INTACT INVESTMENT MANAGEMENT INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUNCOR ENERGY INC NEW(SU) | 1,695,160 | 2,002,650 | +307,490 | 75,236,156 | 132,421,004 | 3.77% | +57,184,848 |
| EMERA INC(EMA) | 875,905 | 1,794,525 | +918,620 | 43,163,496 | 92,995,471 | 2.65% | +49,831,975 |
| ROYAL BK CDA(RY) | 772,259 | 1,098,659 | +326,400 | 131,648,611 | 177,554,032 | 5.06% | +45,905,421 |
| CANADIAN NATL RY CO(CNI) | 565,920 | 961,420 | +395,500 | 55,969,430 | 98,926,422 | 2.82% | +42,956,992 |
| CENOVUS ENERGY INC(CVE) | 3,366,588 | 3,750,960 | +384,372 | 56,951,897 | 99,522,417 | 2.84% | +42,570,520 |
| OVINTIV INC(OVV) | 0 | 680,830 | +680,830 | 0 | 40,409,450 | 1.15% | +40,409,450 |
| KINROSS GOLD CORP(KGC) | 288,460 | 1,576,089 | +1,287,629 | 8,124,627 | 48,171,804 | 1.37% | +40,047,177 |
| BROOKFIELD ASSET MANAGMT LTD(BAM) | 782,558 | 1,661,168 | +878,610 | 40,992,219 | 73,836,321 | 2.10% | +32,844,102 |
| BROOKFIELD INFRASTRUCTURE PA LP INT UNIT | 2,395,384 | 2,834,584 | +439,200 | 83,260,797 | 108,743,792 | 3.10% | +25,482,995 |
| BANK MONTREAL MEDIUM | 212,320 | 389,505 | +177,185 | 27,572,519 | 52,742,028 | 1.50% | +25,169,509 |
| TELUS CORPORATION(TU) | 2,438,662 | 4,133,462 | +1,694,800 | 32,140,023 | 53,112,685 | 1.51% | +20,972,662 |
| ELDORADO GOLD CORP NEW(EGO) | 0 | 543,140 | +543,140 | 0 | 18,645,920 | 0.53% | +18,645,920 |
| THOMSON REUTERS CORP | 6,300 | 207,729 | +201,429 | 831,356 | 18,744,127 | 0.53% | +17,912,771 |
| WHEATON PRECIOUS METALS CORP(WPM) | 127,980 | 248,660 | +120,680 | 15,045,063 | 32,630,482 | 0.93% | +17,585,419 |
| TRANSALTA CORP(TAC) | 428,800 | 1,449,000 | +1,020,200 | 5,423,261 | 19,045,785 | 0.54% | +13,622,524 |
| RESTAURANT BRANDS INTL INC(QSR) | 504,261 | 648,661 | +144,400 | 34,408,484 | 47,986,463 | 1.37% | +13,577,979 |
| HUDBAY MINERALS INC(HBM) | 4,620 | 643,210 | +638,590 | 91,720 | 13,465,115 | 0.38% | +13,373,395 |
| WASTE CONNECTIONS INC(WCN) | 39,357 | 114,877 | +75,520 | 6,902,242 | 18,659,360 | 0.53% | +11,757,118 |
| VERMILION ENERGY INC(VET) | 1,089,100 | 1,466,800 | +377,700 | 9,061,287 | 20,207,370 | 0.58% | +11,146,083 |
| CANADIAN NAT RES LTD MED TER(CNQ) | 925,590 | 827,260 | -98,330 | 31,349,759 | 40,343,416 | 1.15% | +8,993,657 |
| SOUTH BOW CORP(SOBO) | 964,360 | 1,065,860 | +101,500 | 26,522,359 | 35,449,515 | 1.01% | +8,927,156 |
| TRANSFORCE INC(TFII) | 0 | 75,600 | +75,600 | 0 | 8,226,627 | 0.23% | +8,226,627 |
| AMPHENOL CORP | 0 | 57,400 | +57,400 | 0 | 7,252,490 | 0.21% | +7,252,490 |
