iA Global Asset Management Inc. — 13F Holdings & Portfolio
CIK 1969566 · latest 13F-HR filed 2026-04-23
iA Global Asset Management Inc. manages $7.1M in 13F-reported U.S. long-equity assets across 396 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.25%), MSFT (4.86%), AMZN (4.81%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 57 new positions, exited 57, added to 137, and trimmed 144.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$7.1M
Long-equity book
396
Distinct positions
2026-03-31
Filed 2026-04-23
+57 / −57 / ↑137 / ↓144
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Walmart Inc$58.9K +158.2%
- Chevron Corp$27.9K +8669.6%
- GE Vernova Inc$24.7K +180.1%
- AT&T Inc$23.6K +9153.1%
- Costco Wholesale Corp$23.1K +48.2%
Top Trims
- Microsoft Corp-$147.9K -30.1%
- Danaher Corp-$81.3K -93.7%
- State Street SPDR Bloomberg Short Term High Yield Bond ETF-$75.2K -42.0%
- Apple Inc-$43.9K -11.8%
- Alphabet Inc-$36.2K -18.0%
New Positions
- Waste Management Inc$32.2K
- Freeport-McMoRan Inc$15.7K
- NextEra Energy Inc$15.2K
- iShares MBS ETF$12.8K
- American Express Co$10.1K
Exited Positions
- CRH PLC$129.5K
- Accenture PLC$68.4K
- Spotify Technology SA$32.3K
- Ares Capital Corp$18.2K
- Arthur J Gallagher & Co$13.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 67066G104 | $511.7K | 7.25% | 2,934,317 | SH |
| 2 | Microsoft Corp | MSFT | 594918104 | $342.9K | 4.86% | 926,452 | SH |
| 3 | Amazon.com Inc | AMZN | 023135106 | $339.7K | 4.81% | 1,630,886 | SH |
| 4 | Apple Inc | AAPL | 037833100 | $328.9K | 4.66% | 1,296,056 | SH |
| 5 | Alphabet Inc | GOOGL | 02079K305 | $204.2K | 2.89% | 709,974 | SH |
| 6 | Broadcom Inc | AVGO | 11135F101 | $165.1K | 2.34% | 533,295 | SH |
| 7 | Alphabet Inc | GOOG | 02079K107 | $164.8K | 2.34% | 574,566 | SH |
| 8 | Meta Platforms Inc | META | 30303M102 | $161.8K | 2.29% | 282,888 | SH |
| 9 | Mastercard Inc | MA | 57636Q104 | $115.6K | 1.64% | 231,308 | SH |
| 10 | Thermo Fisher Scientific Inc | TMO | 883556102 | $115.4K | 1.63% | 234,697 | SH |
| 11 | iShares iBoxx USD High Yield Corporate Bond ETF | HYG | 464288513 | $107.5K | 1.52% | 1,350,820 | SH |
| 12 | State Street SPDR Bloomberg Short Term High Yield Bond ETF | SJNK | 78468R408 | $103.8K | 1.47% | 4,154,736 | SH |
| 13 | CMS Energy Corp | CMS | 125896100 | $102.7K | 1.45% | 1,323,167 | SH |
| 14 | Walmart Inc | WMT | 931142103 | $96.1K | 1.36% | 772,967 | SH |
| 15 | Visa Inc | V | 92826C839 | $93.8K | 1.33% | 310,325 | SH |
| 16 | Johnson & Johnson | JNJ | 478160104 | $90.7K | 1.29% | 371,110 | SH |
| 17 | iShares Core U.S. Aggregate Bond ETF | AGG | 464287226 | $84.0K | 1.19% | 846,258 | SH |
| 18 | UnitedHealth Group Inc | UNH | 91324P102 | $82.7K | 1.17% | 305,743 | SH |
| 19 | Tesla Inc | TSLA | 88160R101 | $80.7K | 1.14% | 217,193 | SH |
| 20 | Taiwan Semiconductor Manufacturing Co Ltd | TSM | 874039100 | $80.0K | 1.13% | 236,760 | SH |
| 21 | JPMorgan Chase & Co | JPM | 46625H100 | $77.4K | 1.10% | 263,155 | SH |
| 22 | Linde PLC | LIN | G54950103 | $73.9K | 1.05% | 149,036 | SH |
| 23 | Philip Morris International Inc | PM | 718172109 | $72.4K | 1.03% | 437,604 | SH |
| 24 | Costco Wholesale Corp | COST | 22160K105 | $71.0K | 1.01% | 71,228 | SH |
| 25 | Micron Technology Inc | MU | 595112103 | $68.6K | 0.97% | 203,167 | SH |
| 26 | Netflix Inc | NFLX | 64110L106 | $66.1K | 0.94% | 687,072 | SH |
| 27 | General Electric Co | GE | 369604301 | $65.4K | 0.93% | 230,433 | SH |
| 28 | Palantir Technologies Inc | PLTR | 69608A108 | $58.6K | 0.83% | 400,282 | SH |
| 29 | Lam Research Corp | LRCX | 512807306 | $56.9K | 0.81% | 266,175 | SH |
| 30 | Union Pacific Corp | UNP | 907818108 | $54.0K | 0.76% | 222,461 | SH |
| 31 | Cameco Corp | CCJ | 13321L108 | $52.5K | 0.74% | 483,733 | SH |
| 32 | Apollo Global Management Inc | APO | 03769M106 | $48.2K | 0.68% | 432,237 | SH |
| 33 | KLA Corp | KLAC | 482480100 | $43.4K | 0.61% | 29,465 | SH |
| 34 | Oracle Corp | ORCL | 68389X105 | $42.6K | 0.60% | 289,814 | SH |
| 35 | PepsiCo Inc | PEP | 713448108 | $42.5K | 0.60% | 273,741 | SH |
| 36 | iShares Core MSCI Emerging Markets ETF | IEMG | 46434G103 | $42.4K | 0.60% | 608,004 | SH |
| 37 | Advanced Micro Devices Inc | AMD | 007903107 | $39.8K | 0.56% | 195,701 | SH |
| 38 | GE Vernova Inc | GEV | 36828A101 | $38.4K | 0.54% | 43,993 | SH |
| 39 | Sunococorp LLC | SUNC | 86765Q106 | $37.7K | 0.53% | 610,881 | SH |
| 40 | iShares iBoxx USD Investment Grade Corporate Bond ETF | LQD | 464287242 | $37.6K | 0.53% | 345,220 | SH |
| 41 | Cisco Systems Inc | CSCO | 17275R102 | $37.1K | 0.53% | 477,900 | SH |
| 42 | Waste Connections Inc | WCN | 94106B101 | $36.9K | 0.52% | 227,289 | SH |
| 43 | Applied Materials Inc | AMAT | 038222105 | $35.6K | 0.50% | 104,126 | SH |
| 44 | Newmont Corp | NEM | 651639106 | $34.7K | 0.49% | 320,646 | SH |
| 45 | Chipotle Mexican Grill Inc | CMG | 169656105 | $33.8K | 0.48% | 1,054,744 | SH |
| 46 | VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | 92206C409 | $33.7K | 0.48% | 424,536 | SH |
| 47 | TransDigm Group Inc | TDG | 893641100 | $33.5K | 0.47% | 28,892 | SH |
| 48 | Wells Fargo & Co | WFC | 949746101 | $32.5K | 0.46% | 408,692 | SH |
| 49 | Invesco QQQ Trust Series 1 | QQQ | 46090E103 | $32.3K | 0.46% | 56,006 | SH |
| 50 | Waste Management Inc | WM | 94106L109 | $32.2K | 0.46% | 140,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $7.1M | 396 | 0001493152-26-018666 |
| 2025-12-31 | 2026-02-05 | $7.8M | 396 | 0001493152-26-005244 |