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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 15 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EQR EQUITY RESIDENTIAL Real Estate 1,200.0 $76K 0.00% NEW $63.04 +1.3%
282 ZTS ZOETIS INC Healthcare 600.0 $75K 0.00% NEW $125.82 -41.0%
283 CHD CHURCH & DWIGHT CO INC Consumer Defensive 900.0 $75K 0.00% NEW $83.85 +15.4%
284 TYL TYLER TECHNOLOGIES INC Technology 166.0 $75K 0.00% NEW $453.95 -31.3%
285 CBOE CBOE GLOBAL MKTS INC Financial Services 300.0 $75K 0.00% NEW $251.00 +45.9%
286 CTAS CINTAS CORP Industrials 400.0 $75K 0.00% NEW $188.07 -10.5%
287 GEV GE VERNOVA INC Utilities 115.0 $75K 0.00% -2K -94.3% $653.57 +60.5%
288 KR KROGER CO Consumer Defensive 1,200.0 $75K 0.00% NEW $62.48 +5.7%
289 HOLOGIC INC 1,000.0 $74K 0.00% NEW $74.49
290 GDDY GODADDY INC Technology 600.0 $74K 0.00% NEW $124.08 -29.7%
291 ES EVERSOURCE ENERGY Utilities 1,100.0 $74K 0.00% NEW $67.33 -0.2%
292 FIS FIDELITY NATL INFORMATION SV Technology 1,100.0 $73K 0.00% NEW $66.46 -37.1%
293 PNR PENTAIR PLC Industrials 700.0 $73K 0.00% NEW $104.14 -30.2%
294 VRSN VERISIGN INC Technology 300.0 $73K 0.00% NEW $242.95 +22.5%
295 HSY HERSHEY CO Consumer Defensive 400.0 $73K 0.00% NEW $181.98 +2.7%
296 AVY AVERY DENNISON CORP Industrials 400.0 $73K 0.00% NEW $181.88 -13.8%
297 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 900.0 $72K 0.00% NEW $80.30 -4.8%
298 LEIDOS HOLDINGS INC 400.0 $72K 0.00% NEW $180.40
299 NDSN NORDSON CORP Industrials 300.0 $72K 0.00% NEW $240.43 +14.3%
300 SANDISK CORP 300.0 $71K 0.00% NEW $237.38
Page 15 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%