| WEST FRASER TIMBER LTD(WFG) | 94,850 | 198,000 | +103,150 | 5,802,531 | 12,928,696 | 0.37% | +7,126,165 |
| REPUBLIC SVCS INC(RSG) | 400 | 28,500 | +28,100 | 84,772 | 6,242,070 | 0.18% | +6,157,298 |
| EOG RES INC(EOG) | 0 | 40,100 | +40,100 | 0 | 5,797,257 | 0.17% | +5,797,257 |
| SPROTT INC(SII) | 78,800 | 92,200 | +13,400 | 7,718,106 | 13,153,822 | 0.37% | +5,435,716 |
| CHEVRON CORPORATION(CVX) | 97,062 | 97,262 | +200 | 14,793,219 | 20,123,508 | 0.57% | +5,330,289 |
| PG&E CORP(PCG) | 0 | 268,800 | +268,800 | 0 | 4,722,816 | 0.13% | +4,722,816 |
| HUNTINGTON BANCSHARES INC(HBAN) | 0 | 272,000 | +272,000 | 0 | 4,256,800 | 0.12% | +4,256,800 |
| IAMGOLD CORP(IAG) | 1,072,681 | 1,153,341 | +80,660 | 17,700,878 | 21,682,645 | 0.62% | +3,981,767 |
| CAMECO CORP(CCJ) | 169,740 | 177,090 | +7,350 | 15,541,981 | 19,252,731 | 0.55% | +3,710,750 |
| ABBVIE INC(ABBV) | 87,790 | 107,630 | +19,840 | 20,059,137 | 23,408,449 | 0.67% | +3,349,312 |
| LITHIUM ARGENTINA AG(LAR) | 0 | 497,100 | +497,100 | 0 | 3,322,336 | 0.09% | +3,322,336 |
| S&P GLOBAL INC(SPGI) | 2,600 | 10,700 | +8,100 | 1,358,734 | 4,551,138 | 0.13% | +3,192,404 |
| VERIZON COMMUNICATIONS INC(VZ) | 344,200 | 342,400 | -1,800 | 14,019,266 | 17,188,480 | 0.49% | +3,169,214 |
| APPLIED MATLS INC | 20,400 | 24,600 | +4,200 | 5,242,596 | 8,408,034 | 0.24% | +3,165,438 |
| TELESAT CORP(TSAT) | 0 | 73,700 | +73,700 | 0 | 2,661,992 | 0.08% | +2,661,992 |
| AIR PRODUCTS AND CHEMICALS I | 23,800 | 29,400 | +5,600 | 5,879,076 | 8,540,406 | 0.24% | +2,661,330 |
| BROOKFIELD INFRASTRUCTURE CO(BIPC) | 46,400 | 120,600 | +74,200 | 2,106,356 | 4,764,198 | 0.14% | +2,657,842 |
| UNITED RENTALS INC(URI) | 1,900 | 5,700 | +3,800 | 1,537,708 | 4,152,792 | 0.12% | +2,615,084 |
| SEMPRA(SRE) | 69,000 | 88,700 | +19,700 | 6,092,010 | 8,618,979 | 0.25% | +2,526,969 |
| EXXON MOBIL CORP | 50,100 | 50,100 | 0 | 6,029,034 | 8,499,966 | 0.24% | +2,470,932 |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 39,300 | +39,300 | 0 | 2,470,737 | 0.07% | +2,470,737 |
| ABBOTT LABORATORIES | 56,900 | 93,400 | +36,500 | 7,129,001 | 9,589,378 | 0.27% | +2,460,377 |
| TC ENERGY CORP(TRP) | 477,305 | 457,635 | -19,670 | 26,282,028 | 28,648,642 | 0.82% | +2,366,614 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 44,059 | 68,596 | +24,537 | 3,243,598 | 5,396,482 | 0.15% | +2,152,884 |
| JOHNSON & JOHNSON(JNJ) | 54,729 | 54,729 | 0 | 11,326,167 | 13,377,957 | 0.38% | +2,051,790 |
