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Portfolio (Quarterly) Guide ↗

AGF MANAGEMENT LTD

· CIK 0001003518
13F Portfolio $23.1B AUM 1,028 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 81 New 189 Added 287 Reduced 77 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GDS GDS Holdings Ltd. ADR Technology 6,447.0 $225K 0.00% NEW $34.90 +0.7%
Page 5 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Financial Services 20.2%
Industrials 10.6%
Consumer Cyclical 10.4%
Healthcare 10.3%
Communication Services 7.9%
Energy 6.8%
Consumer Defensive 4.3%
Basic Materials 3.0%
Real Estate 1.5%