13F 机构持仓

Beutel, Goodman & Co Ltd.

TORONTO A6 · SEC CIK 0001361974

2026Q22026Q1 更早 9 个季度 🔒
$147.52亿2026Q1 申报市值
170持仓数
29.8%前十大占比 · 第一大 4.7%
11 / 16新建仓 / 清仓
申报市值走势$135.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TD 4.7%
RY 3.9%
BMO 2.8%
WAB 2.8%
PPG 2.7%
EBAY 2.6%
MDT 2.6%
CB 2.6%
QSR 2.5%
NTAP 2.5%

2026Q1 买入最多 按季末市值估算

UNP 加仓+$2.58亿
GIL 新建仓+$1.90亿
WFC 加仓+$1.62亿
BDX 新建仓+$1.51亿
BAM 加仓+$1.44亿

2026Q1 卖出最多 按季末市值估算

BMO 减仓-$2.55亿
AMGN 减仓-$1.88亿
CPB 清仓-$1.75亿
NTR 减仓-$1.73亿
TRP 减仓-$1.42亿

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
AQN Algonquin Power & Utilities $148.40万0.01%243,220 -18,850-7.2% -$11.50万 减仓
MDLZ Mondelez Int'l Inc. 'A' $144.50万0.01%25,075 -150-0.6% -$8,644 减仓
PHYS Sprott Physical Gold T/U $140.10万0.01%39,500 00.0% — 不变
SNN Smith & Nephew $139.00万0.01%43,745 2,2005.3% $6.99万 加仓
DIS Walt Disney $130.10万0.01%13,500 -2,560-15.9% -$24.67万 减仓
IVV iShares Core S&P 500 ETF $120.80万0.01%1,849 75569.0% $49.33万 加仓
MO Altria Group $118.70万0.01%18,000 00.0% — 不变
TMO Thermo Fisher Scientific Inc. $116.00万0.01%2,360 -540-18.6% -$26.54万 减仓
EMR Emerson Electric $68.50万0.00%5,230 -1,500-22.3% -$19.65万 减仓
GSK GSK PLC $58.60万0.00%10,630 -3,690-25.8% -$20.34万 减仓
BEPC Brookfield Renewable $55.90万0.00%14,073 -900-6.0% -$3.57万 减仓
UL Unilever plc $53.40万0.00%9,382 9,382— $53.40万 新建仓
BIP Brookfield Infrastructure Partners L.P. $51.50万0.00%14,273 -704-4.7% -$2.54万 减仓
CVX Chevron Corporation $49.40万0.00%2,390 00.0% — 不变
WPM Wheaton Precious Metals Corp. $45.70万0.00%3,500 00.0% — 不变
GLW Corning Inc. $44.50万0.00%3,275 -8,175-71.4% -$111.08万 减仓
NEM Newmont Mining Corp. $43.30万0.00%4,000 -131-3.2% -$1.42万 减仓
CVS CVS Health $42.10万0.00%5,865 -5,075-46.4% -$36.43万 减仓
SGI Somnigroup International $41.60万0.00%5,635 00.0% — 不变
SOLS Solstice Advanced Materials $36.50万0.00%4,795 -1,026-17.6% -$7.81万 减仓
XLV Health Care Select Sector SPDR $33.70万0.00%2,302 -540-19.0% -$7.91万 减仓
— Exxon Mobil Corp. $25.40万0.00%1,503 1037.4% $1.74万 加仓
WM Waste Management Inc $18.30万0.00%800 00.0% — 不变
QQQ Invesco QQQ Trust $17.60万0.00%305 00.0% — 不变
BCE BCE $17.30万0.00%6,905 -903-11.6% -$2.26万 减仓
SHW Sherwin Williams Co. $16.00万0.00%500 00.0% — 不变
TJX TJX companies $15.90万0.00%1,000 00.0% — 不变
SAP SAP SE ADR $12.80万0.00%750 00.0% — 不变
BRK/B Berkshire Hathaway Inc. Cl. B $12.40万0.00%260 00.0% — 不变
SPY SPDR S&P 500 ETF Trust $11.80万0.00%182 21.1% $1,297 加仓
CL Colgate Palmolive $9.30万0.00%1,100 -300-21.4% -$2.54万 减仓
TSLA Tesla Motors Inc. $8.30万0.00%225 00.0% — 不变
MS Morgan Stanley $8.20万0.00%500 00.0% — 不变
AMZN Amazon $7.70万0.00%371 -60-13.9% -$1.25万 减仓
HD Home Depot $5.50万0.00%168 -13-7.2% -$4,256 减仓
ECL Ecolab Inc. $5.30万0.00%200 00.0% — 不变
