IA GLOBAL ASSET MANAGEMENT INC.

PrivateCIK: 1969566
Location

QUEBEC, A8

396
Positions
$7.06M
Total AUM (reported)
50.78M
Total Shares

Allocation by class

TOTAL AUM$7.06M396 positions
COM$4.88M69.1%
CL A$470.6K6.7%
COM NEW$251.1K3.6%
CAP STK CL A$204.2K2.9%
CAP STK CL C$164.8K2.3%
COM CL A$138.3K2.0%
STATE STREET SPD$110.3K1.6%

Portfolio Concentration

Top 316.9%4–1017.8%11–2518.2%Rest47.1%TOP 1034.7%0%100%
Top 3$1.19M16.9%
4–10$1.26M17.8%
11–25$1.29M18.2%
Rest$3.32M47.1%

Top 3 weight

16.9%

Top 10 weight

34.7%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole396
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings396
Rows:

NVIDIA Corp

SOLE
COM
Shares2.93M
TypeSH
Market value$511.7K
7.25%
Sole
0.00
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares926.45K
TypeSH
Market value$342.9K
4.86%
Sole
0.00
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
COM
Shares1.63M
TypeSH
Market value$339.7K
4.81%
Sole
0.00
Shared
0.00
None
0.00

Apple Inc

SOLE
COM
Shares1.30M
TypeSH
Market value$328.9K
4.66%
Sole
0.00
Shared
0.00
None
0.00

Alphabet Inc

SOLE
CAP STK CL A
Shares709.97K
TypeSH
Market value$204.2K
2.89%
Sole
0.00
Shared
0.00
None
0.00

Broadcom Inc

SOLE
COM
Shares533.29K
TypeSH
Market value$165.1K
2.34%
Sole
0.00
Shared
0.00
None
0.00

Alphabet Inc

SOLE
CAP STK CL C
Shares574.57K
TypeSH
Market value$164.8K
2.34%
Sole
0.00
Shared
0.00
None
0.00

Meta Platforms Inc

SOLE
CL A
Shares282.89K
TypeSH
Market value$161.8K
2.29%
Sole
0.00
Shared
0.00
None
0.00

Mastercard Inc

SOLE
CL A
Shares231.31K
TypeSH
Market value$115.6K
1.64%
Sole
0.00
Shared
0.00
None
0.00

Thermo Fisher Scientific Inc

SOLE
COM
Shares234.70K
TypeSH
Market value$115.4K
1.63%
Sole
0.00
Shared
0.00
None
0.00

iShares iBoxx USD High Yield Corporate Bond ETF

SOLE
IBOXX HI YD ETF
Shares1.35M
TypeSH
Market value$107.5K
1.52%
Sole
0.00
Shared
0.00
None
0.00

State Street SPDR Bloomberg Short Term High Yield Bond ETF

SOLE
STATE STREET SPD
Shares4.15M
TypeSH
Market value$103.8K
1.47%
Sole
0.00
Shared
0.00
None
0.00

CMS Energy Corp

SOLE
COM
Shares1.32M
TypeSH
Market value$102.7K
1.45%
Sole
0.00
Shared
0.00
None
0.00

Walmart Inc

SOLE
COM
Shares772.97K
TypeSH
Market value$96.1K
1.36%
Sole
0.00
Shared
0.00
None
0.00

Visa Inc

SOLE
COM CL A
Shares310.32K
TypeSH
Market value$93.8K
1.33%
Sole
0.00
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares371.11K
TypeSH
Market value$90.7K
1.29%
Sole
0.00
Shared
0.00
None
0.00

iShares Core U.S. Aggregate Bond ETF

SOLE
CORE US AGGBD ET
Shares846.26K
TypeSH
Market value$84.0K
1.19%
Sole
0.00
Shared
0.00
None
0.00

UnitedHealth Group Inc

SOLE
COM
Shares305.74K
TypeSH
Market value$82.7K
1.17%
Sole
0.00
Shared
0.00
None
0.00

Tesla Inc

SOLE
COM
Shares217.19K
TypeSH
Market value$80.7K
1.14%
Sole
0.00
Shared
0.00
None
0.00

Taiwan Semiconductor Manufacturing Co Ltd

SOLE
SPONSORED ADS
Shares236.76K
TypeSH
Market value$80.0K
1.13%
Sole
0.00
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
COM
Shares263.15K
TypeSH
Market value$77.4K
1.10%
Sole
0.00
Shared
0.00
None
0.00

Linde PLC

SOLE
SHS
Shares149.04K
TypeSH
Market value$73.9K
1.05%
Sole
0.00
Shared
0.00
None
0.00

Philip Morris International Inc

SOLE
COM
Shares437.60K
TypeSH
Market value$72.4K
1.03%
Sole
0.00
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
COM
Shares71.23K
TypeSH
Market value$71.0K
1.01%
Sole
0.00
Shared
0.00
None
0.00

Micron Technology Inc

SOLE
COM
Shares203.17K
TypeSH
Market value$68.6K
0.97%
Sole
0.00
Shared
0.00
None
0.00
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