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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 6 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLD SPDR GOLD TR Financial Services 87,589.0 $37.7M 0.07% +17K +24.5% $430.30 -0.7%
102 ESTC ELASTIC N V Technology 752,434.0 $37.6M 0.07% +332K +78.8% $49.99 -0.4%
103 BEP BROOKFIELD RENEWABLE ENERGY Utilities 1,148,128.0 $37.4M 0.07% +114K +11.0% $32.61 +5.4%
104 PL PLANET LABS PBC Industrials 1,320,464.0 $36.9M 0.06% +476K +56.3% $27.95 +54.0%
105 KVUE KENVUE INC Consumer Defensive 2,115,410.0 $36.5M 0.06% +816K +62.9% $17.24 -0.3%
106 MCK MCKESSON CORP Healthcare 41,502.0 $35.9M 0.06% +22K +109.1% $865.36 -13.7%
107 THOMSON REUTERS CORP 379,564.0 $34.3M 0.06% +69K +22.3% $90.26
108 OMC OMNICOM GROUP INC Communication Services 431,429.0 $32.5M 0.06% +49K +12.9% $75.31 -5.0%
109 TLN TALEN ENERGY CORP Utilities 101,566.0 $32.4M 0.06% +76K +302.9% $319.23 +10.5%
110 VIKING HOLDINGS LTD 436,651.0 $32.1M 0.06% +109K +33.5% $73.48
111 CNC CENTENE CORP DEL Healthcare 979,774.0 $32.1M 0.06% +524K +115.2% $32.74 +79.3%
112 ALL ALLSTATE CORP Financial Services 154,333.0 $32.0M 0.06% +46K +43.0% $207.34 +4.8%
113 NDAQ NASDAQ INC Financial Services 373,982.0 $31.7M 0.06% +11K +3.1% $84.89 +7.1%
114 TTD THE TRADE DESK INC Technology 1,394,787.0 $31.6M 0.06% +1.3M +1913.4% $22.69 -10.0%
115 NI NISOURCE INC Utilities 673,457.0 $31.4M 0.06% +477K +243.1% $46.66 +1.6%
116 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 975,204.0 $31.2M 0.06% +257K +35.8% $32.01 +2.0%
117 WAB WABTEC Industrials 123,832.0 $30.9M 0.05% +92K +286.8% $249.91 +7.8%
118 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 543,580.0 $30.3M 0.05% +150K +38.1% $55.68 +2.6%
119 SLB SLB LIMITED Energy 542,069.0 $27.9M 0.05% +214K +65.0% $51.39 +8.5%
120 EQIX EQUINIX INC Real Estate 28,212.0 $27.7M 0.05% +6K +26.4% $980.25 +10.1%
Page 6 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%