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Portfolio (Quarterly) Guide ↗

BANK OF NOVA SCOTIA

· CIK 0000009631
13F Portfolio $57.2B AUM 1,391 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New 354 Added 537 Reduced 161 Exited
Page 12 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WY WEYERHAEUSER CO Real Estate 269,147.0 $6.6M 0.01% +35K +15.2% $24.43 -6.1%
222 NTRS NORTHERN TR CORP Financial Services 46,155.0 $6.4M 0.01% +16K +55.2% $139.57 +18.1%
223 AVT AVNET INC Technology 104,100.0 $6.4M 0.01% +72K +220.3% $61.62 +35.7%
224 OWL BLUE OWL CAPITAL INC Financial Services 700,922.0 $6.4M 0.01% +315K +81.8% $9.13 +4.8%
225 FITB FIFTH THIRD BANCORP Financial Services 135,461.0 $6.3M 0.01% +32K +30.9% $46.46 +3.2%
226 XLU SELECT SECTOR SPDR TR 134,642.0 $6.2M 0.01% +45K +50.6% $45.89 -5.0%
227 LOPE GRAND CANYON ED INC Consumer Defensive 36,300.0 $6.2M 0.01% +6K +21.8% $170.03 -5.4%
228 CR CRANE COMPANY Industrials 34,900.0 $6.0M 0.01% +5K +18.3% $171.00 +0.7%
229 AES AES CORP Utilities 407,460.0 $5.7M 0.01% +379K +1322.4% $14.09 +2.9%
230 ROL ROLLINS INC Consumer Cyclical 105,197.0 $5.6M 0.01% +53K +100.8% $53.41 +1.9%
231 DOCU DOCUSIGN INC Technology 118,093.0 $5.6M 0.01% +43K +57.6% $47.41 +3.9%
232 EQR EQUITY RESIDENTIAL Real Estate 93,929.0 $5.6M 0.01% +4K +3.9% $59.15 +10.1%
233 SNX TD SYNNEX CORPORATION Technology 31,404.0 $5.3M 0.01% +14K +85.5% $168.71 +36.1%
234 KBR KBR INC Industrials 140,197.0 $5.2M 0.01% +105K +296.4% $36.86 -13.6%
235 CG CARLYLE GROUP INC Financial Services 106,689.0 $5.2M 0.01% +90K +527.6% $48.40 -3.1%
236 RVTY REVVITY INC Healthcare 58,546.0 $5.1M 0.01% +48K +436.4% $87.61 +9.2%
237 SNAP SNAP INC Communication Services 1,086,300.0 $5.0M 0.01% +386K +55.0% $4.60 +22.4%
238 GGG GRACO INC Industrials 57,953.0 $4.9M 0.01% +46K +376.6% $84.65 -9.9%
239 DECK DECKERS OUTDOOR CORP Consumer Cyclical 47,880.0 $4.8M 0.01% +21K +76.8% $100.09 -5.2%
240 MAA MID-AMER APT CMNTYS INC Real Estate 39,185.0 $4.8M 0.01% +20K +106.3% $122.12 +4.7%
Page 12 of 18  ·  354 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 28.2%
Financial Services 27.4%
Communication Services 9.6%
Consumer Cyclical 8.3%
Healthcare 5.8%
Industrials 5.6%
Energy 5.4%
Basic Materials 3.6%
Consumer Defensive 3.5%
Utilities 2.0%