Evid Invest
Holders — by stockHoldings — by fund

iA Global Asset Management Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1969566

$8.4M

disclosed book value

465

positions

6.8%

largest position share

Positions, as of 2026-06-30

top 100 of 465 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA Corp2.9M$571,8186.8%
2AAPLApple Inc1.3M$380,9314.5%
3MSFTMicrosoft Corp1.0M$373,8624.4%
4AMZNAmazon.com Inc1.6M$371,9234.4%
5GOOGLAlphabet Inc677,641$242,1692.9%
6MUMicron Technology Inc201,898$233,0492.8%
7GOOGAlphabet Inc571,590$201,9602.4%
8TSMTaiwan Semiconductor Manufacturing Co Ltd392,013$187,2142.2%
9USHYiShares Broad USD High Yield Corporate Bond ETF4.6M$169,7852%
10AVGOBroadcom Inc449,126$169,6572%
11METAMeta Platforms Inc288,215$162,3491.9%
12UNHUnitedHealth Group Inc296,979$123,4331.5%
13AMDAdvanced Micro Devices Inc212,155$123,2431.5%
14MAMastercard Inc235,496$120,9511.4%
15VVisa Inc350,628$120,2971.4%
16CMSCMS Energy Corp1.4M$109,0841.3%
17INTCIntel Corp765,836$106,9341.3%
18LRCXLam Research Corp242,809$105,2161.3%
19SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETF4.1M$103,3361.2%
20TMOThermo Fisher Scientific Inc186,455$93,4811.1%
21TSLATesla Inc211,114$88,7951.1%
22JNJJohnson & Johnson346,960$88,1171%
23VCLTVANGUARD LONG-TERM CORPORATE BOND ETF1.1M$85,0371%
24JPMJPMorgan Chase & Co252,825$82,7571%
25WMTWalmart Inc727,876$82,4391%
26UNPUnion Pacific Corp286,114$77,8230.9%
27SNDKSandisk Corp31,240$71,0310.8%
28AMATApplied Materials Inc94,397$68,2490.8%
29COSTCostco Wholesale Corp67,572$63,2120.8%
30Seagate Technology Holdings PLC61,277$59,1320.7%
31EMBiShares J.P. Morgan USD Emerging Markets Bond ETF591,563$57,0500.7%
32PMPhilip Morris International Inc311,511$56,3550.7%
33CSCOCisco Systems Inc463,640$54,4590.6%
34BACBank of America Corp917,870$52,3000.6%
35GEGeneral Electric Co139,808$52,2500.6%
36CCJCameco Corp483,164$49,2150.6%
37KLACKLA Corp162,340$48,9800.6%
38TDGTransDigm Group Inc36,033$47,9970.6%
39TXNTexas Instruments Inc159,729$47,6100.6%
40IEMGiShares Core MSCI Emerging Markets ETF572,516$47,4270.6%
41WDCWestern Digital Corp73,958$47,2380.6%
42LQDiShares iBoxx USD Investment Grade Corporate Bond ETF413,193$45,0670.5%
43TOLToll Brothers Inc271,298$44,6960.5%
44WMWaste Management Inc200,000$44,5760.5%
45HYGiShares iBoxx USD High Yield Corporate Bond ETF542,084$43,3500.5%
46SUNCSunococorp LLC610,881$41,3380.5%
47QQQInvesco QQQ Trust Series 155,754$41,0570.5%
48CARRCarrier Global Corp555,998$40,7820.5%
49HDHome Depot Inc/The113,196$39,9220.5%
50GEVGE Vernova Inc33,681$39,5700.5%
51LLYEli Lilly & Co32,937$39,5060.5%
52PHMPulteGroup Inc283,780$38,9370.5%
53SPHYState Street SPDR Portfolio High Yield Bond ETF1.6M$38,5710.5%
54NFLXNetflix Inc539,543$38,5230.5%
55Linde PLC73,361$38,0700.5%
56KOCoca-Cola Co/The438,806$35,6620.4%
57PLTRPalantir Technologies Inc291,050$33,9570.4%
58PEPPepsiCo Inc250,217$33,8790.4%
59MRVLMarvell Technology Inc111,066$33,0850.4%
60PANWPalo Alto Networks Inc96,625$32,9510.4%
61BKNGBooking Holdings Inc183,004$32,6190.4%
62CATCaterpillar Inc30,128$32,0830.4%
63CRWDCrowdstrike Holdings Inc41,313$31,5280.4%
64NOWServiceNow Inc316,105$31,3830.4%
65MOAltria Group Inc431,462$31,0440.4%
66IEFAiShares Core MSCI EAFE ETF313,949$30,3210.4%
67SPYState Street SPDR S&P 500 ETF Trust39,766$29,6960.4%
68NEMNewmont Corp307,756$28,7440.3%
69EXMOCExxon Mobil Corp208,861$28,5550.3%
70TTWOTake-Two Interactive Software Inc112,428$28,1050.3%
71APOApollo Global Management Inc227,360$26,8990.3%
72MBBiShares MBS ETF284,376$26,8790.3%
73AGGiShares Core U.S. Aggregate Bond ETF259,600$25,6950.3%
74ADBEAdobe Inc125,025$25,6330.3%
75ICEIntercontinental Exchange Inc204,317$25,1530.3%
76SBUXStarbucks Corp244,127$24,9470.3%
77MSMorgan Stanley114,454$23,9250.3%
78APPAppLovin Corp44,408$22,8800.3%
79AMGNAmgen Inc62,971$22,8030.3%
80PLDPrologis Inc168,269$22,7950.3%
81QCOMQUALCOMM Inc122,965$22,7230.3%
82CDNSCadence Design Systems Inc60,457$22,6910.3%
83ADIAnalog Devices Inc56,828$22,5700.3%
84TMUST-Mobile US Inc126,260$21,1780.3%
85DASHDoorDash Inc113,215$20,8920.2%
86TJXTJX Cos Inc/The136,696$20,7090.2%
87DDOGDatadog Inc78,978$20,5630.2%
88CMCSAComcast Corp802,559$19,7030.2%
89DUKDuke Energy Corp153,077$19,3760.2%
90RSGRepublic Services Inc89,200$19,0070.2%
91GILDGilead Sciences Inc148,928$18,8160.2%
92URIUnited Rentals Inc16,534$18,7310.2%
93EPDEnterprise Products Partners LP509,328$18,7230.2%
94SOSouthern Co/The186,800$17,8790.2%
95CVXChevron Corp106,899$17,7200.2%
96SPGIS&P Global Inc43,408$17,6780.2%
97ARMARM Holdings PLC49,470$17,5410.2%
98VTIVANGUARD TOTAL STOCK MARKET ETF47,062$17,4150.2%
99CLColgate-Palmolive Co188,446$17,2770.2%
100CCitigroup Inc123,111$17,2310.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.