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Portfolio (Quarterly) Guide ↗

QV Investors Inc.

· CIK 0001570253
13F Portfolio $1.3B AUM 68 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 12 Added 49 Reduced 1 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MMM 3M CO Industrials 23,730.0 $3.8M 0.30% -770.0 -3.1% $161.90 +10.5%
42 ROST ROSS STORES INC Consumer Cyclical 17,880.0 $3.8M 0.29% -590.0 -3.2% $212.86 +12.3%
43 AMAT APPLIED MATERIALS INC Technology 4,490.0 $3.2M 0.25% -7K -59.3% $722.94 -31.9%
44 AXP AMERICAN EXPRESS CO Financial Services 9,220.0 $3.1M 0.24% -290.0 -3.0% $338.29 -0.7%
45 HD HOME DEPOT INC Consumer Cyclical 8,597.0 $3.0M 0.23% -270.0 -3.0% $352.68 -4.8%
46 DIS WALT DISNEY CO/THE Communication Services 26,340.0 $2.5M 0.20% -860.0 -3.2% $96.24 +12.0%
47 MRK MERCK & CO. INC. Healthcare 18,367.0 $2.4M 0.18% -111K -85.8% $128.49 +18.7%
48 MCK MCKESSON CORP Healthcare 2,829.0 $2.1M 0.17% -90.0 -3.1% $755.74 +13.6%
49 BAC BANK OF AMERICA CORP Financial Services 18,210.0 $1.0M 0.08% -590.0 -3.1% $57.00 +8.2%
Page 3 of 3  ·  49 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
Industrials 18.3%
Financial Services 17.3%
Energy 17.3%
Consumer Cyclical 12.7%
Healthcare 8.2%
Technology 6.7%
Basic Materials 6.0%
Communication Services 5.0%
Utilities 4.3%
Consumer Defensive 4.2%