INTACT INVESTMENT MANAGEMENT INC. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.0T
Holdings
346
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (346 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FNVFRANCO NEV CORP | 39,140 | $6.4B | 0.22% | |
| 102 | BTOB2GOLD CORP | 1,765,900 | $6.4B | 0.22% | |
| 103 | AVBAVALONBAY CMNTYS INC | 30,600 | $6.2B | 0.21% | |
| 104 | DSGDESCARTES SYS GROUP INC | 60,960 | $6.2B | 0.21% | |
| 105 | DOOBRP INC | 126,808 | $6.2B | 0.21% | |
| 106 | WCNWASTE CONNECTIONS INC | 31,977 | $6.0B | 0.20% | |
| 107 | AYS1SANDSTORM GOLD LTD | 629,000 | $5.9B | 0.20% | |
| 108 | HONHONEYWELL INTL INC | 25,200 | $5.9B | 0.20% | |
| 109 | MUMICRON TECHNOLOGY INC | 46,000 | $5.7B | 0.19% | |
| 110 | COPCONOCOPHILLIPS | 63,000 | $5.7B | 0.19% | |
| 111 | FRTFEDERAL RLTY INVT TR NEW | 58,500 | $5.6B | 0.19% | |
| 112 | VICIVICI PPTYS INC | 169,300 | $5.5B | 0.19% | |
| 113 | GIB/ACGI INC | 51,840 | $5.4B | 0.18% | |
| 114 | TRVCCITIGROUP INC | 63,500 | $5.4B | 0.18% | |
| 115 | APDAIR PRODS & CHEMS INC | 19,100 | $5.4B | 0.18% | |
| 116 | CMSCMS ENERGY CORP | 74,600 | $5.2B | 0.17% | |
| 117 | AMATAPPLIED MATLS INC | 28,100 | $5.1B | 0.17% | |
| 118 | OLAORLA MNG LTD NEW | 508,729 | $5.1B | 0.17% | |
| 119 | PEOEXELON CORP | 117,000 | $5.1B | 0.17% | |
| 120 | SRESEMPRA | 66,700 | $5.1B | 0.17% | |
| 121 | MCXMCCORMICK & CO INC | 65,800 | $5.0B | 0.17% | |
| 122 | DMLDENISON MINES CORP | 2,727,100 | $5.0B | 0.17% | |
| 123 | EMREMERSON ELEC CO | 36,600 | $4.9B | 0.17% | |
| 124 | KEYKEYCORP | 276,600 | $4.8B | 0.16% | |
| 125 | HESHESS CORP | 34,100 | $4.7B | 0.16% | |
| 126 | AESAES CORP | 441,500 | $4.6B | 0.16% | |
| 127 | GILDGILEAD SCIENCES INC | 41,500 | $4.6B | 0.16% | |
| 128 | XELXCEL ENERGY INC | 67,500 | $4.6B | 0.16% | |
| 129 | EMNEASTMAN CHEM CO | 60,300 | $4.5B | 0.15% | |
| 130 | XOMEXXON MOBIL CORP | 41,400 | $4.5B | 0.15% | |
| 131 | NKENIKE INC | 62,800 | $4.5B | 0.15% | |
| 132 | ADIANALOG DEVICES INC | 18,500 | $4.4B | 0.15% | |
| 133 | PLDPROLOGIS INC. | 39,700 | $4.2B | 0.14% | |
| 134 | QCOMQUALCOMM INC | 25,700 | $4.1B | 0.14% | |
| 135 | LSPDLIGHTSPEED COMMERCE INC | 343,600 | $4.0B | 0.14% | |
| 136 | BKRBAKER HUGHES COMPANY | 102,900 | $3.9B | 0.13% | |
| 137 | FITBFIFTH THIRD BANCORP | 95,900 | $3.9B | 0.13% | |
| 138 | DDDUPONT DE NEMOURS INC | 56,000 | $3.8B | 0.13% | |
| 139 | EIXEDISON INTL | 74,300 | $3.8B | 0.13% | |
| 140 | SPMEURAMERICAS GOLD AND SILVER COR | 4,740,800 | $3.8B | 0.13% | |
| 141 | VLOVALERO ENERGY CORP | 28,400 | $3.8B | 0.13% | |
| 142 | INTUINTUIT | 4,800 | $3.8B | 0.13% | |
| 143 | NOANORTH AMERN CONSTR GROUP LTD | 233,600 | $3.7B | 0.13% | |
| 144 | NGDNEW GOLD INC CDA | 736,500 | $3.7B | 0.12% | |
| 145 | SOSOUTHERN CO | 39,400 | $3.6B | 0.12% | |
| 146 | MDTMEDTRONIC PLC | 40,200 | $3.5B | 0.12% | |
| 147 | VENVENTAS INC | 53,300 | $3.4B | 0.11% | |
| 148 | WMWASTE MGMT INC DEL | 14,700 | $3.4B | 0.11% | |
| 149 | DYHTARGET CORP | 33,498 | $3.3B | 0.11% | |
| 150 | ROSTROSS STORES INC | 25,900 | $3.3B | 0.11% | |
| 151 | GLWCORNING INC | 62,800 | $3.3B | 0.11% | |
| 152 | DOCHEALTHPEAK PROPERTIES INC | 188,200 | $3.3B | 0.11% | |
| 153 | CTRACOTERRA ENERGY INC | 129,400 | $3.3B | 0.11% | |
| 154 | STTSTATE STR CORP | 30,300 | $3.2B | 0.11% | |
| 155 | STCSANGOMA TECHNOLOGIES CORP | 519,025 | $3.2B | 0.11% | |
| 156 | GMGENERAL MTRS CO | 63,600 | $3.1B | 0.11% | |
| 157 | RFREGIONS FINANCIAL CORP NEW | 133,000 | $3.1B | 0.11% | |
| 158 | TPRTAPESTRY INC | 35,600 | $3.1B | 0.11% | |
| 159 | MCHPMICROCHIP TECHNOLOGY INC. | 44,000 | $3.1B | 0.10% | |
| 160 | NTAPNETAPP INC | 29,000 | $3.1B | 0.10% | |
| 161 | EDRENDEAVOUR SILVER CORP | 620,700 | $3.1B | 0.10% | |
| 162 | SYYSYSCO CORP | 40,100 | $3.0B | 0.10% | |
| 163 | SJMSMUCKER J M CO | 30,900 | $3.0B | 0.10% | |
| 164 | OROR ROYALTIES INC. | 118,000 | $3.0B | 0.10% | |
| 165 | MAMASTERCARD INCORPORATED | 5,336 | $3.0B | 0.10% | |
| 166 | CGCENTERRA GOLD INC | 401,400 | $2.9B | 0.10% | |
| 167 | OKEONEOK INC NEW | 35,400 | $2.9B | 0.10% | |
| 168 | OREALTY INCOME CORP | 49,700 | $2.9B | 0.10% | |
| 169 | LRCXLAM RESEARCH CORP | 29,200 | $2.8B | 0.10% | |
| 170 | TGBTASEKO MINES LTD | 879,300 | $2.8B | 0.09% | |
| 171 | GSGOLDMAN SACHS GROUP INC | 3,900 | $2.8B | 0.09% | |
| 172 | LLYELI LILLY & CO | 3,380 | $2.6B | 0.09% | |
| 173 | BMYBRISTOL-MYERS SQUIBB CO | 56,200 | $2.6B | 0.09% | |
| 174 | TECK/BTECK RESOURCES LTD | 62,980 | $2.5B | 0.09% | |
| 175 | EQIXEQUINIX INC | 3,196 | $2.5B | 0.09% | |
| 176 | ORCLORACLE CORP | 11,500 | $2.5B | 0.09% | |
| 177 | DOWDOW INC | 94,900 | $2.5B | 0.09% | |
| 178 | DCBODOCEBO INC | 86,700 | $2.5B | 0.09% | |
| 179 | STZCONSTELLATION BRANDS INC | 15,100 | $2.5B | 0.08% | |
| 180 | TERTERADYNE INC | 26,600 | $2.4B | 0.08% | |
| 181 | DGDOLLAR GEN CORP NEW | 20,900 | $2.4B | 0.08% | |
| 182 | AREALEXANDRIA REAL ESTATE EQ IN | 32,600 | $2.4B | 0.08% | |
| 183 | ADPAUTOMATIC DATA PROCESSING IN | 7,400 | $2.3B | 0.08% | |
| 184 | WMBWILLIAMS COS INC | 34,900 | $2.2B | 0.07% | |
| 185 | AMTAMERICAN TOWER CORP NEW | 9,600 | $2.1B | 0.07% | |
| 186 | DISDISNEY WALT CO | 17,000 | $2.1B | 0.07% | |
| 187 | NOWSERVICENOW INC | 1,990 | $2.0B | 0.07% | |
| 188 | EXREXTRA SPACE STORAGE INC | 13,600 | $2.0B | 0.07% | |
| 189 | CLSCELESTICA INC | 12,810 | $2.0B | 0.07% | |
| 190 | LOWLOWES COS INC | 8,500 | $1.9B | 0.06% | |
| 191 | SIISPROTT INC | 26,800 | $1.9B | 0.06% | |
| 192 | CMGCHIPOTLE MEXICAN GRILL INC | 32,800 | $1.8B | 0.06% | |
| 193 | WFGWEST FRASER TIMBER CO LTD | 23,900 | $1.8B | 0.06% | |
| 194 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,600 | $1.7B | 0.06% | |
| 195 | GOOGALPHABET INC | 9,800 | $1.7B | 0.06% | |
| 196 | DALDELTA AIR LINES INC DEL | 35,200 | $1.7B | 0.06% | |
| 197 | WMTWALMART INC | 17,600 | $1.7B | 0.06% | |
| 198 | SBUXSTARBUCKS CORP | 18,500 | $1.7B | 0.06% | |
| 199 | PHPARKER-HANNIFIN CORP | 2,300 | $1.6B | 0.05% | |
| 200 | BEPCBROOKFIELD RENEWABLE CORP | 48,000 | $1.6B | 0.05% |