QV Investors

QV Investors as of Sept. 30, 2025

Portfolio Holdings for QV Investors

QV Investors holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cgi Inc Cl A Sub Vtg (GIB) 5.9 $68M 762k 89.09
Rbc Cad (RY) 5.8 $67M 454k 147.42
Sun Life Financial (SLF) 5.2 $60M 1.0M 60.06
Enbridge (ENB) 5.2 $60M 1.2M 50.46
Canadian Natl Ry (CNI) 4.8 $55M 586k 94.32
Franco-Nevada Corporation (FNV) 4.7 $54M 244k 222.63
Fortis (FTS) 4.3 $49M 970k 50.73
Emera (EMA) 3.6 $41M 862k 47.99
Tor Dom Bk Cad (TD) 3.5 $41M 508k 79.98
Tfii Cn (TFII) 3.4 $39M 442k 88.03
Rb Global (RBA) 3.2 $37M 338k 108.34
Rogers Communications Inc-b CL B (RCI) 2.8 $32M 936k 34.43
Magna Intl Inc cl a (MGA) 2.6 $31M 645k 47.39
Brp (DOOO) 2.5 $29M 483k 60.82
Telus International Cda (TIXT) 2.4 $27M 6.1M 4.46
Johnson & Johnson (JNJ) 2.3 $26M 140k 185.42
Pepsi (PEP) 1.9 $22M 153k 140.44
Alphabet Inc Class A cs (GOOGL) 1.9 $22M 88k 243.10
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.8 $21M 305k 68.63
Imperial Oil (IMO) 1.7 $20M 219k 90.69
Canadian Natural Resources (CNQ) 1.7 $20M 622k 31.98
UnitedHealth (UNH) 1.5 $18M 52k 345.29
Stantec (STN) 1.5 $17M 161k 107.87
Union Pacific Corporation (UNP) 1.5 $17M 73k 236.37
Unilever (UL) 1.5 $17M 292k 59.28
Solventum Corp (SOLV) 1.5 $17M 235k 73.00
Amazon (AMZN) 1.4 $16M 75k 219.57
Brookfield Asset Management (BAM) 1.3 $15M 269k 56.92
Thor Industries (THO) 1.2 $14M 134k 103.69
Centene Corporation (CNC) 1.1 $13M 362k 35.68
Dollar General (DG) 1.1 $13M 124k 103.35
Novo Nordisk A/S (NVO) 1.1 $12M 223k 55.49
AutoZone (AZO) 1.1 $12M 2.9k 4290.28
Applied Materials (AMAT) 1.0 $12M 59k 204.74
Merck & Co (MRK) 1.0 $12M 141k 83.93
Alibaba Group Holding (BABA) 1.0 $11M 61k 178.73
Warrior Met Coal (HCC) 0.9 $11M 166k 63.64
Bank Ozk (OZK) 0.8 $9.4M 184k 50.98
EOG Resources (EOG) 0.7 $8.7M 77k 112.11
Estee Lauder Companies (EL) 0.6 $7.4M 84k 88.12
Starbucks Corporation (SBUX) 0.6 $7.2M 85k 84.59
Darden Restaurants (DRI) 0.5 $6.2M 33k 190.35
Cummins (CMI) 0.5 $6.0M 14k 422.37
Berkshire Hathaway Inc-cl B CL B (BRK.B) 0.5 $5.7M 11k 502.70
National Resh Corp cl a (NRC) 0.4 $4.9M 381k 12.78
Paccar (PCAR) 0.4 $4.8M 49k 98.33
Ross Stores (ROST) 0.4 $4.7M 31k 152.39
JPMorgan Chase & Co. (JPM) 0.4 $4.4M 14k 315.43
Exxon Mobil Corporation (XOM) 0.4 $4.3M 38k 112.76
3M Company (MMM) 0.4 $4.2M 27k 155.19
Home Depot (HD) 0.3 $4.0M 9.8k 405.24
Chevron Corporation (CVX) 0.3 $3.9M 25k 155.30
American Express Company (AXP) 0.3 $3.5M 11k 332.19
Walt Disney Company (DIS) 0.3 $3.4M 30k 114.49
Micron Technology (MU) 0.3 $3.1M 19k 167.33
Lennox International (LII) 0.2 $2.7M 5.1k 529.38
McKesson Corporation (MCK) 0.2 $2.5M 3.2k 772.68
One Gas (OGS) 0.1 $1.1M 14k 80.97
AFLAC Incorporated (AFL) 0.1 $1.1M 10k 111.74
Bank of America Corporation (BAC) 0.1 $1.1M 21k 51.59
Haemonetics Corporation (HAE) 0.1 $1.1M 22k 48.74
Xpel (XPEL) 0.1 $1.0M 32k 33.08
Viper Energy Inc Cl A (VNOM) 0.1 $879k 23k 38.21