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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 10 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EA Electronic Arts Inc. Communication Services 14,742.0 $3.0M 0.01% -5K -24.3% $204.33 -1.2%
182 ABT Abbott Laboratories Healthcare 24,018.0 $3.0M 0.01% -2K -7.3% $125.29 -29.9%
183 ORI Old Republic International Corp. Financial Services 65,594.0 $3.0M 0.01% -17K -20.4% $45.64 -13.1%
184 Hologic Inc. 40,168.0 $3.0M 0.01% -9K -17.6% $74.49
185 SCI Service Corp. International Consumer Cyclical 38,346.0 $3.0M 0.01% -3K -6.9% $77.97 -0.6%
186 Frontier Communications Parent Inc. 78,515.0 $3.0M 0.01% -10K -10.9% $38.07
187 RPRX Royalty Pharma PLC Healthcare 77,106.0 $3.0M 0.01% -14K -15.5% $38.64 +37.3%
188 SUI Sun Communities Inc. REIT Real Estate 24,018.0 $3.0M 0.01% -2K -8.1% $123.91 -0.7%
189 ROL Rollins Inc. Consumer Cyclical 49,444.0 $3.0M 0.01% -9K -14.8% $60.02 -11.2%
190 RLI RLI Corp. Financial Services 46,214.0 $3.0M 0.01% -3K -5.2% $63.98 -17.7%
191 THG The Hanover Insurance Group Inc. Financial Services 16,150.0 $3.0M 0.01% -2K -13.3% $182.77 +6.5%
192 CAG Conagra Brands Inc. Consumer Defensive 170,379.0 $2.9M 0.01% -5K -2.6% $17.31 -22.7%
193 WTRG Essential Utilities Inc. Utilities 76,692.0 $2.9M 0.01% -7K -8.4% $38.36 -4.7%
194 AKAM Akamai Technologies Inc. Technology 33,708.0 $2.9M 0.01% -9K -20.7% $87.25 +67.6%
195 HSY The Hershey Co. Consumer Defensive 16,150.0 $2.9M 0.01% -2K -11.1% $181.98 +4.6%
196 YUM Yum! Brands Inc. Consumer Cyclical 19,380.0 $2.9M 0.01% -3K -14.2% $151.28 +0.9%
197 OHI Omega Healthcare Investors Inc. REIT Real Estate 66,008.0 $2.9M 0.01% -25K -27.4% $44.34 +8.8%
198 WTM White Mountains Insurance Group Ltd. Financial Services 1,408.0 $2.9M 0.01% -372.0 -20.9% $2078.03 +3.2%
199 AON Aon PLC Financial Services 8,282.0 $2.9M 0.01% -570.0 -6.4% $352.88 -8.1%
200 TXRH Texas Roadhouse Inc. Consumer Cyclical 17,558.0 $2.9M 0.01% -1K -5.7% $166.00 +7.4%
Page 10 of 15  ·  287 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%