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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HWM HOWMET AEROSPACE INC Industrials 29,700.0 $5.8M 0.04% +5K +18.3% $196.23 +38.8%
62 ALL ALLSTATE CORP Financial Services 26,800.0 $5.8M 0.04% +4K +18.6% $214.65 +1.3%
63 DELL DELL TECHNOLOGIES INC Technology 39,900.0 $5.7M 0.04% +10K +31.2% $141.77 +74.9%
64 PG PROCTER AND GAMBLE CO Consumer Defensive 35,900.0 $5.5M 0.04% +3K +10.5% $153.65 -7.1%
65 FISV FISERV INC Technology 42,100.0 $5.4M 0.04% +38K +979.5% $128.93 -58.5%
66 SE SEA LTD Consumer Cyclical 30,300.0 $5.4M 0.04% +500.0 +1.7% $178.73 -50.6%
67 PGR PROGRESSIVE CORP Financial Services 21,800.0 $5.4M 0.04% +5K +27.5% $246.95 -20.6%
68 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 134,014.0 $5.3M 0.04% +108K +423.5% $39.19 -16.7%
69 HBM HUDBAY MINERALS INC Basic Materials 345,400.0 $5.2M 0.04% +126K +57.3% $15.14 +80.2%
70 SOUTH BOW CORP 182,028.0 $5.1M 0.04% +34K +22.7% $28.29
71 NXPI NXP SEMICONDUCTORS N V Technology 22,600.0 $5.1M 0.04% +6K +39.5% $227.73 +29.2%
72 TGT TARGET CORP Consumer Defensive 56,600.0 $5.1M 0.04% +10K +22.5% $89.70 +37.2%
73 FICO FAIR ISAAC CORP Technology 3,200.0 $4.8M 0.03% +500.0 +18.5% $1496.53 -28.0%
74 MKC MCCORMICK & CO INC Consumer Defensive 70,200.0 $4.7M 0.03% +41K +143.8% $66.91 -30.5%
75 AER AERCAP HOLDINGS NV Industrials 38,300.0 $4.6M 0.03% +22K +142.4% $121.00 +15.5%
76 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 75,700.0 $4.6M 0.03% +57K +311.4% $60.70 +2.1%
77 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 45,600.0 $4.6M 0.03% +30K +198.0% $99.95 -27.3%
78 ERIE ERIE INDTY CO Financial Services 14,300.0 $4.5M 0.03% +3K +24.4% $318.16 -33.0%
79 SANDSTORM GOLD LTD 360,846.0 $4.5M 0.03% +216K +149.2% $12.52
80 GDDY GODADDY INC Technology 32,300.0 $4.4M 0.03% +11K +48.9% $136.83 -37.9%
Page 4 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%