StockDriftsStockDriftsTop 50 Sagard Holdings Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 33.22% | 9.9K | $6.6M | +0.00%(+0) | $567.90(+22.08%) | 2025-09-30 | |
| USMV | ISHARES TR | 17.97% | 37.7K | $3.6M | +0.00%(+0) | $91.05(+4.46%) | 2025-09-30 | |
| EFA | ISHARES TR | 13.08% | 28.0K | $2.6M | +0.00%(+0) | $83.69(+15.39%) | 2025-09-30 | |
| NTR | Nutrien Limited | 7.62% | 25.9K | $1.5M | +0.00%(+0) | $55.77(+12.54%) | 2025-09-30 | |
| HGER | Harbor ETF Trust | 3.39% | 26.2K | $677K | -82.20%(-121.22K) | $23.79(+6.03%) | 2025-09-30 | |
| RY | Royal Bank of Canada | 2.03% | 2.8K | $405K | +0.00%(+0) | $120.41(+42.43%) | 2025-09-30 | |
| TD | Toronto Dominion Bank | 1.76% | 4.4K | $352K | +0.00%(+0) | $64.58(+46.55%) | 2025-09-30 | |
| SLF | Sun Life Financial Inc. | 0.97% | 3.2K | $193K | +0.00%(+0) | $61.65(+1.60%) | 2025-09-30 | |
| BN | Brookfield Corp | 0.96% | 2.8K | $192K | +0.00%(+0) | $35.71(+30.88%) | 2025-09-30 | |
| MSFT | Microsoft Corporation | 0.82% | 315 | $163K | +0.00%(+0) | $426.69(+14.30%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.51% |
Sagard Holdings Management Inc. reports $19.97M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are IVV (33.2%), USMV (18.0%) and EFA (13.1%). The top 20 holdings account for 87.95% of reported assets. Its disclosed equity book has returned +3.46% cumulatively over 1 quarter. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sagard Holdings Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1941151). View Sagard Holdings Management Inc.’s 13F filings on SEC