BCV Asset Management Inc.
CIK 2110721 · EDGAR ↗
- sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
- $2.9B
- every reported holding for this filer and quarter, including ones with no disclosed value
- 120
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 51
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 4
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
by shares · How classified ↗Period
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A LTD VT SH · position key pos:14637 · issuer key iss:326 | ADD | −$83.3M | +33,104 | $234M | $150M | 3,689,792 | 3,722,896 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:18169 · issuer key iss:1577 | TRIM | −$60.6M | −7,615 | $189M | $128M | 802,332 | 794,717 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CAP STK CL A · position key pos:15142 · issuer key iss:89 | ADD | −$45.9M | +992 | $163M | $117M | 404,906 | 405,898 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17929 · issuer key iss:1712 | ADD | −$44.2M | +43,660 | $133M | $88.7M | 985,751 | 1,029,411 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:18057 · issuer key iss:231 | ADD | −$39.2M | +1,004 | $128M | $88.5M | 654,737 | 655,741 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:10423 · issuer key iss:387 | ADD | −$39.3M | +3,482 | $127M | $88.0M | 1,118,986 | 1,122,468 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11825 · issuer key iss:1225 | ADD | −$33.6M | +2,113 | $117M | $83.2M | 222,743 | 224,856 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:12154 · issuer key iss:822 | TRIM | −$64.6M | −7,223 | $148M | $83.0M | 1,501,814 | 1,494,591 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17153 · issuer key iss:386 | TRIM | −$55.2M | −800,954 | $137M | $82.2M | 2,490,678 | 1,689,724 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13558 · issuer key iss:384 | TRIM | −$34.7M | −33,790 | $112M | $76.8M | 847,413 | 813,623 |
| — | share class as filed: COM SHS LLC · position key sid:sec:prov:e11f0280682e03dc7ee1dd54288a1c96 · issuer key cusip6:86765Q | ADD | −$15.9M | +3,339 | $92.5M | $76.7M | 1,240,179 | 1,243,518 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15863 · issuer key iss:1123 | ADD | −$30.2M | +983 | $107M | $76.3M | 81,940 | 82,923 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14157 · issuer key iss:149 | TRIM | −$50.1M | −80,503 | $124M | $73.5M | 295,692 | 215,189 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:16804 · issuer key iss:1945 | ADD | −$19.7M | +36,418 | $92.6M | $72.9M | 414,046 | 450,464 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15499 · issuer key iss:23 | ADD | −$27.4M | +630 | $100M | $72.9M | 334,644 | 335,274 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:18202 · issuer key iss:1428 | TRIM | −$24.2M | −21,180 | $95.3M | $71.1M | 1,613,568 | 1,592,388 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15834 · issuer key iss:746 | ADD | −$9.2M | +134,089 | $79.0M | $69.8M | 370,026 | 504,115 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:10550 · issuer key iss:929 | ADD | +$8.0M | +141,614 | $61.0M | $68.9M | 256,071 | 397,685 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14191 · issuer key iss:1855 | ADD | −$22.0M | +2,286 | $90.7M | $68.7M | 280,784 | 283,070 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:10718 · issuer key iss:1311 | TRIM | −$22.7M | −13,290 | $85.6M | $62.9M | 690,340 | 677,050 |
Flags: no row carries a flag.
1–20 of the 100 changes on this page
1–100 of 124 changes
Holdings without a security ID are counted, not compared. Method ↗
Reported positions — 2026-03-31
118 issuers · 120 rowsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt |
|---|---|---|---|---|---|
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROOKFIELD CORP · CL A LTD VT SH CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $150M | 3,722,896 | 5.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROYAL BK CDA · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $128M | 794,717 | 4.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALPHABET INC | $118M | 410,344 | 4.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STANTEC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $88.7M | 1,029,411 | 3.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BANK MONTREAL MEDIUM · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $88.5M | 655,741 | 3.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CANADIAN PACIFIC KANSAS CITY · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $88.0M | 1,122,468 | 3.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $83.2M | 224,856 | 2.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GILDAN ACTIVEWEAR INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $83.0M | 1,494,591 | 2.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CANADIAN NAT RES LTD MED TER · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $82.2M | 1,689,724 | 2.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CANADIAN IMPERIAL BANK OF CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $76.8M | 813,623 | 2.6% | |
| — | SUNOCOCORP LLC · COM SHS LLC CUSIP 86765Q106 quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $76.7M | 1,243,518 | 2.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELI LILLY & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $76.3M | 82,923 | 2.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLIED MATLS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $73.5M | 215,189 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WASTE CONNECTIONS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $72.9M | 450,464 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABBVIE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $72.9M | 335,274 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PEMBINA PIPELINE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $71.1M | 1,592,388 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FIRSTSERVICE CORP NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $69.8M | 504,115 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HUMANA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $68.9M | 397,685 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNION PAC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $68.7M | 283,070 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEXTERA ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $62.9M | 677,050 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DEERE & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $62.8M | 111,501 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISA INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $61.8M | 204,487 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TEXAS INSTRS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $60.5M | 311,934 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HCA HEALTHCARE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $58.0M | 122,609 | 2.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SUN LIFE FINANCIAL INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $54.9M | 879,984 | 1.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MAGNA INTL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $53.7M | 964,056 | 1.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASML HLDG NV · N Y REGISTRY SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $53.2M | 40,278 | 1.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MARVELL TECHNOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $53.2M | 536,769 | 1.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BANK NOVA SCOTIA B C · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $47.7M | 690,268 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BANK AMERICA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $42.5M | 871,905 | 1.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNITEDHEALTH GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $42.0M | 155,355 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ACCENTURE PLC IRELAND · SHS CLASS A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $41.3M | 208,310 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | THOMSON REUTERS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $38.4M | 427,356 | 1.3% | |
