§ 13F · FUND PROFILE
Sagard Holdings Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $20.0T (13F)Positions · 107Turnover · — · Q3Filed · Nov 14, 2025
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 · Q3 2025
FILED NOV 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 10K | $6.6T | 33.2% | — |
| 2 | USMV | ISHARES TR | 38K | $3.6T | 18.0% | — |
| 3 | EFA | ISHARES TR | 28K | $2.6T | 13.1% | — |
| 4 | NTR | Nutrien Limited | 26K | $1.5T | 7.6% | — |
| 5 | HGER | Harbor ETF Trust | 26K | $677.0B | 3.4% | — |
| 6 | RY | Royal Bank of Canada | 3K | $405.3B | 2.0% | — |
| 7 | TD | Toronto Dominion Bank | 4K | $352.3B | 1.8% | — |
| 8 | SLF | Sun Life Financial Inc. | 3K | $193.3B | 1.0% | — |
| 9 | BN | Brookfield Corp | 3K | $191.8B | 1.0% | — |
| 10 | MSFT | Microsoft Corporation | 315 | $163.2B | 0.8% | — |
§ 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 $19968.9 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed