申告総資産額
$147.5億
報告対象四半期: 2026-03-31 · 銘柄数: 170
Beutel, Goodman & Co Ltd.は最新の13F報告書で170件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$147.5億、四半期回転率は27.7%です。
増加 UNP
+59956.8% $2.6億
減少 BMO
-37.8% -$2.3億
増加 WFC
+13449.6% $1.6億
増加 BAM
+167.9% $1.3億
減少 GEN
-20.3% -$1.6億
減少 AMGN
-45.1% -$1.6億
Beutel Goodman本季操作亮出底牌：清掉保守的金寶湯、大舉敲進聯合太平洋與富國銀行，擺明在換倉卡位美國景氣復甦列車。100%的動量分數更說明他們是在追強勢股，一副「不趁現在補漲更待何時」的急迫姿態，但這也等於把脖子伸進景氣反轉的套索。
他們賭的是聯準會收手後的軟著陸劇本——工業運輸回溫（UNP）、銀行放款擴張（WFC）、消費支出撐住（GIL）、醫療設備需求穩健（BDX）。勝負手在於這些週期類股能否接棒科技股成為資金新寵；若經濟數據開倒車，這批押注就是第一個被砍的倉位。
第一罩門是行業籌碼過度擁擠：金融、工業、科技三塊就佔了六成以上，市場一旦反轉或利率轉鷹，這幾大類股勢必引發多殺多。第二是持股極度分散（170檔）但核心部位力道不足，既無法像純種主動基金那樣集中攻擊，又高槓桿追動量的結果，就是Beta屠殺時連避險空間都沒有。
AI支援により公開規制開示情報から作成された要約で、過去データのみを対象としています。専門的な投資助言の代わりにはなりません。
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | 株式-金融 | 4.66% | +0.01% | -7.85% | |
| 2 | RY | Royal Bank Of Canada | 株式-金融 | 3.94% | -0.16% | -7.87% | |
| 3 | BMO | Bank Of Montreal | 株式-金融 | 2.84% | -1.15% | -37.85% | |
| 4 | WAB | Wabtec CORP | 株式-資本財 | 2.79% | +0.50% | -5.39% | |
| 5 | PPG | Ppg Industries INC | 株式-素材 | 2.69% | — | -5.33% | |
| 6 | EBAY | Ebay INC | 株式-一般消費財 | 2.64% | — | -5.32% | |
| 7 | MDT | Medtronic plc | 株式-ヘルスケア | 2.63% | -0.16% | -5.55% | |
| 8 | CB | Chubb Limited | 株式-金融 | 2.56% | -0.28% | -21.89% | |
| 9 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 2.55% | — | -8.10% | |
| 10 | NTAP | Netapp INC | 株式-IT | 2.53% | — | +8.68% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.47% | -0.16% | -25.42% | |
| 12 | RCI | Rogers Communications Inc-b | 株式-その他 | 2.47% | +0.06% | -8.52% | |
| 13 | MFC | Manulife Financial CORP | 株式-金融 | 2.36% | -0.10% | -8.22% | |
| 14 | DOX | Amdocs Limited | 株式-IT | 2.34% | — | +11.61% | |
| 15 | CP | Canadian Pacific Kansas City | 株式-資本財 | 2.19% | — | -7.35% | |
| 16 | OMC | Omnicom Group | 株式-通信サービス | 2.11% | -0.68% | -26.59% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 2.10% | — | +26.72% | |
| 18 | AMP | Ameriprise Financial INC | 株式-金融 | 1.99% | -0.19% | -9.04% | |
| 19 | NTR | Nutrien LTD | 株式-素材 | 1.89% | -0.39% | -38.29% | |
| 20 | GFL | Gfl Environmental Inc-sub Vt | 株式-その他 | 1.87% | -0.03% | -7.45% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.86% | -0.06% | -9.00% | |
| 22 | GIB | Cgi INC | 株式-IT | 1.84% | -0.44% | -6.95% | |
| 23 | SU | Suncor Energy INC | 株式-エネルギー | 1.83% | +0.61% | -8.27% | |
| 24 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.76% | — | +8.42% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.75% | +1.75% | +59956.85% | |
| 26 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.68% | — | -8.13% | |
| 27 | TRP | Tc Energy CORP | 株式-エネルギー | 1.60% | -0.45% | -37.51% | |
| 28 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 1.56% | +0.94% | +167.91% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.55% | -0.83% | -45.09% | |
| 30 | FTS | Fortis INC | 株式-公益事業 | 1.50% | — | -8.04% | |
| 31 | BGSI | THE Boyd Group INC | 株式-その他 | 1.49% | -0.05% | +9.67% | |
| 32 | CIGI | Colliers Intl Gr-subord Vot | 株式-その他 | 1.47% | +0.02% | +26.90% | |
| 33 | AXP | American Express Co | 株式-金融 | 1.36% | -0.38% | -13.15% | |
| 34 | GEN | Gen Digital INC | 株式-IT | 1.33% | -0.85% | -20.29% | |
| 35 | CNQ | Canadian Natural Resources | 株式-エネルギー | 1.32% | -0.02% | -37.66% | |
| 36 | MAS | Masco CORP | 株式-資本財 | 1.30% | +0.01% | -4.36% | |
| 37 | GIL | Gildan Activewear INC | 株式-一般消費財 | 1.29% | +1.29% | NEW | |
| 38 | SLF | Sun Life Financial INC | 株式-金融 | 1.23% | +0.01% | -8.39% | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.20% | -0.81% | -43.22% | |
| 40 | CMI | Cummins INC | 株式-資本財 | 1.18% | — | -5.82% | |
| 41 | RBA | Rb Global INC | 株式-資本財 | 1.12% | -0.60% | -36.53% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 1.11% | +1.10% | +13449.55% | |
| 43 | CAE | Cae INC | 株式-その他 | 1.10% | -0.15% | -6.76% | |
| 44 | BN | Brookfield CORP | 株式-金融 | 1.09% | -0.12% | -7.51% | |
| 45 | ATS | Ats CORP | 株式-その他 | 1.04% | — | -6.55% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 1.03% | -0.08% | -36.59% | |
| 47 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.03% | +1.03% | NEW | |
| 48 | FNV | Franco-nevada CORP | 株式-素材 | 1.01% | -0.17% | -35.17% | |
| 49 | FLS | Flowserve CORP | 株式-資本財 | 1.00% | -0.15% | -25.73% | |
| 50 | SEIC | Sei Investments Company | 株式-金融 | 0.94% | -0.01% | -5.80% |
Q3 2026のパフォーマンス
+6.2%
直近4四半期のパフォーマンス
+20.8%
価格取得が可能な保有銘柄（報告価値の76%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 170 | $147.5億 | 28 | |
| 2025-12-31 | 174 | $162.8億 | 21 | |
| 2025-09-30 | 177 | $166.0億 | 21 | |
| 2025-06-30 | 176 | $175.5億 | 0 | |
| 2025-03-31 | 205 | $173.5億 | 100 | |
| 2024-12-31 | 86 | $183.8億 | 0 | |
| 2024-09-30 | 89 | $202.9億 | 0 | |
| 2024-06-30 | 77 | $188.2億 | 0 | |
| 2024-03-31 | 75 | $194.1億 | 0 | |
| 2023-12-31 | 76 | $188.5億 | 0 | |
| 2023-09-30 | 75 | $169.3億 | 0 | |
| 2023-06-30 | 75 | $178.4億 | 0 | |
| 2023-03-31 | 74 | $170.1億 | 0 | |
| 2022-12-31 | 76 | $165.2億 | 0 | |
| 2022-09-30 | 73 | $147.9億 | 0 | |
| 2022-06-30 | 69 | $161.0億 | 0 | |
| 2022-03-31 | 69 | $176.7億 | 0 | |
| 2021-12-31 | 67 | $175.2億 | 0 | |
| 2021-09-30 | 66 | $163.4億 | 0 | |
| 2021-06-30 | 65 | $168.2億 | 97 | |
| 2021-03-31 | 64 | $159.3億 | 27 | |
| 2020-12-31 | 67 | $147.7億 | 23 | |
| 2020-09-30 | 68 | $124.3億 | 12 | |
| 2020-06-30 | 67 | $121.7億 | 24 | |
| 2020-03-31 | 64 | $107.2億 | 52 | |
| 2019-12-31 | 70 | $174.3億 | 24 | |
| 2019-09-30 | 64 | $143.5億 | 12 | |
| 2019-06-30 | 61 | $138.0億 | 10 | |
| 2019-03-31 | 82 | $133.2億 | 13 | |
| 2018-12-31 | 63 | $117.5億 | 21 | |
| 2018-09-30 | 63 | $138.4億 | 8 | |
| 2018-06-30 | 62 | $135.8億 | 15 | |
| 2018-03-31 | 66 | $132.2億 | 21 | |
| 2017-12-31 | 77 | $147.2億 | 14 | |
| 2017-09-30 | 34 | $131.7億 | 22 | |
| 2017-06-30 | 30 | $110.3億 | 15 | |
| 2017-03-31 | 30 | $113.6億 | 26 | |
| 2016-12-31 | 28 | $112.1億 | 27 | |
| 2016-09-30 | 28 | $103.4億 | 11 | |
| 2016-06-30 | 26 | $97.4億 | 12 | |
| 2016-03-31 | 23 | $90.2億 | 10 | |
| 2015-12-31 | 22 | $83.1億 | 15 | |
| 2015-09-30 | 23 | $91.2億 | 29 | |
| 2015-06-30 | 30 | $118.4億 | 18 | |
| 2015-03-31 | 28 | $104.0億 | 12 | |
| 2014-12-31 | 28 | $112.1億 | 10 | |
| 2014-09-30 | 29 | $114.5億 | 15 | |
| 2014-06-30 | 28 | $117.7億 | 19 | |
| 2014-03-31 | 28 | $129.9億 | 15 | |
| 2013-12-31 | 26 | $114.8億 | 30 | |
| 2013-09-30 | 21 | $90.5億 | 41 | |
| 2013-06-30 | 20 | $66.5億 | 0 |
Beutel, Goodman & Co Ltd.の2026-03-31時点における主要なポジション変更： 新規購入: Gildan Activewear INC (GIL); 全売却: THE Campbell's Company (CPB); 新規購入: Becton Dickinson And Co (BDX); 新規購入: Marsh & Mclennan Cos (MRSH); 全売却: Harley-davidson INC (HOG).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | +1.8% | +59956.85% | 増加 |
| 2 | WFC | Wells Fargo & Co | +1.1% | +13449.55% | 増加 |
| 3 | BAM | Brookfield Asset Mgmt-a | +0.9% | +167.91% | 増加 |
| 4 | SU | Suncor Energy INC | +0.6% | -8.27% | 減少 |
| 5 | WAB | Wabtec CORP | +0.5% | -5.39% | 減少 |
| 6 | RCI | Rogers Communications Inc-b | +0.1% | -8.52% | 減少 |
| 7 | CIGI | Colliers Intl Gr-subord Vot | 0% | +26.90% | 増加 |
| 8 | TD | Toronto-dominion Bank | 0% | -7.85% | 減少 |
| 9 | MAS | Masco CORP | 0% | -4.36% | 減少 |
| 10 | SLF | Sun Life Financial INC | 0% | -8.39% | 減少 |
| 11 | DOX | Amdocs Limited | — | +11.61% | 増加 |
| 12 | ELV | Elevance Health INC | — | +8.42% | 増加 |
| 13 | SEIC | Sei Investments Company | 0% | -5.80% | 減少 |
| 14 | CNQ | Canadian Natural Resources | 0% | -37.66% | 減少 |
