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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 5 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DUK DUKE ENERGY CORP NEW Utilities 82,200.0 $10.4M 0.30% -600.0 -0.7% $126.58 -5.0%
82 APH AMPHENOL CORP Technology 58,100.0 $10.2M 0.29% NEW $176.32 -53.1%
83 USB US BANCORP Financial Services 169,600.0 $10.2M 0.29% -4K -2.5% $60.40 +4.9%
84 BAYTEX ENERGY CORP 2,527,500.0 $10.1M 0.29% -6.3M -71.5% $4.01
85 VET VERMILION ENERGY INC Energy 997,500.0 $9.3M 0.27% -92K -8.4% $9.36 +37.2%
86 KMB KIMBERLY-CLARK CORP Consumer Defensive 84,400.0 $9.3M 0.26% +18K +26.5% $109.77 -4.4%
87 T AT&T INC Communication Services 444,200.0 $9.2M 0.26% +22K +5.2% $20.70 +24.0%
88 LMT LOCKHEED MARTIN CORP Industrials 18,000.0 $9.2M 0.26% +900.0 +5.3% $509.46 +3.1%
89 DIS DISNEY WALT CO Communication Services 94,400.0 $9.1M 0.26% +10K +11.2% $96.25 +9.4%
90 UPS UNITED PARCEL SVCS INC Industrials 83,500.0 $9.0M 0.26% +16K +24.6% $107.50 -4.8%
91 MO ALTRIA GROUP INC Consumer Defensive 124,200.0 $8.9M 0.25% -14K -9.8% $71.95 -4.3%
92 WFG WEST FRASER TIMBER CO LTD Basic Materials 131,000.0 $8.9M 0.25% +36K +38.1% $67.69 +1.5%
93 KDP KEURIG DR PEPPER INC Consumer Defensive 269,200.0 $8.8M 0.25% -5K -1.7% $32.73 -0.4%
94 PNC PNC FINL SVCS GROUP INC Financial Services 35,400.0 $8.7M 0.25% -900.0 -2.5% $246.22 -0.3%
95 TAC TRANSALTA CORP Utilities 627,000.0 $8.7M 0.25% +198K +46.2% $13.83 -13.5%
96 BMY BRISTOL-MYERS SQUIBB CO Healthcare 148,700.0 $8.6M 0.24% +43K +40.1% $57.62 +16.0%
97 HPE HEWLETT PACKARD ENTERPRISE C Technology 187,000.0 $8.4M 0.24% +28K +17.6% $45.11 +15.3%
98 SRE SEMPRA Utilities 90,800.0 $8.4M 0.24% +22K +31.6% $92.71 -9.4%
99 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,985.0 $8.2M 0.23% $746.77 +3.1%
100 VLO VALERO ENERGY CORP Energy 31,400.0 $8.2M 0.23% +31K +6180.0% $260.44 +42.3%
Page 5 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%