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Portfolio (Quarterly) Guide ↗

Alberta Investment Management Corp

· CIK 0001463559
13F Portfolio $12.9B AUM 565 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 565 New
Page 17 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ROL ROLLINS INC Consumer Cyclical 61,100.0 $3.4M 0.03% NEW $56.42 -3.2%
322 HESM HESS MIDSTREAM LP Energy 88,700.0 $3.4M 0.03% NEW $38.51 +5.4%
323 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 10,900.0 $3.4M 0.03% NEW $313.14 -19.3%
324 MELAR ACQUISITION CORP. I 325,000.0 $3.4M 0.03% NEW $10.50
325 WMT WALMART INC Consumer Defensive 34,590.0 $3.4M 0.03% NEW $97.78 +36.4%
326 CTAS CINTAS CORP Industrials 14,900.0 $3.3M 0.03% NEW $222.87 -21.7%
327 RENATUS TACTICAL ACQUIS 250,000.0 $3.2M 0.03% NEW $12.73
328 AYI ACUITY INC Industrials 10,400.0 $3.1M 0.02% NEW $298.34 -8.8%
329 ABT ABBOTT LABS Healthcare 22,800.0 $3.1M 0.02% NEW $136.01 -34.7%
330 WSO WATSCO INC Industrials 7,000.0 $3.1M 0.02% NEW $441.62 -11.3%
331 WFG WEST FRASER TIMBER CO LTD Basic Materials 41,687.0 $3.1M 0.02% NEW $73.38 -19.4%
332 IOT SAMSARA INC Technology 76,600.0 $3.0M 0.02% NEW $39.78 -23.1%
333 COMP COMPASS INC Technology 480,500.0 $3.0M 0.02% NEW $6.28 +26.0%
334 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 20,800.0 $3.0M 0.02% NEW $143.29 +148.6%
335 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 269,860.0 $3.0M 0.02% NEW $11.03 +15.0%
336 LIN LINDE PLC Basic Materials 6,100.0 $2.9M 0.02% NEW $469.18 +8.9%
337 JNJ JOHNSON & JOHNSON Healthcare 18,700.0 $2.9M 0.02% NEW $152.75 +49.9%
338 MAS MASCO CORP Industrials 43,200.0 $2.8M 0.02% NEW $64.36 +1.8%
339 ASHR DBX ETF TR 99,700.0 $2.7M 0.02% NEW $27.54 +27.7%
340 CME CME GROUP INC Financial Services 9,700.0 $2.7M 0.02% NEW $275.62 +9.7%
Page 17 of 29  ·  565 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 46.2%
Energy 9.3%
Technology 8.2%
Industrials 7.4%
Basic Materials 7.1%
Consumer Cyclical 6.0%
Communication Services 5.6%
Healthcare 3.6%
Consumer Defensive 3.1%
Real Estate 2.5%