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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS WALT DISNEY CO/THE Communication Services 26,340.0 $2.5M 0.20% -860.0 -3.2% $96.24 +12.0%
62 MRK MERCK & CO. INC. Healthcare 18,367.0 $2.4M 0.18% -111K -85.8% $128.49 +18.7%
63 HAE HAEMONETICS CORP/MASS Healthcare 30,720.0 $2.3M 0.18% $75.00 +45.1%
64 MCK MCKESSON CORP Healthcare 2,829.0 $2.1M 0.17% -90.0 -3.1% $755.74 +13.6%
65 TREX TREX COMPANY INC Industrials 32,270.0 $1.6M 0.12% NEW $50.05 -6.4%
66 OGS ONE GAS INC Utilities 19,660.0 $1.5M 0.12% +6K +40.1% $77.06 +2.3%
67 VNOM VIPER ENERGY INC-CL A Energy 35,215.0 $1.5M 0.12% $42.40 +6.8%
68 BAC BANK OF AMERICA CORP Financial Services 18,210.0 $1.0M 0.08% -590.0 -3.1% $57.00 +8.2%
Page 4 of 4  ·  68 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%