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CIK: 0001969566
Total reported value
$8.5B
$8.5B
428 檔
15.8%
In Q1 2025, iA Global Asset Management Inc.'s U.S. equity holdings reached a combined market value of $8.5B, distributed across 428 disclosed stock positions.
iA Global Asset Management Inc. executed strategic sector rebalancing during Q1 2025, establishing 28 new positions while fully exiting 36 holdings and trimming 51 positions.
Showing top 200 holdings (of 428 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | +1.44% | +1.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.16% | +0.54% | +4.12% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.58% | -0.11% | -2.74% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.57% | +0.58% | -2.07% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.82% | +1.44% | -11.18% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.51% | -0.36% | -15.04% | |
| 7 | LIN | Linde plc | Stock-Materials | 2.49% | -0.09% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | -0.26% | +6.66% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.17% | -0.30% | +25.36% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.10% | -0.39% | -14.50% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.03% | -0.39% | +20.83% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.99% | — | +5.37% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | -0.22% | -16.35% | |
| 14 | CMS | Cms Energy CORP | Stock-Utilities | 1.84% | -0.15% | -11.10% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.50% | -0.26% | -2.25% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | — | -3.87% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.38% | -0.16% | +21.04% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.29% | -0.02% | +239.21% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.05% | +22.50% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.24% | -0.27% | +8.18% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.06% | -2.10% | |
| 22 | WCN | Waste Connections Inc | Stock-Industrials | 1.06% | -0.15% | EXIT | |
| 23 | CME | Cme Group Inc | Stock-Financials | 1.03% | +0.16% | +131.00% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | +0.05% | +8.69% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | +0.01% | +28.88% | |
| 26 | GE | General Electric | Stock-Industrials | 0.92% | -0.26% | +51.73% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.89% | -0.07% | EXIT | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | +0.26% | +22.12% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.10% | -17.23% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | -0.08% | +4.06% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.74% | +0.09% | +15.25% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | +0.18% | +378.79% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.69% | -0.02% | -5.70% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 0.69% | +0.05% | -3.84% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | +0.02% | -0.50% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | +0.01% | +231.12% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.23% | -15.20% | |
| 38 | TDG | Transdigm Group Inc | Stock-Industrials | 0.62% | -0.19% | +17.64% | |
| 39 | APO | Apollo Global Management Inc | Stock-Financials | 0.61% | +0.31% | +3.28% | |
| 40 | ARMK | Aramark | Stock-Industrials | 0.60% | -0.01% | EXIT | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.16% | -3.39% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | -0.01% | +19.48% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.34% | EXIT | |
| 44 | CARR | Carrier Global CORP | Stock-Industrials | 0.53% | -0.12% | — | |
| 45 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.51% | -0.06% | -43.28% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.50% | — | -3.47% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.07% | +14.31% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.43% | +0.03% | +2.25% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.42% | +0.01% | +7.93% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | +0.25% | +4.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LIN | Linde plc | +1.4% | — | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.1% | +239.21% | Add |
| 3 | GE | General Electric | +0.9% | +51.73% | Add |
| 4 | WFC | Wells Fargo & Co | +0.8% | +70.20% | Add |
| 5 | WCN | Waste Connections Inc | +0.7% | +34.34% | Add |
| 6 | CME | Cme Group Inc | +0.7% | +131.00% | Add |
| 7 | JNJ | Johnson & Johnson | +0.5% | +8.69% | Add |
| 8 | NFLX | Netflix Inc | +0.5% | -2.10% | Add |
| 9 | UBER | Uber Technologies Inc | +0.5% | +378.79% | Add |
| 10 | TDG | Transdigm Group Inc | +0.4% | +17.64% | Add |
| 11 | V | Visa Inc-class A Shares | +0.4% | -15.04% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.4% | -11.18% | Add |
| 13 | PM | Philip Morris International | +0.4% | +22.12% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.4% | +4.06% | Add |
| 15 | BAC | Bank Of America CORP | +0.3% | +87.37% | Add |
| 16 | DUK | Duke Energy CORP | +0.3% | +81.49% | Add |
| 17 | SHW | Sherwin-williams Co/the | +0.3% | -3.47% | Add |
| 18 | APP | Applovin Corp-class A | +0.3% | +77.11% | Add |
| 19 | FISV | Fiserv Inc | +0.3% | +7.50% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.3% | +22.50% | Add |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +8.18% | Add |
| 22 | UNP | Union Pacific CORP | +0.2% | +231.12% | Add |
| 23 | MRSH | Marsh & Mclennan Cos | +0.2% | +451.79% | Add |
| 24 | TJX | Tjx Companies Inc | +0.2% | +18.88% | Add |
| 25 | KO | Coca-cola Co/the | +0.2% | -3.57% | Add |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +5.37% | Add |
| 27 | T | At&t Inc | +0.2% | -3.93% | Add |
| 28 | CL | Colgate-palmolive Co | +0.2% | +208.04% | Add |
| 29 | PH | Parker Hannifin CORP | +0.2% | +31.53% | Add |
| 30 | GILD | Gilead Sciences Inc | +0.2% | -3.67% | Add |
| 31 | MCD | Mcdonald's CORP | +0.2% | — | Add |
| 32 | TGT | Target CORP | +0.2% | +8.10% | Add |
| 33 | TT | Trane Technologies plc | +0.2% | — | Add |
| 34 | DE | Deere & Co | +0.2% | — | Add |
| 35 | TMUS | T-mobile US Inc | +0.2% | -5.70% | Trim |
| 36 | VRSK | Verisk Analytics Inc | +0.2% | +101.19% | Add |
| 37 | ETR | Entergy CORP | +0.2% | +30.63% | Add |
| 38 | MA | Mastercard Inc - A | +0.1% | -14.50% | Trim |
| 39 | TEAM | Atlassian Corp-cl A | +0.1% | +40.20% | Add |
| 40 | SE | Sea Ltd-adr | +0.1% | +2.50% | Add |
| 41 | TPR | Tapestry Inc | +0.1% | — | Add |
| 42 | HUBS | Hubspot Inc | +0.1% | +4640.74% | Add |
| 43 | TSLA | Tesla Inc | +0.1% | -17.23% | Trim |
| 44 | SPGI | S&p Global Inc | +0.1% | +15.25% | Add |
| 45 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -14.47% | Add |
| 46 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +0.48% | Add |
| 47 | PYPL | Paypal Holdings Inc | +0.1% | +22.07% | Add |
| 48 | DASH | Doordash Inc - A | +0.1% | +1.92% | Add |
| 49 | CMS | Cms Energy CORP | +0.1% | -11.10% | Trim |
| 50 | ICE | Intercontinental Exchange In | +0.1% | -3.84% | Trim |
According to official SEC Form 13F filings, iA Global Asset Management Inc. reported a total U.S. public equity portfolio value of $8.5B across 428 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 15.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
PLTR
市值: $23.9M
Top Position Liquidated / Trimmed
XLU
前期市值: $16.8M
During Q1 2025, iA Global Asset Management Inc.'s top holdings by market value included MSFT (6.1%)、AAPL (5.2%)、AMZN (4.6%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q1 2025, iA Global Asset Management Inc. made 200 total portfolio adjustments, initiating 28 new buys, adding to 85 positions, trimming 51 holdings, and fully liquidating 36 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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