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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 15 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CARR Carrier Global Corp. Industrials 5,057.0 $267K 0.00% -118.0 -2.3% $52.84 +17.7%
282 APOS Apollo Global Management Inc. Financial Services 1,827.0 $264K 0.00% -2K -50.4% $144.76 -81.9%
283 VRTX Vertex Pharmaceuticals Inc. Healthcare 568.0 $258K 0.00% -7K -92.7% $453.36 -5.1%
284 VALE Vale SA ADR Basic Materials 18,293.0 $238K 0.00% -636.0 -3.4% $13.03 +25.5%
285 SPOT Spotify Technology SA Communication Services 386.0 $224K 0.00% -238K -99.8% $580.71 -25.4%
286 GOVT Ishares Tr Core Us Treasur Bon 9,500.0 $219K 0.00% -1K -10.4% $23.02 -1.7%
287 EMN Eastman Chemical Co. Basic Materials 3,300.0 $211K 0.00% -12K -78.7% $63.83 +14.7%
Page 15 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%