§ 13F · FUND PROFILE
Sagard Holdings Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $20M (13F)Positions · 107Turnover · — · Q3Filed · Nov 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 10K | $7M | 33.2% | NEW |
| 2 | USMV | ISHARES TR | 38K | $4M | 18.0% | NEW |
| 3 | EFA | ISHARES TR | 28K | $3M | 13.1% | NEW |
| 4 | NTR | Nutrien Limited | 26K | $2M | 7.6% | NEW |
| 5 | HGER | Harbor ETF Trust | 26K | $677K | 3.4% | NEW |
| 6 | RY | Royal Bank of Canada | 3K | $405K | 2.0% | NEW |
| 7 | TD | Toronto Dominion Bank | 4K | $352K | 1.8% | NEW |
| 8 | SLF | Sun Life Financial Inc. | 3K | $193K | 1.0% | NEW |
| 9 | BN | Brookfield Corp | 3K | $192K | 1.0% | NEW |
| 10 | MSFT | Microsoft Corporation | 315 | $163K | 0.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGARD SIGNAL
AC read
Sagard Holdings Management Inc. is a Other fund managing $20 million in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed