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Portfolio (Quarterly) Guide ↗

iA Global Asset Management Inc.

· CIK 0001969566
13F Portfolio $8.4B AUM 465 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 127 New 136 Added 179 Reduced 58 Exited
Page 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADSK Autodesk Inc Technology 37,833.0 $7.4M 0.09% +3K +8.8% $194.41 +30.9%
62 EHC Encompass Health Corp Healthcare 69,382.0 $7.0M 0.08% +4K +6.7% $101.08 +19.6%
63 HWM Howmet Aerospace Inc Industrials 25,165.0 $6.8M 0.08% +220.0 +0.9% $268.87 -2.1%
64 DXCM Dexcom Inc Healthcare 99,243.0 $6.7M 0.08% +44K +79.6% $67.35 +35.2%
65 EXC Exelon Corp Utilities 131,414.0 $6.1M 0.07% +9K +7.0% $46.62 -4.9%
66 WAT Waters Corp Healthcare 16,097.0 $6.0M 0.07% +14K +825.1% $375.04 +9.5%
67 FIX Comfort Systems USA Inc Industrials 2,946.0 $5.8M 0.07% +201.0 +7.3% $1982.01 -18.8%
68 BDX Becton Dickinson & Co Healthcare 37,790.0 $5.7M 0.07% +35K +1323.9% $151.34 +26.0%
69 GD General Dynamics Corp Industrials 15,214.0 $5.4M 0.06% +14K +814.9% $354.21 +8.3%
70 ALNY Alnylam Pharmaceuticals Inc Healthcare 17,693.0 $5.3M 0.06% +2K +11.1% $301.02 -21.6%
71 FDX FedEx Corp Industrials 16,228.0 $5.1M 0.06% +14K +743.0% $313.10 +6.7%
72 TRV Travelers Cos Inc/The Financial Services 15,167.0 $5.0M 0.06% +1K +9.6% $330.12 +12.2%
73 RF Regions Financial Corp Financial Services 163,074.0 $4.9M 0.06% +79K +94.4% $30.20 +1.4%
74 TPR Tapestry Inc Consumer Cyclical 28,443.0 $4.2M 0.05% +745.0 +2.7% $146.36 -9.7%
75 STZ Constellation Brands Inc Consumer Defensive 29,731.0 $4.1M 0.05% +1K +5.1% $139.08 -1.1%
76 YUM Yum! Brands Inc Consumer Cyclical 22,475.0 $3.6M 0.04% +755.0 +3.5% $159.87 -1.6%
77 CF CF Industries Holdings Inc Basic Materials 32,913.0 $3.6M 0.04% +8K +30.7% $108.26 +19.4%
78 CFG Citizens Financial Group Inc Financial Services 48,171.0 $3.4M 0.04% +2K +4.9% $70.06 +0.2%
79 MSTR Strategy Inc Technology 38,605.0 $3.4M 0.04% +897.0 +2.4% $86.93 +41.1%
80 DPZ Domino's Pizza Inc Consumer Cyclical 11,312.0 $3.3M 0.04% +3K +32.3% $296.06 +17.9%
Page 4 of 7  ·  136 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
Technology 43.2%
Consumer Cyclical 10.9%
Financial Services 9.1%
Healthcare 8.1%
Industrials 7.9%
Communication Services 7.8%
Consumer Defensive 5.1%
Utilities 3.5%
Energy 2.5%
Basic Materials 1.4%