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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 18 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 4,946.0 $368K 0.00% +1K +30.9% $74.38 -30.8%
342 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 10,858.0 $366K 0.00% +4K +55.3% $33.74 -10.3%
343 CNH INDL N V 32,243.0 $355K 0.00% +205.0 +0.6% $11.00
344 FRT PUT FEDERAL RLTY INVT TR NEW Real Estate 3,290.0 $349K 0.00% +400.0 +13.8% $106.21 +7.2%
345 MMS MAXIMUS INC Industrials 5,088.0 $326K 0.00% +879.0 +20.9% $64.10 -6.5%
346 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 32,295.0 $321K 0.00% +8K +34.4% $9.94 +2.7%
347 AIP ARTERIS INC Technology 17,600.0 $289K 0.00% +5K +40.8% $16.44 +105.0%
348 RWX SPDR INDEX SHS FDS 8,350.0 $222K +1K +16.7% $26.62 +2.0%
349 KODK EASTMAN KODAK CO Industrials 18,495.0 $167K +4K +30.1% $9.05 +4.8%
350 PSN PUT PARSONS CORP DEL Industrials 3,007.0 $163K +1K +49.8% $54.17 -5.6%
351 NRGV ENERGY VAULT HOLDINGS INC Utilities 41,600.0 $137K +7K +19.9% $3.30 +86.1%
352 LYFT PUT LYFT INC Technology 5,500.0 $73K +500.0 +10.0% $13.30 -1.9%
353 SNAP PUT SNAP INC Communication Services 11,000.0 $51K +5K +83.3% $4.60 +16.5%
354 PL PUT PLANET LABS PBC Industrials 1,750.0 $49K +750.0 +75.0% $27.95 +54.0%
Page 18 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%