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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 4 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PGR PROGRESSIVE CORP Financial Services 389,312.0 $77.2M 0.14% -878K -69.3% $198.25 +0.7%
62 REGN REGENERON PHARMACEUTICALS Healthcare 97,520.0 $75.3M 0.13% -22K -18.7% $772.64 -9.6%
63 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 3,908,479.0 $73.1M 0.13% -1.2M -24.2% $18.70 -17.0%
64 ABBV ABBVIE INC Healthcare 330,712.0 $71.9M 0.13% -386K -53.9% $217.49 -3.7%
65 TT TRANE TECHNOLOGIES PLC Industrials 172,368.0 $71.8M 0.13% -105K -37.9% $416.74 +12.0%
66 CME CME GROUP INC Financial Services 236,348.0 $69.8M 0.12% -96K -28.9% $295.34 +3.3%
67 IMO IMPERIAL OIL LTD Energy 499,212.0 $65.4M 0.11% -34K -6.4% $130.95 +2.9%
68 T AT&T INC Communication Services 2,230,953.0 $64.7M 0.11% -993K -30.8% $28.99 -17.1%
69 LYV LIVE NATION ENTERTAINMENT IN Communication Services 404,924.0 $61.8M 0.11% -7K -1.6% $152.51 +10.7%
70 EA ELECTRONIC ARTS INC Communication Services 295,941.0 $60.3M 0.10% -155K -34.4% $203.87 -1.6%
71 ADI ANALOG DEVICES INC Technology 189,138.0 $60.2M 0.10% -558K -74.7% $318.14 +31.6%
72 ROST ROSS STORES INC Consumer Cyclical 272,750.0 $59.1M 0.10% -124K -31.3% $216.63 -1.8%
73 RTX RTX CORPORATION Industrials 304,987.0 $58.8M 0.10% -130K -29.9% $192.90 -11.3%
74 SPGI S&P GLOBAL INC Financial Services 134,613.0 $57.3M 0.10% -137K -50.4% $425.35 -5.2%
75 DXCM DEXCOM INC Healthcare 887,252.0 $55.7M 0.10% -123K -12.2% $62.80 -1.9%
76 COF CAPITAL ONE FINL CORP Financial Services 283,511.0 $51.7M 0.09% -43K -13.2% $182.43 +2.6%
77 GE GE AEROSPACE Industrials 180,173.0 $51.1M 0.09% -753K -80.7% $283.77 -0.8%
78 MSI MOTOROLA SOLUTIONS INC Technology 117,730.0 $51.1M 0.09% -21K -15.1% $433.97 -9.4%
79 AZO AUTOZONE INC Consumer Cyclical 14,777.0 $49.9M 0.09% -349.0 -2.3% $3377.97 -0.4%
80 IBM INTERNATIONAL BUSINESS MACHS Technology 205,694.0 $49.9M 0.09% -85K -29.3% $242.39 -9.5%
Page 4 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%