Bcv Asset Management
$3.3B 13F equity value
130 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bcv Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HUM | HUMANA INC | 445,719 | $174M | 5.2% |
| RY | ROYAL BK CDA | 780,250 | $160M | 4.8% |
| BN | BROOKFIELD CORP | 3,655,048 | $154M | 4.7% |
| GOOGL | ALPHABET INC | 401,804 | $142M | 4.3% |
| MRVL | MARVELL TECHNOLOGY INC | 417,345 | $116M | 3.5% |
| BMO | BANK MONTREAL MEDIUM | 642,300 | $113M | 3.4% |
| AMAT | APPLIED MATLS INC | 161,516 | $112M | 3.4% |
| LLY | ELI LILLY & CO | 80,697 | $99M | 3.0% |
| CP | CANADIAN PACIFIC KANSAS CITY | 1,084,795 | $94M | 2.9% |
| TXN | TEXAS INSTRS INC | 306,656 | $88M | 2.6% |
Track Bcv Asset Management's 13F portfolio: $3.3B in reported holdings, 130 positions. Top holdings and quarterly changes on SentiSense.
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