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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  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AQN ALGONQUIN PWR UTILS CORP Utilities 2,553,200.0 $13.7M 0.10% -624K -19.6% $5.37 +7.1%
42 CLS CELESTICA INC Technology 54,577.0 $13.4M 0.10% -44K -44.9% $246.03 +45.7%
43 FTS FORTIS INC Utilities 247,000.0 $12.5M 0.09% -49K -16.5% $50.71 +11.3%
44 LLYVK LIBERTY MEDIA CORP DEL Communication Services 100,000.0 $9.7M 0.07% -89K -47.0% $96.97 +3.2%
45 GE GE AEROSPACE Industrials 31,700.0 $9.5M 0.07% -1K -3.1% $300.82 -3.1%
46 OMC OMNICOM GROUP INC Communication Services 110,900.0 $9.0M 0.07% -21K -16.1% $81.53 -12.2%
47 DAVA ENDAVA PLC Technology 950,000.0 $8.6M 0.06% -338K -26.3% $9.10 -57.8%
48 LLY ELI LILLY & CO Healthcare 10,800.0 $8.2M 0.06% -7K -39.7% $763.00 +31.9%
49 KELLANOVA 100,000.0 $8.2M 0.06% -100K -50.0% $82.02
50 CCJ CAMECO CORP Energy 93,500.0 $7.8M 0.06% -222K -70.4% $83.91 +28.1%
51 QCOM QUALCOMM INC Technology 43,800.0 $7.3M 0.05% -700.0 -1.6% $166.36 +20.3%
52 BEP BROOKFIELD RENEWABLE PARTNER Utilities 281,200.0 $7.2M 0.05% -70K -19.9% $25.77 +33.4%
53 UBER UBER TECHNOLOGIES INC Technology 72,500.0 $7.1M 0.05% -5K -6.0% $97.97 -23.8%
54 UBS UBS GROUP AG Financial Services 169,993.0 $6.9M 0.05% -98K -36.5% $40.83 +13.5%
55 BIP BROOKFIELD INFRAST PARTNERS Utilities 189,550.0 $6.2M 0.04% -124K -39.6% $32.95 +15.2%
56 BERKSHIRE HATHAWAY INC DEL 11,900.0 $6.0M 0.04% -900.0 -7.0% $502.74
57 WCN WASTE CONNECTIONS INC Industrials 33,100.0 $5.8M 0.04% -136K -80.4% $175.76 -11.9%
58 RBLX ROBLOX CORP Technology 41,500.0 $5.7M 0.04% -11K -21.6% $138.52 -68.4%
59 TER TERADYNE INC Technology 41,500.0 $5.7M 0.04% -11K -21.6% $137.64 +159.0%
60 PNC PNC FINL SVCS GROUP INC Financial Services 27,500.0 $5.5M 0.04% -2K -5.8% $200.93 +6.2%
Page 3 of 5  ·  94 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%