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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 2 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C CITIGROUP INC Financial Services 2,255,327.0 $255.8M 0.45% +641K +39.7% $113.41 +8.8%
22 GDX VANECK ETF TRUST 2,692,956.0 $247.1M 0.43% +2.0M +281.1% $91.77 -4.8%
23 RCI ROGERS COMMUNICATIONS INC Communication Services 6,280,164.0 $241.5M 0.42% +446K +7.6% $38.45 -7.1%
24 HD HOME DEPOT INC Consumer Cyclical 722,758.0 $237.7M 0.41% +378K +109.9% $328.89 -7.5%
25 EPU ISHARES TR 2,901,771.0 $234.2M 0.41% +1.6M +114.7% $80.71 -0.9%
26 NU NU HLDGS LTD Financial Services 16,111,616.0 $231.5M 0.41% +14.4M +855.9% $14.37 -10.0%
27 HON HONEYWELL INTL INC Industrials 1,003,413.0 $226.8M 0.40% +510K +103.5% $226.03 -3.7%
28 EWY ISHARES INC 1,823,820.0 $224.3M 0.39% +1.1M +135.8% $123.01 +45.4%
29 WESTERN DIGITAL CORP 30,339,000.0 $217.5M 0.38% +3.2M +11.8% $7.17
30 EWZ ISHARES INC 5,507,028.0 $211.4M 0.37% +5.5M +10000.0% $38.39 -5.6%
31 LRCX LAM RESEARCH CORP Technology 939,483.0 $200.7M 0.35% +78K +9.0% $213.66 +40.0%
32 CANADIAN PACIFIC KANSAS CITY 2,242,557.0 $176.4M 0.31% +668K +42.4% $78.67
33 CVX CHEVRON CORPORATION Energy 834,667.0 $172.7M 0.30% +176K +26.7% $206.90 -9.8%
34 NSC NORFOLK SOUTHN CORP Industrials 588,472.0 $168.9M 0.29% +249K +73.3% $287.00 +10.7%
35 EFA ISHARES TR 1,618,956.0 $157.2M 0.28% +1000K +161.4% $97.13 +4.7%
36 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,135,457.0 $149.0M 0.26% +184K +19.3% $131.23 +6.1%
37 BKNG BOOKING HOLDINGS INC Consumer Cyclical 870,520.0 $146.6M 0.26% +816K +1497.3% $168.40 -8.5%
38 BSX BOSTON SCIENTIFIC CORP Healthcare 2,303,011.0 $144.5M 0.25% +309K +15.5% $62.75 -16.0%
39 PFE PFIZER INC Healthcare 5,108,792.0 $143.5M 0.25% +1.9M +57.5% $28.08 -8.3%
40 GS GOLDMAN SACHS GROUP INC Financial Services 164,216.0 $138.9M 0.24% +38K +30.2% $845.99 +14.5%
Page 2 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%