Beutel, Goodman & Co Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Beutel, Goodman & Co Ltd. disclosed 155 stock positions valued at approximately $13.59B as of quarter-end June 30, 2026. The largest holdings include Toronto Dominion Bk, Bank of Montreal, and Royal Bank Cda.
- Report Period
- June 30, 2026
- No. of Stocks
- 155
- Portfolio Value
- $13.59B
Holdings by Sector
Beutel, Goodman & Co Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Toronto Dominion Bk | TD | Financial Services | 5.74% | 6,420,709 | -962,983 | -13.04% | $780,395,000 |
| Bank of Montreal | BMO | Financial Services | 3.50% | 2,695,594 | -406,274 | -13.10% | $476,266,000 |
| Royal Bank Cda | RY | Financial Services | 3.32% | 2,180,246 | -1,425,585 | -39.54% | $451,308,000 |
| PPG Industries | PPG | Basic Materials | 2.88% | 3,227,294 | -484,823 | -13.06% | $391,438,000 |
| Ebay Inc | EBAY | Consumer Cyclical | 2.77% | 3,366,801 | -910,426 | -21.29% | $376,240,000 |
| Chubb Limited | CB | Financial Services | 2.40% | 957,066 | -199,958 | -17.28% | $326,110,000 |
| Restaurant Brands International | QSR | Consumer Cyclical | 2.36% | 4,424,521 | -673,889 | -13.22% | $320,810,000 |
| Canadian Pacific Kansas City | CP | Industrials | 2.27% | 3,556,364 | -555,357 | -13.51% | $308,222,000 |
| Medtronic PLC | MDT | Other | 2.26% | 3,922,276 | -546,898 | -12.24% | $306,839,000 |
| Masco | MAS | Industrials | 2.22% | 3,711,884 | +545,443 | +17.23% | $302,036,000 |
| NetApp | NTAP | Technology | 2.19% | 1,925,379 | -1,717,086 | -47.14% | $297,971,000 |
| Union Pacific Corp. | UNP | Industrials | 2.11% | 1,052,679 | -13,330 | -1.25% | $286,328,000 |
| Canadian Natural Resources Ltd. | CNQ | Energy | 2.01% | 6,894,705 | +2,883,173 | +71.87% | $272,726,000 |
| Royal Caribbean | RCL | Other | 1.99% | 850,102 | +850,102 | +100.00% | $269,932,000 |
| Rogers Communications | RCI | Communication Services | 1.96% | 8,202,734 | -1,288,298 | -13.57% | $266,765,000 |
| Merck& Co Inc | MRK | Healthcare | 1.96% | 2,073,206 | -956,685 | -31.57% | $266,406,000 |
| Suncor Energy | SU | Energy | 1.96% | 4,947,844 | +861,282 | +21.08% | $266,093,000 |
| Brookfield Corporation | BN | Financial Services | 1.94% | 6,186,707 | +2,208,773 | +55.53% | $263,864,000 |
| Marsh & McLennan | MMC | Financial Services | 1.93% | 1,573,890 | +794,120 | +101.84% | $262,320,000 |
| Ameriprise Financial | AMP | Financial Services | 1.88% | 555,992 | -103,570 | -15.70% | $255,066,000 |
| Becton Dickinson & Co | BDX | Healthcare | 1.88% | 1,684,640 | +721,441 | +74.90% | $254,936,000 |
| Cdn Natl Railway | CNI | Industrials | 1.85% | 2,105,136 | -310,554 | -12.86% | $251,132,000 |
| Flowserve Corp | FLS | Industrials | 1.81% | 3,311,766 | +1,304,241 | +64.97% | $245,600,000 |
| Manulife Fincl Corp | MFC | Financial Services | 1.76% | 5,907,934 | -4,209,868 | -41.61% | $239,523,000 |
| Amdocs Ltd | DOX | Technology | 1.72% | 4,614,159 | -670,036 | -12.68% | $233,199,000 |
| WABTEC CORP | WAB | Industrials | 1.68% | 846,411 | -802,533 | -48.67% | $228,192,000 |
| Omnicom Group | OMC | Communication Services | 1.66% | 3,091,223 | -1,037,243 | -25.12% | $225,133,000 |
| Elevance Health | ELV | Healthcare | 1.65% | 578,463 | -308,261 | -34.76% | $223,708,000 |
| GFL Environmental | GFL | Industrials | 1.55% | 5,720,668 | -916,830 | -13.81% | $210,278,000 |
| CGI Group | GIB | Technology | 1.53% | 3,226,849 | -504,424 | -13.52% | $208,496,000 |
Showing 30 of 155 holdings in the latest reporting period.