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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 11 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSX BOSTON SCIENTIFIC CORP Healthcare 15,300.0 $1.5M 0.04% +2K +15.9% $95.35 -41.4%
202 SPGI S&P GLOBAL INC Financial Services 2,600.0 $1.4M 0.04% $522.59 -22.9%
203 AZO AUTOZONE INC Consumer Cyclical 400.0 $1.4M 0.04% +350.0 +700.0% $3391.50 -0.8%
204 COST COSTCO WHSL CORP NEW Consumer Defensive 1,550.0 $1.3M 0.04% +940.0 +154.1% $862.34 +21.6%
205 DELL DELL TECHNOLOGIES INC Technology 10,500.0 $1.3M 0.04% -2K -18.0% $125.88 +92.3%
206 FSM FORTUNA MNG CORP Basic Materials 126,400.0 $1.2M 0.04% NEW $9.80 -2.5%
207 NFLX NETFLIX INC Communication Services 12,900.0 $1.2M 0.04% +12K +1742.9% $93.76 -7.2%
208 NG NOVAGOLD RES INC Basic Materials 129,200.0 $1.2M 0.04% NEW $9.33 -12.8%
209 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,370.0 $1.2M 0.03% -1K -26.9% $350.55 +12.0%
210 SNPS SYNOPSYS INC Technology 2,500.0 $1.2M 0.03% -300.0 -10.7% $469.72 +7.0%
211 XYL XYLEM INC Industrials 8,300.0 $1.1M 0.03% $136.18 -20.6%
212 COIN COINBASE GLOBAL INC Financial Services 4,950.0 $1.1M 0.03% NEW $226.14 -16.2%
213 APOS APOLLO GLOBAL MGMT INC Financial Services 7,700.0 $1.1M 0.03% -900.0 -10.5% $144.76 -82.1%
214 GLOBUS MED INC 12,600.0 $1.1M 0.03% -1K -9.3% $87.31
215 PANW PALO ALTO NETWORKS INC Technology 5,700.0 $1.0M 0.03% +5K +470.0% $184.20 +31.8%
216 ADBE ADOBE INC Technology 2,910.0 $1.0M 0.03% -900.0 -23.6% $349.99 -27.0%
217 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 174,450.0 $1.0M 0.03% NEW $5.83 -24.9%
218 MET METLIFE INC Financial Services 12,600.0 $995K 0.03% -1K -8.0% $78.94 +1.1%
219 QXO QXO INC Industrials 51,500.0 $993K 0.03% $19.29 -15.3%
220 RJF RAYMOND JAMES FINL INC Financial Services 5,500.0 $883K 0.03% $160.59 -4.0%
Page 11 of 16  ·  313 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%