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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 11 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GD General Dynamics Corp Industrials 15,214.0 $5.4M 0.06% +14K +814.9% $354.21 +6.3%
202 CMI Cummins Inc Industrials 7,529.0 $5.4M 0.06% -16K -67.8% $713.24 -19.7%
203 ALNY Alnylam Pharmaceuticals Inc Healthcare 17,693.0 $5.3M 0.06% +2K +11.1% $301.02 -20.2%
204 AXON Axon Enterprise Inc Industrials 9,405.0 $5.3M 0.06% -244.0 -2.5% $560.66 +9.4%
205 CCEP Coca-Cola Europacific Partners PLC Consumer Defensive 52,014.0 $5.2M 0.06% -3K -5.4% $100.07 +9.8%
206 CRWV CoreWeave Inc Technology 52,210.0 $5.2M 0.06% NEW $99.54 -11.6%
207 KDP Keurig Dr Pepper Inc Consumer Defensive 158,719.0 $5.2M 0.06% -4K -2.7% $32.73 -2.7%
208 Trulieve Cannabis Corp 522,992.0 $5.1M 0.06% NEW $9.83
209 FDX FedEx Corp Industrials 16,228.0 $5.1M 0.06% +14K +743.0% $313.10 +6.6%
210 EOG EOG Resources Inc Energy 38,832.0 $5.0M 0.06% NEW $129.74 +13.2%
211 VGLT Vanguard Long-Term Treasury ETF 90,796.0 $5.0M 0.06% NEW $55.18 -2.9%
212 TRV Travelers Cos Inc/The Financial Services 15,167.0 $5.0M 0.06% +1K +9.6% $330.12 +12.0%
213 RF Regions Financial Corp Financial Services 163,074.0 $4.9M 0.06% +79K +94.4% $30.20 +1.4%
214 Disc Medicine Inc 66,023.0 $4.8M 0.06% $73.14
215 Block Inc 62,282.0 $4.7M 0.06% NEW $75.99
216 PYPL PayPal Holdings Inc Financial Services 102,893.0 $4.4M 0.05% -8K -6.9% $43.18 +44.2%
217 TPR Tapestry Inc Consumer Cyclical 28,443.0 $4.2M 0.05% +745.0 +2.7% $146.36 -11.1%
218 Space Exploration Technologies Corp 24,355.0 $4.2M 0.05% NEW $170.85
219 ALL Allstate Corp/The Financial Services 17,441.0 $4.2M 0.05% -437.0 -2.4% $237.95 +8.3%
220 STZ Constellation Brands Inc Consumer Defensive 29,731.0 $4.1M 0.05% +1K +5.1% $139.08 -2.9%
Page 11 of 24  ·  465 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%