| 15 | GFL | Gfl Environmental Inc-sub Vt | 0% | -7.45% | 減少 |
| 16 | BLK | Blackrock INC | 0% | -3.13% | 減少 |
| 17 | BGSI | THE Boyd Group INC | -0.1% | +9.67% | 増加 |
| 18 | CMCSA | Comcast Corp-class A | -0.1% | -9.00% | 減少 |
| 19 | AMAT | Applied Materials INC | -0.1% | -36.59% | 減少 |
| 20 | MFC | Manulife Financial CORP | -0.1% | -8.22% | 減少 |
| 21 | BN | Brookfield CORP | -0.1% | -7.51% | 減少 |
| 22 | CAE | Cae INC | -0.2% | -6.76% | 減少 |
| 23 | FLS | Flowserve CORP | -0.2% | -25.73% | 減少 |
| 24 | RY | Royal Bank Of Canada | -0.2% | -7.87% | 減少 |
| 25 | MDT | Medtronic plc | -0.2% | -5.55% | 減少 |
| 26 | MRK | Merck & Co. INC. | -0.2% | -25.42% | 減少 |
| 27 | FNV | Franco-nevada CORP | -0.2% | -35.17% | 減少 |
| 28 | AMP | Ameriprise Financial INC | -0.2% | -9.04% | 減少 |
| 29 | CB | Chubb Limited | -0.3% | -21.89% | 減少 |
| 30 | OTEX | Open Text CORP | -0.4% | -8.07% | 減少 |
| 31 | AXP | American Express Co | -0.4% | -13.15% | 減少 |
| 32 | CG | Carlyle Group Inc/the | -0.4% | -37.62% | 減少 |
| 33 | NTR | Nutrien LTD | -0.4% | -38.29% | 減少 |
| 34 | GIB | Cgi INC | -0.4% | -6.95% | 減少 |
| 35 | TRP | Tc Energy CORP | -0.5% | -37.51% | 減少 |
| 36 | RBA | Rb Global INC | -0.6% | -36.53% | 減少 |
| 37 | OMC | Omnicom Group | -0.7% | -26.59% | 減少 |
| 38 | KMB | Kimberly-clark CORP | -0.8% | -43.22% | 減少 |
| 39 | AMGN | Amgen INC | -0.8% | -45.09% | 減少 |
| 40 | GEN | Gen Digital INC | -0.9% | -20.29% | 減少 |
| 41 | BMO | Bank Of Montreal | -1.2% | -37.85% | 減少 |
| 42 | GIL | Gildan Activewear INC | — | NEW | 新規購入 |
| 43 | CPB | THE Campbell's Company | — | EXIT | 全売却 |
| 44 | BDX | Becton Dickinson And Co | — | NEW | 新規購入 |
| 45 | MRSH | Marsh & Mclennan Cos | — | NEW | 新規購入 |
| 46 | HOG | Harley-davidson INC | — | EXIT | 全売却 |
| 47 | SYY | Sysco CORP | — | NEW | 新規購入 |
| 48 | MDA | Mda Space LTD | — | NEW | 新規購入 |
| 49 | BBUC | Brookfield Business Corp-a | — | NEW | 新規購入 |
| 50 | BBUC | Brookfield Business Corporation | — | EXIT | 全売却 |
運用資産(AUM)が近い機関
CIK 0001429390
申告総資産額
$147.5億
509 stks
2026-03-31
運用資産規模の差はわずか0.0%
CIK 0001512440
申告総資産額
$147.4億
881 stks
2016-09-30
データが古く、未更新
運用資産規模の差はわずか0.1%
CIK 0001081407
申告総資産額
$148.1億
1,264 stks
2026-03-31
運用資産規模の差はわずか0.4%
上位保有銘柄が重なる機関
CIK 0001335382
申告総資産額
$11.6億
283 stks
2026-03-31
上位5銘柄のうち3銘柄が重複、Royal Bank Of Canadaも共通保有
CIK 0001512652
申告総資産額
$10.2億
167 stks
2024-09-30
データが古く、未更新
上位5銘柄のうち3銘柄が重複、Royal Bank Of Canadaも共通保有
CIK 0001569411
申告総資産額
$35.5億
129 stks
2026-03-31
上位5銘柄のうち3銘柄が重複、Toronto-dominion Bankも共通保有