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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 16 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WPC WP CAREY INC Real Estate 19,173.0 $1.3M 0.00% +4K +23.6% $67.96 +8.0%
302 CPB THE CAMPBELLS COMPANY Consumer Defensive 57,656.0 $1.3M 0.00% +41K +242.7% $22.28 -9.5%
303 ANNALY CAPITAL MANAGEMENT IN 60,612.0 $1.3M 0.00% +15K +33.2% $21.15
304 SCI SERVICE CORP INTL Consumer Cyclical 14,764.0 $1.2M 0.00% +10K +191.8% $82.51 -5.0%
305 MCHI ISHARES TR 20,859.0 $1.2M 0.00% +9K +76.0% $56.20 +0.4%
306 EEM PUT ISHARES TR 20,000.0 $1.1M 0.00% +10K +100.0% $56.79 +15.5%
307 SUI SUN CMNTYS INC Real Estate 8,538.0 $1.1M 0.00% +364.0 +4.5% $125.96 -3.8%
308 BAYTEX ENERGY CORP 239,986.0 $1.1M 0.00% +169K +236.8% $4.47
309 KNSL KINSALE CAP GROUP INC Financial Services 2,854.0 $975K 0.00% +2K +145.6% $341.66 -7.3%
310 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,718.0 $936K 0.00% +35.0 +0.8% $198.29 +7.3%
311 ENERFLEX LTD 44,687.0 $935K 0.00% +31K +236.4% $20.91
312 HLI HOULIHAN LOKEY INC Financial Services 6,363.0 $914K 0.00% +2K +63.7% $143.62 +5.1%
313 GLD PUT SPDR GOLD TR Financial Services 1,680.0 $723K 0.00% +395.0 +30.7% $430.29 -2.4%
314 PLUG PLUG PWR INC Industrials 307,855.0 $696K 0.00% +62K +25.2% $2.26 +57.1%
315 XLV PUT SELECT SECTOR SPDR TR 4,550.0 $667K 0.00% +2K +62.5% $146.61 -1.5%
316 NFLX PUT NETFLIX INC. Communication Services 6,675.0 $642K 0.00% +675.0 +11.2% $96.15 -9.1%
317 PSKY PARAMOUNT SKYDANCE CORP Communication Services 63,374.0 $572K 0.00% +11K +21.8% $9.02 +8.4%
318 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,026.0 $566K 0.00% +92.0 +1.6% $93.87 +74.4%
319 CCC CCC INTELLIGENT SOLUTIONS HL Technology 88,095.0 $529K 0.00% +32K +58.1% $6.00 -28.3%
320 SWK STANLEY BLACK & DECKER INC Industrials 7,258.0 $516K 0.00% +980.0 +15.6% $71.06 +5.1%
Page 16 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%