Holders — by stockHoldings — by fund
Beutel, Goodman & Co Ltd.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001361974
$13.59B
disclosed book value
163
positions
5.7%
largest position share
Positions, as of 2026-06-30
top 100 of 163 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TDToronto Dominion Bk | 6.4M | $780.4M | 5.7% |
| 2 | BMOBank of Montreal | 2.7M | $476.3M | 3.5% |
| 3 | RYRoyal Bank Cda | 2.2M | $451.3M | 3.3% |
| 4 | PPGPPG Industries | 3.2M | $391.4M | 2.9% |
| 5 | EBAYEbay Inc | 3.4M | $376.2M | 2.8% |
| 6 | CBChubb Limited | 957,066 | $326.1M | 2.4% |
| 7 | QSRRestaurant Brands International | 4.4M | $320.8M | 2.4% |
| 8 | CPCanadian Pacific Kansas City | 3.6M | $308.2M | 2.3% |
| 9 | MDTMedtronic PLC | 3.9M | $306.8M | 2.3% |
| 10 | MASMasco | 3.7M | $302.0M | 2.2% |
| 11 | NTAPNetApp | 1.9M | $298.0M | 2.2% |
| 12 | UNPUnion Pacific Corp. | 1.1M | $286.3M | 2.1% |
| 13 | CNQCanadian Natural Resources Ltd. | 6.9M | $272.7M | 2% |
| 14 | RCLRoyal Caribbean | 850,102 | $269.9M | 2% |
| 15 | RCIRogers Communications | 8.2M | $266.8M | 2% |
| 16 | MRKMerck& Co Inc | 2.1M | $266.4M | 2% |
| 17 | SUSuncor Energy | 4.9M | $266.1M | 2% |
| 18 | BNBrookfield Corporation | 6.2M | $263.9M | 1.9% |
| 19 | MRSHMarsh & McLennan | 1.6M | $262.3M | 1.9% |
| 20 | AMPAmeriprise Financial | 555,992 | $255.1M | 1.9% |
| 21 | BDXBecton Dickinson & Co | 1.7M | $254.9M | 1.9% |
| 22 | CNICdn Natl Railway | 2.1M | $251.1M | 1.8% |
| 23 | FLSFlowserve Corp | 3.3M | $245.6M | 1.8% |
| 24 | MFCManulife Fincl Corp | 5.9M | $239.5M | 1.8% |
| 25 | DOXAmdocs Ltd | 4.6M | $233.2M | 1.7% |
| 26 | WABWABTEC CORP | 846,411 | $228.2M | 1.7% |
| 27 | OMCOmnicom Group | 3.1M | $225.1M | 1.7% |
| 28 | ELVElevance Health | 578,463 | $223.7M | 1.6% |
| 29 | GFLGFL Environmental | 5.7M | $210.3M | 1.5% |
| 30 | GIBCGI Group | 3.2M | $208.5M | 1.5% |
| 31 | BAMBrookfield Asset Management | 4.6M | $205.4M | 1.5% |
| 32 | NTRNutrien | 3.2M | $202.0M | 1.5% |
| 33 | FTSFortis Inc | 3.5M | $198.8M | 1.5% |
| 34 | AXPAmerican Express Co | 573,168 | $193.9M | 1.4% |
| 35 | QCOMQualcomm | 1.0M | $191.5M | 1.4% |
| 36 | AMGNAmgen Inc | 520,577 | $188.5M | 1.4% |
| 37 | RBARB Global | 1.5M | $173.6M | 1.3% |
| 38 | FNVFranco Nevada Corp | 813,030 | $169.6M | 1.2% |
| 39 | AMATApplied Materials | 231,052 | $167.1M | 1.2% |
| 40 | CIGIColliers Intl | 1.8M | $166.8M | 1.2% |
| 41 | WFCWells Fargo | 1.9M | $160.5M | 1.2% |
| 42 | GILGildan Activewear | 2.9M | $151.8M | 1.1% |
| 43 | TRPTC Energy | 2.3M | $151.5M | 1.1% |
| 44 | AZOAutoZone | 47,043 | $150.3M | 1.1% |
| 45 | CORCencora | 509,678 | $144.2M | 1.1% |
| 46 | KMBKimberly Clark Corp | 1.3M | $143.1M | 1.1% |
| 47 | GENGen Digital | 5.7M | $143.0M | 1.1% |
| 48 | BGSIBoyd Group Services | 1.5M | $141.2M | 1% |
