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CIK: 0001969566
Total reported value
$8.4M
$8.4M
396 檔
20523.2%
The Q1 2026 SEC filing reveals that iA Global Asset Management Inc. held a total portfolio value of $8.4M, covering 396 public equity positions.
iA Global Asset Management Inc. executed strategic sector rebalancing during Q1 2026, establishing 29 new positions while fully exiting 26 holdings and trimming 85 positions.
Showing top 200 holdings (of 396 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.25% | -0.46% | +3.82% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | -0.42% | -8.72% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.81% | -0.39% | +13.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.66% | -0.13% | -5.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.89% | -0.01% | -2.86% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | -0.32% | +24.65% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | +0.06% | -10.29% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.29% | -0.36% | -3.00% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.64% | -0.20% | -4.19% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.63% | -0.52% | +2.29% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.52% | -1.00% | +3.90% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.47% | -0.24% | -41.23% | |
| 13 | CMS | Cms Energy CORP | Stock-Utilities | 1.45% | -0.15% | — | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.38% | +131.47% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.10% | -7.94% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.24% | +2.39% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | -0.88% | +4.56% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.17% | +0.30% | +17.12% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | -0.09% | -16.41% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.13% | +1.09% | +4.07% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.12% | +11.19% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.05% | -0.60% | -21.41% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.03% | -0.36% | -7.79% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.26% | +28.27% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.97% | +1.80% | +21.98% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.94% | -0.48% | +10.97% | |
| 27 | GE | General Electric | Stock-Industrials | 0.93% | -0.31% | -7.91% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.83% | -0.43% | +9.23% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.81% | +0.44% | +19.60% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | +0.16% | -28.35% | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 0.74% | -0.16% | +0.49% | |
| 32 | APO | Apollo Global Management Inc | Stock-Financials | 0.68% | -0.36% | +2.22% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 0.61% | -0.03% | +15.34% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.60% | EXIT | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.20% | -17.04% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | -0.04% | -23.54% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +0.90% | -3.32% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.54% | -0.07% | +109.69% | |
| 39 | SUNC | Sunococorp LLC | Stock-Other | 0.53% | -0.04% | — | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.53% | +0.01% | -42.48% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.12% | -3.46% | |
| 42 | WCN | Waste Connections Inc | Stock-Industrials | 0.52% | -0.37% | +49.12% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.50% | +0.31% | +3.92% | |
| 44 | NEM | Newmont CORP | Stock-Materials | 0.49% | -0.15% | +44.57% | |
| 45 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.48% | -0.48% | EXIT | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.48% | -0.29% | +3.48% | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.47% | +0.10% | +15.12% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | -0.39% | -17.22% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.03% | -32.87% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.46% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.9% | +131.47% | Add |
| 2 | AMZN | Amazon.com Inc | +0.6% | +13.14% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +3.82% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +24.65% | Add |
| 5 | CVX | Chevron CORP | +0.4% | +6368.20% | Add |
| 6 | COST | Costco Wholesale CORP | +0.4% | +28.27% | Add |
| 7 | GEV | GE Vernova Inc | +0.4% | +109.69% | Add |
| 8 | MU | Micron Technology Inc | +0.4% | +21.98% | Add |
| 9 | T | At&t Inc | +0.3% | +7818.24% | Add |
| 10 | CMG | Chipotle Mexican Grill Inc | +0.3% | +252.78% | Add |
| 11 | JNJ | Johnson & Johnson | +0.3% | +2.39% | Add |
| 12 | LRCX | Lam Research CORP | +0.3% | +19.60% | Add |
| 13 | CMS | Cms Energy CORP | +0.3% | — | Unchanged |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.07% | Add |
| 15 | MS | Morgan Stanley | +0.2% | +1522.73% | Add |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | +40.35% | Add |
| 17 | NEM | Newmont CORP | +0.2% | +44.57% | Add |
| 18 | KLAC | Kla CORP | +0.2% | +15.34% | Add |
| 19 | NFLX | Netflix Inc | +0.2% | +10.97% | Add |
| 20 | BLK | Blackrock Inc | +0.2% | +3848.57% | Add |
| 21 | WCN | Waste Connections Inc | +0.2% | +49.12% | Add |
| 22 | CCJ | Cameco CORP | +0.2% | +0.49% | Add |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +3.90% | Add |
| 24 | CMI | Cummins Inc | +0.2% | +1229.30% | Add |
| 25 | WMB | Williams Cos Inc | +0.2% | +4294.85% | Add |
| 26 | AMAT | Applied Materials Inc | +0.2% | +3.92% | Add |
| 27 | MPWR | Monolithic Power Systems Inc | +0.2% | +154.30% | Add |
| 28 | AGG | Ishares Core U.s. Aggregate | +0.2% | +4.56% | Add |
| 29 | SUNC | Sunococorp LLC | +0.2% | — | Unchanged |
| 30 | RSG | Republic Services Inc | +0.1% | +54.52% | Add |
| 31 | ETR | Entergy CORP | +0.1% | +74.97% | Add |
| 32 | LHX | L3harris Technologies Inc | +0.1% | +71.74% | Add |
| 33 | DUK | Duke Energy CORP | +0.1% | +45.02% | Add |
| 34 | BNY | Bank Of New York Mellon CORP | +0.1% | +163.34% | Add |
| 35 | DAL | Delta Air Lines Inc | +0.1% | +115.95% | Add |
| 36 | WDC | Western Digital CORP | +0.1% | -8.44% | Trim |
| 37 | RL | Ralph Lauren CORP | +0.1% | +619.91% | Add |
| 38 | EA | Electronic Arts Inc | +0.1% | +90.78% | Add |
| 39 | DDOG | Datadog Inc - Class A | +0.1% | +133.69% | Add |
| 40 | SNDK | Sandisk CORP | +0.1% | -43.90% | Trim |
| 41 | INTC | Intel CORP | +0.1% | +1.10% | Add |
| 42 | MCK | Mckesson CORP | +0.1% | +27700.00% | Add |
| 43 | ROST | Ross Stores Inc | +0.1% | +33.89% | Add |
| 44 | EPD | Enterprise Products Partners | +0.1% | +7.31% | Add |
| 45 | ZTS | Zoetis Inc | +0.1% | +798.39% | Add |
| 46 | CRM | Salesforce Inc | +0.1% | +361.74% | Add |
| 47 | APH | Amphenol Corp-cl A | +0.1% | +181.15% | Add |
| 48 | HLT | Hilton Worldwide Holdings In | +0.1% | +53.98% | Add |
| 49 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +50.08% | Add |
| 50 | UNH | Unitedhealth Group Inc | +0.1% | +17.12% | Add |
According to official SEC Form 13F filings, iA Global Asset Management Inc. reported a total U.S. public equity portfolio value of $8.4M across 396 disclosed positions in Q1 2026.
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 NVDA, MSFT, AMZN) accounted for 20523.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
WM
市值: $32.2M
Top Position Liquidated / Trimmed
CRH
前期市值: $129.5M
During Q1 2026, iA Global Asset Management Inc.'s top holdings by market value included NVDA (7.3%)、MSFT (4.9%)、AMZN (4.8%). The largest single position, NVDA, represented 7.3% of total portfolio value.
In Q1 2026, iA Global Asset Management Inc. made 198 total portfolio adjustments, initiating 29 new buys, adding to 58 positions, trimming 85 holdings, and fully liquidating 26 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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