| BROOKFIELD CORP(BN) | 311,305 | 402,605 | +91,300 | 14,292,905 | 16,309,625 | 0.46% | +2,016,720 |
| WELLS FARGO & CO(WFC) | 34,100 | 63,800 | +29,700 | 3,178,120 | 5,079,118 | 0.14% | +1,900,998 |
| LOCKHEED MARTIN CORP(LMT) | 17,100 | 16,800 | -300 | 8,270,757 | 10,153,752 | 0.29% | +1,882,995 |
| PFIZER INC(PFE) | 618,600 | 615,500 | -3,100 | 15,403,140 | 17,283,240 | 0.49% | +1,880,100 |
| MONDELEZ INTL INC(MDLZ) | 188,800 | 208,700 | +19,900 | 10,163,104 | 12,029,468 | 0.34% | +1,866,364 |
| OPENDOOR TECHNOLOGIES INC(OPEN) | 174,450 | 615,840 | +441,390 | 1,017,044 | 2,882,131 | 0.08% | +1,865,087 |
| BAKER HUGHES COMPANY(BKR) | 113,400 | 113,400 | 0 | 5,164,236 | 6,923,070 | 0.20% | +1,758,834 |
| SILVERCORP METALS INC(SVM) | 0 | 162,700 | +162,700 | 0 | 1,749,186 | 0.05% | +1,749,186 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 0 | 26,900 | +26,900 | 0 | 1,738,009 | 0.05% | +1,738,009 |
| MOTOROLA SOLUTIONS INC(MSI) | 0 | 4,000 | +4,000 | 0 | 1,735,880 | 0.05% | +1,735,880 |
| KIMBERLY-CLARK CORP(KMB) | 66,700 | 87,500 | +20,800 | 6,729,363 | 8,441,125 | 0.24% | +1,711,762 |
| NEXTERA ENERGY INC(NEE) | 135,200 | 135,200 | 0 | 10,853,856 | 12,557,376 | 0.36% | +1,703,520 |
| EQUINIX INC(EQIX) | 9,300 | 9,000 | -300 | 7,125,288 | 8,822,160 | 0.25% | +1,696,872 |
| AT&T INC(T) | 422,400 | 419,400 | -3,000 | 10,492,416 | 12,158,406 | 0.35% | +1,665,990 |
| MERCK & CO INC(MRK) | 183,100 | 173,500 | -9,600 | 19,273,106 | 20,870,315 | 0.59% | +1,597,209 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | 0 | 19,400 | +19,400 | 0 | 1,562,864 | 0.04% | +1,562,864 |
| COTERRA ENERGY INC | 173,500 | 173,500 | 0 | 4,566,520 | 6,096,790 | 0.17% | +1,530,270 |
| ALMONTY INDS INC | 83,100 | 154,600 | +71,500 | 731,953 | 2,248,727 | 0.06% | +1,516,774 |
| ATS CORPORATION(ATS) | 0 | 53,389 | +53,389 | 0 | 1,504,407 | 0.04% | +1,504,407 |
| AUTOMATIC DATA PROCESSING IN | 7,800 | 17,100 | +9,300 | 2,006,394 | 3,474,378 | 0.10% | +1,467,984 |
| ERO COPPER CORP(ERO) | 0 | 54,900 | +54,900 | 0 | 1,462,553 | 0.04% | +1,462,553 |
| PEPSICO INC(PEP) | 61,400 | 65,900 | +4,500 | 8,812,128 | 10,233,611 | 0.29% | +1,421,483 |
| UNION PAC CORP(UNP) | 54,400 | 57,600 | +3,200 | 12,583,808 | 13,974,912 | 0.40% | +1,391,104 |
| IRON MTN INC DEL(IRM) | 71,600 | 71,600 | 0 | 5,939,220 | 7,313,224 | 0.21% | +1,374,004 |
| ONEOK INC NEW(OKE) | 80,500 | 80,500 | 0 | 5,916,750 | 7,276,395 | 0.21% | +1,359,645 |
