FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,134.58-0.20%
XLE56.74-0.24%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,875.200.16%
RUT2,789.850.10%
GSPC7,171.360.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0001969566

iA Global Asset Management Inc.

Quebec, A8 · File #028-23355

Latest AUM
$7.8M
Positions
396
Top-10 Concentration
51.6%
Filings
13

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWCRH PLCCRH+1,037,453+$129,474$0
REDUCESPDR Gold SharesGLD-200,955-$79,639+$8,945
NEWAccenture PLCACN+254,810+$68,366$0
REDUCEBroadcom IncAVGO-170,609-$59,048+$9,689
ADDMicrosoft CorpMSFT+109,562+$52,986-$31,082
ADDState Street SPDR Bloomberg Short Term High Yield Bond ETF78468R408+2,037,400+$51,587-$1,409
ADDNetflix IncNFLX+533,095+$49,983-$95,105
REDUCEMeta Platforms IncMETA-66,197-$43,696-$26,582
REDUCEUnitedHealth Group IncUNH-109,934-$36,291-$5,634
ADDVisa IncV+101,619+$35,639+$2,196

Sector Allocation

Technology
29.8%$2.3M
Healthcare
7.2%$566,853
Financials
5.7%$448,707
Industrials
5.5%$430,087
Materials
3.0%$235,710
Consumer Staples
2.1%$165,516
Energy
1.6%$127,998
Utilities
0.7%$57,979
Real Estate
0.2%$12,607

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CorpNVDA2,826,297$527,1049.67%
2Microsoft CorpMSFT1,014,970$490,8609.01%
3Apple IncAAPL1,371,233$372,7836.84%
4Amazon.com IncAMZN1,441,536$332,7356.11%
5Alphabet IncGOOG730,897$228,7714.20%
6Alphabet IncGOOG640,499$200,9893.69%
7Meta Platforms IncMETA291,622$192,4973.53%
8State Street SPDR Bloomberg Short Term High Yield Bond ETF78468R4087,069,236$178,9933.28%
9Broadcom IncAVGO427,840$148,0752.72%
10Mastercard IncMA241,419$137,8212.53%
11Thermo Fisher Scientific IncTMO229,451$132,9552.44%
12CRH PLCCRH1,037,453$129,4742.38%
13Visa IncV337,077$118,2162.17%
14Tesla IncTSLA259,838$116,8542.14%
15iShares iBoxx $ High Yield Corporate Bond ETF4642885131,300,125$104,8291.92%
16CMS Energy CorpCMS-PC1,323,167$92,5291.70%
17Danaher Corp235851102379,192$86,8051.59%
18UnitedHealth Group IncUNH261,060$86,1791.58%
19Linde PLCLIN189,647$80,8641.48%
20iShares Core U.S. Aggregate Bond ETF464287226809,327$80,8361.48%