BCV Asset Management Inc.

$2.9B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2110721 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.9B
ALL retained default holdings for this (filer, period), including NULL-value ones: 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

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14637` · issuer key `iss:326` CL A LTD VT SH	ADD	−$83.3M	+33,104	$234M	$150M	3,689,792	3,722,896
position key `pos:18169` · issuer key `iss:1577` COM	TRIM	−$60.6M	−7,615	$189M	$128M	802,332	794,717
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$45.9M	+992	$163M	$117M	404,906	405,898
position key `pos:17929` · issuer key `iss:1712` COM	ADD	−$44.2M	+43,660	$133M	$88.7M	985,751	1,029,411
position key `pos:18057` · issuer key `iss:231` COM	ADD	−$39.2M	+1,004	$128M	$88.5M	654,737	655,741
position key `pos:10423` · issuer key `iss:387` COM	ADD	−$39.3M	+3,482	$127M	$88.0M	1,118,986	1,122,468
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$33.6M	+2,113	$117M	$83.2M	222,743	224,856
position key `pos:12154` · issuer key `iss:822` COM	TRIM	−$64.6M	−7,223	$148M	$83.0M	1,501,814	1,494,591
position key `pos:17153` · issuer key `iss:386` COM	TRIM	−$55.2M	−800,954	$137M	$82.2M	2,490,678	1,689,724
position key `pos:13558` · issuer key `iss:384` COM	TRIM	−$34.7M	−33,790	$112M	$76.8M	847,413	813,623
position key `sid:sec:prov:e11f0280682e03dc7ee1dd54288a1c96` · issuer key `cusip6:86765Q` COM SHS LLC	ADD	−$15.9M	+3,339	$92.5M	$76.7M	1,240,179	1,243,518
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$30.2M	+983	$107M	$76.3M	81,940	82,923
position key `pos:14157` · issuer key `iss:149` COM	TRIM	−$50.1M	−80,503	$124M	$73.5M	295,692	215,189
position key `pos:16804` · issuer key `iss:1945` COM	ADD	−$19.7M	+36,418	$92.6M	$72.9M	414,046	450,464
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$27.4M	+630	$100M	$72.9M	334,644	335,274
position key `pos:18202` · issuer key `iss:1428` COM	TRIM	−$24.2M	−21,180	$95.3M	$71.1M	1,613,568	1,592,388
position key `pos:15834` · issuer key `iss:746` COM	ADD	−$9.2M	+134,089	$79.0M	$69.8M	370,026	504,115
position key `pos:10550` · issuer key `iss:929` COM	ADD	+$8.0M	+141,614	$61.0M	$68.9M	256,071	397,685
position key `pos:14191` · issuer key `iss:1855` COM	ADD	−$22.0M	+2,286	$90.7M	$68.7M	280,784	283,070
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	−$22.7M	−13,290	$85.6M	$62.9M	690,340	677,050
position key `pos:13471` · issuer key `iss:562` COM	TRIM	−$27.1M	−6,816	$89.9M	$62.8M	118,317	111,501
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$5.4M	+54,038	$67.2M	$61.8M	150,449	204,487
position key `pos:16841` · issuer key `iss:1791` COM	ADD	−$33.5M	+6,095	$94.1M	$60.5M	305,839	311,934
position key `pos:16411` · issuer key `iss:865` COM	TRIM	−$31.7M	−1,746	$89.7M	$58.0M	124,355	122,609
position key `pos:14715` · issuer key `iss:1729` COM	ADD	−$21.5M	+12,214	$76.4M	$54.9M	867,770	879,984
position key `pos:12368` · issuer key `iss:1171` COM	TRIM	−$22.4M	−6,249	$76.0M	$53.7M	970,305	964,056
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	TRIM	−$45.8M	−15,238	$99.0M	$53.2M	55,516	40,278
position key `pos:17450` · issuer key `iss:1190` COM	ADD	+$27.2M	+301,749	$25.9M	$53.2M	235,020	536,769
position key `pos:14489` · issuer key `iss:234` COM	TRIM	−$53.5M	−275,246	$101M	$47.7M	965,514	690,268
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$15.7M	+75,879	$58.2M	$42.5M	796,026	871,905
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$17.7M	−2,308	$59.7M	$42.0M	157,663	155,355
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	−$22.5M	+4,316	$63.8M	$41.3M	203,994	208,310
position key `pos:15407` · issuer key `iss:1799` COM	ADD	+$1.8M	+125,431	$36.7M	$38.4M	301,925	427,356
position key `sid:sec:prov:aa6ab07f17c5c43fd9269dc5f46e29b5` · issuer key `cusip6:103310` COM	ADD	−$30.1M	+21,382	$68.1M	$38.0M	276,946	298,328
position key `pos:15144` · issuer key `iss:556` COM	ADD	−$18.6M	+6,577	$54.4M	$35.8M	182,275	188,852
position key `pos:18253` · issuer key `iss:1731` COM	TRIM	−$9.0M	−68,181	$40.8M	$31.9M	551,389	483,208
position key `pos:17128` · issuer key `iss:385` COM	ADD	−$11.0M	+12,196	$42.5M	$31.5M	294,559	306,755
position key `pos:10368` · issuer key `iss:203` COM	ADD	−$15.1M	+3,400	$46.0M	$30.9M	175,755	179,155
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$1.0M	−82	$25.3M	$26.4M	165,234	165,152
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$3.0M	−2,657	$28.0M	$25.0M	54,735	52,078
position key `pos:16195` · issuer key `iss:1493` COM	ADD	−$8.3M	+4,316	$29.2M	$20.9M	153,573	157,889
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$1.2M	+1,130	$19.5M	$18.3M	36,006	37,136
position key `pos:11017` · issuer key `iss:2082` ORD	TRIM	−$8.0M	−29,719	$26.3M	$18.2M	203,295	173,576
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$3.0M	+15,404	$15.2M	$18.2M	71,938	87,342
position key `pos:17897` · issuer key `iss:729` COMMON STOCK NEW	ADD	−$2.3M	+210	$20.5M	$18.2M	77,654	77,864
position key `pos:11590` · issuer key `iss:645` COM	ADD	−$759K	+162	$16.8M	$16.0M	21,516	21,678
position key `pos:10426` · issuer key `iss:1352` COM	ADD	+$100K	+171	$14.6M	$14.7M	74,966	75,137
position key `pos:17250` · issuer key `iss:54` COM	TRIM	−$7.4M	−4,567	$21.8M	$14.4M	75,855	71,288
position key `pos:18221` · issuer key `iss:1739` COM	ADD	−$1.3M	+335	$15.4M	$14.1M	35,165	35,500
position key `pos:16174` · issuer key `iss:1386` COM	ADD	−$3.1M	+436	$14.6M	$11.5M	106,049	106,485
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$1.2M	+183	$8.8M	$10.1M	48,438	48,621
position key `pos:14318` · issuer key `iss:1382` COM	ADD	−$1.5M	+1,023	$11.0M	$9.5M	122,668	123,691
position key `pos:17095` · issuer key `iss:588` COM	ADD	−$1.1M	+575	$9.0M	$7.9M	81,770	82,345
position key `pos:16507` · issuer key `iss:508` COM	NEW	+$7.7M	+27,456	$0	$7.7M	—	27,456
position key `pos:10854` · issuer key `iss:300` COM	ADD	−$70.3K	+13	$7.5M	$7.4M	1,755	1,768
position key `pos:17594` · issuer key `iss:1808` COM NEW	NEW	+$7.3M	+78,917	$0	$7.3M	—	78,917
position key `pos:13215` · issuer key `iss:144` COM	NEW	+$6.2M	+24,504	$0	$6.2M	—	24,504
position key `pos:15894` · issuer key `iss:763` COM	ADD	−$1.6M	+5,219	$7.8M	$6.1M	104,845	110,064
position key `pos:11906` · issuer key `iss:1183` COM	ADD	−$458K	+66	$6.5M	$6.0M	3,076	3,142
position key `pos:12684` · issuer key `iss:650` COM	ADD	+$4.4M	+86,887	$1.3M	$5.7M	17,951	104,838
position key `pos:11005` · issuer key `iss:420` COM	ADD	−$394K	+3,086	$5.8M	$5.4M	202,909	205,995
position key `pos:15065` · issuer key `iss:1764` COM	ADD	+$3.8M	+67,153	$1.5M	$5.3M	17,342	84,495
position key `pos:11321` · issuer key `iss:239` COM SHS	TRIM	−$3.3M	−5,701	$8.5M	$5.2M	133,622	127,921
position key `pos:14538` · issuer key `iss:1243` COM	ADD	+$722K	+3,446	$4.2M	$4.9M	33,496	36,942
position key `pos:16925` · issuer key `iss:1696` COM	NEW	+$4.5M	+133,672	$0	$4.5M	—	133,672
position key `pos:12735` · issuer key `iss:209` COM	ADD	−$234K	+12	$4.6M	$4.4M	10,310	10,322
position key `pos:13354` · issuer key `iss:367` COM	ADD	−$177K	+954	$4.3M	$4.2M	56,891	57,845
position key `pos:16386` · issuer key `iss:1178` COM	ADD	+$1.9M	+71,011	$1.5M	$3.4M	29,466	100,477
position key `pos:17926` · issuer key `iss:212` COM NEW	ADD	+$670K	+56,676	$2.7M	$3.4M	76,881	133,557
position key `pos:11219` · issuer key `iss:1925` COM	ADD	−$161K	+167	$3.2M	$3.0M	20,031	20,198
position key `pos:14307` · issuer key `iss:127` COM	NEW	+$3.0M	+9,426	$0	$3.0M	—	9,426
position key `pos:11849` · issuer key `iss:104` COM	NEW	+$2.5M	+8,380	$0	$2.5M	—	8,380
position key `pos:15297` · issuer key `iss:1928` SPONSORED ADR	TRIM	−$49.1K	−1,000	$2.3M	$2.2M	147,881	146,881
position key `pos:18039` · issuer key `iss:1025` COM	NEW	+$2.1M	+6,982	$0	$2.1M	—	6,982
position key `pos:12868` · issuer key `iss:2060` PARTNERSHIP UNIT	NEW	+$1.9M	+60,718	$0	$1.9M	—	60,718
position key `pos:15642` · issuer key `iss:1334` COM	NEW	+$1.9M	+10,955	$0	$1.9M	—	10,955
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$367K	−1,799	$2.1M	$1.7M	24,039	22,240
position key `sid:sec:prov:123a0c53e532dacb9d9bef7a8493d172` · issuer key `cusip6:464286` MSCI MEXICO ETF	NEW	+$1.7M	+23,340	$0	$1.7M	—	23,340
position key `pos:14419` · issuer key `iss:549` COM	NEW	+$1.3M	+9,525	$0	$1.3M	—	9,525
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	NEW	+$1.3M	+4,446	$0	$1.3M	—	4,446
position key `pos:10732` · issuer key `iss:329` CL A LMT VTG SHS	TRIM	−$2.6M	−26,813	$3.9M	$1.2M	54,269	27,456
position key `sid:sec:prov:48b5bad00a4e6a86ec35d5bccb3517f2` · issuer key `cusip6:85207K` PHYSICAL SILVER	NEW	+$1.2M	+47,750	$0	$1.2M	—	47,750
position key `pos:15626` · issuer key `iss:1529` COM	NEW	+$1.1M	+5,700	$0	$1.1M	—	5,700
position key `pos:16754` · issuer key `iss:1770` COM	NEW	+$1.1M	+82,372	$0	$1.1M	—	82,372
position key `pos:17674` · issuer key `iss:728` COM	NEW	+$947K	+2,660	$0	$947K	—	2,660
position key `pos:17281` · issuer key `iss:809` COM	NEW	+$882K	+2,570	$0	$882K	—	2,570
position key `pos:11894` · issuer key `iss:1744` COM	NEW	+$832K	+7,996	$0	$832K	—	7,996
position key `pos:11020` · issuer key `iss:255` CL A	NEW	+$718K	+1	$0	$718K	—	1
position key `pos:12030` · issuer key `iss:525` COM	NEW	+$714K	+717	$0	$714K	—	717
position key `pos:10186` · issuer key `iss:71` COM	NEW	+$615K	+100,769	$0	$615K	—	100,769
position key `pos:10257` · issuer key `iss:1449` COM	NEW	+$541K	+13,400	$0	$541K	—	13,400
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	NEW	+$515K	+3,878	$0	$515K	—	3,878
position key `pos:14081` · issuer key `iss:2235` SHS	NEW	+$451K	+1,083	$0	$451K	—	1,083
position key `pos:10301` · issuer key `iss:959` COM NEW	NEW	+$441K	+3,393	$0	$441K	—	3,393
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	NEW	+$424K	+985	$0	$424K	—	985
position key `sid:sec:prov:1ca2d64400ecaae8ebb48163bf36057b` · issuer key `cusip6:464289` CORE 60/40 BALAN	NEW	+$414K	+6,438	$0	$414K	—	6,438
position key `pos:12285` · issuer key `iss:646` COM	NEW	+$409K	+7,908	$0	$409K	—	7,908
position key `pos:13599` · issuer key `iss:1035` COM	NEW	+$399K	+1,633	$0	$399K	—	1,633
position key `pos:16747` · issuer key `iss:1013` U.S. MED DVC ETF	NEW	+$380K	+7,223	$0	$380K	—	7,223
position key `pos:14503` · issuer key `iss:1578` SPON ADS	NEW	+$352K	+3,790	$0	$352K	—	3,790

