Qv Investors Inc. Portfolio Holdings

Qv Investors Inc.

$1.02 Billion
Q2 2025

Qv Investors Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sun Life Financial Inc with a value of $79.3M, Cgi Inc with a value of $71.6M, Canadian National Railway CO with a value of $61.5M, Royal Bank Of Canada with a value of $60.2M, and Fortis Inc. with a value of $50.7M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $990M to 1.02B.

Below you can find more details about Qv Investors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion

Financial Services: $171 Million

Industrials: $143 Million

Technology: $120 Million

Consumer Cyclical: $101 Million

Utilities: $95.6 Million

Healthcare: $70.4 Million

Consumer Defensive: $58.7 Million

Basic Materials: $58.7 Million

Other: $78.7 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SLF Sun Life Financial Inc Financial Services	$33.8B	$79.3 Million 7.78% of portfolio	1,194,699	Q2 2025 Reduced 10.09%
GIB Cgi Inc Technology	$19.9B	$71.6 Million 7.03% of portfolio	683,472	Q2 2025 Added 12.96%
CNI Canadian National Railway CO Industrials	$63.6B	$61.5 Million 6.03% of portfolio	590,955	Q2 2025 Added 16.88%
RY Royal Bank Of Canada Financial Services	$188B	$60.2 Million 5.91% of portfolio	457,766	Q2 2025 Added 0.77%
FTS Fortis Inc. Utilities	$24.2B	$50.7 Million 4.97% of portfolio	1,064,121	Q2 2025 Added 0.78%
Canadian Pacific Kansas City	-	$43.9 Million 4.31% of portfolio	-	Q2 2025 Added 25.04%
EMRAF Emera Inc Utilities	$0	$43.9 Million 4.3% of portfolio	959,314	Q2 2025 New
Rb Global Inc	-	$43.9 Million 4.3% of portfolio	-	Q2 2025 Added 0.73%
FNV Franco Nevada Corp Basic Materials	$34.1B	$40.4 Million 3.96% of portfolio	246,397	Q2 2025 Added 0.71%
TFII Tfi International Inc. Industrials	$7.74B	$31.6 Million 3.1% of portfolio	352,781	Q2 2025 Added 0.77%
TIXT Telus International (Cda) Inc. Technology	$256M	$27.6 Million 2.71% of portfolio	7,614,325	Q2 2025 Added 25.8%
MGA Magna International Inc Consumer Cyclical	$12.7B	$25.1 Million 2.46% of portfolio	651,377	Q2 2025 Added 0.6%
CNQ Canadian Natural Resources LTD Energy	$34.5B	$19.7 Million 1.93% of portfolio	627,619	Q2 2025 Added 0.6%
STN Stantec Inc Industrials	$12.1B	$19.6 Million 1.92% of portfolio	180,085	Q2 2025 Reduced 3.72%
DG Dollar General Corp Consumer Defensive	$26B	$19.4 Million 1.91% of portfolio	169,960	Q2 2025 Added 19.05%
Brookfield Asset Mgmt A	-	$18.9 Million 1.86% of portfolio	-	Q2 2025 Reduced 15.93%
NTR Nutrien Ltd. Basic Materials	$30.2B	$18.3 Million 1.79% of portfolio	314,643	Q2 2025 Added 0.83%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$17.6 Million 1.72% of portfolio	80,070	Q2 2025 Reduced 2.09%
RCI Rogers Communications Inc Communication Services	$13.4B	$17.4 Million 1.71% of portfolio	589,161	Q2 2025 New
CNC Centene Corp Healthcare	$14.8B	$16.1 Million 1.58% of portfolio	297,042	Q2 2025 Added 13.3%
THO Thor Industries Inc Consumer Cyclical	$5.42B	$16.1 Million 1.58% of portfolio	181,066	Q2 2025 Added 108.04%
GOOGL Alphabet Inc. Communication Services	$1.21T	$15.6 Million 1.53% of portfolio	88,370	Q2 2025 Reduced 2.56%
