Beutel, Goodman & Co Ltd.
- SEC CIK
- 0001361974
- 最新申報
- 2026/8/12
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 75
- 較 2023 年第 1 季 +1
- 總值
- $178.4 億
- 較 2023 年第 1 季 +$8.28 億 (+4.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RYRoyal Bank of Canada | Stock | 10,961,989 | $10.5 億 | 5.9% | +52,975+0.5% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 14,485,469 | $8.99 億 | 5.0% | +1,134,124+8.5% | 加碼 | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 7,267,972 | $5.64 億 | 3.2% | −822,427−10.2% | 減碼 | 歷史 |
| TRPTC Energy Corp | COM | 13,604,730 | $5.50 億 | 3.1% | +60,190+0.4% | 加碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 10,423,185 | $5.44 億 | 3.0% | −31,085−0.3% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 4,475,709 | $5.43 億 | 3.0% | +29,440+0.7% | 加碼 | 歷史 |
| RCIRogers Communications Inc | CL B | 10,818,315 | $4.94 億 | 2.8% | +57,774+0.5% | 加碼 | 歷史 |
| MGAMagna International Inc | COM | 8,278,638 | $4.68 億 | 2.6% | +53,035+0.6% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 24,637,206 | $4.66 億 | 2.6% | +120,055+0.5% | 加碼 | 歷史 |
| BMOBank of Montreal | COM | 5,026,281 | $4.54 億 | 2.5% | +21,178+0.4% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 4,712,072 | $4.48 億 | 2.5% | +72,036+1.6% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 12,848,545 | $4.33 億 | 2.4% | +82,070+0.6% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 6,924,820 | $4.16 億 | 2.3% | +1,172,169+20.4% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 9,401,842 | $4.06 億 | 2.3% | +43,805+0.5% | 加碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 4,041,414 | $3.99 億 | 2.2% | +81,571+2.1% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,905,850 | $3.97 億 | 2.2% | +28,465+0.6% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 13,415,675 | $3.94 億 | 2.2% | +63,010+0.5% | 加碼 | 歷史 |
| OTEXOpen Text Corp | COM | 8,613,727 | $3.59 億 | 2.0% | −1,486,523−14.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,575,942 | $3.50 億 | 2.0% | +204,486+14.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,842,424 | $3.38 億 | 1.9% | +772,244+37.3% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 4,378,304 | $3.35 億 | 1.9% | +94,320+2.2% | 加碼 | 歷史 |
| DOOBRP Inc. | COM SUN VTG | 3,763,837 | $3.19 億 | 1.8% | +440,782+13.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,291,856 | $3.16 億 | 1.8% | +52,046+2.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,785,141 | $3.11 億 | 1.7% | +125,990+7.6% | 加碼 | 歷史 |
| KKellanova | Stock | 4,236,948 | $2.86 億 | 1.6% | +48,940+1.2% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 999,346 | $2.85 億 | 1.6% | +21,620+2.2% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 7,176,490 | $2.77 億 | 1.6% | +157,386+2.2% | 加碼 | 歷史 |
| GIBCgi Inc | CL A | 2,602,652 | $2.75 億 | 1.5% | −278,282−9.7% | 減碼 | 歷史 |
| CAECae Inc | COM | 12,081,091 | $2.71 億 | 1.5% | +80,220+0.7% | 加碼 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 7,659,467 | $2.70 億 | 1.5% | +166,961+2.2% | 加碼 | 歷史 |
| PIIPolaris Inc. | Stock | 2,227,628 | $2.69 億 | 1.5% | +50,301+2.3% | 加碼 | 歷史 |
| MASMasco Corp | COM | 4,528,403 | $2.60 億 | 1.5% | +103,101+2.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,231,446 | $2.57 億 | 1.4% | +176,009+8.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 364,121 | $2.52 億 | 1.4% | +7,575+2.1% | 加碼 | 歷史 |
| FLSFlowserve Corp | COM | 6,724,160 | $2.50 億 | 1.4% | +147,846+2.2% | 加碼 | 歷史 |
| NTRNutrien Ltd. | COM | 4,147,650 | $2.45 億 | 1.4% | +542,283+15.0% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 13,174,151 | $2.44 億 | 1.4% | +290,587+2.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 730,484 | $2.43 億 | 1.4% | +86,264+13.4% | 加碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 5,274,588 | $2.41 億 | 1.4% | +119,965+2.3% | 加碼 | 歷史 |
| SEICSEI Investments Co | COM | 4,037,289 | $2.41 億 | 1.3% | +88,851+2.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 5,682,880 | $2.36 億 | 1.3% | +546,406+10.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 936,955 | $2.30 億 | 1.3% | +24,405+2.7% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 4,814,242 | $2.15 億 | 1.2% | +108,330+2.3% | 加碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 4,758,696 | $1.91 億 | 1.1% | +104,385+2.2% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,636,230 | $1.79 億 | 1.0% | +35,565+2.2% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 6,103,485 | $1.79 億 | 1.0% | +133,631+2.2% | 加碼 | 歷史 |
| BNSBank of Nova Scotia | COM | 3,431,505 | $1.72 億 | 1.0% | +15,758+0.5% | 加碼 | 歷史 |
| TUTelus Corp | COM | 7,443,650 | $1.45 億 | 0.8% | +49,330+0.7% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 4,335,611 | $1.39 億 | 0.8% | +92,251+2.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 669,124 | $1.29 億 | 0.7% | −313,791−31.9% | 減碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 808,521 | $1.15 億 | 0.6% | +4,470+0.6% | 加碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 3,198,667 | $1.05 億 | 0.6% | +19,680+0.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 252,953 | $9,866 萬 | 0.6% | −118,413−31.9% | 減碼 | 歷史 |
| AGIAlamos Gold Inc | Stock | 7,601,908 | $9,065 萬 | 0.5% | −168,070−2.2% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 410,091 | $6,082 萬 | 0.3% | +10,055+2.5% | 加碼 | 歷史 |
| ATSATS Corp | COM | 1,150,135 | $5,298 萬 | 0.3% | +1,150,135 | 新進 | 歷史 |
| CIGIColliers International Group Inc. | SUB VTG SHS | 350,473 | $3,443 萬 | 0.2% | −7,060−2.0% | 減碼 | 歷史 |
| Brookfield Business PartnersG16234109 | UNIT LTD L P | 900,870 | $1,553 萬 | 0.1% | −54,160−5.7% | 減碼 | – |
| DNNDenison Mines Corp. | COM | 10,619,040 | $1,332 萬 | 0.1% | −213,860−2.0% | 減碼 | 歷史 |
| BBUCBrookfield Business Corp | CL A EXC SUB VTG | 531,180 | $1,002 萬 | 0.1% | +21,280+4.2% | 加碼 | 歷史 |
| EFXTEnerflex Ltd. | COM | 1,328,246 | $905.4 萬 | 0.1% | −28,730−2.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 40,496 | $293.5 萬 | <0.1% | −3,510−8.0% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $51.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 10,135 | $32.6 萬 | <0.1% | −4,380−30.2% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 8,410 | $29.9 萬 | <0.1% | +1,260+17.6% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,610 | $26.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,430 | $23.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 411 | $13.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 820 | $9.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 2,140 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 7,174 | $6.40 萬 | <0.1% | +7,174 | 新進 | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 1,125 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCEBce Inc | COM NEW | 409 | $1.80 萬 | <0.1% | +109+36.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 145 | $5,000 | <0.1% | −815−84.9% | 減碼 | 歷史 |
| MLKNMillerknoll, Inc. | COM | 335 | $4,000 | <0.1% | −5,601,296−100.0% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。