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Portfolio (Quarterly) Guide ↗

Alberta Investment Management Corp

· CIK 0001463559
13F Portfolio $14.0B AUM 506 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 113 New 95 Added 94 Reduced 172 Exited
Page 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 20,000.0 $11.4M 0.08% +6K +41.8% $568.81 -13.9%
42 PZZA PAPA JOHNS INTL INC Consumer Cyclical 235,733.0 $11.4M 0.08% +107K +82.5% $48.15 -32.0%
43 PLTR PALANTIR TECHNOLOGIES INC Technology 61,100.0 $11.1M 0.08% +58K +2082.1% $182.42 -26.7%
44 OTIS OTIS WORLDWIDE CORP Industrials 118,400.0 $10.8M 0.08% +116K +4636.0% $91.43 -20.1%
45 RB GLOBAL INC 85,900.0 $9.3M 0.07% +61K +243.6% $108.29
46 JPM JPMORGAN CHASE & CO. Financial Services 28,300.0 $8.9M 0.06% +300.0 +1.1% $315.43 -4.9%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 31,600.0 $8.9M 0.06% +2K +6.8% $282.16 -22.6%
48 ALIT ALIGHT INC Technology 2,580,000.0 $8.4M 0.06% +455K +21.4% $3.26 -75.9%
49 WFC WELLS FARGO CO NEW Financial Services 100,100.0 $8.4M 0.06% +5K +5.4% $83.82 -12.0%
50 EMERA INC 173,100.0 $8.3M 0.06% +4K +2.3% $47.97
51 OTEX OPEN TEXT CORP Technology 211,600.0 $7.9M 0.06% +45K +26.9% $37.37 -40.1%
52 APP APPLOVIN CORP Technology 10,900.0 $7.8M 0.06% +9K +395.4% $718.54 -30.3%
53 PEP PEPSICO INC Consumer Defensive 53,000.0 $7.4M 0.05% +2K +3.3% $140.44 +5.9%
54 SCHW SCHWAB CHARLES CORP Financial Services 75,500.0 $7.2M 0.05% +3K +4.6% $95.47 -6.3%
55 ABBV ABBVIE INC Healthcare 31,000.0 $7.2M 0.05% +2K +8.4% $231.54 -9.1%
56 ADBE ADOBE INC Technology 19,200.0 $6.8M 0.05% +3K +16.4% $352.75 -29.8%
57 TELUS INTERNATIONAL CDA INC 1,500,000.0 $6.7M 0.05% +1.3M +669.2% $4.48
58 MCK MCKESSON CORP Healthcare 8,300.0 $6.4M 0.05% +1K +18.6% $772.54 -3.3%
59 GUILD HLDGS CO 303,843.0 $6.1M 0.04% +252K +488.6% $19.94
60 PCG PG&E CORP Utilities 396,000.0 $6.0M 0.04% +377K +2017.7% $15.08 +11.5%
Page 3 of 5  ·  95 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 47.7%
Technology 8.5%
Energy 7.9%
Industrials 7.1%
Basic Materials 6.9%
Consumer Cyclical 5.8%
Communication Services 5.1%
Consumer Defensive 4.3%
Real Estate 3.0%
Healthcare 2.6%