Beutel, Goodman & Co Ltd. — 13F Holdings & Portfolio

CIK 1361974 · latest 13F-HR filed 2026-05-15

Beutel, Goodman & Co Ltd. manages $14.8M in 13F-reported U.S. long-equity assets across 170 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TD (4.66%), RY (3.94%), BMO (2.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 16, added to 37, and trimmed 81.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$14.8M

Long-equity book

Holdings

170

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+12 / −16 / ↑37 / ↓81

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Union Pacific Corp.$258.2K +62981.7%
  • Wells Fargo$161.6K +11479.7%
  • Brookfield Asset Management$128.4K +126.4%
  • Suncor Energy$71.4K +36.1%
  • WABTEC CORP$40.1K +10.8%
Show all 37

Top Trims

  • Bank of Montreal-$230.2K -35.5%
  • Gen Digital-$158.7K -44.8%
  • Amgen Inc-$158.6K -41.0%
  • Kimberly Clark Corp-$149.6K -45.7%
  • Omnicom Group-$143.2K -31.5%
Show all 81

New Positions

  • Gildan Activewear$189.7K
  • Becton Dickinson & Co$151.4K
  • Marsh & McLennan$135.3K
  • Sysco$128.9K
  • MDA Space$48.8K
Show all 12

Exited Positions

  • The Campbells Company$174.7K
  • Harley Davidson Inc$130.7K
  • Brookfield Business Partners$20.7K
  • Brookfield Business Partners$11.8K
  • Unilever plc$477
Show all 16
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Toronto Dominion Bk TD 891160509 $687.4K 4.66% 7,383,692 SH
2 Royal Bank Cda RY 780087102 $581.0K 3.94% 3,605,831 SH
3 Bank of Montreal BMO 063671101 $418.8K 2.84% 3,101,868 SH
4 WABTEC CORP WAB 929740108 $412.1K 2.79% 1,648,944 SH
5 PPG Industries PPG 693506107 $396.8K 2.69% 3,712,117 SH
6 Ebay Inc EBAY 278642103 $389.3K 2.64% 4,277,227 SH
7 Medtronic PLC MDT G5960L103 $387.3K 2.63% 4,469,174 SH
8 Chubb Limited CB H1467J104 $377.1K 2.56% 1,157,024 SH
9 Restaurant Brands International QSR 76131D103 $376.1K 2.55% 5,098,410 SH
10 NetApp NTAP 64110D104 $373.0K 2.53% 3,642,465 SH
11 Merck& Co Inc MRK 58933Y105 $364.5K 2.47% 3,029,891 SH
12 Rogers Communications RCI 775109200 $363.8K 2.47% 9,491,032 SH
13 Manulife Fincl Corp MFC 56501R106 $347.4K 2.36% 10,117,802 SH
14 Amdocs Ltd DOX G02602103 $344.8K 2.34% 5,284,195 SH
15 Canadian Pacific Kansas City CP 13646K108 $322.5K 2.19% 4,111,721 SH
16 Omnicom Group OMC 681919106 $310.9K 2.11% 4,128,466 SH
17 Qualcomm QCOM 747525103 $310.1K 2.10% 2,408,283 SH
18 Ameriprise Financial AMP 03076C106 $293.1K 1.99% 659,562 SH
19 Nutrien NTR 67077M108 $278.5K 1.89% 3,701,225 SH
20 GFL Environmental GFL 36168Q104 $276.0K 1.87% 6,637,498 SH
21 Comcast Corp CMCSA 20030N101 $273.8K 1.86% 9,535,358 SH
22 CGI Group GIB 12532H104 $271.9K 1.84% 3,731,273 SH
23 Suncor Energy SU 867224107 $269.4K 1.83% 4,086,562 SH
24 Elevance Health ELV 036752103 $259.6K 1.76% 886,724 SH
25 Union Pacific Corp. UNP 907818108 $258.6K 1.75% 1,066,009 SH
26 Cdn Natl Railway CNI 136375102 $247.8K 1.68% 2,415,690 SH
27 TC Energy TRP 87807B107 $235.8K 1.60% 3,778,289 SH
28 Brookfield Asset Management BAM 113004105 $230.0K 1.56% 5,189,113 SH
29 Amgen Inc AMGN 031162100 $228.5K 1.55% 649,319 SH
30 Fortis Inc FTS 349553107 $220.9K 1.50% 3,972,034 SH
31 Boyd Group Services BGSI 103310108 $219.3K 1.49% 1,723,423 SH
32 Colliers Intl CIGI 194693107 $216.6K 1.47% 2,032,428 SH
33 American Express Co AXP 025816109 $201.0K 1.36% 664,522 SH
34 Gen Digital GEN 668771108 $195.6K 1.33% 10,387,394 SH
35 Canadian Natural Resources Ltd. CNQ 136385101 $195.1K 1.32% 4,011,532 SH
36 Masco MAS 574599106 $191.2K 1.30% 3,166,441 SH
37 Gildan Activewear GIL 375916103 $189.7K 1.29% 3,418,154 SH
38 Sun Life Fncl Inc SLF 866796105 $181.5K 1.23% 2,907,092 SH
39 Kimberly Clark Corp KMB 494368103 $177.7K 1.20% 1,841,866 SH
40 Cummins Inc CMI 231021106 $174.1K 1.18% 323,652 SH
41 RB Global RBA 74935Q107 $164.9K 1.12% 1,724,806 SH
42 Wells Fargo WFC 949746101 $163.0K 1.11% 2,048,015 SH
43 CAE Inc CAE 124765108 $161.7K 1.10% 6,228,487 SH
44 Brookfield Corporation BN 11271J107 $160.7K 1.09% 3,977,934 SH
45 ATS Corp ATS 00217Y104 $153.3K 1.04% 5,454,749 SH
46 Applied Materials AMAT 038222105 $152.0K 1.03% 444,766 SH
47 Becton Dickinson & Co BDX 075887109 $151.4K 1.03% 963,199 SH
48 Franco Nevada Corp FNV 351858105 $148.4K 1.01% 601,308 SH
49 Flowserve Corp FLS 34354P105 $147.6K 1.00% 2,007,525 SH
50 SEI Investments SEIC 784117103 $139.1K 0.94% 1,773,154 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $14.8M 170 0001361974-26-000007
2025-12-31 2026-02-13 $16.3M 174 0001361974-26-000005
2025-09-30 2025-11-14 $16.6M 177 0001361974-25-000016