Sponsored
The Analysis of BCV Asset Management Inc.'s Holdings & P&L
Currently, BCV Asset Management Inc. holds 120 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in MRVL (+301.7K shares, valued at $29.9M), HUM (+141.6K shares, valued at $24.6M), FSV (+134.1K shares, valued at $18.6M); decreased their positions in CNQ (-801.0K shares, valued at $39.0M), AMAT (-80.5K shares, valued at $27.5M), ASML (-15.2K shares, valued at $20.1M); initiated new positions in CEG (+27.5K shares, valued at $7.7M), TD (+78.9K shares, valued at $7.3M), AAPL (+24.5K shares, valued at $6.2M).
1M P&L
+19.9M+0.62%
3M P&L
+255.6M+8.56%
HY P&L
+331.0M+11.38%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Banks - Diversified393.2M
13.5%
2Railroads188.2M
6.5%
3Oil & Gas Midstream163.1M
5.6%
Top Industries by Stock Count
1N/A10 stocks
8.4%
2Banks - Diversified8 stocks
6.7%
3Semiconductors5 stocks
4.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
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BN
0.90%BROOKFIELD CORP
Shares3.7M
Event2026-03-31
Filed2026-05-08
RY
-0.95%ROYAL BK CDA
Shares794.7K
Event2026-03-31
Filed2026-05-08
GOOGL
0.24%ALPHABET INC
Shares405.9K
Event2026-03-31
Filed2026-05-08
STN
4.43%STANTEC INC
Shares1.0M
Event2026-03-31
Filed2026-05-08
BMO
0.15%BANK MONTREAL MEDIUM
Shares655.7K
Event2026-03-31
Filed2026-05-08
CP
0.31%CANADIAN PACIFIC KANSAS CITY
Shares1.1M
Event2026-03-31
Filed2026-05-08
MSFT
0.95%MICROSOFT CORP
Shares224.9K
Event2026-03-31
Filed2026-05-08
GIL
-0.48%GILDAN ACTIVEWEAR INC
Shares1.5M
Event2026-03-31
Filed2026-05-08
CNQ
-32.16%CANADIAN NAT RES LTD MED TER
Shares1.7M
Event2026-03-31
Filed2026-05-08
CM
-3.99%CANADIAN IMPERIAL BANK OF CO
Shares813.6K
Event2026-03-31
Filed2026-05-08
SUNC
0.27%SUNOCOCORP LLC
Shares1.2M
Event2026-03-31
Filed2026-05-08
LLY
1.20%ELI LILLY & CO
Shares82.9K
Event2026-03-31
Filed2026-05-08
AMAT
-27.23%APPLIED MATLS INC
Shares215.2K
Event2026-03-31
Filed2026-05-08
WCN
8.80%WASTE CONNECTIONS INC
Shares450.5K
Event2026-03-31
Filed2026-05-08
ABBV
0.19%ABBVIE INC
Shares335.3K
Event2026-03-31
Filed2026-05-08
PBA
-1.31%PEMBINA PIPELINE CORP
Shares1.6M
Event2026-03-31
Filed2026-05-08
FSV
36.24%FIRSTSERVICE CORP NEW
Shares504.1K
Event2026-03-31
Filed2026-05-08
HUM
55.30%HUMANA INC
Shares397.7K
Event2026-03-31
Filed2026-05-08
UNP
0.81%UNION PAC CORP
Shares283.1K
Event2026-03-31
Filed2026-05-08
NEE
-1.93%NEXTERA ENERGY INC
Shares677.0K
Event2026-03-31
Filed2026-05-08
DE
-5.76%DEERE & CO
Shares111.5K
Event2026-03-31
Filed2026-05-08
V
35.92%VISA INC
Shares204.5K
Event2026-03-31
Filed2026-05-08
TXN
1.99%TEXAS INSTRS INC
Shares311.9K
Event2026-03-31
Filed2026-05-08
HCA
-1.40%HCA HEALTHCARE INC
Shares122.6K
Event2026-03-31
Filed2026-05-08
SLF
1.41%SUN LIFE FINANCIAL INC.
