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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 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CHTR Charter Communications Inc Communication Services 15,198 $3.3M 0.05% SOLD
22 KMI Kinder Morgan Inc Energy 91,696 $3.1M 0.04% SOLD
23 HSY Hershey Co/The Consumer Defensive 13,625 $2.8M 0.04% SOLD
24 ZS Zscaler Inc Technology 19,302 $2.7M 0.04% SOLD
25 NTAP NetApp Inc Technology 24,890 $2.5M 0.04% SOLD
26 WELL Welltower Inc Real Estate 12,143 $2.4M 0.03% SOLD
27 VTR Ventas Inc Real Estate 28,548 $2.3M 0.03% SOLD
28 CLX Clorox Co/The Consumer Defensive 22,453 $2.3M 0.03% SOLD
29 Hologic Inc 29,403 $2.2M 0.03% SOLD
30 CSGP CoStar Group Inc Real Estate 50,393 $2.0M 0.03% SOLD
31 DLTR Dollar Tree Inc Consumer Defensive 16,364 $1.8M 0.03% SOLD
32 UAL United Airlines Holdings Inc Industrials 16,477 $1.5M 0.02% SOLD
33 TEAM Atlassian Corp Technology 20,348 $1.4M 0.02% SOLD
34 Brown-Forman Corp 47,285 $1.2M 0.02% SOLD
35 EL Estee Lauder Cos Inc/The Consumer Defensive 15,277 $1.1M 0.02% SOLD
36 SBAC SBA Communications Corp Real Estate 5,627 $968K 0.01% SOLD
37 AEE Ameren Corp Utilities 8,187 $900K 0.01% SOLD
38 LMT Lockheed Martin Corp Industrials 1,289 $779K 0.01% SOLD
39 NWSA News Corp Communication Services 30,348 $757K 0.01% SOLD
40 BJ BJ's Wholesale Club Holdings Inc Consumer Defensive 5,919 $583K 0.01% SOLD
Page 2 of 3  ·  58 positions
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%