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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 7 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMY BRISTOL-MYERS SQUIBB CO Healthcare 106,100.0 $5.7M 0.17% +50K +88.8% $53.94 +6.2%
122 CMS CMS ENERGY CORP Utilities 81,700.0 $5.7M 0.16% $69.93 +3.1%
123 TGB TASEKO MINES LTD Basic Materials 980,400.0 $5.5M 0.16% -55K -5.3% $5.66 +20.7%
124 EIX EDISON INTL Utilities 92,200.0 $5.5M 0.16% +4K +5.0% $60.02 +15.2%
125 XEL XCEL ENERGY INC Utilities 74,400.0 $5.5M 0.16% -9K -10.5% $73.86 +5.5%
126 TAC TRANSALTA CORP Utilities 428,800.0 $5.4M 0.16% -151K -26.1% $12.65 +1.0%
127 AMERICAS GOLD AND SILVER COR 1,034,540.0 $5.3M 0.15% -40K -3.7% $5.13
128 AMAT APPLIED MATLS INC Technology 20,400.0 $5.2M 0.15% -3K -12.4% $256.99 +60.9%
129 BKR BAKER HUGHES COMPANY Energy 113,400.0 $5.2M 0.15% +10K +10.2% $45.54 +45.4%
130 MKC MCCORMICK & CO INC Consumer Defensive 74,900.0 $5.1M 0.15% +9K +13.8% $68.11 -31.9%
131 AMGN AMGEN INC Healthcare 15,300.0 $5.0M 0.14% -7K -31.7% $327.31 -0.9%
132 ETN EATON CORP PLC Industrials 15,200.0 $4.8M 0.14% +12K +424.1% $318.51 +25.4%
133 EXC EXELON CORP Utilities 110,600.0 $4.8M 0.14% -5K -4.0% $43.59 -0.5%
134 BX BLACKSTONE INC Financial Services 31,200.0 $4.8M 0.14% NEW $154.14 -24.1%
135 FITB FIFTH THIRD BANCORP Financial Services 102,100.0 $4.8M 0.14% -17K -14.5% $46.81 +1.2%
136 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 291,060.0 $4.8M 0.14% -80K -21.6% $16.35 +41.8%
137 LSPD LIGHTSPEED COMMERCE INC Technology 379,000.0 $4.6M 0.13% +15K +4.2% $12.06 -26.8%
138 GLW CORNING INC Technology 52,200.0 $4.6M 0.13% -11K -16.9% $87.56 +119.1%
139 CTRA COTERRA ENERGY INC Energy 173,500.0 $4.6M 0.13% +5K +3.1% $26.32 +23.7%
140 EMN EASTMAN CHEM CO Basic Materials 70,800.0 $4.5M 0.13% -10K -12.2% $63.83 +12.1%
Page 7 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%