| BLACKBERRY LTD(BB) | 0 | 403,100 | +403,100 | 0 | 1,306,490 | 0.04% | +1,306,490 |
| ARISTA NETWORKS INC(ANET) | 0 | 10,200 | +10,200 | 0 | 1,252,356 | 0.04% | +1,252,356 |
| DUKE ENERGY CORP NEW(DUK) | 82,800 | 82,800 | 0 | 9,704,988 | 10,841,832 | 0.31% | +1,136,844 |
| NORTH AMERN CONSTR GROUP LTD | 117,000 | 208,000 | +91,000 | 1,684,336 | 2,805,720 | 0.08% | +1,121,384 |
| COCA COLA CO(KO) | 216,000 | 213,300 | -2,700 | 15,100,560 | 16,221,465 | 0.46% | +1,120,905 |
| PHILIP MORRIS INTL INC(PM) | 138,100 | 140,700 | +2,600 | 22,151,240 | 23,263,338 | 0.66% | +1,112,098 |
| TEXAS INSTRS INC(TXN) | 76,300 | 73,400 | -2,900 | 13,237,287 | 14,249,876 | 0.41% | +1,012,589 |
| TRANSDIGM GROUP INC(TDG) | 0 | 800 | +800 | 0 | 927,168 | 0.03% | +927,168 |
| SYSCO CORP(SYY) | 40,100 | 53,300 | +13,200 | 2,954,969 | 3,801,889 | 0.11% | +846,920 |
| BROOKFIELD RENEWABLE CORP(BEPC) | 0 | 21,000 | +21,000 | 0 | 836,680 | 0.02% | +836,680 |
| VALERO ENERGY CORP(VLO) | 500 | 3,700 | +3,200 | 81,395 | 914,196 | 0.03% | +832,801 |
| DATADOG INC(DDOG) | 0 | 6,700 | +6,700 | 0 | 790,935 | 0.02% | +790,935 |
| DENISON MINES CORP(DNN) | 1,305,600 | 1,178,300 | -127,300 | 3,462,323 | 4,174,645 | 0.12% | +712,322 |
| PRIMO BRANDS CORPORATION(PRMB) | 291,060 | 290,250 | -810 | 4,758,831 | 5,465,408 | 0.16% | +706,577 |
| IQVIA HLDGS INC(IQV) | 0 | 3,800 | +3,800 | 0 | 648,052 | 0.02% | +648,052 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 106,100 | 104,700 | -1,400 | 5,723,034 | 6,350,055 | 0.18% | +627,021 |
| INSULET CORP(PODD) | 0 | 2,900 | +2,900 | 0 | 608,536 | 0.02% | +608,536 |
| EXELON CORP(EXC) | 110,600 | 110,600 | 0 | 4,821,054 | 5,421,612 | 0.15% | +600,558 |
| ZOETIS INC(ZTS) | 600 | 5,700 | +5,100 | 75,492 | 673,797 | 0.02% | +598,305 |
| EATON CORP PLC(ETN) | 15,200 | 15,200 | 0 | 4,841,352 | 5,436,584 | 0.15% | +595,232 |
| DOLLAR TREE INC(DLTR) | 0 | 5,100 | +5,100 | 0 | 558,501 | 0.02% | +558,501 |
| ALLIED GOLD CORP(AAUC) | 0 | 17,700 | +17,700 | 0 | 548,490 | 0.02% | +548,490 |
| STARBUCKS CORP(SBUX) | 101,800 | 101,800 | 0 | 8,572,578 | 9,120,262 | 0.26% | +547,684 |
| CMS ENERGY CORP(CMS) | 81,700 | 80,700 | -1,000 | 5,713,281 | 6,260,706 | 0.18% | +547,425 |
| NETFLIX INC.(NFLX) | 12,900 | 18,200 | +5,300 | 1,209,504 | 1,749,930 | 0.05% | +540,426 |
| NVIDIA CORPORATION(NVDA) | 82,800 | 91,380 | +8,580 | 15,442,200 | 15,936,672 | 0.45% | +494,472 |
| MICRON TECHNOLOGY INC(MU) | 9,700 | 9,600 | -100 | 2,768,477 | 3,243,264 | 0.09% | +474,787 |