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Portfolio (Quarterly) Guide ↗

INTACT INVESTMENT MANAGEMENT INC.

· CIK 0001443077
13F Portfolio $3.3B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 254 New
Page 7 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BKR BAKER HUGHES COMPANY Energy 102,900.0 $5.0M 0.15% NEW $48.72 +35.9%
122 TER TERADYNE INC Technology 36,000.0 $5.0M 0.15% NEW $137.64 +145.5%
123 EIX EDISON INTL Utilities 87,800.0 $4.9M 0.15% NEW $55.28 +25.1%
124 EMR EMERSON ELEC CO Industrials 36,800.0 $4.8M 0.15% NEW $131.18 +1.4%
125 AMAT APPLIED MATLS INC Technology 23,300.0 $4.8M 0.14% NEW $204.74 +102.0%
126 XOM EXXON MOBIL CORP Energy 41,400.0 $4.7M 0.14% NEW $112.75 +40.1%
127 GILD GILEAD SCIENCES INC Healthcare 41,800.0 $4.6M 0.14% NEW $111.00 +16.7%
128 WFC WELLS FARGO CO NEW Financial Services 55,300.0 $4.6M 0.14% NEW $83.82 -12.4%
129 TFC TRUIST FINL CORP Financial Services 98,500.0 $4.5M 0.14% NEW $45.72 +2.7%
130 MKC MCCORMICK & CO INC Consumer Defensive 65,800.0 $4.4M 0.13% NEW $66.91 -30.7%
131 TGB TASEKO MINES LTD Basic Materials 1,035,500.0 $4.4M 0.13% NEW $4.24 +61.1%
132 QCOM QUALCOMM INC Technology 25,700.0 $4.3M 0.13% NEW $166.36 +21.1%
133 NEM NEWMONT CORP Basic Materials 50,500.0 $4.3M 0.13% NEW $84.31 +29.4%
134 HPE HEWLETT PACKARD ENTERPRISE C Technology 171,500.0 $4.2M 0.13% NEW $24.56 +34.8%
135 LSPD LIGHTSPEED COMMERCE INC Technology 363,600.0 $4.2M 0.13% NEW $11.55 -23.5%
136 SII SPROTT INC Financial Services 48,600.0 $4.0M 0.12% NEW $83.12 +55.2%
137 AMERICAS GOLD AND SILVER COR 1,074,640.0 $4.0M 0.12% NEW $3.73
138 CTRA COTERRA ENERGY INC Energy 168,200.0 $4.0M 0.12% NEW $23.65 +37.7%
139 WM WASTE MGMT INC DEL Industrials 17,600.0 $3.9M 0.12% NEW $220.83 -0.5%
140 OKE ONEOK INC NEW Energy 51,500.0 $3.8M 0.11% NEW $72.97 +26.5%
Page 7 of 13  ·  254 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 23.3%
Energy 12.9%
Basic Materials 10.9%
Technology 10.8%
Communication Services 10.4%
Consumer Cyclical 8.1%
Utilities 7.7%
Industrials 5.6%
Healthcare 4.1%
Consumer Defensive 4.0%