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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 17 of 26  ·  506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TOST TOAST INC Technology 108,900.0 $4.0M 0.03% +9K +8.7% $36.51 -37.7%
322 BROOKFIELD BUSINESS PARTNERS 120,514.0 $3.9M 0.03% NEW $32.64
323 FDS FACTSET RESH SYS INC Financial Services 13,500.0 $3.9M 0.03% NEW $286.49 -21.6%
324 LII LENNOX INTL INC Industrials 7,300.0 $3.9M 0.03% NEW $529.36 -6.7%
325 STZ CONSTELLATION BRANDS INC Consumer Defensive 28,600.0 $3.9M 0.03% NEW $134.67 +8.1%
326 RACE FERRARI N V Consumer Cyclical 7,600.0 $3.7M 0.03% -3K -26.2% $483.10 -33.1%
327 UPS UNITED PARCEL SERVICE INC Industrials 43,700.0 $3.7M 0.03% $83.53 +13.5%
328 ROL ROLLINS INC Consumer Cyclical 61,100.0 $3.6M 0.03% $58.74 -7.4%
329 RDAG REPUBLIC DIGITAL ACQUISITION Financial Services 350,000.0 $3.6M 0.03% $10.21 +0.6%
330 KDP KEURIG DR PEPPER INC Consumer Defensive 139,800.0 $3.6M 0.03% NEW $25.51 +13.7%
331 ABT ABBOTT LABS Healthcare 26,400.0 $3.5M 0.03% +4K +15.8% $133.94 -35.2%
332 CGCT CARTESIAN GROWTH CORP III Financial Services 350,000.0 $3.5M 0.03% $10.04 +3.4%
333 EGH ACQUISITION CORP. 350,000.0 $3.5M 0.03% NEW $10.01
334 JNJ JOHNSON & JOHNSON Healthcare 18,700.0 $3.5M 0.03% $185.42 +22.8%
335 NEW GOLD INC CDA 480,000.0 $3.4M 0.03% NEW $7.16
336 MELAR ACQUISITION CORP. I 325,000.0 $3.4M 0.02% $10.51
337 RGLD ROYAL GOLD INC Basic Materials 16,930.0 $3.4M 0.02% NEW $200.58 +12.6%
338 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 10,500.0 $3.4M 0.02% NEW $323.12 +21.4%
339 WFRD WEATHERFORD INTL PLC Energy 49,200.0 $3.4M 0.02% NEW $68.43 +62.2%
340 KLAC KLA CORP Technology 3,100.0 $3.3M 0.02% NEW $1078.60 +62.9%
Page 17 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%