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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 16 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LIBERTY GLOBAL LTD 407,400.0 $4.9M 0.01% -931K -69.6% $12.09
302 NUE NUCOR CORP Basic Materials 28,846.0 $4.9M 0.01% -130K -81.8% $169.10 +34.3%
303 NTNX NUTANIX INC Technology 126,804.0 $4.8M 0.01% -54K -29.9% $38.01 +21.9%
304 DOW DOW HLDGS INC Basic Materials 115,659.0 $4.8M 0.01% -11K -8.3% $41.65 -7.0%
305 NRG NRG ENERGY INC Utilities 32,645.0 $4.8M 0.01% -11K -25.2% $146.14 -12.5%
306 SYY SYSCO CORP Consumer Defensive 66,710.0 $4.8M 0.01% -8K -10.9% $71.33 +1.7%
307 MORN MORNINGSTAR INC Financial Services 28,000.0 $4.7M 0.01% -6K -18.1% $169.05 +0.6%
308 HBAN HUNTINGTON BANCSHARES INC Financial Services 298,936.0 $4.7M 0.01% -3.5M -92.0% $15.65 -1.5%
309 SBAC SBA COMMUNICATIONS CORP Real Estate 27,124.0 $4.7M 0.01% -3K -10.8% $172.11 +16.0%
310 STE STERIS PLC Healthcare 20,930.0 $4.6M 0.01% -17K -44.7% $221.13 -4.1%
311 MSFT PUT MICROSOFT CORP Technology 12,490.0 $4.6M 0.01% -2K -12.3% $370.17 +14.0%
312 SMCI SUPER MICRO COMPUTER INC Technology 201,811.0 $4.6M 0.01% -801K -79.9% $22.77 +36.3%
313 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,618.0 $4.6M 0.01% -4K -50.4% $1261.20 -18.2%
314 RMD RESMED INC Healthcare 20,315.0 $4.6M 0.01% -3K -11.0% $224.48 -10.1%
315 OTIS OTIS WORLDWIDE CORP Industrials 59,063.0 $4.6M 0.01% -54K -47.8% $77.08 -7.9%
316 CBOE CBOE GLOBAL MKTS INC Financial Services 16,109.0 $4.5M 0.01% -2K -10.1% $281.07 +30.3%
317 TDY TELEDYNE TECHNOLOGIES INC Technology 7,293.0 $4.4M 0.01% -15K -67.8% $605.01 +1.9%
318 CNP CENTERPOINT ENERGY INC Utilities 101,943.0 $4.4M 0.01% -38K -27.4% $43.16 -3.3%
319 MTB M & T BK CORP Financial Services 21,283.0 $4.4M 0.01% -3K -12.2% $206.72 -0.9%
320 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 14,782.0 $4.3M 0.01% -1K -9.1% $290.70 -14.6%
Page 16 of 27  ·  537 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%