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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 23 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 COTY COTY INC Consumer Defensive 439,352.0 $883K 0.00% -63K -12.5% $2.01 +2.5%
442 TOST TOAST INC Technology 33,053.0 $876K 0.00% -1.2M -97.3% $26.51 -13.1%
443 C PUT CITIGROUP INC Financial Services 7,660.0 $869K 0.00% -590.0 -7.2% $113.41 +7.9%
444 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,882.0 $863K 0.00% -610.0 -8.1% $125.47 +6.2%
445 WFC PUT WELLS FARGO & CO Financial Services 10,800.0 $860K 0.00% -2K -18.8% $79.61 -7.8%
446 TKO TKO GROUP HOLDINGS INC Communication Services 4,201.0 $847K 0.00% -1K -26.0% $201.65 -5.7%
447 PCTY PAYLOCITY HLDG CORP Technology 7,800.0 $843K 0.00% -48K -86.1% $108.04 -0.9%
448 RDDT REDDIT INC Communication Services 6,085.0 $819K 0.00% -59K -90.6% $134.65 +17.5%
449 POOL POOL CORP Industrials 4,032.0 $816K 0.00% -499.0 -11.0% $202.33 -13.3%
450 ENTG ENTEGRIS INC Technology 6,763.0 $793K 0.00% -139K -95.4% $117.24 +13.5%
451 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 2,000.0 $784K 0.00% -400.0 -16.7% $391.76 +103.1%
452 ILMN ILLUMINA INC Healthcare 6,344.0 $782K 0.00% -1K -13.8% $123.26 +15.6%
453 EQH EQUITABLE HLDGS INC Financial Services 20,428.0 $758K 0.00% -25K -54.6% $37.11 +14.7%
454 DKNG DRAFTKINGS INC NEW Consumer Cyclical 34,495.0 $746K 0.00% -46K -57.3% $21.62 +15.6%
455 ENPH ENPHASE ENERGY INC Energy 19,690.0 $745K 0.00% -754K -97.5% $37.82 +39.9%
456 AIZ ASSURANT INC Financial Services 3,378.0 $736K 0.00% -910.0 -21.2% $217.81 +18.5%
457 TOL TOLL BROTHERS INC Consumer Cyclical 5,332.0 $728K 0.00% -162K -96.8% $136.53 -7.6%
458 HEI HEICO CORP NEW Industrials 2,562.0 $702K 0.00% -940.0 -26.8% $274.03 +5.4%
459 CPT CAMDEN PPTY TR Real Estate 7,034.0 $687K 0.00% -2K -22.8% $97.66 +5.0%
460 FNF FIDELITY NATL FINL INC Financial Services 14,475.0 $671K 0.00% -3K -17.2% $46.38 +3.3%
Page 23 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%