BCV Asset Management Inc. holds a diversified book of 120 stocks worth $2.9B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Constellation Energy and trimmed Royal Bank Of Canada. Their largest long position is Brookfield Corp at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110721/holdings"
Use Arkolith to show BCV Asset Management Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Brookfield Corp CL A LTD VT SH | $150.3M | 3.72M | 5.2% | ▲+0.9% Added · +33K sh | |
| 2 | Royal BK Cda COM | $128.0M | 794.7K | 4.4% | ▼−0.9% Reduced · −8K sh | |
| 3 | Alphabet Inc CAP STK CL A | $116.6M | 405.9K | 4.0% | ▲+0.2% Added · +992 sh | |
| 4 | Stantec Inc COM | $88.7M | 1.03M | 3.1% | ▲+4.4% Added · +44K sh | |
| 5 | Bank Montreal Medium COM | $88.5M | 655.7K | 3.0% | ▲+0.1% Added · +1K sh | |
| 6 | Canadian Pacific Kansas City COM | $88.0M | 1.12M | 3.0% | ▲+0.3% Added · +3K sh | |
| 7 | Microsoft Corp COM | $83.2M | 224.9K | 2.9% | ▲+0.9% Added · +2K sh | |
| 8 | Gildan Activewear Inc COM | $83.0M | 1.49M | 2.9% | ▼−0.5% Reduced · −7K sh | |
| 9 | Canadian Nat Res Ltd Med Ter COM | $82.2M | 1.69M | 2.8% | ▼−32% Reduced · −801K sh | |
| 10 | Canadian Imperial Bank Of Co COM | $76.8M | 813.6K | 2.6% | ▼−4.0% Reduced · −34K sh | |
| 11 | Sunococorp LLC COM SHS LLC | $76.7M | 1.24M | 2.6% | ▲+0.3% Added · +3K sh | |
| 12 | Eli Lilly & Co COM | $76.3M | 82.9K | 2.6% | ▲+1.2% Added · +983 sh | |
| 13 | Applied Matls Inc COM | $73.5M | 215.2K | 2.5% | ▼−27% Reduced · −81K sh | |
| 14 | Waste Connections Inc COM | $72.9M | 450.5K | 2.5% | ▲+8.8% Added · +36K sh | |
| 15 | Abbvie Inc COM | $72.9M | 335.3K | 2.5% | ▲+0.2% Added · +630 sh | |
| 16 | Pembina Pipeline Corp COM | $71.1M | 1.59M | 2.4% | ▼−1.3% Reduced · −21K sh | |
| 17 | Firstservice Corp New COM | $69.8M | 504.1K | 2.4% | ▲+36% Added · +134K sh | |
| 18 | Humana Inc COM | $68.9M | 397.7K | 2.4% | ▲+55% Added · +142K sh | |
| 19 | Union Pac Corp COM | $68.7M | 283.1K | 2.4% | ▲+0.8% Added · +2K sh | |
| 20 | NextEra Energy Inc COM | $62.9M | 677.0K | 2.2% | ▼−1.9% Reduced · −13K sh | |
| 21 | Deere & Co COM | $62.8M | 111.5K | 2.2% | ▼−5.8% Reduced · −7K sh | |
| 22 | Visa Inc COM CL A | $61.8M | 204.5K | 2.1% | ▲+36% Added · +54K sh | |
| 23 | Texas Instrs Inc COM | $60.5M | 311.9K | 2.1% | ▲+2.0% Added · +6K sh | |
| 24 | Hca Healthcare Inc COM | $58.0M | 122.6K | 2.0% | ▼−1.4% Reduced · −2K sh | |
| 25 | Sun Life Financial Inc. COM | $54.9M | 880.0K | 1.9% | ▲+1.4% Added · +12K sh | |
| 26 | Magna Intl Inc COM | $53.7M | 964.1K | 1.8% | ▼−0.6% Reduced · −6K sh | |
| 27 | ASML Hldg NV N Y REGISTRY SHS | $53.2M | 40.3K | 1.8% | ▼−27% Reduced · −15K sh | |
| 28 | Marvell Technology Inc COM | $53.2M | 536.8K | 1.8% | ▲+128% Added · +302K sh | |
| 29 | Bank Nova Scotia B C COM | $47.7M | 690.3K | 1.6% | ▼−29% Reduced · −275K sh | |
| 30 | Bank America Corp COM | $42.5M | 871.9K | 1.5% | ▲+9.5% Added · +76K sh | |
| 31 | Unitedhealth Group Inc COM | $42.0M | 155.4K | 1.4% | ▼−1.5% Reduced · −2K sh | |
| 32 | Accenture PLC Ireland SHS CLASS A | $41.3M | 208.3K | 1.4% | ▲+2.1% Added · +4K sh | |
| 33 | Thomson Reuters Corp COM | $38.4M | 427.4K | 1.3% | ▲+42% Added · +125K sh | |
| 34 | Boyd Group Services Inc COM | $38.0M | 298.3K | 1.3% | ▲+7.7% Added · +21K sh | |
| 35 | Danaher Corp Del COM | $35.8M | 188.9K | 1.2% | ▲+3.6% Added · +7K sh | |
| 36 | Suncor Energy Inc New COM | $31.9M | 483.2K | 1.1% | ▼−12% Reduced · −68K sh | |
| 37 | Canadian Natl Ry Co COM | $31.5M | 306.8K | 1.1% | ▲+4.1% Added · +12K sh | |
| 38 | Avery Dennison Corp COM | $30.9M | 179.2K | 1.1% | ▲+1.9% Added · +3K sh | |
| 39 | TJX Cos Inc New COM | $26.4M | 165.2K | 0.9% | ▼~0% Reduced · −82 sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $25.0M | 52.1K | 0.9% | ▼−4.8% Reduced · −3K sh | |
| 41 | Prologis Inc. COM | $20.9M | 157.9K | 0.7% | ▲+2.8% Added · +4K sh | |
| 42 | Thermo Fisher Scientific Inc COM | $18.3M | 37.1K | 0.6% | ▲+3.1% Added · +1K sh | |
| 43 | CRH PLC ORD | $18.2M | 173.6K | 0.6% | ▼−15% Reduced · −30K sh | |
| 44 | Amazon Com Inc COM | $18.2M | 87.3K | 0.6% | ▲+21% Added · +15K sh | |
| 45 | Ferguson Enterprises Inc COMMON STOCK NEW | $18.2M | 77.9K | 0.6% | ▲+0.3% Added · +210 sh | |
| 46 | Emcor Group Inc COM | $16.0M | 21.7K | 0.6% | ▲+0.8% Added · +162 sh | |
| 47 | Old Dominion Freight Line In COM | $14.7M | 75.1K | 0.5% | ▲+0.2% Added · +171 sh | |
| 48 | Agnico Eagle Mines Ltd COM | $14.4M | 71.3K | 0.5% | ▼−6.0% Reduced · −5K sh | |
| 49 | Synopsys Inc COM | $14.1M | 35.5K | 0.5% | ▲+0.9% Added · +335 sh | |
| 50 | Owens Corning New COM | $11.5M | 106.5K | 0.4% | ▲+0.4% Added · +436 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.