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Portfolio (Quarterly) Guide ↗

BANK OF NOVA SCOTIA TRUST CO

· CIK 0001335382
13F Portfolio $1.2B AUM 302 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 173 New
Page 2 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 61,976.0 $20.3M 1.68% NEW $327.33 +7.4%
22 V VISA INC Financial Services 57,477.0 $19.7M 1.64% NEW $343.09 +8.1%
23 SU SUNCOR ENERGY INC NEW Energy 365,754.0 $19.6M 1.63% NEW $53.68 +27.5%
24 BNS BANK NOVA SCOTIA B C Financial Services 215,934.0 $18.8M 1.55% NEW $86.84 +0.8%
25 AMZN AMAZON COM INC Consumer Cyclical 78,112.0 $18.6M 1.54% NEW $238.34 +8.5%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 17,347.0 $16.2M 1.34% NEW $935.47 +1.3%
27 FNV FRANCO NEV CORP Basic Materials 71,687.0 $14.9M 1.24% NEW $208.44 +27.5%
28 NTR NUTRIEN LTD Basic Materials 218,639.0 $13.8M 1.14% NEW $62.95 +19.6%
29 TEL TE CONNECTIVITY PLC Technology 62,215.0 $12.5M 1.04% NEW $201.61 +1.0%
30 DHR DANAHER CORP DEL Healthcare 47,956.0 $9.1M 0.76% NEW $190.48 +14.9%
31 MDT MEDTRONIC PLC Healthcare 106,740.0 $8.4M 0.69% NEW $78.23 +19.3%
32 LIN LINDE PLC Basic Materials 16,010.0 $8.3M 0.69% NEW $518.94 -6.0%
33 CM CANADIAN IMPERIAL BANK OF CO Financial Services 69,151.0 $8.0M 0.66% NEW $115.00 +1.3%
34 GOOG ALPHABET INC 22,425.0 $7.9M 0.66% NEW $353.33
35 GIB CGI INC Technology 122,390.0 $7.9M 0.66% NEW $64.57 +16.1%
36 RB GLOBAL INC 65,083.0 $7.6M 0.63% NEW $116.45
37 RCI ROGERS COMMUNICATIONS INC Communication Services 229,198.0 $7.4M 0.62% NEW $32.50 +11.6%
38 PSA PUBLIC STORAGE Real Estate 23,089.0 $7.3M 0.61% NEW $318.31 +1.3%
39 SHOP SHOPIFY INC Technology 62,736.0 $7.2M 0.59% NEW $114.18 +30.7%
40 NVDA NVIDIA CORPORATION Technology 34,757.0 $7.0M 0.58% NEW $200.09 +7.3%
Page 2 of 9  ·  173 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
Financial Services 40.2%
Energy 16.8%
Technology 10.1%
Industrials 6.6%
Communication Services 6.3%
Consumer Cyclical 4.9%
Basic Materials 4.8%
Healthcare 4.5%
Utilities 2.4%
Consumer Defensive 2.1%