DOSSIER · 13F-HR · Q3 2025

Sagard Holdings Management Inc.

$20M in tracked AUM across 107 positions as of Q3 2025.

SH
CIK 0001941151 · last filed Sep 30, 2025
Total AUM
$20M
as of Q3 2025
Holdings
107
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

Sagard Holdings Management Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$7M10K33.2%
02
USMV
ISHARES TR
$4M38K18.0%
03
EFA
ISHARES TR
$3M28K13.1%
04
NTR
Nutrien Limited
$2M26K7.6%
05
HGER
Harbor ETF Trust
$677K26K3.4%
06
RY
Royal Bank of Canada
$405K3K2.0%
07
TD
Toronto Dominion Bank
$352K4K1.8%
08
SLF
Sun Life Financial Inc.
$193K3K1.0%
09
BN
Brookfield Corp
$192K3K1.0%
10
MSFT
Microsoft Corporation
$163K3150.8%

Filing history

2025Q3Sep 30
$20M 44.1%
107 positionsView →
2025Q2Jun 30
$36M
113 positionsLocked