DOSSIER · 13F-HR · Q2 2026

BCV Asset Management Inc.

$3.3B in tracked AUM across 116 positions as of Q2 2026.

BA
CIK 0002110721 · last filed Jun 30, 2026
Total AUM
$3.3B
as of Q2 2026
Holdings
116
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BCV Asset Management Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HUM
HUMANA INC
$174M446K5.2%
02
RY
ROYAL BK CDA
$160M780K4.8%
03
BN
BROOKFIELD CORP
$154M3.7M4.7%
04
GOOGL
ALPHABET INC
$142M402K4.3%
05
MRVL
MARVELL TECHNOLOGY INC
$116M417K3.5%
06
BMO
BANK MONTREAL MEDIUM
$113M642K3.4%
07
AMAT
APPLIED MATLS INC
$112M162K3.4%
08
LLY
ELI LILLY & CO
$99M81K3.0%
09
CP
CANADIAN PACIFIC KANSAS CITY
$94M1.1M2.9%
10
TXN
TEXAS INSTRS INC
$88M307K2.6%

Filing history

2026Q2Jun 30
$3.3B 13.9%
116 positionsView →
2026Q1Mar 31
$2.9B 26.5%
120 positionsView →
2025Q4Dec 31
$4.0B
73 positionsView →