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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 5 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DDOG DATADOG INC Technology 471,768.0 $55.7M 0.10% +397K +527.0% $118.05 +71.8%
82 VCSH VANGUARD SCOTTSDALE FDS 685,785.0 $54.4M 0.10% +233K +51.3% $79.35 -0.7%
83 GPN GLOBAL PMTS INC Industrials 776,534.0 $52.3M 0.09% +351K +82.7% $67.30 +0.0%
84 WCN WASTE CONNECTIONS INC Industrials 320,808.0 $52.1M 0.09% +52K +19.3% $162.44 -4.6%
85 VEA VANGUARD TAX-MANAGED FDS 788,500.0 $50.5M 0.09% +247K +45.6% $64.08 +7.8%
86 LVS LAS VEGAS SANDS CORP Consumer Cyclical 927,855.0 $50.0M 0.09% +543K +141.3% $53.88 -6.0%
87 ACWI ISHARES TR 356,920.0 $49.4M 0.09% +241K +206.8% $138.37 +11.4%
88 XLE SELECT SECTOR SPDR TR 778,736.0 $47.7M 0.08% +749K +2531.6% $61.26 -2.9%
89 WBS WEBSTER FINL CORP Financial Services 670,212.0 $46.5M 0.08% +599K +840.9% $69.42 +3.2%
90 GEV GE VERNOVA INC Utilities 52,284.0 $45.6M 0.08% +6K +12.1% $872.90 +24.9%
91 SYK STRYKER CORPORATION Healthcare 136,650.0 $44.9M 0.08% +23K +20.2% $328.59 -7.0%
92 PAYX PAYCHEX INC Industrials 468,814.0 $43.2M 0.07% +75K +18.9% $92.12 -3.6%
93 HPQ HP INC Technology 2,183,747.0 $41.9M 0.07% +544K +33.2% $19.21 +8.1%
94 AXP AMERICAN EXPRESS CO Financial Services 136,050.0 $41.2M 0.07% +6K +4.4% $302.49 +3.6%
95 MELI MERCADOLIBRE INC Consumer Cyclical 23,351.0 $40.4M 0.07% +6K +34.0% $1729.30 -7.1%
96 FDX FEDEX CORP Industrials 112,077.0 $39.9M 0.07% +77K +220.7% $356.18 +6.7%
97 ILF ISHARES TR 1,107,333.0 $39.3M 0.07% +664K +149.9% $35.52 -3.0%
98 SJM SMUCKER J M CO Consumer Defensive 404,328.0 $39.0M 0.07% +388K +2317.8% $96.44 +3.9%
99 AIG AMERICAN INTL GROUP INC Financial Services 507,662.0 $38.2M 0.07% +422K +494.1% $75.25 +1.1%
100 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 522,258.0 $38.0M 0.07% +446K +587.8% $72.69 +10.6%
Page 5 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%