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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 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVR NVR INC Consumer Cyclical 500.0 $4.0M 0.03% NEW $8034.66 -29.3%
62 BROOKFIELD BUSINESS PARTNERS 120,514.0 $3.9M 0.03% NEW $32.64
63 FDS FACTSET RESH SYS INC Financial Services 13,500.0 $3.9M 0.03% NEW $286.49 -30.2%
64 LII LENNOX INTL INC Industrials 7,300.0 $3.9M 0.03% NEW $529.36 -2.8%
65 STZ CONSTELLATION BRANDS INC Consumer Defensive 28,600.0 $3.9M 0.03% NEW $134.67 +4.4%
66 KDP KEURIG DR PEPPER INC Consumer Defensive 139,800.0 $3.6M 0.03% NEW $25.51 +14.1%
67 EGH ACQUISITION CORP. 350,000.0 $3.5M 0.03% NEW $10.01
68 NEW GOLD INC CDA 480,000.0 $3.4M 0.03% NEW $7.16
69 RGLD ROYAL GOLD INC Basic Materials 16,930.0 $3.4M 0.02% NEW $200.58 +19.9%
70 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 10,500.0 $3.4M 0.02% NEW $323.12 +22.8%
71 WFRD WEATHERFORD INTL PLC Energy 49,200.0 $3.4M 0.02% NEW $68.43 +59.6%
72 KLAC KLA CORP Technology 3,100.0 $3.3M 0.02% NEW $1078.60 +75.5%
73 HAL HALLIBURTON CO Energy 135,800.0 $3.3M 0.02% NEW $24.60 +67.8%
74 SLB SLB LIMITED Energy 97,000.0 $3.3M 0.02% NEW $34.37 +62.2%
75 CSX CSX CORP Industrials 89,470.0 $3.2M 0.02% NEW $35.51 +29.3%
76 CI THE CIGNA GROUP Healthcare 11,000.0 $3.2M 0.02% NEW $288.25 -1.0%
77 GD GENERAL DYNAMICS CORP Industrials 9,212.0 $3.1M 0.02% NEW $341.00 -0.1%
78 GM GENERAL MTRS CO Consumer Cyclical 49,690.0 $3.0M 0.02% NEW $60.97 +27.5%
79 SJM SMUCKER J M CO Consumer Defensive 27,860.0 $3.0M 0.02% NEW $108.60 -7.7%
80 MPC MARATHON PETE CORP Energy 15,000.0 $2.9M 0.02% NEW $192.74 +29.1%
Page 4 of 6  ·  113 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%