IBM IBM Corp. $5.00万0.00%210 00.0% — 不变
V Visa Inc $4.70万0.00%157 128.3% $3,592 加仓
MGA Magna Intl Inc $4.40万0.00%800 00.0% — 不变
BIPC Brookfield Infrastructure Corporation-NEW $3.80万0.00%987 -87-8.1% -$3,350 减仓
MCD McDonald's Corp. $3.80万0.00%125 00.0% — 不变
— Western Copper & Gold Corp. $3.70万0.00%14,790 00.0% — 不变
PFE Pfizer Inc. $3.00万0.00%1,100 00.0% — 不变
VSNT Versant Media Group Inc $3.00万0.00%837 837— $3.00万 新建仓
DVY iShares Select Dividend ETF $2.90万0.00%195 00.0% — 不变
IYH iShares US Healthcare ETF $2.80万0.00%460 00.0% — 不变
DE Deere & Co. $2.80万0.00%50 00.0% — 不变
MBB iShares MBS ETF $2.50万0.00%270 00.0% — 不变
BAC Bank of America Corp. $2.40万0.00%500 00.0% — 不变
NVDA NVIDIA $2.30万0.00%132 132— $2.30万 新建仓
RSPG Invesco S&P 500 Equal Weight Energy ETF $1.90万0.00%175 00.0% — 不变
C Citigroup $1.70万0.00%150 00.0% — 不变
BHP BHP Group $1.40万0.00%200 -100-33.3% -$7,000 减仓
MA MasterCard Incorporated $1.20万0.00%25 17212.5% $8,160 加仓
WCN Waste Connections $1.20万0.00%76 76— $1.20万 新建仓
PNC PNC Financial Services Group $1.00万0.00%50 -50-50.0% -$1.00万 减仓
OKE Oneok Inc. $9,0000.00%100 00.0% — 不变
PPA Invesco Aerospace & Defense ETF $8,0000.00%50 00.0% — 不变
WNC Wabash National Corp. $6,0000.00%700 00.0% — 不变
TEL TE Connectivity Ltd. $5,0000.00%25 00.0% — 不变
UNH United Health Group Inc. $4,0000.00%18 00.0% — 不变
BNT Brookfield Wealth Solutions Ltd. $4,0000.00%106 00.0% — 不变
META Meta Platforms $2,0000.00%5 00.0% — 不变
EFXT Enerflex Ltd. $2,0000.00%100 00.0% — 不变
VONV VANGUARD RUSSELL 1000 VAL ETF $1,0000.00%16 -33-67.3% -$2,062 重新持有
CPB The Campbells Company $00.00%0 -6,267,644-100.0% -$1.75亿 清仓
HOG Harley Davidson Inc $00.00%0 -6,377,492-100.0% -$1.31亿 清仓
— Brookfield Business Partners $00.00%0 -584,663-100.0% -$2,071.60万 清仓
— Brookfield Business Partners $00.00%0 -330,454-100.0% -$1,182.40万 清仓
— Unilever plc $00.00%0 -7,298-100.0% -$47.70万 清仓
EIX Edison International $00.00%0 -750-100.0% -$4.50万 清仓
NFLX NETFLIX Inc. $00.00%0 -170-100.0% -$1.50万 清仓
TFII TFI International $00.00%0 -145-100.0% -$1.50万 清仓
KKR KKR & CO Inc. $00.00%0 -125-100.0% -$1.50万 清仓
UBER UBER Technologies Inc. $00.00%0 -190-100.0% -$1.50万 清仓
DUK Duke Energy Holding Corp. $00.00%0 -100-100.0% -$1.10万 清仓
ED Consolidated Edison $00.00%0 -100-100.0% -$9,000 清仓
IBB iShares Biotechnology ETF $00.00%0 -45-100.0% -$7,000 清仓
— Global X Cloud Computing ETF $00.00%0 -270-100.0% -$6,000 清仓
SBUX Starbucks Corp $00.00%0 -70-100.0% -$5,000 清仓
MEOH Methanex Corp. $00.00%0 -95-100.0% -$3,000 清仓
SOLV Solventum Corp $00.00%12 -24-66.7% — 减仓
NEO NeoGenomics Inc. $00.00%50 00.0% — 不变
SOBO South Bow Corp. $00.00%10 00.0% — 不变
XLP Consumer Staples Select Sector SPDR $00.00%10 00.0% — 不变
NKE Nike $00.00%1 1— — 新建仓