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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXR EXTRA SPACE STORAGE INC Real Estate 11,900.0 $1.5M 0.04% -2K -12.5% $130.22 +9.2%
82 C CITIGROUP INC Financial Services 13,100.0 $1.5M 0.04% -39K -74.7% $116.69 +5.8%
83 DELL DELL TECHNOLOGIES INC Technology 10,500.0 $1.3M 0.04% -2K -18.0% $125.88 +96.9%
84 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,370.0 $1.2M 0.03% -1K -26.9% $350.55 +13.2%
85 SNPS SYNOPSYS INC Technology 2,500.0 $1.2M 0.03% -300.0 -10.7% $469.72 +8.6%
86 APOS APOLLO GLOBAL MGMT INC Financial Services 7,700.0 $1.1M 0.03% -900.0 -10.5% $144.76 -82.1%
87 GLOBUS MED INC 12,600.0 $1.1M 0.03% -1K -9.3% $87.31
88 ADBE ADOBE INC Technology 2,910.0 $1.0M 0.03% -900.0 -23.6% $349.99 -29.3%
89 MET METLIFE INC Financial Services 12,600.0 $995K 0.03% -1K -8.0% $78.94 +0.3%
90 CAH CARDINAL HEALTH INC Healthcare 4,100.0 $843K 0.02% -1K -22.6% $205.50 -5.0%
91 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 4,300.0 $832K 0.02% -200.0 -4.4% $193.43 +4.0%
92 THOMSON REUTERS CORP 6,300.0 $831K 0.02% -16K -71.9% $131.96
93 MA MASTERCARD INCORPORATED Financial Services 1,400.0 $799K 0.02% -836.0 -37.4% $570.88 -14.2%
94 EMR EMERSON ELEC CO Industrials 5,500.0 $730K 0.02% -31K -85.0% $132.72 +3.9%
95 BHC BAUSCH HEALTH COS INC Healthcare 100,500.0 $698K 0.02% -13K -11.5% $6.94 -21.9%
96 TECK TECK RESOURCES LTD Basic Materials 13,800.0 $661K 0.02% -55K -80.0% $47.87 +36.6%
97 UBER UBER TECHNOLOGIES INC Technology 7,800.0 $637K 0.02% -10K -55.4% $81.71 -8.6%
98 WMT WALMART INC Consumer Defensive 3,400.0 $379K 0.01% -5K -59.0% $111.41 +18.9%
99 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,100.0 $240K 0.01% -10K -90.4% $218.02 -21.7%
100 NEM NEWMONT CORP Basic Materials 1,400.0 $140K 0.00% -49K -97.2% $99.85 +16.5%
Page 5 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%