| — | BOYD GROUP SERVICES INC · COM CUSIP 103310108 quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $38.0M | 298,328 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DANAHER CORP DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $35.8M | 188,852 | 1.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SUNCOR ENERGY INC NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $31.9M | 483,208 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CANADIAN NATL RY CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $31.5M | 306,755 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AVERY DENNISON CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $30.9M | 179,155 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TJX COS INC NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $26.4M | 165,152 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BERKSHIRE HATHAWAY INC DEL | $25.7M | 52,079 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROLOGIS INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $20.9M | 157,889 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | THERMO FISHER SCIENTIFIC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $18.3M | 37,136 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRH PLC · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $18.2M | 173,576 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $18.2M | 87,342 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FERGUSON ENTERPRISES INC · COMMON STOCK NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $18.2M | 77,864 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EMCOR GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $16.0M | 21,678 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OLD DOMINION FREIGHT LINE IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $14.7M | 75,137 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AGNICO EAGLE MINES LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $14.4M | 71,288 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SYNOPSYS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $14.1M | 35,500 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OWENS CORNING NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $11.5M | 106,485 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHEVRON CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $10.1M | 48,621 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OTIS WORLDWIDE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $9.5M | 123,691 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISNEY WALT CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $7.9M | 82,345 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CONSTELLATION ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $7.7M | 27,456 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BOOKING HOLDINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $7.4M | 1,768 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TORONTO DOMINION BK ONT · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $7.3M | 78,917 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $6.2M | 24,504 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FORTIS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $6.1M | 110,064 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MARKEL GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $6.0M | 3,142 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ENBRIDGE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $5.7M | 104,838 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENOVUS ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $5.4M | 205,995 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TC ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $5.3M | 84,495 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BARRICK MNG CORP · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $5.2M | 127,921 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MOLINA HEALTHCARE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $4.9M | 36,942 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SOUTH BOW CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $4.5M | 133,672 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AXON ENTERPRISE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $4.4M | 10,322 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CVS HEALTH CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $4.2M | 57,845 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MANULIFE FINL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $3.4M | 100,477 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BCE INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $3.4M | 133,557 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISTRA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $3.0M | 20,198 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANALOG DEVICES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $3.0M | 9,426 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMERICAN EXPRESS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $2.5M | 8,380 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VODAFONE GROUP PLC · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $2.2M | 146,881 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JPMORGAN CHASE & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $2.1M | 6,982 | 0.1% | |
| — | BROOKFIELD RENEWABLE ENERGY · PARTNERSHIP UNIT CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $1.9M | 60,718 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $1.9M | 10,955 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CISCO SYS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $1.7M | 22,240 | 0.1% | |
| — | ISHARES INC · MSCI MEXICO ETF CUSIP 464286822 quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $1.7M | 23,340 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | D R HORTON INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $1.3M | 9,525 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROOKFIELD ASSET MANAGMT LTD · CL A LMT VTG SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $1.2M | 27,456 | 0.0% | |
| — | SPROTT ASSET MANAGEMENT LP · PHYSICAL SILVER CUSIP 85207K107 quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $1.2M | 47,750 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RTX CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $1.1M | 5,700 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TELUS CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $1.1M | 82,372 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FEDEX CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $947K | 2,660 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENERAL DYNAMICS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $882K | 2,570 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TRANSFORCE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $832K | 7,996 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COSTCO WHOLESALE CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $714K | 717 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALGONQUIN POWER & UTILITIES · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $615K | 100,769 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PHOTRONICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $541K | 13,400 | 0.0% | |
| — | SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $515K | 3,878 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TRANE TECHNOLOGIES PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $451K | 1,083 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IMPERIAL OIL LTD · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $441K | 3,393 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPDR GOLD TR · GOLD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $424K | 985 | 0.0% | |
| — | ISHARES TR · CORE 60/40 BALAN CUSIP 464289867 quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $414K | 6,438 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EMERA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $409K | 7,908 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JOHNSON & JOHNSON · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $399K | 1,633 | 0.0% | |
| — | ISHARES TR · U.S. MED DVC ETF CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $380K | 7,223 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHELL PLC · SPON ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $352K | 3,790 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WELLS FARGO & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d | $331K | 4,155 | 0.0% | |
| — | ISHARES TR · MSCI EAFE ETF CUSIP — quarter ended 2026-03-31 filed filed 2026-05-08 +38d ticker not yet mapped | $327K | 3,481 | 0.0% |
1–20 of the 100 issuers on this page
1–100 of 118 issuers · page 1 of 2
One line per issuer, largest first — open a line for its reported rows. Grouping ↗
Book shape
Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.- 68.7%below median 80.0%
- integer Herfindahl–Hirschman index in basis points over disclosed position values
- 236 bpsbelow median 446 bps
- holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
- 120 / 120median book 97.5 positions
124 quarter-over-quarter rows
Filing history
| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
Complete source filings on SEC EDGAR
The filing on EDGAR is the record, including any filed after this build.
Open BCV Asset Management Inc.'s 13F filings on SEC EDGAR ↗A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.
Affiliated managers may report the same position, so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice.