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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 3 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HBM HUDBAY MINERALS INC Basic Materials 5,433,750.0 $113.6M 0.20% -2.2M -29.1% $20.90 +19.4%
42 AMGN AMGEN INC Healthcare 314,227.0 $110.6M 0.19% -59K -15.8% $351.85 -7.8%
43 V VISA INC Financial Services 361,551.0 $109.3M 0.19% -62K -14.6% $302.25 +7.8%
44 BAP CREDICORP LTD Financial Services 317,244.0 $107.6M 0.19% -512K -61.7% $339.18 -10.4%
45 XOM EXXON MOBIL CORP Energy 630,415.0 $107.0M 0.19% -716K -53.2% $169.66 -6.9%
46 ANET ARISTA NETWORKS INC Technology 857,037.0 $105.2M 0.18% -14K -1.6% $122.78 +15.4%
47 GILD GILEAD SCIENCES INC Healthcare 723,376.0 $100.8M 0.18% -504K -41.1% $139.37 -7.0%
48 WDC WESTERN DIGITAL CORP Technology 363,175.0 $98.2M 0.17% -766K -67.8% $270.49 +78.2%
49 MCD MCDONALDS CORP Consumer Cyclical 315,125.0 $97.9M 0.17% -62K -16.3% $310.79 -11.1%
50 WFC WELLS FARGO & CO Financial Services 1,225,812.0 $97.6M 0.17% -695K -36.2% $79.61 -7.8%
51 TXN TEXAS INSTRS INC Technology 494,202.0 $95.9M 0.17% -1.3M -72.5% $194.14 +55.9%
52 FCX FREEPORT MCMORAN INC Basic Materials 1,579,852.0 $92.9M 0.16% -314K -16.6% $58.78 +7.2%
53 IWD ISHARES TR 425,570.0 $90.9M 0.16% -8K -1.9% $213.67 +8.9%
54 KLAC KLA CORP Technology 61,737.0 $90.9M 0.16% -228K -78.7% $1472.48 +22.5%
55 UBER UBER TECHNOLOGIES INC Technology 1,249,344.0 $89.9M 0.16% -438K -26.0% $71.93 +4.4%
56 H HYATT HOTELS CORP Consumer Cyclical 592,997.0 $85.3M 0.15% -1.0M -63.1% $143.79 +17.4%
57 AMD ADVANCED MICRO DEVICES INC Technology 419,037.0 $85.2M 0.15% -604K -59.0% $203.43 +106.9%
58 CAH CARDINAL HEALTH INC Healthcare 386,438.0 $81.7M 0.14% -306K -44.2% $211.31 -5.5%
59 DIA STATE STR SPDR DOW JONES IND Financial Services 176,262.0 $81.6M 0.14% -372K -67.8% $463.19 +7.3%
60 CLS CELESTICA INC Technology 286,819.0 $80.9M 0.14% -10K -3.5% $282.02 +21.5%
Page 3 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%