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Portfolio (Quarterly) Guide ↗

Beutel, Goodman & Co Ltd.

· CIK 0001361974
13F Portfolio $16.3B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 174 New
Page 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABT Abbott Lab Healthcare 26,100.0 $3.3M 0.02% NEW $125.29 -29.9%
82 MMM 3M Company Industrials 20,115.0 $3.2M 0.02% NEW $160.08 -5.3%
83 ENB Enbridge Inc. Energy 65,066.0 $3.1M 0.02% NEW $47.91 +20.6%
84 NVO Novo Nordisk ADR Healthcare 60,013.0 $3.1M 0.02% NEW $50.87 -12.7%
85 GOOG Alphabet Communication Services 9,465.0 $3.0M 0.02% NEW $313.79 +22.2%
86 IMO Imperial Oil Energy 33,960.0 $2.9M 0.02% NEW $86.48 +54.8%
87 ETN Eaton Corporation PLC Industrials 9,003.0 $2.9M 0.02% NEW $318.45 +19.8%
88 DEO Diageo PLC Consumer Defensive 32,180.0 $2.8M 0.02% NEW $86.26 -0.3%
89 COST CostCo Wholesale Consumer Defensive 3,094.0 $2.7M 0.02% NEW $862.31 +21.8%
90 TU TELUS Communication Services 201,221.0 $2.7M 0.02% NEW $13.19 -5.9%
91 NVS Novartis Healthcare 18,655.0 $2.6M 0.02% NEW $137.82 +10.1%
92 CVE Cenovus Energy Energy 139,111.0 $2.4M 0.01% NEW $16.94 +78.9%
93 PSLV Sprott Physical Silver T/U Financial Services 92,500.0 $2.2M 0.01% NEW $23.65 +4.3%
94 WMT Wal-Mart Stores Consumer Defensive 18,423.0 $2.1M 0.01% NEW $111.38 +17.5%
95 PG Procter & Gamble Consumer Defensive 13,795.0 $2.0M 0.01% NEW $143.24 -0.6%
96 VZ Verizon Communications Communication Services 45,770.0 $1.9M 0.01% NEW $40.73 +17.4%
97 DIS Walt Disney Communication Services 16,060.0 $1.8M 0.01% NEW $113.76 -8.9%
98 TMO Thermo Fisher Scientific Inc. Healthcare 2,900.0 $1.7M 0.01% NEW $579.31 -22.0%
99 AQN Algonquin Power & Utilities Utilities 262,070.0 $1.6M 0.01% NEW $6.15 -4.0%
100 WFC Wells Fargo Financial Services 15,115.0 $1.4M 0.01% NEW $93.15 -18.6%
Page 5 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.1%
Technology 15.0%
Industrials 11.6%
Healthcare 10.6%
Communication Services 7.9%
Basic Materials 7.0%
Consumer Cyclical 6.0%
Energy 5.2%
Consumer Defensive 3.5%
Utilities 1.6%