Beutel, Goodman & Co Ltd.
- SEC CIK
- 0001361974
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 170
- −4 vs. Q4 2025
- Portfolio value
- $14.8B
- −$1.53B (−9.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDToronto Dominion Bank | Stock | 7,383,692 | $687.4M | 4.7% | −629,038−7.9% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 3,605,831 | $581.0M | 3.9% | −307,920−7.9% | Reduced | History |
| BMOBank of Montreal | COM | 3,101,868 | $418.8M | 2.8% | −1,888,849−37.8% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,648,944 | $412.1M | 2.8% | −93,975−5.4% | Reduced | History |
| PPGPPG Industries Inc | Stock | 3,712,117 | $396.8M | 2.7% | −209,005−5.3% | Reduced | History |
| EBAYeBay Inc | COM | 4,277,227 | $389.3M | 2.6% | −240,135−5.3% | Reduced | History |
| MDTMedtronic plc | Stock | 4,469,174 | $387.3M | 2.6% | −262,437−5.5% | Reduced | History |
| CBChubb Ltd | Stock | 1,157,024 | $377.1M | 2.6% | −324,192−21.9% | Reduced | History |
| QSRRestaurant Brands International Inc. | COM | 5,098,410 | $376.1M | 2.5% | −449,610−8.1% | Reduced | History |
| NTAPNetApp, Inc. | Stock | 3,642,465 | $373.0M | 2.5% | +291,020+8.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 3,029,891 | $364.5M | 2.5% | −1,032,502−25.4% | Reduced | History |
| RCIRogers Communications Inc | CL B | 9,491,032 | $363.8M | 2.5% | −883,552−8.5% | Reduced | History |
| MFCManulife Financial Corp | COM | 10,117,802 | $347.4M | 2.4% | −906,725−8.2% | Reduced | History |
| DOXAmdocs Ltd | SHS | 5,284,195 | $344.8M | 2.3% | +549,841+11.6% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 4,111,721 | $322.5M | 2.2% | −326,169−7.3% | Reduced | History |
| OMCOmnicom Group Inc. | COM | 4,128,466 | $310.9M | 2.1% | −1,495,677−26.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 2,408,283 | $310.1M | 2.1% | +507,756+26.7% | Added | History |
| AMPAmeriprise Financial Inc | COM | 659,562 | $293.1M | 2.0% | −65,537−9.0% | Reduced | History |
| NTRNutrien Ltd. | COM | 3,701,225 | $278.5M | 1.9% | −2,296,123−38.3% | Reduced | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 6,637,498 | $276.0M | 1.9% | −534,605−7.5% | Reduced | History |
| CMCSAComcast Corp | Stock | 9,535,358 | $273.8M | 1.9% | −943,189−9.0% | Reduced | History |
| GIBCgi Inc | CL A | 3,731,273 | $271.9M | 1.8% | −278,532−6.9% | Reduced | History |
| SUSuncor Energy Inc | Stock | 4,086,562 | $269.4M | 1.8% | −368,344−8.3% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 886,724 | $259.6M | 1.8% | +68,828+8.4% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,066,009 | $258.6M | 1.8% | +1,064,234+59,956.8% | Added | History |
| CNICanadian National Railway Co | Stock | 2,415,690 | $247.8M | 1.7% | −213,821−8.1% | Reduced | History |
| TRPTC Energy Corp | COM | 3,778,289 | $235.8M | 1.6% | −2,267,710−37.5% | Reduced | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 5,189,113 | $230.0M | 1.6% | +3,252,202+167.9% | Added | History |
| AMGNAmgen Inc | Stock | 649,319 | $228.5M | 1.5% | −533,134−45.1% | Reduced | History |
| FTSFortis Inc. | COM | 3,972,034 | $220.9M | 1.5% | −347,434−8.0% | Reduced | History |
| BGSIBoyd Group Services Inc. | Common Stock | 1,723,423 | $219.3M | 1.5% | +151,954+9.7% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 2,032,428 | $216.6M | 1.5% | +430,817+26.9% | Added | History |
| AXPAmerican Express Co | Stock | 664,522 | $201.0M | 1.4% | −100,614−13.1% | Reduced | History |
| GENGen Digital Inc. | Stock | 10,387,394 | $195.6M | 1.3% | −2,643,934−20.3% | Reduced | History |
| CNQCanadian Natural Resources Ltd | COM | 4,011,532 | $195.1M | 1.3% | −2,423,319−37.7% | Reduced | History |
