Sagard Holdings Management Inc. Portfolio Holdings by Sector

Sagard Holdings Management Inc.

$20 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV USMV EFA EFAV ACWI GDX SIL GDXJ 8 stocks	$13 Million 68.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials NTR 1 stocks	$1.52 Million 8.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY TD C JPM BAC 5 stocks	$985,530 5.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MU TXN QCOM INTC 6 stocks	$280,825 1.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services SLF BRK-B 2 stocks	$278,737 1.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$241,887 1.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services BCE TU CMCSA CHTR 4 stocks	$219,122 1.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB TRP 2 stocks	$207,504 1.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SU XOM 2 stocks	$196,761 1.04% of portfolio	-	-	-	-	0 Calls 0 Puts

Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$182,203 0.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CIGI FSV 2 stocks	$165,935 0.88% of portfolio	1	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$149,722 0.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$105,224 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$95,919 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V COF PYPL 4 stocks	$93,216 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME 2 stocks	$84,936 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY ULTA 2 stocks	$81,751 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ FANG 2 stocks	$79,954 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$79,045 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE 2 stocks	$74,404 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE GILD MRK JNJ 4 stocks	$70,161 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology OTEX INTU 2 stocks	$62,496 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts

Gold \| Basic Materials BTG 1 stocks	$52,757 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$52,323 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical DOOO 1 stocks	$51,340 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$50,634 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP WAB 2 stocks	$35,878 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW PPG 2 stocks	$33,877 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$32,458 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$32,415 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM F 3 stocks	$31,111 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$29,576 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$29,106 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM 2 stocks	$28,570 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$26,471 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$24,982 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT 2 stocks	$24,284 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$22,215 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ETR NEE 2 stocks	$21,119 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MGA 1 stocks	$20,027 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$19,705 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$18,745 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$11,935 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$10,213 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$9,962 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS VTRS EMBC 3 stocks	$8,309 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate ESS 1 stocks	$8,030 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$7,861 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$5,054 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$3,302 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SFBS 1 stocks	$1,933 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities AQN 1 stocks	$634 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagard Holdings Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sagard Holdings Management Inc. with notifications on news.

Account

Sagard Holdings Management Inc. Portfolio Holdings by Sector

Sagard Holdings Management Inc.

Track Sagard Holdings Management Inc. Portfolio

Portfolio Update

News