BCV Asset Management Inc. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.0B
Holdings
73
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNBROOKFIELD CORP | 3,689,792 | $233.6M | 5.91% | |
| 2 | RYROYAL BK CDA | 802,332 | $188.6M | 4.77% | |
| 3 | GOOGLALPHABET INC | 404,906 | $162.6M | 4.11% | |
| 4 | GILGILDAN ACTIVEWEAR INC | 1,501,814 | $147.6M | 3.73% | |
| 5 | CRCCANADIAN NAT RES LTD | 2,490,678 | $137.4M | 3.47% | |
| 6 | STNSTANTEC INC | 985,751 | $132.9M | 3.36% | |
| 7 | BMOBANK MONTREAL QUE | 654,737 | $127.7M | 3.23% | |
| 8 | CPCANADIAN PACIFIC KANSAS CITY | 1,118,986 | $127.3M | 3.22% | |
| 9 | AMATAPPLIED MATLS INC | 295,692 | $123.6M | 3.13% | |
| 10 | MSFTMICROSOFT CORP | 222,743 | $116.7M | 2.95% | |
| 11 | CMCANADIAN IMPERIAL BANK OF CO | 847,413 | $111.5M | 2.82% | |
| 12 | LLYELI LILLY & CO | 81,940 | $106.5M | 2.69% | |
| 13 | BNSBANK NOVA SCOTIA HALIFAX | 965,514 | $101.2M | 2.56% | |
| 14 | ABBVABBVIE INC | 334,644 | $100.3M | 2.54% | |
| 15 | ASMLASML HOLDING N V | 55,516 | $99.0M | 2.50% | |
| 16 | PPLPEMBINA PIPELINE CORP | 1,613,568 | $95.3M | 2.41% | |
| 17 | TXNTEXAS INSTRS INC | 305,839 | $94.0M | 2.38% | |
| 18 | WCNWASTE CONNECTIONS INC | 414,046 | $92.6M | 2.34% | |
| 19 | SUNCSUNOCOCORP LLC | 1,240,179 | $92.5M | 2.34% | |
| 20 | UNPUNION PAC CORP | 280,784 | $90.7M | 2.29% | |
| 21 | DEDEERE & CO | 118,317 | $89.9M | 2.27% | |
| 22 | HCAHCA HEALTHCARE INC | 124,355 | $89.7M | 2.27% | |
| 23 | NEENEXTERA ENERGY INC | 690,340 | $85.6M | 2.16% | |
| 24 | FSVFIRSTSERVICE CORP NEW | 370,026 | $79.0M | 2.00% | |
| 25 | LIESUN LIFE FINANCIAL INC. | 867,770 | $76.4M | 1.93% | |
| 26 | MGAMAGNA INTL INC | 970,305 | $76.0M | 1.92% | |
| 27 | BYDBOYD GROUP SERVICES INC | 276,946 | $68.1M | 1.72% | |
| 28 | VVISA INC | 150,449 | $67.2M | 1.70% | |
| 29 | ACNACCENTURE PLC IRELAND | 203,994 | $63.8M | 1.61% | |
| 30 | HUMHUMANA INC | 256,071 | $61.0M | 1.54% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 157,663 | $59.7M | 1.51% | |
| 32 | BACBANK AMERICA CORP | 796,026 | $58.2M | 1.47% | |
| 33 | DHRDANAHER CORPORATION | 182,275 | $54.4M | 1.38% | |
| 34 | AVYAVERY DENNISON CORP | 175,755 | $46.0M | 1.16% | |
| 35 | CNRCANADIAN NATL RY CO | 294,559 | $42.5M | 1.07% | |
| 36 | SUSUNCOR ENERGY INC NEW | 551,389 | $40.8M | 1.03% | |
| 37 | TRITHOMSON REUTERS CORP | 301,925 | $36.7M | 0.93% | |
| 38 | PLDPROLOGIS INC. | 153,573 | $29.2M | 0.74% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 54,735 | $28.0M | 0.71% | |
| 40 | RHCRH PLC | 203,295 | $26.3M | 0.66% | |
| 41 | MRVLMARVELL TECHNOLOGY INC | 235,020 | $25.9M | 0.66% | |
| 42 | TJXTJX COS INC NEW | 165,234 | $25.3M | 0.64% | |
| 43 | AEMAGNICO EAGLE MINES LTD | 75,855 | $21.8M | 0.55% | |
| 44 | FERGFERGUSON ENTERPRISES INC | 77,654 | $20.5M | 0.52% | |
| 45 | TMOTHERMO FISHER SCIENTIFIC INC | 36,006 | $19.5M | 0.49% | |
| 46 | EMEEMCOR GROUP INC | 21,516 | $16.8M | 0.42% | |
| 47 | SNPSSYNOPSYS INC | 35,165 | $15.4M | 0.39% | |
| 48 | AMZNAMAZON COM INC | 71,938 | $15.2M | 0.38% | |
| 49 | OCOWENS CORNING NEW | 106,049 | $14.6M | 0.37% | |
| 50 | ODFLOLD DOMINION FREIGHT LINE IN | 74,966 | $14.6M | 0.37% | |
| 51 | OTISOTIS WORLDWIDE CORP | 122,668 | $11.0M | 0.28% | |
| 52 | DISDISNEY WALT CO | 81,770 | $9.0M | 0.23% | |
| 53 | CVXCHEVRON CORP NEW | 48,438 | $8.8M | 0.22% | |
| 54 | BBARRICK MNG CORP | 133,622 | $8.5M | 0.22% | |
| 55 | FTSFORTIS INC | 104,845 | $7.8M | 0.20% | |
| 56 | BKNGBOOKING HOLDINGS INC | 1,755 | $7.5M | 0.19% | |
| 57 | MKLMARKEL GROUP INC | 3,076 | $6.5M | 0.16% | |
| 58 | CVECENOVUS ENERGY INC | 202,909 | $5.8M | 0.15% | |
| 59 | AXONAXON ENTERPRISE INC | 10,310 | $4.6M | 0.12% | |
| 60 | CVSCVS HEALTH CORP | 56,891 | $4.3M | 0.11% | |
| 61 | MOHMOLINA HEALTHCARE INC | 33,496 | $4.2M | 0.11% | |
| 62 | BAMBROOKFIELD ASSET MANAGMT LTD | 54,269 | $3.9M | 0.10% | |
| 63 | VSTVISTRA CORP | 20,031 | $3.2M | 0.08% | |
| 64 | EWYISHARES INC | 24,425 | $2.7M | 0.07% | |
| 65 | BCEBCE INC | 76,881 | $2.7M | 0.07% | |
| 66 | ICVTISHARES TR | 39,632 | $2.5M | 0.06% | |
| 67 | VODVODAFONE GROUP PLC NEW | 147,881 | $2.3M | 0.06% | |
| 68 | CSCOCISCO SYS INC | 24,039 | $2.1M | 0.05% | |
| 69 | BCCCGLOBAL X FDS | 43,335 | $1.6M | 0.04% | |
| 70 | TRPTC ENERGY CORP | 17,342 | $1.5M | 0.04% | |
| 71 | MFCMANULIFE FINL CORP | 29,466 | $1.5M | 0.04% | |
| 72 | TMUST-MOBILE US INC | 9,000 | $1.5M | 0.04% | |
| 73 | ENBENBRIDGE INC | 17,951 | $1.3M | 0.03% |