Beutel, Goodman & Co Ltd.
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$14.8M
Holdings
174
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TD
Toronto Dominion Bk
Held since at least Q1 2024
4.7%
02
$RY
Royal Bank Cda
Held since at least Q1 2024
3.9%
03
$BMO
Bank of Montreal
Held since at least Q1 2024
2.8%
04
$WAB
WABTEC CORP
Held since at least Q1 2024
2.8%
05
$PPG
PPG Industries
Held since at least Q1 2024
2.7%
06
$EBA
Ebay Inc
Held since at least Q1 2024
2.6%
07
$MDT
Medtronic PLC
Held since at least Q1 2024
2.6%
08
$CB
Chubb Limited
Held since at least Q1 2024
2.6%
09
$QSR
Restaurant Brands International
Held since at least Q1 2024
2.5%
10
$NTAP
NetApp
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.