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Portfolio (Quarterly) Guide ↗

AGF MANAGEMENT LTD

· CIK 0001003518
13F Portfolio $22.7B AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 639 New
Page 15 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 Aptiv PLC 55,112.0 $4.8M 0.02% NEW $86.22
282 NI NiSource Inc. Utilities 109,671.0 $4.7M 0.02% NEW $43.30 +10.2%
283 Galaxy Digital Inc. 139,297.0 $4.7M 0.02% NEW $33.82
284 Array Technologies Inc. 5,420,000.0 $4.7M 0.02% NEW $0.87
285 EXC Exelon Corp. Utilities 103,217.0 $4.6M 0.02% NEW $45.01 +0.8%
286 VTR Ventas Inc. REIT Real Estate 65,708.0 $4.6M 0.02% NEW $69.99 +26.6%
287 VICI VICI Properties Inc. REIT Real Estate 140,179.0 $4.6M 0.02% NEW $32.61 -12.9%
288 MA Mastercard Inc. Financial Services 8,033.0 $4.6M 0.02% NEW $568.81 -12.2%
289 GD General Dynamics Corp. Industrials 13,279.0 $4.5M 0.02% NEW $341.00 -0.7%
290 CBOE CBOE Global Markets Inc. Financial Services 18,155.0 $4.5M 0.02% NEW $245.25 +43.5%
291 CEG Constellation Energy Corp. Utilities 13,478.0 $4.4M 0.02% NEW $329.07 -13.1%
292 WMS Advanced Drainage Systems Inc. Industrials 31,382.0 $4.4M 0.02% NEW $138.70 -1.3%
293 IBM International Business Machines Corp. Technology 15,421.0 $4.4M 0.02% NEW $282.16 -10.3%
294 INTU Intuit Inc. Technology 6,296.0 $4.3M 0.02% NEW $682.91 -55.0%
295 CSX CSX Corp. Industrials 120,510.0 $4.3M 0.02% NEW $35.51 +29.3%
296 UNP Union Pacific Corp. Industrials 17,569.0 $4.2M 0.02% NEW $236.37 +12.5%
297 MRSH Marsh and McLennan Cos. Inc. Financial Services 20,516.0 $4.1M 0.02% NEW $201.53 -18.1%
298 BDX Becton Dickinson and Co. Healthcare 21,800.0 $4.1M 0.02% NEW $187.17 -21.9%
299 CNC Centene Corp. Healthcare 113,849.0 $4.1M 0.02% NEW $35.68 +61.9%
300 TOST Toast Inc. Technology 111,060.0 $4.1M 0.02% NEW $36.51 -36.1%
Page 15 of 32  ·  639 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 25.3%
Financial Services 20.6%
Industrials 10.6%
Communication Services 10.6%
Consumer Cyclical 10.6%
Healthcare 6.1%
Energy 5.7%
Consumer Defensive 4.2%
Basic Materials 2.7%
Real Estate 1.8%