Solventum Corp	-	$15.5 Million 1.52% of portfolio	-	Q2 2025 Reduced 2.57%
PEP Pepsico Inc Consumer Defensive	$202B	$15.5 Million 1.52% of portfolio	117,255	Q2 2025 Added 0.4%
JNJ Johnson & Johnson Healthcare	$452B	$15.5 Million 1.52% of portfolio	101,240	Q2 2025 Added 0.58%
AMAT Applied Materials Inc Technology	$162B	$14.9 Million 1.46% of portfolio	81,340	Q2 2025 Added 60.34%
HRL Hormel Foods Corp Consumer Defensive	$15.7B	$12.5 Million 1.23% of portfolio	414,710	Q2 2025 Added 72.47%
UNP Union Pacific Corp Industrials	$135B	$12.1 Million 1.19% of portfolio	52,731	Q2 2025 Reduced 1.71%
UL Unilever PLC Consumer Defensive	$155B	$11.2 Million 1.1% of portfolio	183,454	Q2 2025 Reduced 13.43%
MRK Merck & Co., Inc. Healthcare	$203B	$11.1 Million 1.09% of portfolio	140,737	Q2 2025 Added 35.55%
AZO Autozone Inc Consumer Cyclical	$75.9B	$10.7 Million 1.05% of portfolio	2,880	Q2 2025 Reduced 1.03%
OZK Bank Ozk Financial Services	$5.84B	$10.3 Million 1.01% of portfolio	219,080	Q2 2025 Added 18.01%
EOG Eog Resources Inc Energy	$69.2B	$9.24 Million 0.91% of portfolio	77,225	Q2 2025 Reduced 2.86%
UNH Unitedhealth Group Inc Healthcare	$245B	$9.1 Million 0.89% of portfolio	29,154	Q2 2025 Reduced 4.24%
NVO Novo Nordisk A S Healthcare	$112B	$8.7 Million 0.85% of portfolio	126,114	Q2 2025 Added 1,539.12%
BABA Alibaba Group Holding LTD Consumer Cyclical	$324B	$7.92 Million 0.78% of portfolio	69,837	Q2 2025 Reduced 12.83%
SBUX Starbucks Corp Consumer Cyclical	$108B	$7.79 Million 0.76% of portfolio	84,970	Q2 2025 Reduced 1.6%
DRI Darden Restaurants Inc Consumer Cyclical	$25.1B	$7.12 Million 0.7% of portfolio	32,682	Q2 2025 Reduced 37.73%
NRC National Research Corp Healthcare	$385M	$6.41 Million 0.63% of portfolio	381,310	Q2 2025 Added 7.61%
JPM Jpmorgan Chase & CO Financial Services	$859B	$6.04 Million 0.59% of portfolio	20,835	Q2 2025 Added 0.68%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$5.5 Million 0.54% of portfolio	11,311	Q2 2025 Added 0.62%
DIS Walt Disney CO Communication Services	$207B	$4.96 Million 0.49% of portfolio	40,010	Q2 2025 Added 0.68%
PCAR Paccar Inc Industrials	$34.4B	$4.66 Million 0.46% of portfolio	49,020	Q2 2025 Added 0.68%
CMI Cummins Inc Industrials	$56.3B	$4.69 Million 0.46% of portfolio	14,305	Q2 2025 Added 0.63%
NFLX Netflix Inc Communication Services	$545B	$4.15 Million 0.41% of portfolio	3,100	Q2 2025 Reduced 1.9%
MMM 3 M CO Industrials	$87.3B	$4.11 Million 0.4% of portfolio	27,000	Q2 2025 Reduced 71.09%
XOM Exxon Mobil Corp Energy	$442B	$4.11 Million 0.4% of portfolio	38,161	Q2 2025 Added 0.69%
ROST Ross Stores, Inc. Consumer Cyclical	$51.4B	$3.92 Million 0.38% of portfolio	30,690	Q2 2025 Added 0.69%
ORCL Oracle Corp Technology	$684B	$3.86 Million 0.38% of portfolio	17,635	Q2 2025 Added 0.69%
CVX Chevron Corp Energy	$302B	$3.57 Million 0.35% of portfolio	24,907	Q2 2025 Added 0.69%

Summary

Portfolio
No. of Stocks 63
Current Value $1.02 Billion
Prior Value $990 Million
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 2 stocks
Additional Purchases 42 stocks
Sold out of 0 stocks
Reduced holdings in 16 stocks

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