Shares880.0K
Event2026-03-31
Filed2026-05-08
MGA
-0.64%MAGNA INTL INC
Shares964.1K
Event2026-03-31
Filed2026-05-08
ASML
-27.45%ASML HLDG NV
Shares40.3K
Event2026-03-31
Filed2026-05-08
MRVL
128.39%MARVELL TECHNOLOGY INC
Shares536.8K
Event2026-03-31
Filed2026-05-08
BNS
-28.51%BANK NOVA SCOTIA B C
Shares690.3K
Event2026-03-31
Filed2026-05-08
BAC
9.53%BANK AMERICA CORP
Shares871.9K
Event2026-03-31
Filed2026-05-08
UNH
-1.46%UNITEDHEALTH GROUP INC
Shares155.4K
Event2026-03-31
Filed2026-05-08
ACN
2.12%ACCENTURE PLC IRELAND
Shares208.3K
Event2026-03-31
Filed2026-05-08
TRI
41.54%THOMSON REUTERS CORP
Shares427.4K
Event2026-03-31
Filed2026-05-08
BYDGF
7.72%BOYD GROUP SERVICES INC
Shares298.3K
Event2026-03-31
Filed2026-05-08
DHR
3.61%DANAHER CORP DEL
Shares188.9K
Event2026-03-31
Filed2026-05-08
SU
-12.37%SUNCOR ENERGY INC NEW
Shares483.2K
Event2026-03-31
Filed2026-05-08
CNI
4.14%CANADIAN NATL RY CO
Shares306.8K
Event2026-03-31
Filed2026-05-08
AVY
1.93%AVERY DENNISON CORP
Shares179.2K
Event2026-03-31
Filed2026-05-08
TJX
-0.05%TJX COS INC NEW
Shares165.2K
Event2026-03-31
Filed2026-05-08
BRK.B
-4.85%BERKSHIRE HATHAWAY INC DEL
Shares52.1K
Event2026-03-31
Filed2026-05-08
PLD
2.81%PROLOGIS INC.
Shares157.9K
Event2026-03-31
Filed2026-05-08
TMO
3.14%THERMO FISHER SCIENTIFIC INC
Shares37.1K
Event2026-03-31
Filed2026-05-08
CRH
-14.62%CRH PLC
Shares173.6K
Event2026-03-31
Filed2026-05-08
AMZN
21.41%AMAZON COM INC
Shares87.3K
Event2026-03-31
Filed2026-05-08
FERG
0.27%FERGUSON ENTERPRISES INC
Shares77.9K
Event2026-03-31
Filed2026-05-08
EME
0.75%EMCOR GROUP INC
Shares21.7K
Event2026-03-31
Filed2026-05-08
ODFL
0.23%OLD DOMINION FREIGHT LINE IN
Shares75.1K
Event2026-03-31
Filed2026-05-08
AEM
-6.02%AGNICO EAGLE MINES LTD
Shares71.3K
Event2026-03-31
Filed2026-05-08
SNPS
0.95%SYNOPSYS INC
Shares35.5K
Event2026-03-31
Filed2026-05-08
OC
0.41%OWENS CORNING NEW
Shares106.5K
Event2026-03-31
Filed2026-05-08
CVX
0.38%CHEVRON CORPORATION
Shares48.6K
Event2026-03-31
Filed2026-05-08
OTIS
0.83%OTIS WORLDWIDE CORP
Shares123.7K
Event2026-03-31
Filed2026-05-08
DIS
0.70%DISNEY WALT CO
Shares82.3K
Event2026-03-31
Filed2026-05-08
CEG
NewCONSTELLATION ENERGY CORP
Shares27.5K
Event2026-03-31
Filed2026-05-08
BKNG
0.74%BOOKING HOLDINGS INC
Shares1.8K
Event2026-03-31
Filed2026-05-08
TD
NewTORONTO DOMINION BK ONT
Shares78.9K
Event2026-03-31
Filed2026-05-08
AAPL
NewAPPLE INC
Shares24.5K
Event2026-03-31
Filed2026-05-08
FTS
4.98%FORTIS INC
Shares110.1K
Event2026-03-31
Filed2026-05-08
MKL
2.15%MARKEL GROUP INC
Shares3.1K
Event2026-03-31
Filed2026-05-08
ENB
484.02%ENBRIDGE INC
Shares104.8K
Event2026-03-31
Filed2026-05-08
CVE
1.52%CENOVUS ENERGY INC
Shares206.0K
Event2026-03-31
Filed2026-05-08
TRP
387.23%TC ENERGY CORP
Shares84.5K
Event2026-03-31
Filed2026-05-08
B
-4.27%BARRICK MNG CORP
Shares127.9K
Event2026-03-31
Filed2026-05-08
MOH
10.29%MOLINA HEALTHCARE INC
Shares36.9K
Event2026-03-31
Filed2026-05-08
SOBO
NewSOUTH BOW CORP
Shares133.7K
Event2026-03-31
Filed2026-05-08
AXON
0.12%AXON ENTERPRISE INC
Shares10.3K
Event2026-03-31
Filed2026-05-08
CVS
1.68%CVS HEALTH CORP
Shares57.8K
Event2026-03-31
Filed2026-05-08
MFC
240.99%MANULIFE FINL CORP
Shares100.5K
Event2026-03-31
Filed2026-05-08
BCE
73.72%BCE INC
Shares133.6K
Event2026-03-31
Filed2026-05-08
VST
0.83%VISTRA CORP
Shares20.2K
Event2026-03-31
Filed2026-05-08
ADI
NewANALOG DEVICES INC
Shares9.4K
Event2026-03-31
Filed2026-05-08
AXP
NewAMERICAN EXPRESS CO
Shares8.4K
Event2026-03-31
