Arkolith/Funds/BCV Asset Management Inc.

BCV Asset Management Inc.

CIK: 2110721Q1 2026
Active Filer
Portfolio Value
$2.9B
Positions
124
New Buys
51
4 sold
Changes
47 ↑ / 22 ↓

Top HoldingsQ1 2026

124 total positions
#SecurityValueShares% PortChangeΔ Shares
1BROOKFIELD CORP
CL A LTD VT SH
$150.3M3.72M5.2%
ADDED
+33.1K
2ROYAL BK CDA
COM
$128.0M794.7K4.4%
REDUCED
-7,615
3ALPHABET INC
CAP STK CL A
$116.6M405.9K4.0%
ADDED
+992
4STANTEC INC
COM
$88.7M1.03M3.1%
ADDED
+43.7K
5BANK MONTREAL MEDIUM
COM
$88.5M655.7K3.0%
ADDED
+1.0K
6CANADIAN PACIFIC KANSAS CITY
COM
$88.0M1.12M3.0%
ADDED
+3.5K
7MICROSOFT CORP
COM
$83.2M224.9K2.9%
ADDED
+2.1K
8GILDAN ACTIVEWEAR INC
COM
$83.0M1.49M2.9%
REDUCED
-7,223
9CANADIAN NAT RES LTD MED TER
COM
$82.2M1.69M2.8%
REDUCED
-800,954
10CANADIAN IMPERIAL BANK OF CO
COM
$76.8M813.6K2.6%
REDUCED
-33,790
11SUNOCOCORP LLC
COM SHS LLC
$76.7M1.24M2.6%
ADDED
+3.3K
12ELI LILLY & CO
COM
$76.3M82.9K2.6%
ADDED
+983
13APPLIED MATLS INC
COM
$73.5M215.2K2.5%
REDUCED
-80,503
14WASTE CONNECTIONS INC
COM
$72.9M450.5K2.5%
ADDED
+36.4K
15ABBVIE INC
COM
$72.9M335.3K2.5%
ADDED
+630
16PEMBINA PIPELINE CORP
COM
$71.1M1.59M2.4%
REDUCED
-21,180
17FIRSTSERVICE CORP NEW
COM
$69.8M504.1K2.4%
ADDED
+134.1K
18HUMANA INC
COM
$68.9M397.7K2.4%
ADDED
+141.6K
19UNION PAC CORP
COM
$68.7M283.1K2.4%
ADDED
+2.3K
20NEXTERA ENERGY INC
COM
$62.9M677.0K2.2%
REDUCED
-13,290
21DEERE & CO
COM
$62.8M111.5K2.2%
REDUCED
-6,816
22VISA INC
COM CL A
$61.8M204.5K2.1%
ADDED
+54.0K
23TEXAS INSTRS INC
COM
$60.5M311.9K2.1%
ADDED
+6.1K
24HCA HEALTHCARE INC
COM
$58.0M122.6K2.0%
REDUCED
-1,746
25SUN LIFE FINANCIAL INC.
COM
$54.9M880.0K1.9%
ADDED
+12.2K
Showing top 25 of 124 positions

Filing History

Q1 2026120 pos
$2.9B
Q4 202573 pos
$4.0B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 8, 2026