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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 14 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TSLA TESLA INC Consumer Cyclical -100.0%
262 UBER UBER TECHNOLOGIES INC Technology -100.0%
263 URI UNITED RENTALS INC Industrials -100.0%
264 UHS UNIVERSAL HLTH SVCS INC Healthcare -100.0%
265 V VISA INC Financial Services -100.0%
266 WAB WABTEC Industrials -100.0%
267 WMT WALMART INC Consumer Defensive -100.0%
268 XYL XYLEM INC Industrials -100.0%
269 ZTS ZOETIS INC Healthcare -100.0%
270 JCI JOHNSON CONTROLS INTERNATION Industrials NEW
271 PNR PENTAIR PLC Industrials -100.0%
272 WTW WILLIS TOWERS WATSON PLC LTD Financial Services -100.0%
273 BERKSHIRE HATHAWAY INC DEL -100.0%
274 CORPAY INC -100.0%
Page 14 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%