Sagard Holdings Management Inc. 13F Holdings · last filed Q3 2025
Sagard Holdings Management Inc. reported 107 securities worth $19.97M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: IVV (33.22%), USMV (17.97%), EFA (13.08%). Among its top 25 positions this quarter: 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $6.6M | 33.22% | 9,911 | Hold |
| 2 | USMV | ISHARES TR | $3.6M | 17.97% | 37,714 | Hold |
| 3 | EFA | ISHARES TR | $2.6M | 13.08% | 27,979 | Hold |
| 4 | NTR | Nutrien Limited | $1.5M | 7.62% | 25,930 | Hold |
| 5 | HGER | Harbor ETF Trust | $677,044 | 3.39% | 26,242 | Trimmed |
| 6 | RY | Royal Bank of Canada | $405,304 | 2.03% | 2,752 | Hold |
| 7 | TD | Toronto Dominion Bank | $352,275 | 1.76% | 4,409 | Hold |
| 8 | SLF | Sun Life Financial Inc. | $193,271 | 0.97% | 3,221 | Hold |
| 9 | BN | Brookfield Corp | $191,767 | 0.96% | 2,797 | Hold |
| 10 | MSFT | Microsoft Corporation | $163,154 | 0.82% | 315 | Hold |
| 11 | ENB | Enbridge Inc. | $156,324 | 0.78% | 3,101 | Hold |
| 12 | AAPL | Apple Inc. | $149,722 | 0.75% | 588 | Hold |
| 13 | GOOGL | Alphabet Inc. | $136,136 | 0.68% | 560 | Hold |
| 14 | SU | Suncor Energy Inc. | $125,616 | 0.63% | 3,004 | Hold |
| 15 | NVDA | NVIDIA Corporation | $119,411 | 0.60% | 640 | Hold |
| 16 | BCE | BCE Inc. | $113,618 | 0.57% | 4,866 | Hold |
| 17 | C | Citigroup Inc. | $111,650 | 0.56% | 1,100 | Hold |
| 18 | META | Meta Platforms Inc. | $105,751 | 0.53% | 144 | Hold |
| 19 | WCN | Waste Connections Inc. | $105,224 | 0.53% | 599 | Hold |
| 20 | CP | Canadian Pacific Kansas City | $100,840 | 0.50% | 1,355 | Hold |
| 21 | MFC | Manulife Financial Corp. | $95,919 | 0.48% | 3,081 | Hold |
| 22 | TU | TELUS Corporation | $95,124 | 0.48% | 6,044 | Hold |
| 23 | AVGO | Broadcom Inc. | $92,375 | 0.46% | 280 | Hold |
| 24 | EFAV | ISHARES TR | $89,072 | 0.45% | 1,050 | Hold |
| 25 | BRKB | Berkshire Hathaway Inc. | $85,466 | 0.43% | 170 | Hold |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR