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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 20 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HRB H&R Block Inc. Consumer Cyclical 68,824.0 $3.0M 0.01% +4K +5.7% $43.58 -13.1%
382 ORI Old Republic International Corp. Financial Services 65,594.0 $3.0M 0.01% -17K -20.4% $45.64 -13.1%
383 Hologic Inc. 40,168.0 $3.0M 0.01% -9K -17.6% $74.49
384 ADSK Autodesk Inc. Technology 10,104.0 $3.0M 0.01% NEW $296.01 -18.9%
385 SCI Service Corp. International Consumer Cyclical 38,346.0 $3.0M 0.01% -3K -6.9% $77.97 -0.6%
386 Frontier Communications Parent Inc. 78,515.0 $3.0M 0.01% -10K -10.9% $38.07
387 GameStop Corp. 148,746.0 $3.0M 0.01% +2K +1.1% $20.08
388 RPRX Royalty Pharma PLC Healthcare 77,106.0 $3.0M 0.01% -14K -15.5% $38.64 +37.3%
389 CHD Church & Dwight Co. Inc. Consumer Defensive 35,530.0 $3.0M 0.01% +531.0 +1.5% $83.85 +14.1%
390 SUI Sun Communities Inc. REIT Real Estate 24,018.0 $3.0M 0.01% -2K -8.1% $123.91 -0.7%
391 KBR KBR Inc. Industrials 73,876.0 $3.0M 0.01% NEW $40.20 -20.1%
392 ROL Rollins Inc. Consumer Cyclical 49,444.0 $3.0M 0.01% -9K -14.8% $60.02 -11.2%
393 CF CF Industries Holdings Inc. Basic Materials 38,346.0 $3.0M 0.01% +244.0 +0.6% $77.34 +57.3%
394 OXY Occidental Petroleum Corp. Energy 72,054.0 $3.0M 0.01% +733.0 +1.0% $41.12 +43.1%
395 CHWY Chewy Inc. Consumer Cyclical 89,612.0 $3.0M 0.01% NEW $33.05 -39.7%
396 CCI Crown Castle Inc. REIT Real Estate 33,294.0 $3.0M 0.01% +1K +4.4% $88.87 +3.6%
397 RLI RLI Corp. Financial Services 46,214.0 $3.0M 0.01% -3K -5.2% $63.98 -17.7%
398 POOL Pool Corp. Industrials 12,920.0 $3.0M 0.01% +2K +21.5% $228.75 -20.5%
399 THG The Hanover Insurance Group Inc. Financial Services 16,150.0 $3.0M 0.01% -2K -13.3% $182.77 +6.5%
400 AWK American Water Works Co. Inc. Utilities 22,610.0 $3.0M 0.01% $130.50 -5.1%
Page 20 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%