13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001969566
Total reported value
$8.5B
$8.5B
416 檔
19.8%
As reported in its official Q2 2025 Form 13F filing, iA Global Asset Management Inc.'s tracked investment portfolio stood at $8.5B with 416 total positions.
iA Global Asset Management Inc. executed strategic sector rebalancing during Q2 2025, establishing 19 new positions while fully exiting 32 holdings and trimming 77 positions.
Showing top 200 holdings (of 416 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.95% | +1.44% | -1.64% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.39% | +0.58% | +9.52% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.73% | -0.11% | +2.41% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.54% | -7.48% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.46% | +1.44% | +9.76% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.40% | -0.22% | -15.10% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.40% | -0.30% | +11.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | -0.26% | +0.21% | |
| 9 | LIN | Linde plc | Stock-Materials | 2.21% | -0.09% | +1.05% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.75% | -0.39% | +65.61% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | -0.36% | -26.72% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.60% | -0.39% | -15.30% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | — | +1.20% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.45% | -0.26% | +499.92% | |
| 15 | CMS | Cms Energy CORP | Stock-Utilities | 1.42% | -0.15% | -4.19% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.33% | -0.26% | -0.43% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.31% | -0.06% | -3.36% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.25% | +0.01% | +250.87% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.20% | — | -31.42% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.05% | -16.33% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.09% | -0.27% | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.02% | -5.82% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | +0.01% | +9.68% | |
| 24 | GE | General Electric | Stock-Industrials | 1.01% | -0.26% | -2.27% | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.93% | -0.33% | +1806.33% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | -0.16% | -7.08% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | +0.10% | +2.20% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 0.88% | +0.16% | -6.10% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.83% | +0.01% | +54.72% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | +0.26% | -0.66% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.77% | -0.07% | EXIT | |
| 32 | APO | Apollo Global Management Inc | Stock-Financials | 0.74% | +0.31% | +34.45% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | +0.18% | -12.19% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.05% | -17.13% | |
| 35 | ICE | Intercontinental Exchange In | Stock-Financials | 0.66% | +0.05% | +2.97% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | -0.05% | +109.06% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | -0.08% | -15.07% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.63% | +0.09% | -5.99% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.42% | +64.59% | |
| 40 | CARR | Carrier Global CORP | Stock-Industrials | 0.58% | -0.12% | +9.26% | |
| 41 | TDG | Transdigm Group Inc | Stock-Industrials | 0.57% | -0.19% | -4.08% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | +0.25% | -1.58% | |
| 43 | CCJ | Cameco CORP | Stock-Energy | 0.57% | -0.18% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.23% | -13.44% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.16% | -7.07% | |
| 46 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.51% | — | +127.87% | |
| 47 | WCN | Waste Connections Inc | Stock-Industrials | 0.50% | -0.15% | EXIT | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.50% | -0.02% | -7.94% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.49% | — | +58.62% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | -0.06% | -13.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +9.52% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | +499.92% | Add |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.9% | +1806.33% | Add |
| 4 | MSFT | Microsoft CORP | +0.9% | -1.64% | Trim |
| 5 | DHR | Danaher CORP | +0.8% | +250.87% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +9.76% | Add |
| 7 | CCJ | Cameco CORP | +0.6% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.4% | -15.10% | Trim |
| 9 | IEMG | Ishares Core Msci Emerging | +0.3% | +109.06% | Add |
| 10 | AMD | Advanced Micro Devices | +0.3% | +64.59% | Add |
| 11 | DASH | Doordash Inc - A | +0.3% | +143.05% | Add |
| 12 | TTEK | Tetra Tech Inc | +0.3% | +127.87% | Add |
| 13 | HSY | Hershey Co/the | +0.3% | NEW | New buy |
| 14 | PLD | Prologis Inc | +0.3% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +11.38% | Add |
| 16 | NFLX | Netflix Inc | +0.2% | -3.36% | Trim |
| 17 | SHOP | Shopify Inc - Class A | +0.2% | NEW | New buy |
| 18 | CEG | Constellation Energy | +0.2% | +97.59% | Add |
| 19 | UNP | Union Pacific CORP | +0.2% | +54.72% | Add |
| 20 | NOW | Servicenow Inc | +0.2% | +335.16% | Add |
| 21 | ORCL | Oracle CORP | +0.2% | NEW | New buy |
| 22 | HCA | Hca Healthcare Inc | +0.2% | +278.11% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +1283.20% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.58% | Trim |
| 25 | EPD | Enterprise Products Partners | +0.2% | NEW | New buy |
| 26 | AMZN | Amazon.com Inc | +0.2% | +2.41% | Add |
| 27 | ADI | Analog Devices Inc | +0.1% | +67.16% | Add |
| 28 | APO | Apollo Global Management Inc | +0.1% | +34.45% | Add |
| 29 | MO | Altria Group Inc | +0.1% | +174.79% | Add |
| 30 | CW | Curtiss-wright CORP | +0.1% | NEW | New buy |
| 31 | LITE | Lumentum Holdings Inc | +0.1% | NEW | New buy |
| 32 | ACN | Accenture plc | +0.1% | +58.62% | Add |
| 33 | ARCC | Ares Capital CORP | +0.1% | +100.51% | Add |
| 34 | HOOD | Robinhood Markets Inc - A | +0.1% | +26.58% | Add |
| 35 | URI | United Rentals Inc | +0.1% | +85.60% | Add |
| 36 | CRM | Salesforce Inc | +0.1% | +157.59% | Add |
| 37 | EHC | Encompass Health CORP | +0.1% | NEW | New buy |
| 38 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 39 | SNPS | Synopsys Inc | +0.1% | +34.40% | Add |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +185.70% | Add |
| 41 | SNOW | Snowflake Inc | +0.1% | +60.15% | Add |
| 42 | RBLX | Roblox CORP -class A | +0.1% | NEW | New buy |
| 43 | GE | General Electric | +0.1% | -2.27% | Trim |
| 44 | XPO | Xpo Inc | +0.1% | NEW | New buy |
| 45 | TSLA | Tesla Inc | +0.1% | +2.20% | Add |
| 46 | ADBE | Adobe Inc | +0.1% | +39.28% | Add |
| 47 | PRMB | Primo Brands CORP | +0.1% | NEW | New buy |
| 48 | WDAY | Workday Inc-class A | +0.1% | +59.72% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.20% | Add |
| 50 | CARR | Carrier Global CORP | +0.1% | +9.26% | Add |
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 416 disclosed positions in Q2 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, NVDA, AMZN) accounted for 19.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CCJ
市值: $37.8M
Top Position Liquidated / Trimmed
SPHY
前期市值: $23.3M
During Q2 2025, iA Global Asset Management Inc.'s top holdings by market value included MSFT (7.0%)、NVDA (6.4%)、AMZN (4.7%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q2 2025, iA Global Asset Management Inc. made 200 total portfolio adjustments, initiating 19 new buys, adding to 72 positions, trimming 77 holdings, and fully liquidating 32 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.