Beutel, Goodman & Co Ltd.

Q3 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
164
Total value ($000)
$12,703,852
Net value change ($000)
-885,035 (-6.5%)
New positions
8
Sold out positions
7
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PEP 285,824 9286.0%
QCOM 167,959 87.7%
CLX 163,038 NEW
FNV 142,744 84.2%
TEL 134,303 2686060.0%
BDX 73,631 28.9%
COR 53,403 37.0%
SU 42,856 16.1%
CNQ 25,532 9.4%
CG 23,296 43.6%
Top Reduces (Value $000, Stocks/ETFs)
KMB -142,804 -99.8%
GEN -142,791 -99.9%
CP -118,651 -38.5%
CMCSA -102,518 -99.6%
TD -96,520 -12.4%
MRK -93,676 -35.2%
SYY -79,098 -100.0%
AMAT -78,551 -47.0%
PPG -77,842 -19.9%
MAS -71,065 -23.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type