Filed2026-05-08
VOD
-0.68%VODAFONE GROUP PLC
Shares146.9K
Event2026-03-31
Filed2026-05-08
JPM
NewJPMORGAN CHASE & CO
Shares7.0K
Event2026-03-31
Filed2026-05-08
BEP
NewBROOKFIELD RENEWABLE ENERGY
Shares60.7K
Event2026-03-31
Filed2026-05-08
NVDA
NewNVIDIA CORPORATION
Shares11.0K
Event2026-03-31
Filed2026-05-08
CSCO
-7.48%CISCO SYS INC
Shares22.2K
Event2026-03-31
Filed2026-05-08
EWW
NewISHARES INC
Shares23.3K
Event2026-03-31
Filed2026-05-08
DHI
NewD R HORTON INC
Shares9.5K
Event2026-03-31
Filed2026-05-08
GOOG
NewALPHABET INC
Shares4.4K
Event2026-03-31
Filed2026-05-08
BAM
-49.41%BROOKFIELD ASSET MANAGMT LTD
Shares27.5K
Event2026-03-31
Filed2026-05-08
PSLV
NewSPROTT ASSET MANAGEMENT LP
Shares47.8K
Event2026-03-31
Filed2026-05-08
RTX
NewRTX CORPORATION
Shares5.7K
Event2026-03-31
Filed2026-05-08
TU
NewTELUS CORPORATION
Shares82.4K
Event2026-03-31
Filed2026-05-08
FDX
NewFEDEX CORP
Shares2.7K
Event2026-03-31
Filed2026-05-08
GD
NewGENERAL DYNAMICS CORP
Shares2.6K
Event2026-03-31
Filed2026-05-08
TFII
NewTRANSFORCE INC
Shares8.0K
Event2026-03-31
Filed2026-05-08
BRK.A
NewBERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-05-08
COST
NewCOSTCO WHOLESALE CORPORATION
Shares717
Event2026-03-31
Filed2026-05-08
AQN
NewALGONQUIN POWER & UTILITIES
Shares100.8K
Event2026-03-31
Filed2026-05-08
PLAB
NewPHOTRONICS INC
Shares13.4K
Event2026-03-31
Filed2026-05-08
XLK
NewSELECT SECTOR SPDR TR
Shares3.9K
Event2026-03-31
Filed2026-05-08
TT
NewTRANE TECHNOLOGIES PLC
Shares1.1K
Event2026-03-31
Filed2026-05-08
IMO
NewIMPERIAL OIL LTD
Shares3.4K
Event2026-03-31
Filed2026-05-08
GLD
NewSPDR GOLD TR
Shares985
Event2026-03-31
Filed2026-05-08
AOR
NewISHARES TR
Shares6.4K
Event2026-03-31
Filed2026-05-08
EMA
NewEMERA INC
Shares7.9K
Event2026-03-31
Filed2026-05-08
JNJ
NewJOHNSON & JOHNSON
Shares1.6K
Event2026-03-31
Filed2026-05-08
IHI
NewISHARES TR
Shares7.2K
Event2026-03-31
Filed2026-05-08
SHEL
NewSHELL PLC
Shares3.8K
Event2026-03-31
Filed2026-05-08
WFC
NewWELLS FARGO & CO
Shares4.2K
Event2026-03-31
Filed2026-05-08
EFA
NewISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-08
CINGULATE INC
NewCINGULATE INC
Shares51.2K
Event2026-03-31
Filed2026-05-08
HON
NewHONEYWELL INTL INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
BBY
NewBEST BUY INC
Shares4.6K
Event2026-03-31
Filed2026-05-08
OTEX
NewOPEN TEXT CORP
Shares12.9K
Event2026-03-31
Filed2026-05-08
HD
NewHOME DEPOT INC
Shares840
Event2026-03-31
Filed2026-05-08
NTR
NewNUTRIEN LTD
Shares3.1K
Event2026-03-31
Filed2026-05-08
AMD
NewADVANCED MICRO DEVICES INC
Shares1.1K
Event2026-03-31
Filed2026-05-08
GS
NewGOLDMAN SACHS GROUP INC
Shares250
Event2026-03-31
Filed2026-05-08
ORCL
NewORACLE CORP
Shares1.4K
Event2026-03-31
Filed2026-05-08
JCI
NewJOHNSON CONTROLS INTERNATION
Shares1.6K
Event2026-03-31
Filed2026-05-08
USAS
NewAMERICAS GOLD AND SILVER COR
Shares24.6K
Event2026-03-31
Filed2026-05-08
DNN
NewDENISON MINES CORP
Shares27.1K
Event2026-03-31
Filed2026-05-08
ACHV
NewACHIEVE LIFE SCIENCE INC
Shares26.4K
Event2026-03-31
Filed2026-05-08
QNC
NewQUANTUM EMOTION CORP
Shares17.4K
Event2026-03-31
Filed2026-05-08
VFF
NewVILLAGE FARMS INTL INC
Shares13.3K
Event2026-03-31
Filed2026-05-08
ZTEK
NewZENTEK LTD
Shares70.6K
Event2026-03-31
Filed2026-05-08
GOSS
NewGOSSAMER BIO INC
Shares106.5K
Event2026-03-31
Filed2026-05-08
LEXX
NewLEXARIA BIOSCIENCE CORP
Shares10.0K
Event2026-03-31
Filed2026-05-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available