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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 20 of 26  ·  506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GAU GALIANO GOLD INC Basic Materials 1,000,000.0 $2.2M 0.02% NEW $2.18 +20.8%
382 CCL CARNIVAL CORP Consumer Cyclical 74,800.0 $2.2M 0.01% NEW $28.91 -14.8%
383 RKT PUT ROCKET COS INC Financial Services 110,000.0 $2.1M 0.01% NEW $19.38 -26.3%
384 CVX CHEVRON CORP NEW Energy 13,700.0 $2.1M 0.01% $155.29 +20.2%
385 COHEN CIRCLE ACQUISIT CORP I 200,000.0 $2.1M 0.01% NEW $10.29
386 TRGP TARGA RES CORP Energy 12,200.0 $2.0M 0.01% $167.54 +59.7%
387 COST COSTCO WHSL CORP NEW Consumer Defensive 2,200.0 $2.0M 0.01% -3K -58.5% $925.63 +12.5%
388 FNV FRANCO NEV CORP Basic Materials 9,100.0 $2.0M 0.01% -130K -93.4% $222.53 +6.9%
389 HD HOME DEPOT INC Consumer Cyclical 4,800.0 $1.9M 0.01% +100.0 +2.1% $405.19 -24.9%
390 CMS CMS ENERGY CORP Utilities 23,900.0 $1.8M 0.01% $73.26 +0.0%
391 CCK CROWN HLDGS INC Consumer Cyclical 17,900.0 $1.7M 0.01% $96.59 -0.5%
392 TEGNA INC 79,425.0 $1.6M 0.01% NEW $20.33
393 DKNG DRAFTKINGS INC NEW Consumer Cyclical 43,000.0 $1.6M 0.01% NEW $37.40 -32.8%
394 AMAT APPLIED MATLS INC Technology 7,800.0 $1.6M 0.01% $204.74 +113.3%
395 FUTU FUTU HLDGS LTD Financial Services 9,000.0 $1.6M 0.01% +3K +50.0% $173.91 -18.6%
396 ANGLOGOLD ASHANTI PLC 22,200.0 $1.6M 0.01% -28K -56.1% $70.28
397 SEG SEAPORT ENTMT GROUP INC Real Estate 66,352.0 $1.5M 0.01% $22.92 +1.0%
398 M3BRIGADE ACQUISITION V CORP 1,237,500.0 $1.5M 0.01% $1.22
399 MRC GLOBAL INC 102,000.0 $1.5M 0.01% NEW $14.42
400 CHURCHILL CAP CORP X 375,000.0 $1.3M 0.01% NEW $3.55
Page 20 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%