| MASMasco Corp | COM | 3,166,441 | $191.2M | 1.3% | −144,349−4.4% | Reduced | History |
| GILGildan Activewear Inc. | Stock | 3,418,154 | $189.7M | 1.3% | +3,418,154 | New | History |
| SLFSun Life Financial Inc | COM | 2,907,092 | $181.5M | 1.2% | −266,272−8.4% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 1,841,866 | $177.7M | 1.2% | −1,401,808−43.2% | Reduced | History |
| CMICummins Inc | Stock | 323,652 | $174.1M | 1.2% | −19,991−5.8% | Reduced | History |
| RBARB Global Inc. | COM | 1,724,806 | $164.9M | 1.1% | −992,734−36.5% | Reduced | History |
| WFCWells Fargo & Company | Stock | 2,048,015 | $163.0M | 1.1% | +2,032,900+13,449.6% | Added | History |
| CAECae Inc | COM | 6,228,487 | $161.7M | 1.1% | −451,331−6.8% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 3,977,934 | $160.7M | 1.1% | −323,133−7.5% | Reduced | History |
| ATSATS Corp | COM | 5,454,749 | $153.3M | 1.0% | −382,389−6.6% | Reduced | History |
| AMATApplied Materials Inc | Stock | 444,766 | $152.0M | 1.0% | −256,648−36.6% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 963,199 | $151.4M | 1.0% | +963,199 | New | History |
| FNVFranco Nevada Corp | Stock | 601,308 | $148.4M | 1.0% | −326,166−35.2% | Reduced | History |
| FLSFlowserve Corp | COM | 2,007,525 | $147.6M | 1.0% | −695,545−25.7% | Reduced | History |
| SEICSEI Investments Co | COM | 1,773,154 | $139.1M | 0.9% | −109,273−5.8% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 143,485 | $138.0M | 0.9% | −4,642−3.1% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 779,770 | $135.3M | 0.9% | +779,770 | New | History |
| SYYSysco Corp | Stock | 1,807,237 | $128.9M | 0.9% | +1,807,237 | New | History |
| OTEXOpen Text Corp | COM | 5,118,468 | $113.7M | 0.8% | −449,329−8.1% | Reduced | History |
| CGCarlyle Group Inc. | COM | 1,518,992 | $73.5M | 0.5% | −916,145−37.6% | Reduced | History |
| AGIAlamos Gold Inc | Stock | 1,525,351 | $67.6M | 0.5% | −533,174−25.9% | Reduced | History |
| CORCencora, Inc. | Stock | 190,412 | $59.8M | 0.4% | −9,304−4.7% | Reduced | History |
| MDAMDA Space Ltd. | COM | 1,930,691 | $48.8M | 0.3% | +1,930,691 | New | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 1,193,676 | $41.3M | 0.3% | −17,164−1.4% | Reduced | History |
| BBUCBrookfield Business Corp | CL A SUB VTG SH | 908,525 | $28.6M | 0.2% | +578,071+174.9% | Added | History |
| DCBODocebo Inc. | COM | 1,561,781 | $27.3M | 0.2% | −5,162−0.3% | Reduced | History |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 3,666,465 | $26.4M | 0.2% | −42,908−1.2% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 261,658 | $25.6M | 0.2% | +9,191+3.6% | Added | – |
| CMCanadian Imperial Bank of Commerce | COM | 197,192 | $18.6M | 0.1% | −2,615−1.3% | Reduced | History |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 979,815 | $14.6M | 0.1% | +692,427+240.9% | Added | History |
| EMAEmera Inc | COM | 275,963 | $14.3M | 0.1% | −12,450−4.3% | Reduced | History |
| DNNDenison Mines Corp. | COM | 3,737,515 | $13.2M | 0.1% | −49,544−1.3% | Reduced | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 344,295 | $11.2M | 0.1% | −5,112−1.5% | Reduced | History |
| BNSBank of Nova Scotia | COM | 158,376 | $10.9M | 0.1% | −85,178−35.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 29,552 | $10.9M | 0.1% | −1,826−5.8% | Reduced | History |
| AAPLApple Inc. | Stock | 41,602 | $10.6M | 0.1% | −3,681−8.1% | Reduced | History |
