Van Berkom & Associates Inc. Portfolio Holdings

Van Berkom & Associates Inc.

  • $3.46 Billion
  • Q3 2025

Van Berkom & Associates Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.46 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $129M, Laureate Education, Inc. with a value of $128M, Stone X Group Inc. with a value of $121M, Grand Canyon Education, Inc. with a value of $115M, and Victory Capital Holdings, Inc. with a value of $109M.

Examining the 13F form we can see an increase of $344M in the current position value, from $3.11B to 3.46B.

Below you can find more details about Van Berkom & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.46 Billion
Industrials: $825 Million
Financial Services: $646 Million
Healthcare: $596 Million
Technology: $580 Million
Consumer Cyclical: $409 Million
Consumer Defensive: $303 Million
Utilities: $86.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.87B
$129 Million 3.74% of portfolio
747,897
Q3 2025 Reduced 6.53%
$4.96B
$128 Million 3.7% of portfolio
4,058,957
Q3 2025 Reduced 20.34%
$1.82B
$121 Million 3.5% of portfolio
1,200,338
Q3 2025 Reduced 14.79%
$5.23B
$115 Million 3.32% of portfolio
523,305
Q3 2025 Reduced 9.42%
$4.34B
$109 Million 3.15% of portfolio
1,682,614
Q3 2025 Reduced 6.57%
$4.83B
$106 Million 3.07% of portfolio
1,161,125
Q3 2025 Reduced 8.96%
$3.5B
$97.1 Million 2.81% of portfolio
1,105,348
Q3 2025 Added 9.51%
$2.61B
$94 Million 2.72% of portfolio
3,774,565
Q3 2025 Added 87.45%
$8.34B
$93.7 Million 2.71% of portfolio
478,102
Q3 2025 Reduced 21.45%
$5.22B
$92.7 Million 2.68% of portfolio
1,818,447
Q3 2025 Reduced 0.56%
$4.9B
$92.5 Million 2.67% of portfolio
686,204
Q3 2025 Added 4.09%
$6.28B
$87.8 Million 2.54% of portfolio
638,979
Q3 2025 Reduced 39.53%
$4.64B
$86.8 Million 2.51% of portfolio
9,523,592
Q3 2025 Added 22.85%
$6.07B
$86.1 Million 2.49% of portfolio
894,835
Q3 2025 Reduced 30.09%
$2.87B
$80.2 Million 2.32% of portfolio
1,229,649
Q3 2025 Added 14.35%
$6.71B
$80.1 Million 2.32% of portfolio
716,405
Q3 2025 Added 115.77%
$8.54B
$77.7 Million 2.25% of portfolio
496,911
Q3 2025 Added 11.14%
$8.94B
$77.3 Million 2.24% of portfolio
376,692
Q3 2025 Reduced 6.26%
$8.61B
$77.1 Million 2.23% of portfolio
742,619
Q3 2025 Reduced 0.82%
$6.49B
$76.5 Million 2.21% of portfolio
170,813
Q3 2025 Added 58.18%
$6.51B
$76.3 Million 2.21% of portfolio
1,333,111
Q3 2025 Added 19.19%
$6.65B
$75.8 Million 2.19% of portfolio
636,974
Q3 2025 Reduced 39.08%
$7.2B
$73.3 Million 2.12% of portfolio
297,273
Q3 2025 Reduced 30.78%
$3.18B
$73.2 Million 2.12% of portfolio
1,909,630
Q3 2025 Reduced 9.11%
$8.24B
$71.1 Million 2.06% of portfolio
446,215
Q3 2025 Reduced 9.07%
$5.68B
$70.7 Million 2.05% of portfolio
437,455
Q3 2025 Added 1.53%
$1.93B
$68.9 Million 1.99% of portfolio
2,065,070
Q3 2025 Added 84.06%
$1.42B
$68 Million 1.97% of portfolio
2,808,754
Q3 2025 Added 31.2%
$3.56B
$67.7 Million 1.96% of portfolio
723,660
Q3 2025 Reduced 7.88%
$9.56B
$66.7 Million 1.93% of portfolio
357,053
Q3 2025 Reduced 2.98%
$9.92B
$65.7 Million 1.9% of portfolio
779,216
Q3 2025 Reduced 32.79%
$3.75B
$64.5 Million 1.86% of portfolio
3,054,636
Q3 2025 Added 53.35%
$6.36B
$63.4 Million 1.83% of portfolio
859,887
Q3 2025 Added 73.59%
$4.31B
$62.8 Million 1.82% of portfolio
823,582
Q3 2025 New
$1.13B
$61.1 Million 1.77% of portfolio
4,557,878
Q3 2025 New
$1.09B
$60.3 Million 1.74% of portfolio
3,757,022
Q3 2025 Reduced 4.85%
$3.21B
$56.8 Million 1.64% of portfolio
1,712,360
Q3 2025 Reduced 5.8%
$10.6B
$55.7 Million 1.61% of portfolio
369,435
Q3 2025 Added 6,512.4%
$4.44B
$53.5 Million 1.55% of portfolio
1,564,991
Q3 2025 Added 60.96%
$2.94B
$51.9 Million 1.5% of portfolio
498,154
Q3 2025 New
$8.73B
$47 Million 1.36% of portfolio
1,366,775
Q3 2025 Added 4,221.95%
$1.71B
$44.8 Million 1.3% of portfolio
3,739,071
Q3 2025 Added 7.25%
$3.25B
$43 Million 1.24% of portfolio
668,547
Q3 2025 Added 28.08%
Ats Corporation
-
$7.06 Million 0.2% of portfolio
-
Q3 2025 Added 16.48%
Lazard Inc
-
$2.92 Million 0.08% of portfolio
-
Q3 2025 New
-
$2.37 Million 0.07% of portfolio
-
Q3 2025 Added 22.04%
$6.87B
$1.91 Million 0.06% of portfolio
13,438
Q3 2025 New
$4.4B
$1.78 Million 0.05% of portfolio
13,995
Q3 2025 Added 1.45%
$20.5B
$1.66 Million 0.05% of portfolio
8,153
Q3 2025 Reduced 2.52%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $3.46 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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