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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 25 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,446.0 $460K 0.00% -236.0 -8.8% $188.00 +20.5%
482 RNR RENAISSANCERE HLDGS LTD Financial Services 1,500.0 $446K 0.00% -18K -92.3% $297.23 -1.0%
483 ALGN ALIGN TECHNOLOGY INC Healthcare 2,580.0 $442K 0.00% -9K -78.0% $171.43 -7.4%
484 BBEU J P MORGAN EXCHANGE TRADED F 5,985.0 $433K 0.00% -6K -48.4% $72.41 +5.4%
485 HDB HDFC BANK LTD Financial Services 17,198.0 $428K 0.00% -12K -41.3% $24.89 -1.8%
486 HRB BLOCK H & R INC Consumer Cyclical 13,372.0 $424K 0.00% -108K -89.0% $31.74 +17.4%
487 RLI RLI CORP Financial Services 7,370.0 $420K 0.00% -31K -80.7% $57.04 -10.9%
488 LYG LLOYDS BANKING GROUP PLC Financial Services 81,665.0 $411K 0.00% -8K -9.2% $5.03 +0.4%
489 MRNA MODERNA INC Healthcare 7,783.0 $395K 0.00% -57K -87.9% $50.80 -3.5%
490 WTM WHITE MTNS INS GROUP LTD Financial Services 178.0 $391K 0.00% -11.0 -5.8% $2196.96 -2.7%
491 LKQ LKQ CORP Consumer Cyclical 13,152.0 $386K 0.00% -651.0 -4.7% $29.37 -16.2%
492 LW LAMB WESTON HLDGS INC Consumer Defensive 9,057.0 $383K 0.00% -1K -11.6% $42.26 +4.3%
493 RUN SUNRUN INC Energy 27,967.0 $380K 0.00% -46K -62.2% $13.58 +3.0%
494 LQD ISHARES TR 3,479.0 $379K 0.00% -7K -66.0% $108.99 -1.3%
495 GAMESTOP CORP 16,262.0 $375K 0.00% -4K -18.3% $23.04
496 UFPI UFP INDUSTRIES INC Basic Materials 3,989.0 $367K 0.00% -358.0 -8.2% $92.12 -13.1%
497 DBX DROPBOX INC Technology 16,077.0 $365K 0.00% -41K -71.9% $22.72 +18.0%
498 DVA DAVITA INC Healthcare 2,275.0 $350K 0.00% -751.0 -24.8% $153.69 +30.0%
499 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 6,801.0 $345K 0.00% -90K -93.0% $50.80 -14.4%
500 QXO QXO INC Industrials 17,586.0 $342K 0.00% -7K -29.3% $19.42 -15.9%
Page 25 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%