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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 14 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FITB Fifth Third Bancorp Financial Services 12,358.0 $578K 0.00% -289.0 -2.3% $46.81 +5.0%
262 PRU Prudential Financial Inc. Financial Services 5,029.0 $568K 0.00% -118.0 -2.3% $112.88 -8.6%
263 CWEN Clearway Energy Inc. Utilities 16,408.0 $546K 0.00% -18K -52.6% $33.26 +14.7%
264 KLAC KLA Corp. Technology 447.0 $543K 0.00% -10.0 -2.2% $1215.08 +51.6%
265 LOW Lowe's Cos. Inc. Consumer Cyclical 2,077.0 $501K 0.00% -49.0 -2.3% $241.16 -9.9%
266 CTAS Cintas Corp. Industrials 2,638.0 $496K 0.00% -62.0 -2.3% $188.07 -8.4%
267 TMUS T-Mobile US Inc. Communication Services 2,422.0 $492K 0.00% -4K -59.9% $203.04 -6.3%
268 SUSL Ishares Trust Is Esg Msci Etf 4,000.0 $485K 0.00% -600.0 -13.0% $121.27 +8.2%
269 KDP Keurig Dr Pepper Inc. Consumer Defensive 17,297.0 $484K 0.00% -405.0 -2.3% $28.01 +2.7%
270 USXF Ishares Esg Advanced Msci Usa E 8,400.0 $484K 0.00% -1K -10.6% $57.58 +14.8%
271 DIA Spdr Dow Jones Indl Etf Ut Ser Financial Services 990.0 $476K 0.00% -15.0 -1.5% $480.57 +4.7%
272 URI United Rentals Inc. Industrials 528.0 $427K 0.00% -967.0 -64.7% $809.32 +15.7%
273 ZTS Zoetis Inc. Healthcare 3,311.0 $417K 0.00% -21K -86.6% $125.82 -36.6%
274 ICICI Bank Ltd. ADR 13,624.0 $406K 0.00% -3.2M -99.6% $29.80
275 MDT Medtronic PLC Healthcare 4,030.0 $387K 0.00% -95.0 -2.3% $96.06 -18.6%
276 REGN Regeneron Pharmaceuticals Inc. Healthcare 420.0 $324K 0.00% -10.0 -2.3% $771.87 -15.8%
277 SE Sea Ltd. ADR Consumer Cyclical 2,431.0 $310K 0.00% -471K -99.5% $127.57 -31.6%
278 GWW WW Grainger Inc. Industrials 285.0 $288K 0.00% -6.0 -2.1% $1009.05 +22.8%
279 The RealReal Inc. 169,000.0 $286K 0.00% -1.5M -89.9% $1.69
280 ESGV Vanguard World Fd Esg Us Etf 2,300.0 $278K 0.00% -200.0 -8.0% $120.96 +8.3%
Page 14 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%