Fund HoldingsBeutel, Goodman & Co Ltd.

Total Portfolio Value
$18.38M
Total Bought
$1.55M
Total Sold
$2.59M
Net Transaction
-$1.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Medtronic PLC(MDT)04,721,700+4,721,70003772.05%+377
Chubb Limited
COM
1001,007,798+1,007,69802781.51%+278
ATS Corp(ATS)1,090,0696,515,682+5,425,613321991.08%+167
Bank of Montreal5,912,4176,616,614+704,1975346423.49%+108
CAE Inc(CAE)13,374,65512,092,573-1,282,0822513071.67%+56
American Express Co(AXP)1,451,5921,449,478-2,1143944302.34%+37
Ameriprise Financial(AMP)482,375481,291-1,0842272561.39%+30
Qualcomm(QCOM)2,060,1902,441,570+381,3803503752.04%+25
Merck& Co Inc(MRK)3,446,8174,041,922+595,1053914022.19%+11
Cummins Inc(CMI)625,232604,663-20,5692022111.15%+8
Westinghouse Air Brake Technologies(WAB)1,083,3831,081,943-1,4401972051.12%+8
Cencora470,273506,305+36,0321061140.62%+8
RB Global(RBA)6,653,9065,996,087-657,8195365412.94%+5
GFL Environmental(GFL)6,967,6016,265,968-701,6332782791.52%+1
Alphabet(GOOG)7657650000.00%0
Amazon(AMZN)3903900000.00%0
Canadian Imperial Bk(CM)1,5401,5400000.00%0
TJX companies(TJX)1,2001,2000000.00%0
Ametek1951950000.00%0
Parker Hannifin Corp(PH)3553550000.00%0
Verisk Analytics(VRSK)1721720000.00%0
Becton Dickinson & Co(BDX)75750000.00%-0
iShares MBS ETF2702700000.00%-0
Abbott Lab1,5001,5000000.00%-0
Procter & Gamble(PG)5005000000.00%-0
BCE(BCE)4094090000.00%-0
Brookfield Renewable Partners
PARTNERSHIP UNIT
1,1251,1250000.00%-0
Berkshire Hathaway110110.00%-0
PepsiCo Inc(PEP)9009000000.00%-0
Copart Inc(CPRT)6000-60000-0
Relx PLC(RELX)1,0000-1,00000-0
Oracle Corp(ORCL)600300-300000.00%-0
Boston Scientific(BSX)7850-78500-0
Novartis(NVS)2,9252,675-250000.00%-0
Unilever plc(UL)8,6308,015-615100.00%-0
GSK PLC(GSK)13,29012,700-590100.00%-0
Smith & Nephew(SNN)16,27015,555-715100.00%-0
Microsoft(MSFT)886500-386000.00%-0
iShares MSCI EAFE ETF41,08641,0860330.02%-0
Denison Mines Corp(DNN)7,301,7406,757,270-544,47013120.07%-1
Gen Digital(GEN)16,466,57816,450,713-15,8654524502.45%-1
Telus International Cda2,607,3302,263,260-344,0701090.05%-1
Brookfield Business Partners(BBUC)509,290475,320-33,97013120.06%-2
SPDR Portfolio S&P 500 Growth
ST STR P500GRW
306,462270,762-35,70025240.13%-2
Brookfield Business Partners806,540734,790-71,75019170.09%-2
Triple Flag Precious Metals(TFPM)2,308,7802,134,100-174,68037320.17%-5
Gentex(GNTX)6,058,2276,044,128-14,0991801740.94%-6
Brookfield Corporation(BN)6,524,8985,860,619-664,2793473371.83%-10
Alamos Gold In3,971,7783,668,618-303,16079680.37%-12
Amdocs Ltd(DOX)4,991,0724,984,681-6,3914374242.31%-12
NetApp(NTAP)2,874,8762,887,795+12,9193553351.82%-20
Amgen Inc(AMGN)1,099,8831,272,425+172,5423543321.80%-23
Ebay Inc(EBAY)7,040,7707,025,770-15,0004584352.37%-23
Manulife Fincl Corp(MFC)13,965,13612,603,404-1,361,7324133872.11%-26
Magna Intl Inc(MGA)8,584,4007,780,679-803,7213533251.77%-28
Masco(MAS)2,781,8742,785,866+3,9922342021.10%-31
Interpublic Group of Companies8,805,0088,816,365+11,3572792471.34%-31
Kimberly Clark Corp(KMB)2,966,7052,967,426+7214223892.12%-33
Franco Nevada Corp(FNV)1,892,4261,701,250-191,1762352001.09%-35
Omnicom Group Inc(OMC)3,177,0203,401,890+224,8703282931.59%-36
Primo Water1,562,7500-1,562,750390-39
Carlyle Group(CG)4,287,5942,841,072-1,446,5221851430.78%-41
PPG Industries(PPG)3,328,2683,338,384+10,1164413992.17%-42
TC Energy(TRP)7,404,1426,645,095-759,0473523101.68%-43
Bank of Nova Scotia7,203,5516,492,912-710,6393933481.90%-44
Comcast Corp(CCZ)10,950,92610,964,012+13,0864574112.24%-46
Suncor Energy Inc(SU)9,743,8568,803,703-940,1533603141.71%-46
The Campbells Company(CPB)6,890,2056,925,365+35,1603372901.58%-47
Nutrien(NTR)6,315,6535,701,812-613,8413042551.39%-49
BRP Inc(DOO)3,619,5963,253,642-365,9542161660.90%-50
Colliers Intl(CIGI)1,999,7251,814,110-185,6153042471.34%-57
SEI Investments(SEIC)4,014,9092,663,869-1,351,0402782201.20%-58
CGI Group(GIB)3,790,5313,422,615-367,9164373742.04%-62
Tempur Sealy International(SGI)3,310,6092,070,966-1,239,6431811170.64%-63
Harley Davidson Inc(HOG)7,587,2457,561,262-25,9832922281.24%-65
Open Text Corp(OTEX)8,347,0757,542,572-804,5032782131.16%-65
Polaris Industries(PII)2,705,5652,775,331+69,7662251600.87%-65
Brookfield Asset Mgt(BAM)4,422,3402,653,004-1,769,3362091440.78%-65
Canadian Pacific Kansas City(CP)4,725,7504,640,834-84,9164053361.83%-69
Biogen(BIIB)1,744,1541,746,477+2,3233382671.45%-71
Fortis Inc(FTS)9,021,6488,147,541-874,1074103381.84%-72
Restaurant Brands International(QSR)6,145,0845,639,237-505,8474443672.00%-77
Flowserve Corp(FLS)4,443,6162,574,832-1,868,7842301480.81%-82
BlackRock(BLK)383,574255,210-128,3643642621.42%-103
Cdn Natl Railway(CNI)4,536,7934,116,484-420,3095324182.27%-114
Toronto Dominion Bk(TD)16,181,07116,803,807+622,7361,0248944.86%-130
Rogers Communications(RCI)12,922,33911,715,865-1,206,4745203601.96%-160
Sun Life Fncl Inc(SLF)8,750,0335,285,394-3,464,6395083141.71%-194
Royal Bank Cda(RY)9,330,3077,459,760-1,870,5471,1668994.89%-267
Kellanova6,332,5401,398,212-4,934,3285111130.62%-398
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