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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 8 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO Utilities 198,404.0 $19.1M 0.03% +19K +10.9% $96.52 -4.1%
142 TFC TRUIST FINL CORP Financial Services 416,074.0 $19.1M 0.03% +117K +39.2% $45.97 +2.1%
143 AXS AXIS CAP HLDGS LTD Financial Services 183,169.0 $18.6M 0.03% +72K +65.5% $101.41 -1.5%
144 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 275,306.0 $18.5M 0.03% +130K +89.5% $67.07 +29.3%
145 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 241,293.0 $18.4M 0.03% +158K +188.3% $76.16 +9.6%
146 HCA HCA HEALTHCARE INC Healthcare 38,031.0 $18.0M 0.03% +13K +50.4% $473.24 -10.3%
147 SMITHFIELD FOODS INC 635,600.0 $17.8M 0.03% +124K +24.1% $27.97
148 TAC TRANSALTA CORP Utilities 1,338,554.0 $17.6M 0.03% +257K +23.8% $13.14 -4.1%
149 AME AMETEK INC Industrials 81,884.0 $17.6M 0.03% +17K +26.2% $214.36 +5.7%
150 ED CONSOLIDATED EDISON INC Utilities 154,063.0 $17.4M 0.03% +57K +58.0% $113.18 -5.9%
151 MDLZ MONDELEZ INTL INC Consumer Defensive 292,842.0 $16.9M 0.03% +54K +22.6% $57.64 +5.8%
152 WST WEST PHARMACEUTICAL SVSC INC Healthcare 65,323.0 $16.4M 0.03% +50K +337.8% $250.64 +21.9%
153 TREX TREX INC Industrials 427,361.0 $15.6M 0.03% +136K +46.7% $36.42 +5.8%
154 CMI CUMMINS INC Industrials 28,925.0 $15.6M 0.03% +949.0 +3.4% $538.02 +28.1%
155 WWD WOODWARD INC Industrials 42,900.0 $15.4M 0.03% +25K +143.1% $357.92 -2.0%
156 STPZ PIMCO ETF TR 280,542.0 $15.2M 0.03% +6K +2.0% $54.13 -0.1%
157 LYFT LYFT INC Technology 1,136,807.0 $15.1M 0.03% +158K +16.2% $13.30 -1.2%
158 LNG CHENIERE ENERGY INC Energy 53,190.0 $15.1M 0.03% +28K +108.2% $283.76 -14.8%
159 MTZ MASTEC INC Industrials 46,171.0 $14.9M 0.03% +31K +197.5% $321.74 +27.5%
160 PWR QUANTA SVCS INC Industrials 26,853.0 $14.7M 0.03% +4K +16.2% $549.02 +37.5%
Page 8 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%