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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 22 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ADC Agree Realty Corp. REIT Real Estate 40,168.0 $2.9M 0.01% -5K -12.0% $72.03 +5.1%
422 HALO Halozyme Therapeutics Inc. Healthcare 42,984.0 $2.9M 0.01% NEW $67.30 +1.8%
423 VRSK Verisk Analytics Inc. Industrials 12,920.0 $2.9M 0.01% +965.0 +8.1% $223.69 -23.7%
424 ED Consolidated Edison Inc. Utilities 29,070.0 $2.9M 0.01% -4K -12.5% $99.32 +8.1%
425 ACI Albertsons Cos. Inc. Consumer Defensive 168,126.0 $2.9M 0.01% $17.17 -5.2%
426 BR Broadridge Financial Solutions Inc. Technology 12,920.0 $2.9M 0.01% +508.0 +4.1% $223.17 -32.8%
427 GWRE Guidewire Software Inc. Technology 14,328.0 $2.9M 0.01% -1K -7.7% $201.01 -32.5%
428 DLB Dolby Laboratories Inc. Technology 44,806.0 $2.9M 0.01% -368.0 -0.8% $64.22 -15.8%
429 ROP Roper Technologies Inc. Industrials 6,460.0 $2.9M 0.01% +254.0 +4.1% $445.13 -26.1%
430 INCY Incyte Corp. Healthcare 29,070.0 $2.9M 0.01% NEW $98.77 -1.4%
431 CNP Centerpoint Energy Inc. Utilities 74,870.0 $2.9M 0.01% NEW $38.34 +10.8%
432 Gossamer Bio Inc. 4,250,000.0 $2.9M 0.01% $0.67
433 DD Dupont De Nemours Inc. Basic Materials 71,251.0 $2.9M 0.01% +23K +46.4% $40.20 +17.3%
434 FE FirstEnergy Corp. Utilities 63,772.0 $2.9M 0.01% NEW $44.77 +1.6%
435 SBAC SBA Communications Corp. REIT Real Estate 14,742.0 $2.9M 0.01% -316.0 -2.1% $193.43 +7.4%
436 DBX Dropbox Inc. Technology 102,532.0 $2.9M 0.01% NEW $27.80 -2.0%
437 TTEK Tetra Tech Inc. Industrials 84,560.0 $2.8M 0.01% -5K -5.5% $33.54 -18.2%
438 TRV The Travelers Cos. Inc. Financial Services 9,690.0 $2.8M 0.01% -2K -18.9% $290.06 +5.8%
439 DGX Quest Diagnostics Inc. Healthcare 16,150.0 $2.8M 0.01% -2K -11.1% $173.53 +11.7%
440 KR The Kroger Co. Consumer Defensive 44,806.0 $2.8M 0.01% NEW $62.48 +7.3%
Page 22 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%