13F-HR filed by BCV Asset Management Inc.
BCV Asset Management Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 73 holding rows worth $3,954,416,795.
- Accession
- 0002110721-26-000001
- Filer
- CIK 2110721
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 73 entries on the cover page, a total value of $3,954,416,795 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,954,416,795 with VALUE read as dollars as filed, 13F file number 028-26595. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 3,689,792 | $233,631,568 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 802,332 | $188,613,330 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 404,906 | $162,573,167 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 1,501,814 | $147,598,280 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 2,490,678 | $137,394,626 | dollars as filed | |
| STANTEC INC COM | 85472N109 | Stock | 985,751 | $132,917,808 | dollars as filed | |
| BANK MONTREAL MEDIUM COM | 063671101 | Stock | 654,737 | $127,676,705 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 1,118,986 | $127,340,229 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 295,692 | $123,582,202 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 222,743 | $116,749,767 | dollars as filed | |
| CANADIAN IMPERIAL BANK OF COMM COM | 136069101 | Stock | 847,413 | $111,516,303 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 81,940 | $106,504,363 | dollars as filed | |
| BANK NOVA SCOTIA B C COM | 064149107 | Stock | 965,514 | $101,159,253 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 334,644 | $100,338,341 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 55,516 | $98,958,570 | dollars as filed | |
| PEMBINA PIPELINE CORP COM | 706327103 | Stock | 1,613,568 | $95,257,526 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 305,839 | $94,050,540 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 414,046 | $92,616,850 | dollars as filed | |
| SUNOCOCORP LLC | 86765Q106 | COMMON STOCK | 1,240,179 | $92,537,541 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 280,784 | $90,683,951 | dollars as filed | |
| Deere & Company | 244199105 | COM | 118,317 | $89,917,888 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 124,355 | $89,708,424 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 690,340 | $85,610,483 | dollars as filed | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 370,026 | $79,000,552 | dollars as filed | |
| SUN LIFE FINANCIAL INC. COM | 866796105 | Stock | 867,770 | $76,427,931 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 970,305 | $76,041,936 | dollars as filed | |
| BOYD GROUP SERVICES INC COM | 103310108 | Stock | 276,946 | $68,084,405 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 150,449 | $67,234,531 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 203,994 | $63,802,883 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 256,071 | $60,967,429 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 157,663 | $59,690,017 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 796,026 | $58,175,549 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 182,275 | $54,427,473 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 175,755 | $45,991,494 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 294,559 | $42,474,896 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 551,389 | $40,820,661 | dollars as filed | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 301,925 | $36,674,924 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 153,573 | $29,159,373 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 54,735 | $27,953,282 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 203,295 | $26,267,528 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 235,020 | $25,948,770 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 165,234 | $25,332,365 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 75,855 | $21,793,701 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 77,654 | $20,491,338 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 36,006 | $19,452,738 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 21,516 | $16,762,900 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 35,165 | $15,382,929 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 71,938 | $15,154,159 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 106,049 | $14,631,581 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 74,966 | $14,580,137 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 122,668 | $11,048,357 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 81,770 | $8,997,649 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 48,438 | $8,830,899 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 133,622 | $8,517,528 | dollars as filed | |
| FORTIS INC | 349553107 | COM | 104,845 | $7,755,473 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,755 | $7,513,401 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 3,076 | $6,470,935 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 202,909 | $5,841,539 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 10,310 | $4,617,540 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 56,891 | $4,331,169 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 33,496 | $4,201,403 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 54,269 | $3,857,993 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 20,031 | $3,196,948 | dollars as filed | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 24,425 | $2,698,285 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 76,881 | $2,691,604 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 39,632 | $2,455,599 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 147,881 | $2,255,185 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 24,039 | $2,092,815 | dollars as filed | |
| GLOBAL X FDS | 37954Y319 | CMN | 43,335 | $1,615,095 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 17,342 | $1,500,430 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 29,466 | $1,475,363 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 9,000 | $1,472,580 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 17,951 | $1,315,808 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002110721-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |