Sagard Holdings Management Inc.
CIK: 0001941151SEC EDGAR →
Portfolio Value
$20.0M
Holdings
107
As of
Q3 2025
New Positions
1
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 9,911 | $6.6M | 33.22% |
| 2 | ISHARES TR | 37,714 | $3.6M | 17.97% |
| 3 | ISHARES TR | 27,979 | $2.6M | 13.08% |
| 4 | Nutrien Limited | 25,930 | $1.5M | 7.62% |
| 5 | Harbor ETF Trust | 26,242 | $677K | 3.39% |
| 6 | Royal Bank of Canada | 2,752 | $405K | 2.03% |
| 7 | Toronto Dominion Bank | 4,409 | $352K | 1.76% |
| 8 | Sun Life Financial Inc. | 3,221 | $193K | 0.97% |
| 9 | Brookfield Corp | 2,797 | $192K | 0.96% |
| 10 | Microsoft Corporation | 315 | $163K | 0.82% |
Quarterly Changes
Top Buys
FSVNEW
$79K
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $15.1M | 75.6% |
| Basic Materials | 4 | $1.6M | 7.8% |
| Technology | 12 | $702K | 3.5% |
| Energy | 6 | $484K | 2.4% |
| Communication Services | 7 | $471K | 2.4% |
| Unknown | 5 | $429K | 2.1% |
| Consumer Cyclical | 13 | $406K | 2.0% |
| Industrials | 10 | $377K | 1.9% |
| Real Estate | 4 | $194K | 1.0% |
| Healthcare | 14 | $172K | 0.9% |
| Consumer Defensive | 3 | $51K | 0.3% |
| Utilities | 3 | $33K | 0.2% |