Beutel, Goodman & Co
Beutel, Goodman & Co reported 163 stocks worth $13.6M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TD (5.7%), BMO (3.5%) and RY (3.3%). Compared with Q1 2026, the fund opened new positions in RCL, AZO and TRI, added to MAS, CNQ and SU, trimmed TD, BMO and RY and sold out of OTEX, BEPC and SOLS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TD Toronto Dominion BK Ont | $780K | 5.7% | 6.4M | −963K (−13%) | 8 of 8 | |
| 2 |  BMO Bank Montreal Que F | $476K | 3.5% | 2.7M | −406K (−13%) | 8 of 8 | |
| 3 |  RY Royal BK Cda | $451K | 3.3% | 2.2M | −1.4M (−40%) | 8 of 8 | |
| 4 |  PPG Ppg Inds Inc | $391K | 2.9% | 3.2M | −485K (−13%) | 8 of 8 | |
| 5 |  EBAY Ebay Inc | $376K | 2.8% | 3.4M | −910K (−21%) | 8 of 8 | |
| 6 |  CB Chubb Ltd F | $326K | 2.4% | 957K | −200K (−17%) | 8 of 8 | |
| 7 |  QSR Restaurant Brands Intl Inc | $321K | 2.4% | 4.4M | −674K (−13%) | 8 of 8 | |
| 8 |  CP Canadian Pacific Kansas City | $308K | 2.3% | 3.6M | −555K (−14%) | 8 of 8 | |
| 9 |  MDT Medtronic PLC F | $307K | 2.3% | 3.9M | −547K (−12%) | 7 of 8 | |
| 10 |  MAS Masco Corp | $302K | 2.2% | 3.7M | +545K (+17%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OTEX Open Text Corp | $114K | 5.1M |
THOMSON REUTERS CORP | $5K | 60K |
HONEYWELL INTL INC | $5K | 22K |
 BEPC Brookfield Renewable Corp | $559 | 14K |
 SOLS Solstice Advanced Matls Inc | $365 | 4,795 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beutel, Goodman & Co 13F FAQ
What does Beutel, Goodman & Co own?
Beutel, Goodman & Co reported 163 stocks worth $13.6M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TD (5.7%), BMO (3.5%) and RY (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Beutel, Goodman & Co buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 14 added to, 96 trimmed and 12 sold out. New positions include RCL, AZO and TRI. It sold all of OTEX, BEPC and SOLS.
When will Beutel, Goodman & Co file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beutel, Goodman & Co's portfolio worth?
The Q2 2026 filing reports $13.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.