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Portfolio (Quarterly) Guide ↗

INTACT INVESTMENT MANAGEMENT INC.

· CIK 0001443077
13F Portfolio $3.5B AUM 274 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 86 Added 123 Reduced 93 Exited
Page 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SANG SANGOMA TECHNOLOGIES CORP Technology 694,925.0 $2.7M 0.07% +43K +6.5% $3.81 -2.7%
182 CMCSA COMCAST CORP NEW Communication Services 104,800.0 $2.6M 0.07% -4K -3.8% $24.55 +7.9%
183 MCHP MICROCHIP TECHNOLOGY INC. Technology 27,600.0 $2.5M 0.07% NEW $91.20 -18.7%
184 GM GENERAL MTRS CO Consumer Cyclical 30,800.0 $2.4M 0.07% -12K -27.7% $77.08 +13.9%
185 INTU INTUIT Technology 8,700.0 $2.3M 0.07% NEW $261.00 +27.5%
186 VIZSLA SILVER CORP 673,200.0 $2.2M 0.06% NEW $3.29
187 EXR EXTRA SPACE STORAGE INC Real Estate 12,800.0 $1.9M 0.05% +900.0 +7.6% $145.30 -4.2%
188 NKE NIKE INC Consumer Cyclical 44,200.0 $1.8M 0.05% -52K -54.2% $41.05 -6.5%
189 ALMONTY INDS INC 106,800.0 $1.8M 0.05% +24K +28.5% $16.54
190 FSM FORTUNA MNG CORP Basic Materials 154,400.0 $1.3M 0.04% +28K +22.1% $8.45 +45.6%
191 ATS CORPORATION 40,489.0 $1.2M 0.03% NEW $28.82
192 BEPC BROOKFIELD RENEWABLE CORP Utilities 31,000.0 $1.2M 0.03% NEW $37.17 -14.6%
193 MDT MEDTRONIC PLC Healthcare 14,640.0 $1.1M 0.03% -79K -84.3% $78.23 +20.4%
194 SVM SILVERCORP METALS INC Basic Materials 103,600.0 $1.0M 0.03% NEW $10.12 +23.3%
195 TSAT TELESAT CORP Technology 17,600.0 $893K 0.03% NEW $50.71 -11.5%
196 ALLIED GOLD CORP 35,400.0 $841K 0.02% NEW $23.76
197 PPTA PERPETUA RESOURCES CORP Basic Materials 38,200.0 $793K 0.02% -135K -77.9% $20.76 +20.9%
198 EXK ENDEAVOUR SILVER CORP Basic Materials 93,100.0 $773K 0.02% -279K -75.0% $8.30 +34.0%
199 ISOENERGY LTD 70,581.0 $704K 0.02% -121K -63.2% $9.97
200 BHC BAUSCH HEALTH COS INC Healthcare 118,100.0 $582K 0.02% +18K +17.5% $4.93 +33.1%
Page 10 of 14  ·  274 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 25.7%
Energy 14.7%
Technology 9.2%
Communication Services 9.1%
Basic Materials 8.9%
Utilities 7.2%
Consumer Cyclical 6.8%
Industrials 5.9%
Healthcare 5.2%
Consumer Defensive 4.7%