| 49 | ATSATS Corp | 4.8M | $138.2M | 1% |
| 50 | SLFSun Life Fncl Inc | 1.7M | $136.8M | 1% |
| 51 | CAECAE Inc | 5.4M | $135.6M | 1% |
| 52 | SEICSEI Investments | 1.5M | $131.1M | 1% |
| 53 | BLKBlackRock | 126,149 | $121.3M | 0.9% |
| 54 | CMICummins Inc | 162,137 | $115.6M | 0.9% |
| 55 | CMCSAComcast Corp | 4.2M | $103.0M | 0.8% |
| 56 | SYYSysco | 946,382 | $79.1M | 0.6% |
| 57 | CGCarlyle Group | 1.3M | $53.5M | 0.4% |
| 58 | AGIAlamos Gold | 1.5M | $45.8M | 0.3% |
| 59 | MDAMDA Space | 880,713 | $36.4M | 0.3% |
| 60 | TFPMTriple Flag Precious Metals | 1.2M | $35.4M | 0.3% |
| 61 | DCBODocebo | 1.5M | $27.6M | 0.2% |
| 62 | SPYGSPDR Portfolio S&P 500 Growth | 227,125 | $27.0M | 0.2% |
| 63 | BBUCBrookfield Business Corporation | 898,787 | $26.8M | 0.2% |
| 64 | EPRXEupraxia Pharmaceuticals | 3.6M | $23.8M | 0.2% |
| 65 | CMCanadian Imperial Bk | 194,002 | $22.3M | 0.2% |
| 66 | EMAEmera | 267,668 | $14.2M | 0.1% |
| 67 | MICCMagnum Ice Cream Company | 794,297 | $13.8M | 0.1% |
| 68 | BNSBank of Nova Scotia | 154,626 | $13.4M | 0.1% |
| 69 | AAPLApple | 40,549 | $11.7M | 0.1% |
| 70 | BEPBrookfield Renewable Partners | 336,133 | $11.7M | 0.1% |
| 71 | DNNDenison Mines Corp | 3.7M | $11.3M | 0.1% |
| 72 | MSFTMicrosoft | 29,057 | $10.8M | 0.1% |
| 73 | PBAPembina Pipeline Corp. | 216,311 | $10.0M | 0.1% |
| 74 | JPMJPMorgan Chase & Co. | 29,568 | $9.7M | 0.1% |
| 75 | JNJJohnson & Johnson | 36,671 | $9.3M | 0.1% |
| 76 | JCIJohnson Controls International | 62,395 | $9.1M | 0.1% |
| 77 | AEMAgnico-Eagle Mines Ltd. | 39,187 | $6.1M | 0% |
| 78 | CSCOCisco Systems | 45,100 | $5.3M | 0% |
| 79 | GOOGAlphabet | 14,627 | $5.2M | 0% |
| 80 | TRIThomson Reuters | 58,067 | $4.7M | 0% |
| 81 | TSMTaiwan Semiconductor Manufacturing | 8,955 | $4.3M | 0% |
| 82 | ETNEaton Corporation PLC | 8,053 | $3.4M | 0% |
| 83 | ENBEnbridge Inc. | 60,266 | $3.3M | 0% |
| 84 | EFAiShares MSCI EAFE ETF | 31,277 | $3.2M | 0% |
| 85 | PEPPepsiCo Inc | 22,739 | $3.1M | 0% |
| 86 | NVSNovartis | 18,599 | $2.9M | 0% |
| 87 | MMM3M Company | 17,260 | $2.8M | 0% |
| 88 | GOOGLAlphabet Inc. Cl A | 7,790 | $2.8M | 0% |
| 89 | IMOImperial Oil | 23,717 | $2.7M | 0% |
| 90 | NVONovo Nordisk ADR | 55,413 | $2.7M | 0% |
| 91 | COSTCostCo Wholesale | 2,745 | $2.6M | 0% |
| 92 | HONHoneywell International | 10,573 | $2.4M | 0% |
| 93 | HONAHoneywell Aerospace | 10,573 | $2.3M | 0% |
| 94 | CVECenovus Energy | 93,731 | $2.3M | 0% |
| 95 | ABTAbbott Lab | 23,670 | $2.1M | 0% |
| 96 | DEODiageo PLC | 24,060 | $1.9M | 0% |
| 97 | PGProcter & Gamble | 13,120 | $1.9M | 0% |
| 98 | TUTELUS | 172,271 | $1.8M | 0% |
| 99 | WMTWal-Mart Stores | 15,655 | $1.8M | 0% |
| 100 | PSLVSprott Physical Silver T/U | 92,500 | $1.7M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.