Q2 2026 13F · SEC CIK 2110721

BCV Asset Management Inc.

Asset managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.3B
Reported positions: 116
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

BCV Asset Management Inc. is an asset manager that reported 116 positions worth $3.3B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Humana Inc (HUM, 5.2%), Royal Bk Cda (RY, 4.8%), Brookfield Corp (BN, 4.7%).

BCV Asset Management Inc. holdings largest 50 of 116 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BCV Asset Management Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
HUMHumana Inc	5.2%	2.4%	445,719	+12.1%	$173.7M
RYRoyal Bk Cda	4.8%	4.4%	780,250	-1.8%	$160.0M
BNBrookfield Corp	4.7%	5.2%	3,655,048	-1.8%	$154.2M
GOOGLAlphabet Inc	4.3%	4.0%	401,804	-1.0%	$142.4M
MRVLMarvell Technology Inc	3.5%	1.8%	417,345	-22.2%	$116.2M
BMOBank of Montreal	3.4%	3.0%	642,300	-2.0%	$113.2M
AMATApplied Matls Inc	3.4%	2.5%	161,516	-24.9%	$112.4M
LLYEli Lilly & Co	3.0%	2.6%	80,697	-2.7%	$99.5M
CPCanadian Pacific Kansas City	2.9%	3.0%	1,084,795	-3.4%	$94.4M
TXNTexas Instrs Inc	2.6%	2.1%	306,656	-1.7%	$87.7M
SUNCSunococorp LLC	2.6%	2.6%	1,261,725	+1.5%	$86.5M
MSFTMicrosoft Corp	2.5%	2.9%	227,873	+1.3%	$84.2M
ABBVAbbvie Inc	2.5%	2.5%	328,038	-2.2%	$83.6M
GILGildan Activewear Inc	2.3%	2.9%	1,493,903	-0.0%	$77.2M
WCNWaste Connections Inc	2.3%	2.5%	457,046	+1.5%	$76.3M
UNPUnion Pac Corp	2.3%	2.4%	276,791	-2.2%	$75.6M
ASMLAsml Hldg NV	2.3%	1.8%	39,695	-1.4%	$74.9M
PBAPembina Pipeline Corp	2.2%	2.4%	1,577,026	-1.0%	$73.7M
STNStantec Inc	2.2%	3.0%	1,048,820	+1.9%	$72.4M
FSVFirst Service Corp	2.2%	2.4%	506,534	+0.5%	$72.0M
VVisa Inc	2.1%	2.1%	205,889	+0.7%	$70.5M
SLFSun Life Financial Inc.	2.0%	1.9%	866,769	-1.5%	$67.8M
CNQCanadian Nat Res Ltd Med Ter	2.0%	2.8%	1,693,724	+0.2%	$66.7M
UNHUnitedhealth Group Inc	2.0%	1.4%	155,800	+0.3%	$65.5M
DEDeere & Co	1.9%	2.2%	101,151	-9.3%	$63.5M
MGAMagna Intl Inc	1.9%	1.8%	962,137	-0.2%	$62.4M
DHRDanaher Corp Del	1.9%	1.2%	321,266	+70.1%	$62.1M
NEENextera Energy Inc	1.8%	2.2%	668,136	-1.3%	$59.4M
BNSBank Nova Scotia B C	1.7%	1.6%	645,809	-6.4%	$56.0M
ARESAres Management Corp	1.7%	—	509,283	—	$54.9M
CMCanadian Imperial Bank of Co	1.3%	2.6%	386,903	-52.4%	$44.0M
TFIITfi International Inc	1.2%	—	266,364	—	$38.5M
CNICanadian Natl Ry Co	1.1%	1.1%	288,600	-5.9%	$34.7M
MCDMcdonalds Corp	0.9%	—	117,396	—	$31.4M
AVYAvery Dennison Corp	0.9%	1.1%	190,375	+6.3%	$31.2M
HCAHca Healthcare Inc	0.9%	2.0%	72,694	-40.7%	$28.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	53,236	+2.2%	$26.5M
PLDPrologis Inc	0.8%	0.7%	184,713	+17.0%	$25.7M
TMOThermo Fisher Scientific Inc	0.8%	0.6%	49,246	+32.6%	$25.0M
AMZNAmazon Com Inc	0.7%	0.6%	102,071	+16.9%	$24.6M
TJXTjx Cos Inc New	0.7%	0.9%	160,926	-2.6%	$24.4M
SUSuncor Energy Inc New	0.6%	1.1%	389,604	-19.4%	$21.0M
CRHCrh PLC	0.6%	0.6%	169,034	-2.6%	$18.4M
FERGFerguson Enterprises Inc Common Stock Ne	0.6%	0.6%	76,299	-2.0%	$18.2M
EMEEmcor Group Inc	0.5%	0.6%	21,247	-2.0%	$17.3M
NOWServicenow Inc	0.5%	—	169,765	—	$17.0M
SNPSSynopsys Inc	0.5%	0.5%	36,751	+3.5%	$16.5M
OCOwens Corning New	0.5%	0.4%	104,466	-1.9%	$16.3M
QQnity Electronics Inc Common Stock	0.4%	—	87,207	—	$13.8M
AEMAgnico Eagle Mines Ltd	0.3%	0.5%	68,640	-3.7%	$10.6M

What BCV Asset Management Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.3B	116
Q1 2026	$2.9B	120
Q4 2025	$4.0B	73

Questions about BCV Asset Management Inc.'s portfolio

What stocks does BCV Asset Management Inc. own?

BCV Asset Management Inc.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 116 positions worth $3.3B. The largest are Humana Inc (HUM) at 5.2%, Royal Bk Cda (RY) at 4.8%, Brookfield Corp (BN) at 4.7%, Alphabet Inc (GOOGL) at 4.3% and Marvell Technology Inc (MRVL) at 3.5%.

What did BCV Asset Management Inc. buy last quarter?

In Q2 2026, BCV Asset Management Inc. added Danaher Corp Del (DHR) (+70.1% shares), Thermo Fisher Scientific Inc (TMO) (+32.6% shares) and Prologis Inc (PLD) (+17.0% shares), compared with its Q1 2026 filing.

What did BCV Asset Management Inc. sell last quarter?

In Q2 2026, BCV Asset Management Inc. cut from its top 50 Bank of Amer Corp (BAC), cut from its top 50 Accenture PLC Ireland (ACN), cut from its top 50 Thomson Reuters Corp (TRI), cut from its top 50 Boyd Group Services Inc (BGSI), cut from its top 50 Old Dominion Freight Line in (ODFL), Canadian Imperial Bank of Co (CM) (-52.4% shares), Hca Healthcare Inc (HCA) (-40.7% shares) and Applied Matls Inc (AMAT) (-24.9% shares), compared with its Q1 2026 filing.

When is BCV Asset Management Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. BCV Asset Management Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.