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Portfolio (Quarterly) Guide ↗

iA Global Asset Management Inc.

· CIK 0001969566
13F Portfolio $7.8B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 396 New
Page 7 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XPO XPO Inc Industrials 91,090.0 $12.4M 0.16% NEW $135.91 +51.2%
122 TEL TE Connectivity PLC Technology 52,536.0 $12.0M 0.15% NEW $227.50 -9.1%
123 DUK Duke Energy Corp Utilities 101,918.0 $11.9M 0.15% NEW $117.21 +6.1%
124 SBUX Starbucks Corp Consumer Cyclical 141,364.0 $11.9M 0.15% NEW $84.21 +26.4%
125 NOW ServiceNow Inc Technology 76,605.0 $11.7M 0.15% NEW $153.19 -40.9%
126 CMG Chipotle Mexican Grill Inc Consumer Cyclical 298,980.0 $11.1M 0.14% NEW $37.00 -11.8%
127 SNPS Synopsys Inc Technology 23,504.0 $11.0M 0.14% NEW $469.71 +8.6%
128 AstraZeneca PLC 118,585.0 $10.9M 0.14% NEW $91.93
129 Sandisk Corp/DE 45,190.0 $10.7M 0.14% NEW $237.38
130 SCHW Charles Schwab Corp/The Financial Services 106,033.0 $10.6M 0.14% NEW $99.91 -10.5%
131 MAR Marriott International Inc/MD Consumer Cyclical 33,361.0 $10.3M 0.13% NEW $310.24 +13.9%
132 PDD PDD Holdings Inc Consumer Cyclical 90,663.0 $10.3M 0.13% NEW $113.39 -15.7%
133 HOOD Robinhood Markets Inc Financial Services 90,340.0 $10.2M 0.13% NEW $113.09 -28.6%
134 IDXX IDEXX Laboratories Inc Healthcare 15,051.0 $10.2M 0.13% NEW $676.50 -21.2%
135 ORLY O'Reilly Automotive Inc Consumer Cyclical 108,142.0 $9.9M 0.13% NEW $91.21 -1.7%
136 AER AerCap Holdings NV Industrials 65,820.0 $9.5M 0.12% NEW $143.76 -2.8%
137 CTAS Cintas Corp Industrials 49,964.0 $9.4M 0.12% NEW $188.08 -11.8%
138 VTI VANGUARD TOTAL STOCK MARKET ETF 27,944.0 $9.4M 0.12% NEW $335.28 +8.2%
139 MRVL Marvell Technology Inc Technology 107,196.0 $9.1M 0.12% NEW $84.98 +114.8%
140 BKR Baker Hughes Co Energy 198,219.0 $9.0M 0.12% NEW $45.54 +40.8%
Page 7 of 20  ·  396 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 36.4%
Financial Services 11.9%
Communication Services 11.9%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 8.1%
Consumer Defensive 4.3%
Utilities 2.9%
Energy 2.3%
Basic Materials 2.0%