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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 17 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ULS UL SOLUTIONS INC Industrials 5,598.0 $480K 0.00% +972.0 +21.0% $85.71 +15.8%
322 MUSA MURPHY USA INC Consumer Cyclical 940.0 $464K 0.00% +204.0 +27.7% $493.97 +13.9%
323 ORI OLD REP INTL CORP Financial Services 10,885.0 $434K 0.00% +2K +23.6% $39.90 -0.8%
324 SBRA SABRA HEALTH CARE REIT INC Real Estate 22,493.0 $433K 0.00% +1K +5.2% $19.23 +9.0%
325 ADC AGREE RLTY CORP Real Estate 5,736.0 $432K 0.00% +332.0 +6.1% $75.38 +0.5%
326 GWRE GUIDEWIRE SOFTWARE INC Technology 2,885.0 $431K 0.00% +1K +68.5% $149.56 -13.1%
327 ACI ALBERTSONS COS INC Consumer Defensive 25,066.0 $427K 0.00% +2K +10.9% $17.04 -2.9%
328 G GENPACT LIMITED Technology 11,458.0 $427K 0.00% +2K +26.3% $37.25 -21.4%
329 OHI OMEGA HEALTHCARE INVS INC Real Estate 9,629.0 $422K 0.00% +729.0 +8.2% $43.82 +9.3%
330 CACI CACI INTL INC Technology 765.0 $416K 0.00% +97.0 +14.5% $543.87 -10.5%
331 POST POST HLDGS INC Consumer Defensive 4,200.0 $415K 0.00% +494.0 +13.3% $98.86 +2.7%
332 CNA CNA FINL CORP Financial Services 8,975.0 $412K 0.00% +389.0 +4.5% $45.92 -5.1%
333 APPF APPFOLIO INC Technology 2,606.0 $411K 0.00% +811.0 +45.2% $157.82 -3.4%
334 SPSC SPS COMM INC Technology 7,343.0 $409K 0.00% +2K +45.2% $55.67 -5.4%
335 VRNS VARONIS SYS INC Technology 19,000.0 $408K 0.00% +6K +46.8% $21.47 +31.8%
336 SIGI SELECTIVE INS GROUP INC Financial Services 5,272.0 $397K 0.00% +108.0 +2.1% $75.39 +17.0%
337 CSIQ CANADIAN SOLAR INC Energy 28,496.0 $395K 0.00% +4K +16.4% $13.85 +23.0%
338 RGLD ROYAL GOLD INC Basic Materials 1,526.0 $388K 0.00% +43.0 +2.9% $254.49 -9.6%
339 GHM GRAHAM CORP Industrials 4,878.0 $385K 0.00% +1K +29.1% $78.92 +21.5%
340 AAL AMERICAN AIRLINES GROUP INC Industrials 34,590.0 $370K 0.00% +15K +73.7% $10.70 +16.5%
Page 17 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%