V N Y Registry Shs (ASML) 2.5 $99M 56k 1782.52
Pembina Pipeline Corp (PBA) 2.4 $95M 1.6M 59.04
Texas Instruments Incorporated (TXN) 2.4 $94M 306k 307.52
Waste Connections (WCN) 2.3 $93M 414k 223.69
Sunococorp Com Shs Llc (SUNC) 2.3 $93M 1.2M 74.62
Union Pacific Corporation (UNP) 2.3 $91M 281k 322.97
Deere & Company (DE) 2.3 $90M 118k 759.97
Hca Holdings (HCA) 2.3 $90M 124k 721.39
Nextera Energy (NEE) 2.2 $86M 690k 124.01
Firstservice Corp (FSV) 2.0 $79M 370k 213.50
Sun Life Financial (SLF) 1.9 $76M 868k 88.07
Magna Intl Inc cl a (MGA) 1.9 $76M 970k 78.37
Boyd Group Services (BGSI) 1.7 $68M 277k 245.84
Visa Com Cl A (V) 1.7 $67M 150k 446.89
Accenture Plc Ireland Shs Class A (ACN) 1.6 $64M 204k 312.77
Humana (HUM) 1.5 $61M 256k 238.09
UnitedHealth (UNH) 1.5 $60M 158k 378.59
Bank of America Corporation (BAC) 1.5 $58M 796k 73.08
Danaher Corporation (DHR) 1.4 $54M 182k 298.60
Avery Dennison Corporation (AVY) 1.2 $46M 176k 261.68
Canadian Natl Ry (CNI) 1.1 $43M 295k 144.20
Suncor Energy (SU) 1.0 $41M 551k 74.03
Thomson Reuters Corp. (TRI) 0.9 $37M 302k 121.47
Prologis (PLD) 0.7 $29M 154k 189.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $28M 55k 510.70
CRH Ord (CRH) 0.7 $26M 203k 129.21
Marvell Technology (MRVL) 0.7 $26M 235k 110.41
TJX Companies (TJX) 0.6 $25M 165k 153.31
Agnico (AEM) 0.6 $22M 76k 287.31
Ferguson Enterprises Common Stock New (FERG) 0.5 $21M 78k 263.88
Thermo Fisher Scientific (TMO) 0.5 $20M 36k 540.26
Emcor (EME) 0.4 $17M 22k 779.09
Synopsys (SNPS) 0.4 $15M 35k 437.45
Amazon (AMZN) 0.4 $15M 72k 210.66
Owens Corning (OC) 0.4 $15M 106k 137.97
Old Dominion Freight Line (ODFL) 0.4 $15M 75k 194.49
Otis Worldwide Corp (OTIS) 0.3 $11M 123k 90.07
Walt Disney Company (DIS) 0.2 $9.0M 82k 110.04
Chevron Corporation (CVX) 0.2 $8.8M 48k 182.31
Barrick Mng Corp Com Shs (B) 0.2 $8.5M 134k 63.74
Fortis (FTS) 0.2 $7.8M 105k 73.97
Booking Holdings (BKNG) 0.2 $7.5M 1.8k 4281.14
Markel Corporation (MKL) 0.2 $6.5M 3.1k 2103.68
Cenovus Energy (CVE) 0.1 $5.8M 203k 28.79
Axon Enterprise (AXON) 0.1 $4.6M 10k 447.87
CVS Caremark Corporation (CVS) 0.1 $4.3M 57k 76.13
Molina Healthcare (MOH) 0.1 $4.2M 34k 125.43
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $3.9M 54k 71.09
Vistra Energy (VST) 0.1 $3.2M 20k 159.60
Ishares Msci Sth Kor Etf (EWY) 0.1 $2.7M 24k 110.47
Bce Com New (BCE) 0.1 $2.7M 77k 35.01
Ishares Tr Conv Bd Etf (ICVT) 0.1 $2.5M 40k 61.96
Vodafone Group Sponsored Adr (VOD) 0.1 $2.3M 148k 15.25
Cisco Systems (CSCO) 0.1 $2.1M 24k 87.06
Global X Fds Msci Greece Etf (GREK) 0.0 $1.6M 43k 37.27
Tc Energy Corp (TRP) 0.0 $1.5M 17k 86.52
Manulife Finl Corp (MFC) 0.0 $1.5M 30k 50.07
Metropcs Communications (TMUS) 0.0 $1.5M 9.0k 163.62
Enbridge (ENB) 0.0 $1.3M 18k 73.30