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Portfolio (Quarterly) Guide ↗

INTACT INVESTMENT MANAGEMENT INC.

· CIK 0001443077
13F Portfolio $3.5B AUM 313 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 83 New 98 Added 102 Reduced 24 Exited
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACN ACCENTURE PLC IRELAND Technology 26,100.0 $7.0M 0.20% -3K -9.7% $268.30 -37.1%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 23,600.0 $7.0M 0.20% -5K -16.9% $296.21 -26.3%
43 WCN WASTE CONNECTIONS INC Industrials 39,357.0 $6.9M 0.20% -79K -66.9% $175.38 -11.7%
44 UPS UNITED PARCEL SERVICE INC Industrials 67,000.0 $6.6M 0.19% -4K -6.0% $99.19 -0.8%
45 ORLA ORLA MNG LTD NEW Basic Materials 470,029.0 $6.3M 0.18% -74K -13.6% $13.45 +10.0%
46 ENERFLEX LTD 400,700.0 $6.2M 0.18% -68K -14.5% $15.42
47 MCD MCDONALDS CORP Consumer Cyclical 19,361.0 $5.9M 0.17% -23K -53.9% $305.63 -10.0%
48 TGB TASEKO MINES LTD Basic Materials 980,400.0 $5.5M 0.16% -55K -5.3% $5.66 +34.6%
49 XEL XCEL ENERGY INC Utilities 74,400.0 $5.5M 0.16% -9K -10.5% $73.86 +8.4%
50 TAC TRANSALTA CORP Utilities 428,800.0 $5.4M 0.16% -151K -26.1% $12.65 +2.4%
51 AMERICAS GOLD AND SILVER COR 1,034,540.0 $5.3M 0.15% -40K -3.7% $5.13
52 AMAT APPLIED MATLS INC Technology 20,400.0 $5.2M 0.15% -3K -12.4% $256.99 +69.9%
53 AMGN AMGEN INC Healthcare 15,300.0 $5.0M 0.14% -7K -31.7% $327.31 -0.3%
54 EXC EXELON CORP Utilities 110,600.0 $4.8M 0.14% -5K -4.0% $43.59 +1.9%
55 FITB FIFTH THIRD BANCORP Financial Services 102,100.0 $4.8M 0.14% -17K -14.5% $46.81 +1.9%
56 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 291,060.0 $4.8M 0.14% -80K -21.6% $16.35 +42.3%
57 GLW CORNING INC Technology 52,200.0 $4.6M 0.13% -11K -16.9% $87.56 +137.9%
58 EMN EASTMAN CHEM CO Basic Materials 70,800.0 $4.5M 0.13% -10K -12.2% $63.83 +13.5%
59 RTX RTX CORPORATION Industrials 22,200.0 $4.1M 0.12% -49K -69.0% $183.40 -4.2%
60 HPE HEWLETT PACKARD ENTERPRISE C Technology 159,000.0 $3.8M 0.11% -12K -7.3% $24.02 +42.1%
Page 3 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.3%
Energy 12.6%
Basic Materials 11.9%
Communication Services 9.7%
Technology 8.9%
Utilities 7.9%
Consumer Cyclical 7.8%
Industrials 5.1%
Healthcare 4.6%
Consumer Defensive 3.9%