§ 13F · FUND PROFILE
Industrial Alliance Investment Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $166K (13F)Positions · 6Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust Series 1 | 201K | $116K | 69.4% | +4% |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 63K | $20K | 12.1% | −3% |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | 15K | $10K | 5.7% | −31% |
| 4 | VNQ | VANGUARD REAL ESTATE ETF | 94K | $8K | 5.0% | ±0% |
| 5 | VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | 94K | $7K | 4.2% | ±0% |
| 6 | IEUR | iShares Core MSCI Europe ETF | 67K | $5K | 2.8% | −13% |
| 7 | VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | 13K | $1K | 0.6% | +122% |
| 8 | VGLT | Vanguard Long-Term Treasury ETF | 2K | $0K | 0.1% | +123% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDUSTRIAL SIGNAL
AC read
Industrial Alliance Investment Management Inc. is a Other fund managing $166 thousand in assets. The fund runs a focused portfolio of just 6 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed