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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 4 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CIGI COLLIERS INTL GROUP INC Real Estate 156,300.0 $14.7M 0.42% +75K +93.1% $93.83 +5.5%
62 AAPL APPLE INC Technology 50,400.0 $14.6M 0.41% -22K -30.7% $289.36 +10.6%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 341,600.0 $14.5M 0.41% -3K -0.8% $42.34 +18.4%
64 UNP UNION PAC CORP Industrials 50,300.0 $13.7M 0.39% -4K -7.5% $272.00 +6.5%
65 TFII TFI INTERNATIONAL INC Industrials 94,600.0 $13.6M 0.39% NEW $143.93 -4.7%
66 DGT SPDR SERIES TRUST 73,266.0 $13.5M 0.39% $184.79 +4.1%
67 ABT ABBOTT LABORATORIES Healthcare 143,300.0 $13.0M 0.37% +86K +151.8% $90.74 +19.4%
68 TMUS T-MOBILE US INC Communication Services 75,100.0 $12.6M 0.36% +14K +23.9% $167.73 +8.2%
69 KGC KINROSS GOLD CORP Basic Materials 519,589.0 $12.3M 0.35% +231K +80.1% $23.68 +30.4%
70 META META PLATFORMS INC Communication Services 21,600.0 $12.2M 0.35% -4K -16.9% $563.29 +9.5%
71 MS MORGAN STANLEY Financial Services 58,100.0 $12.1M 0.34% -400.0 -0.7% $209.04 +4.1%
72 KO COCA COLA CO Consumer Defensive 148,100.0 $12.0M 0.34% -68K -31.4% $81.27 +8.4%
73 EGO ELDORADO GOLD CORP NEW Basic Materials 383,150.0 $11.9M 0.34% NEW $31.12 +38.2%
74 THOMSON REUTERS CORP 145,827.0 $11.9M 0.34% NEW $81.67
75 NEE NEXTERA ENERGY INC Utilities 135,000.0 $11.8M 0.34% $87.77 -4.9%
76 WFC WELLS FARGO & CO Financial Services 143,200.0 $11.8M 0.34% +109K +319.9% $82.64 +8.9%
77 GILD GILEAD SCIENCES INC Healthcare 89,900.0 $11.4M 0.32% +6K +6.5% $126.34 +19.5%
78 MEOH METHANEX CORP Basic Materials 242,300.0 $11.2M 0.32% -435K -64.2% $46.19 +27.1%
79 JPM JPMORGAN CHASE & CO Financial Services 33,700.0 $11.0M 0.31% -19K -36.0% $327.33 +9.6%
80 SII SPROTT INC Financial Services 93,800.0 $10.6M 0.30% +15K +19.0% $112.67 +14.9%
Page 4 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%