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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 19 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CTRA Coterra Energy Inc. Energy 116,860.0 $3.1M 0.01% -20K -14.6% $26.32 +23.7%
362 INTU Intuit Inc. Technology 4,638.0 $3.1M 0.01% -2K -26.3% $662.42 -53.6%
363 FCN FTI Consulting Inc. Industrials 17,972.0 $3.1M 0.01% -2K -9.9% $170.83 -10.3%
364 AeroVironment Inc. 2,825,000.0 $3.1M 0.01% -7.5M -72.6% $1.08
365 CNA CNA Financial Corp. Financial Services 64,186.0 $3.1M 0.01% -3K -4.0% $47.74 -7.1%
366 HIG The Hartford Insurance Group Inc. Financial Services 22,196.0 $3.1M 0.01% -2K -8.9% $137.80 -1.3%
367 VST Vistra Corp. Utilities 18,952.0 $3.1M 0.01% $161.33 -10.7%
368 PAYX Paychex Inc. Industrials 27,248.0 $3.1M 0.01% +3K +14.0% $112.18 -16.0%
369 CI The Cigna Group Healthcare 11,098.0 $3.1M 0.01% +466.0 +4.4% $275.23 +2.5%
370 VLTO Veralto Corp. Industrials 30,478.0 $3.0M 0.01% $99.78 -13.6%
371 AMGN Amgen Inc. Healthcare 9,276.0 $3.0M 0.01% NEW $327.31 +3.1%
372 NVR NVR Inc. Consumer Cyclical 416.0 $3.0M 0.01% +28.0 +7.2% $7292.77 -17.1%
373 UFPI UFP Industries Inc. Basic Materials 33,294.0 $3.0M 0.01% NEW $91.05 -12.1%
374 SBRA Sabra Health Care REIT Inc. Real Estate 159,844.0 $3.0M 0.01% NEW $18.94 +11.2%
375 FAST Fastenal Co. Industrials 75,284.0 $3.0M 0.01% +10K +14.8% $40.13 +8.5%
376 ALLE Allegion PLC Industrials 18,966.0 $3.0M 0.01% -518.0 -2.7% $159.22 -17.9%
377 L Loews Corp. Financial Services 28,656.0 $3.0M 0.01% -5K -14.9% $105.31 +3.7%
378 EA Electronic Arts Inc. Communication Services 14,742.0 $3.0M 0.01% -5K -24.3% $204.33 -1.2%
379 ABT Abbott Laboratories Healthcare 24,018.0 $3.0M 0.01% -2K -7.3% $125.29 -29.9%
380 APPF Appfolio Inc. Technology 12,920.0 $3.0M 0.01% +965.0 +8.1% $232.65 -30.2%
Page 19 of 33  ·  643 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%