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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 16 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BROOKFIELD BUSINESS PARTNERS 2,000.0 $71K 0.00% NEW $35.39
302 PYPL PAYPAL HLDGS INC Financial Services 1,200.0 $70K 0.00% NEW $58.38 -22.9%
303 GL GLOBE LIFE INC Financial Services 500.0 $70K 0.00% NEW $139.86 +10.4%
304 PTC PTC INC Technology 400.0 $70K 0.00% NEW $174.21 -19.7%
305 CENCORA INC 202.0 $68K 0.00% NEW $337.75
306 VRSK VERISK ANALYTICS INC Industrials 300.0 $67K 0.00% NEW $223.69 -29.9%
307 BR BROADRIDGE FINL SOLUTIONS IN Technology 300.0 $67K 0.00% NEW $223.17 -34.7%
308 SHW SHERWIN WILLIAMS CO Basic Materials 200.0 $65K 0.00% NEW $324.03 -4.6%
309 OPENDOOR TECHNOLOGIES INC 5,814.0 $5K NEW $0.90
310 OPENDOOR TECHNOLOGIES INC 5,814.0 $3K NEW $0.52
311 OPENDOOR TECHNOLOGIES INC 5,814.0 $2K NEW $0.40
312 AMD ADVANCED MICRO DEVICES INC Technology 1.0 $214.0 NEW $214.00 +98.2%
313 VLTO VERALTO CORP Industrials 1.0 $100.0 NEW $100.00 -14.7%
Page 16 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%