StockDriftsStockDriftsTop 50 BCV Asset Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | 5.17% | 3.72M | $150.3M | +0.90%(+33.10K) | $45.78(-5.14%) | 2026-03-31 | |
| RY | ROYAL BK CDA | 4.4% | 794.7K | $128.0M | -0.95%(-7.62K) | $158.91(+28.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.01% | 405.9K | $116.6M | +0.24%(+992) | $278.34(+29.30%) | 2026-03-31 | |
| STN | STANTEC INC | 3.05% | 1.03M | $88.7M | +4.43%(+43.66K) | $100.63(-30.41%) | 2026-03-31 | |
| BMO | BANK MONTREAL MEDIUM | 3.04% | 655.7K | $88.5M | +0.15%(+1.00K) | $130.02(+33.92%) | 2026-03-31 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 3.03% | 1.12M | $88.0M | +0.31%(+3.48K) | $74.07(+18.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.86% | 224.9K | $83.2M | +0.95%(+2.11K) | $500.09(-21.92%) | 2026-03-31 | |
| GIL | GILDAN ACTIVEWEAR INC | 2.85% | 1.49M | $83.0M | -0.48%(-7.22K) | $60.13(-14.35%) | 2026-03-31 | |
| CNQ | CANADIAN NAT RES LTD MED TER | 2.83% | 1.69M | $82.2M | -32.16%(-800.95K) | $32.90(+20.47%) | 2026-03-31 | |
| CM | CANADIAN IMPERIAL BANK OF CO | 2.64% | 813.6K | $76.8M | -3.99%(-33.79K) | $85.25(+33.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.22% | +33.90% |
| Top 20 Holdings Unweighted | +15.91% | +55.72% |
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