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Portfolio (Quarterly) Guide ↗

SCOTIA CAPITAL INC.

· CIK 0001335644
13F Portfolio $26.8B AUM 915 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 915 New
Page 16 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ERO ERO COPPER CORP Basic Materials 201,491.0 $5.4M 0.02% NEW $26.69 +26.1%
302 TPR TAPESTRY INC Consumer Cyclical 36,725.0 $5.4M 0.02% NEW $146.38 -9.8%
303 QXO QXO INC Industrials 310,854.0 $5.4M 0.02% NEW $17.28 -18.4%
304 PNC PNC FINL SVCS GROUP INC Financial Services 21,814.0 $5.4M 0.02% NEW $246.23 +0.3%
305 MCHI ISHARES TR 103,864.0 $5.3M 0.02% NEW $51.02 +8.5%
306 CMI CUMMINS INC Industrials 7,424.0 $5.3M 0.02% NEW $713.27 -15.1%
307 VGSH VANGUARD SCOTTSDALE FDS 90,972.0 $5.3M 0.02% NEW $58.20 -0.1%
308 SONY SONY GROUP CORP Technology 263,844.0 $5.3M 0.02% NEW $20.06 +17.3%
309 SPGI S&P GLOBAL INC Financial Services 13,680.0 $5.3M 0.02% NEW $385.23 +11.3%
310 SPEU SPDR INDEX SHS FDS 96,008.0 $5.3M 0.02% NEW $54.88 +3.7%
311 XYL XYLEM INC Industrials 44,333.0 $5.2M 0.02% NEW $118.21 -1.3%
312 NEM NEWMONT CORP Basic Materials 55,477.0 $5.2M 0.02% NEW $93.43 +32.1%
313 CVX CHEVRON CORPORATION Energy 30,580.0 $5.1M 0.02% NEW $165.76 +24.7%
314 TLT ISHARES TR 58,240.0 $5.0M 0.02% NEW $86.42 -4.2%
315 URI UNITED RENTALS INC Industrials 4,379.0 $5.0M 0.02% NEW $1133.14 -1.4%
316 EZU ISHARES INC 71,226.0 $5.0M 0.02% NEW $69.50 +2.4%
317 DVY ISHARES TR 31,647.0 $4.9M 0.02% NEW $156.32 +6.2%
318 GNTX GENTEX CORP Consumer Cyclical 195,700.0 $4.9M 0.02% NEW $25.27 -6.4%
319 AXON AXON ENTERPRISE INC Industrials 8,765.0 $4.9M 0.02% NEW $560.62 +13.5%
320 JIRE J P MORGAN EXCHANGE TRADED F 58,934.0 $4.9M 0.02% NEW $82.49 +2.7%
Page 16 of 46  ·  915 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 35.3%
Technology 19.0%
Energy 10.9%
Communication Services 7.8%
Consumer Cyclical 5.9%
Industrials 5.4%
Utilities 4.9%
Healthcare 4.3%
Consumer Defensive 3.3%
Basic Materials 2.6%