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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

$13.6M

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

#IssuerSharesValue% of book
1TDToronto Dominion Bk6.4M$780,3955.7%
2BMOBank of Montreal2.7M$476,2663.5%
3RYRoyal Bank Cda2.2M$451,3083.3%
4PPGPPG Industries3.2M$391,4382.9%
5EBAYEbay Inc3.4M$376,2402.8%
6Chubb Limited957,066$326,1102.4%
7QSRRestaurant Brands International4.4M$320,8102.4%
8CPCanadian Pacific Kansas City3.6M$308,2222.3%
9Medtronic PLC3.9M$306,8392.3%
10MASMasco3.7M$302,0362.2%
11NTAPNetApp1.9M$297,9712.2%
12UNPUnion Pacific Corp.1.1M$286,3282.1%
13CNQCanadian Natural Resources Ltd.6.9M$272,7262%
14Royal Caribbean850,102$269,9322%
15RCIRogers Communications8.2M$266,7652%
16MRKMerck& Co Inc2.1M$266,4062%
17SUSuncor Energy4.9M$266,0932%
18BNBrookfield Corporation6.2M$263,8641.9%
19MRSHMarsh & McLennan1.6M$262,3201.9%
20AMPAmeriprise Financial555,992$255,0661.9%
21BDXBecton Dickinson & Co1.7M$254,9361.9%
22CNICdn Natl Railway2.1M$251,1321.8%
23FLSFlowserve Corp3.3M$245,6001.8%
24MFCManulife Fincl Corp5.9M$239,5231.8%
25Amdocs Ltd4.6M$233,1991.7%
26WABWABTEC CORP846,411$228,1921.7%
27OMCOmnicom Group3.1M$225,1331.7%
28ELVElevance Health578,463$223,7081.6%
29GFLGFL Environmental5.7M$210,2781.5%
30GIBCGI Group3.2M$208,4961.5%
31BAMBrookfield Asset Management4.6M$205,3541.5%
32NTRNutrien3.2M$201,9851.5%
33FTSFortis Inc3.5M$198,7661.5%
34AXPAmerican Express Co573,168$193,8741.4%
35QCOMQualcomm1.0M$191,4931.4%
36AMGNAmgen Inc520,577$188,5111.4%
37RBARB Global1.5M$173,5681.3%
38FNVFranco Nevada Corp813,030$169,5851.2%
39AMATApplied Materials231,052$167,0501.2%
40CIGIColliers Intl1.8M$166,7691.2%
41WFCWells Fargo1.9M$160,4661.2%
42GILGildan Activewear2.9M$151,7891.1%
43TRPTC Energy2.3M$151,4881.1%
44AZOAutoZone47,043$150,3461.1%
45CORCencora509,678$144,2281.1%
46KMBKimberly Clark Corp1.3M$143,1011.1%
47GENGen Digital5.7M$143,0031.1%
48BGSIBoyd Group Services1.5M$141,2111%
49ATSATS Corp4.8M$138,2181%
50SLFSun Life Fncl Inc1.7M$136,8341%
51CAECAE Inc5.4M$135,5971%
52SEICSEI Investments1.5M$131,0981%
53BLKBlackRock126,149$121,2990.9%
54CMICummins Inc162,137$115,6370.9%
55CMCSAComcast Corp4.2M$102,9650.8%
56SYYSysco946,382$79,0980.6%
57CGCarlyle Group1.3M$53,4820.4%
58AGIAlamos Gold1.5M$45,7720.3%
59MDAMDA Space880,713$36,3760.3%
60TFPMTriple Flag Precious Metals1.2M$35,3740.3%
61DCBODocebo1.5M$27,6450.2%
62SPYGSPDR Portfolio S&P 500 Growth227,125$27,0490.2%
63BBUCBrookfield Business Corporation898,787$26,8470.2%
64EPRXEupraxia Pharmaceuticals3.6M$23,8060.2%
65CMCanadian Imperial Bk194,002$22,3320.2%
66EMAEmera267,668$14,1930.1%
67Magnum Ice Cream Company794,297$13,8280.1%
68BNSBank of Nova Scotia154,626$13,4340.1%
69AAPLApple40,549$11,7330.1%
70Brookfield Renewable Partners336,133$11,6510.1%
71DNNDenison Mines Corp3.7M$11,3380.1%
72MSFTMicrosoft29,057$10,8380.1%
73PBAPembina Pipeline Corp.216,311$10,0040.1%
74JPMJPMorgan Chase & Co.29,568$9,6780.1%
75JNJJohnson & Johnson36,671$9,3130.1%
76Johnson Controls International62,395$9,1160.1%
77AEMAgnico-Eagle Mines Ltd.39,187$6,0860%
78CSCOCisco Systems45,100$5,2970%
79GOOGAlphabet14,627$5,1680%
80TRIThomson Reuters58,067$4,7410%
81TSMTaiwan Semiconductor Manufacturing8,955$4,2760%
82Eaton Corporation PLC8,053$3,4310%
83ENBEnbridge Inc.60,266$3,2660%
84EFAiShares MSCI EAFE ETF31,277$3,2480%
85PEPPepsiCo Inc22,739$3,0780%
86NVSNovartis18,599$2,9140%
87MMM3M Company17,260$2,7940%
88GOOGLAlphabet Inc. Cl A7,790$2,7830%
89IMOImperial Oil23,717$2,6620%
90NVONovo Nordisk ADR55,413$2,6560%
91COSTCostCo Wholesale2,745$2,5670%
92HONHoneywell International10,573$2,3670%
93HONAHoneywell Aerospace10,573$2,3370%
94CVECenovus Energy93,731$2,3240%
95ABTAbbott Lab23,670$2,1470%
96DEODiageo PLC24,060$1,9330%
97PGProcter & Gamble13,120$1,9230%
98TUTELUS172,271$1,8210%
99WMTWal-Mart Stores15,655$1,7730%
100PSLVSprott Physical Silver T/U92,500$1,7260%

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.

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