INTACT INVESTMENT MANAGEMENT INC. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$3.0B

Holdings

346

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (346 positions)

#	Stock	Shares	Value	% Portfolio
1	TDTORONTO DOMINION BK ONT	1,979,735	$145.6M	4.93%
2	RCI/BROGERS COMMUNICATIONS INC	3,247,331	$96.3M	3.26%
3	RYROYAL BK CDA	723,268	$95.3M	3.23%
4	PPLPEMBINA PIPELINE CORP	2,084,864	$78.3M	2.65%
5	EMAEMERA INC	1,687,330	$77.1M	2.61%
6	MFCMANULIFE FINL CORP	2,293,115	$73.3M	2.48%
7	BCEBCE INC	3,200,190	$71.0M	2.40%
8	NTRNUTRIEN LTD	1,189,285	$69.3M	2.34%
9	BNSBANK NOVA SCOTIA HALIFAX	1,092,122	$60.4M	2.04%
10	GILGILDAN ACTIVEWEAR INC	1,134,563	$55.9M	1.89%
11	CPCANADIAN PACIFIC KANSAS CITY	702,401	$55.8M	1.89%
12	CNRCANADIAN NATL RY CO	498,493	$51.9M	1.76%
13	SHOPSHOPIFY INC	430,694	$49.7M	1.68%
14	CRCCANADIAN NAT RES LTD	1,574,670	$49.5M	1.67%
15	SUSUNCOR ENERGY INC NEW	1,275,844	$47.8M	1.62%
16	BBARRICK MNG CORP	2,210,210	$46.0M	1.56%
17	BIPBROOKFIELD INFRAST PARTNERS	1,367,954	$45.8M	1.55%
18	QSRRESTAURANT BRANDS INTL INC	686,591	$45.5M	1.54%
19	TRPTC ENERGY CORP	913,234	$44.6M	1.51%
20	GRT-UGRANITE REAL ESTATE INVT TR	864,470	$43.9M	1.49%
21	MGAMAGNA INTL INC	1,076,338	$41.6M	1.41%
22	CMCANADIAN IMPERIAL BK COMM	532,163	$37.8M	1.28%
23	ENBENBRIDGE INC	801,573	$36.3M	1.23%
24	TTELUS CORPORATION	2,220,362	$35.6M	1.21%
25	FTSFORTIS INC	719,010	$34.3M	1.16%
26	MSFTMICROSOFT CORP	63,500	$31.6M	1.07%
27	CVECENOVUS ENERGY INC	2,155,288	$29.3M	0.99%
28	RBARB GLOBAL INC	269,822	$28.7M	0.97%
29	AEMAGNICO EAGLE MINES LTD	234,850	$28.0M	0.95%
30	AQN.TOALGONQUIN PWR UTILS CORP	4,622,619	$26.4M	0.89%
31	LIESUN LIFE FINANCIAL INC.	388,877	$25.9M	0.88%
32	BMOBANK MONTREAL QUE	231,550	$25.7M	0.87%
33	AVGOBROADCOM INC	87,900	$24.2M	0.82%
34	GOOGLALPHABET INC	134,700	$23.7M	0.80%
35	CAECAE INC	790,400	$23.2M	0.78%
36	AAPLAPPLE INC	105,100	$21.6M	0.73%
37	4I1PHILIP MORRIS INTL INC	118,000	$21.5M	0.73%
38	BEPBROOKFIELD RENEWABLE PARTNER	842,667	$21.5M	0.73%
39	BNBROOKFIELD CORP	337,630	$20.9M	0.71%
40	SOBOSOUTH BOW CORP	800,360	$20.8M	0.70%
41	KGCKINROSS GOLD CORP	1,229,100	$19.2M	0.65%
42	ABBVABBVIE INC	102,700	$19.1M	0.65%
43	CSCOCISCO SYS INC	259,500	$18.0M	0.61%
44	OTXOPEN TEXT CORP	603,140	$17.6M	0.60%
45	BACVERIZON COMMUNICATIONS INC	405,700	$17.6M	0.59%
46	AGIALAMOS GOLD INC NEW	633,366	$16.8M	0.57%
47	KOCOCA COLA CO	235,200	$16.6M	0.56%
48	PFEPFIZER INC	668,600	$16.2M	0.55%
49	CCOCAMECO CORP	214,890	$16.0M	0.54%
50	MRKMERCK & CO INC	198,500	$15.7M	0.53%
51	PRMBPRIMO BRANDS CORPORATION	504,960	$15.0M	0.51%
52	IMGIAMGOLD CORP	2,016,081	$14.8M	0.50%
53	NVDANVIDIA CORPORATION	92,100	$14.6M	0.49%
54	MEOHMETHANEX CORP	436,500	$14.4M	0.49%
55	BAMBROOKFIELD ASSET MANAGMT LTD	259,590	$14.4M	0.49%
56	ASTLALGOMA STL GROUP INC	2,007,006	$13.9M	0.47%
57	CVSCVS HEALTH CORP	198,800	$13.7M	0.46%
58	METAMETA PLATFORMS INC	18,300	$13.5M	0.46%
59	PGPROCTER AND GAMBLE CO	83,600	$13.3M	0.45%
60	PEPPEPSICO INC	99,700	$13.2M	0.45%
61	HDHOME DEPOT INC	35,900	$13.2M	0.45%
62	TAT&T INC	443,100	$12.8M	0.43%
63	MCDMCDONALDS CORP	41,861	$12.2M	0.41%
64	TXNTEXAS INSTRS INC	58,100	$12.1M	0.41%
65	JPMJPMORGAN CHASE & CO.	40,500	$11.7M	0.40%
66	RTXRTX CORPORATION	79,400	$11.6M	0.39%
67	TFIITFI INTL INC	125,813	$11.3M	0.38%
68	STNSTANTEC INC	102,658	$11.2M	0.38%
69	DGTSPDR SERIES TRUST	73,266	$11.0M	0.37%
70	JNJJOHNSON & JOHNSON	71,389	$10.9M	0.37%
71	MOALTRIA GROUP INC	185,500	$10.9M	0.37%
72	DWDMORGAN STANLEY	73,400	$10.3M	0.35%
73	TMUST-MOBILE US INC	41,500	$9.9M	0.33%
74	DUKDUKE ENERGY CORP NEW	82,700	$9.8M	0.33%
75	MDLZMONDELEZ INTL INC	141,700	$9.6M	0.32%
76	8CWCROWN CASTLE INC	86,200	$8.9M	0.30%
77	UNPUNION PAC CORP	38,300	$8.8M	0.30%
78	BACBANK AMERICA CORP	184,100	$8.7M	0.29%
79	ABTABBOTT LABS	62,600	$8.5M	0.29%
80	IBMINTERNATIONAL BUSINESS MACHS	28,400	$8.4M	0.28%
81	ACNACCENTURE PLC IRELAND	28,000	$8.4M	0.28%
82	UPSUNITED PARCEL SERVICE INC	82,300	$8.3M	0.28%
83	CIGICOLLIERS INTL GROUP INC	63,040	$8.2M	0.28%
84	CLCOLGATE PALMOLIVE CO	89,300	$8.1M	0.27%
85	BLKBLACKROCK INC	7,600	$8.0M	0.27%
86	CMCSACOMCAST CORP NEW	223,200	$8.0M	0.27%
87	LMTLOCKHEED MARTIN CORP	17,100	$7.9M	0.27%
88	CVXCHEVRON CORP NEW	53,600	$7.7M	0.26%
89	WPMWHEATON PRECIOUS METALS CORP	85,350	$7.7M	0.26%
90	WFCWELLS FARGO CO NEW	95,700	$7.7M	0.26%
91	TACTRANSALTA CORP	692,550	$7.5M	0.25%
92	VETVERMILION ENERGY INC	1,016,500	$7.4M	0.25%
93	USBUS BANCORP DEL	160,900	$7.3M	0.25%
94	AMGNAMGEN INC	25,600	$7.1M	0.24%
95	TFCTRUIST FINL CORP	159,700	$6.9M	0.23%
96	AMZNAMAZON COM INC	31,200	$6.8M	0.23%
97	BTEBAYTEX ENERGY CORP	3,819,100	$6.8M	0.23%
98	SPYSPDR S&P 500 ETF TR	10,985	$6.8M	0.23%
99	CRMSALESFORCE INC	23,900	$6.5M	0.22%
100	NEENEXTERA ENERGY INC	93,800	$6.5M	0.22%

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