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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 15 of 26  ·  506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OXLEY BRIDGE ACQ LTD 500,000.0 $5.0M 0.04% $10.05
282 CTVA CORTEVA INC Basic Materials 74,200.0 $5.0M 0.04% NEW $67.63 +20.8%
283 CHEC CHENGHE ACQUISITION III CO Financial Services 500,000.0 $5.0M 0.04% NEW $9.98 +1.3%
284 APTIV PLC 56,900.0 $4.9M 0.04% NEW $86.22
285 NRG NRG ENERGY INC Utilities 30,100.0 $4.9M 0.04% NEW $161.95 -22.8%
286 DAYFORCE INC 70,000.0 $4.8M 0.03% NEW $68.89
287 WSM WILLIAMS SONOMA INC Consumer Cyclical 24,600.0 $4.8M 0.03% -3K -9.9% $195.45 -14.1%
288 FICO FAIR ISAAC CORP Technology 3,200.0 $4.8M 0.03% +500.0 +18.5% $1496.53 -22.1%
289 CAT CATERPILLAR INC Industrials 10,000.0 $4.8M 0.03% -9K -47.4% $477.15 +81.2%
290 DG DOLLAR GEN CORP NEW Consumer Defensive 46,100.0 $4.8M 0.03% NEW $103.35 +0.7%
291 HUM HUMANA INC Healthcare 18,200.0 $4.7M 0.03% NEW $260.17 +16.4%
292 TMUS T-MOBILE US INC Communication Services 19,700.0 $4.7M 0.03% $239.38 -20.8%
293 MKC MCCORMICK & CO INC Consumer Defensive 70,200.0 $4.7M 0.03% +41K +143.8% $66.91 -30.1%
294 WAT WATERS CORP Healthcare 15,600.0 $4.7M 0.03% NEW $299.81 +10.6%
295 PYPL PAYPAL HLDGS INC Financial Services 69,600.0 $4.7M 0.03% -1K -1.8% $67.06 -33.6%
296 VRSK VERISK ANALYTICS INC Industrials 18,500.0 $4.7M 0.03% NEW $251.51 -32.2%
297 AER AERCAP HOLDINGS NV Industrials 38,300.0 $4.6M 0.03% +22K +142.4% $121.00 +16.3%
298 TDG TRANSDIGM GROUP INC Industrials 3,500.0 $4.6M 0.03% $1318.02 -10.4%
299 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 75,700.0 $4.6M 0.03% +57K +311.4% $60.70 +2.1%
300 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 45,600.0 $4.6M 0.03% +30K +198.0% $99.95 -24.9%
Page 15 of 26  ·  506 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%