| PBAPembina Pipeline Corp | COM | 223,236 | $9.96M | 0.1% | −15,470−6.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 38,146 | $9.32M | 0.1% | −3,310−8.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 31,400 | $9.24M | 0.1% | −725−2.3% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 67,320 | $8.81M | 0.1% | −2,595−3.7% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 39,187 | $7.93M | 0.1% | −1,150−2.9% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 101,460 | $7.87M | 0.1% | −1,625−1.6% | Reduced | History |
| TRIThomson Reuters Corp | COM NO PAR | 59,891 | $5.39M | <0.1% | −847−1.4% | Reduced | History |
| HONHoneywell International Inc | COM | 21,605 | $4.88M | <0.1% | −2,665−11.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 15,202 | $4.36M | <0.1% | +5,737+60.6% | Added | History |
| IMOImperial Oil Ltd | COM NEW | 28,835 | $3.76M | <0.1% | −5,125−15.1% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 37,794 | $3.67M | <0.1% | −1,858−4.7% | Reduced | – |
| PEPPepsiCo Inc | Stock | 23,305 | $3.62M | <0.1% | −1,445−5.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,065 | $3.40M | <0.1% | −13,505−57.3% | Reduced | History |
| ENBEnbridge Inc | Stock | 62,267 | $3.36M | <0.1% | −2,799−4.3% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 3,099 | $3.09M | <0.1% | +5+0.2% | Added | History |
| ETNEaton Corp plc | Stock | 8,403 | $3.00M | <0.1% | −600−6.7% | Reduced | History |
| ACNAccenture plc | Stock | 14,645 | $2.90M | <0.1% | −875−5.6% | Reduced | History |
| NVSNovartis AG | ADR | 18,824 | $2.88M | <0.1% | +169+0.9% | Added | History |
| MMM3M Co | Stock | 17,845 | $2.59M | <0.1% | −2,270−11.3% | Reduced | History |
| CVECenovus Energy Inc. | COM | 95,506 | $2.53M | <0.1% | −43,605−31.3% | Reduced | History |
| ABTAbbott Laboratories | Stock | 24,570 | $2.52M | <0.1% | −1,530−5.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 8,590 | $2.47M | <0.1% | −7,568−46.8% | Reduced | History |
| TUTelus Corp | COM | 182,371 | $2.34M | <0.1% | −18,850−9.4% | Reduced | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 92,500 | $2.25M | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 17,393 | $2.16M | <0.1% | −1,030−5.6% | Reduced | History |
| DEODiageo PLC | SPON ADR NEW | 28,860 | $2.15M | <0.1% | −3,320−10.3% | Reduced | History |
| NVONovo Nordisk A S | ADR | 57,713 | $2.12M | <0.1% | −2,300−3.8% | Reduced | History |
| VZVerizon Communications Inc | Stock | 40,345 | $2.02M | <0.1% | −5,425−11.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 13,495 | $1.95M | <0.1% | −300−2.2% | Reduced | History |
Sold out since Q4 2025 (15)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CPBCAMPBELL'S Co | COM | 6,267,644 | $174.7M | 1.1% | History |
| HOGHarley-Davidson, Inc. | COM | 6,377,492 | $130.7M | 0.8% | History |
| Brookfield Business PartnersG16234109 | UNIT LTD L P | 584,663 | $20.7M | 0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 7,298 | $477.0K | <0.1% | History |
| EIXEdison International | Stock | 750 | $45.0K | <0.1% | History |
| NFLXNetflix Inc | Stock | 170 | $15.0K | <0.1% | History |
| UBERUber Technologies, Inc | Stock | 190 | $15.0K | <0.1% | History |
| KKRKKR & Co. Inc. | COM | 125 | $15.0K | <0.1% | History |
| TFIITFI International Inc. | COM | 145 | $15.0K | <0.1% | History |
| DUKDuke Energy CORP | Stock | 100 | $11.0K | <0.1% | History |
| EDConsolidated Edison Inc | Stock | 100 | $9.00K | <0.1% | History |
| iShares Tr464287556 | ISHARES BIOTECH | 45 | $7.00K | <0.1% | – |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 270 | $6.00K | <0.1% | – |
| SBUXStarbucks Corp | Stock | 70 | $5.00K | <0.1% | History |
| MEOHMethanex Corp | COM | 95 | $3.00K | <0.1% | History |