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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 4 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMB WILLIAMS COS INC Energy 1,246,558.0 $90.7M 0.16% +893K +252.8% $72.78 +6.7%
62 HAL HALLIBURTON CO Energy 2,284,612.0 $89.1M 0.16% +1.3M +128.8% $38.99 +5.9%
63 GM GENERAL MTRS CO Consumer Cyclical 1,184,475.0 $88.2M 0.15% +751K +173.0% $74.50 +4.4%
64 SNPS SYNOPSYS INC Technology 221,894.0 $88.0M 0.15% +188K +561.8% $396.48 +28.6%
65 RSG REPUBLIC SVCS INC Industrials 396,491.0 $86.8M 0.15% +160K +68.0% $219.03 -4.7%
66 HOLOGIC INC 1,143,287.0 $86.4M 0.15% +1.0M +1114.0% $75.59
67 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 1,095,285.0 $81.0M 0.14% +271K +32.9% $73.98 +3.3%
68 TGT TARGET CORP Consumer Defensive 630,500.0 $76.4M 0.13% +313K +98.6% $121.20 +1.6%
69 SRE SEMPRA Utilities 772,584.0 $75.1M 0.13% +482K +166.1% $97.17 -4.4%
70 SPTS SPDR SERIES TRUST 2,441,533.0 $71.3M 0.12% +1.3M +110.6% $29.19 -0.7%
71 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 237,998.0 $69.7M 0.12% +104K +77.9% $292.75 +35.5%
72 PEN PENUMBRA INC Healthcare 211,820.0 $69.6M 0.12% +210K +10000.0% $328.37 -1.6%
73 UNP UNION PAC CORP Industrials 284,453.0 $69.0M 0.12% +46K +19.2% $242.62 +11.0%
74 MRSH MARSH & MCLENNAN COS INC Financial Services 392,851.0 $68.1M 0.12% +110K +39.0% $173.45 -7.7%
75 ATI ATI INC Industrials 467,149.0 $68.0M 0.12% +225K +92.9% $145.46 +6.0%
76 DE DEERE & CO Industrials 115,265.0 $64.9M 0.11% +65K +128.2% $563.30 +2.0%
77 MPC MARATHON PETE CORP Energy 255,892.0 $62.5M 0.11% +50K +24.4% $244.18 +1.9%
78 MMM 3M CO Industrials 407,799.0 $59.2M 0.10% +276K +210.1% $145.23 -0.1%
79 TECK TECK RESOURCES LTD Basic Materials 1,128,962.0 $58.5M 0.10% +19K +1.7% $51.82 +26.2%
80 CENCORA INC 186,015.0 $58.4M 0.10% +13K +7.7% $314.14
Page 4 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%