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 118 issuers · $2.9B disclosed value over 120 rows · 0 undisclosed-value rows

View

This 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

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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

2 positions · 2 reported rows

Rows BCV Asset Management Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$117M	405,898
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$1.3M	4,446

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$76.8M

813,623

2.6%

—

SUNOCOCORP LLC · COM SHS LLC CUSIP 86765Q106
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$38.4M

427,356

1.3%

—

BOYD GROUP SERVICES INC · COM CUSIP 103310108
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$26.4M

165,152

0.9%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows BCV Asset Management Inc. reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$25.0M	52,078
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$718K	1

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$2.1M

6,982

0.1%

—

BROOKFIELD RENEWABLE ENERGY · PARTNERSHIP UNIT CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.7M

22,240

0.1%

—

ISHARES INC · MSCI MEXICO ETF CUSIP 464286822
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.2M

27,456

0.0%

—

SPROTT ASSET MANAGEMENT LP · PHYSICAL SILVER CUSIP 85207K107
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$541K

13,400

0.0%

—

SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$424K

985

0.0%

—

ISHARES TR · CORE 60/40 BALAN CUSIP 464289867
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$399K

1,633

0.0%

—

ISHARES TR · U.S. MED DVC ETF CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$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 —
2026-03-31 filed 2026-05-08 +38d

src ↗

$331K

4,155

0.0%

—

ISHARES TR · MSCI EAFE ETF CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$327K

3,481

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 68.7%below median 80.0%
Concentration index: 236 bpsbelow median 446 bps
Positions with value: 120 / 120median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 68.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 236 · QoQ moves: 124

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open BCV Asset Management Inc.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).