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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 5 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMER SPORTS INC 1,482,800.0 $48.8M 0.09% -540K -26.7% $32.92
82 MGA MAGNA INTL INC Consumer Cyclical 870,407.0 $48.6M 0.09% -1.4M -61.9% $55.83 +8.2%
83 AQN ALGONQUIN POWER & UTILITIES Utilities 7,931,452.0 $48.6M 0.09% -2.3M -22.8% $6.12 -5.9%
84 HWM HOWMET AEROSPACE INC Industrials 205,538.0 $47.4M 0.08% -19K -8.6% $230.46 +13.0%
85 ADP AUTOMATIC DATA PROCESSING IN Industrials 225,299.0 $45.8M 0.08% -153K -40.5% $203.18 +9.7%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 752,756.0 $45.7M 0.08% -50K -6.3% $60.65 -5.5%
87 CVS CVS HEALTH CORP Healthcare 632,518.0 $45.4M 0.08% -588K -48.2% $71.82 +33.5%
88 SCHW SCHWAB CHARLES CORP Financial Services 470,918.0 $44.3M 0.08% -840K -64.1% $93.98 -3.3%
89 CAE CAE INC Industrials 1,680,635.0 $43.7M 0.08% -325K -16.2% $26.03 -0.5%
90 CSCO CISCO SYS INC Technology 559,376.0 $43.4M 0.08% -1.9M -77.1% $77.59 +52.4%
91 ADBE ADOBE INC Technology 177,266.0 $43.1M 0.07% -134K -43.1% $243.08 +5.2%
92 NKE NIKE INC Consumer Cyclical 813,297.0 $43.0M 0.07% -75K -8.4% $52.82 -20.7%
93 GIB CGI INC Technology 587,172.0 $42.9M 0.07% -22K -3.6% $73.09 -13.7%
94 QCOM QUALCOMM INC Technology 328,393.0 $42.3M 0.07% -84K -20.3% $128.84 +56.4%
95 SHV ISHARES TR 366,024.0 $40.4M 0.07% -31K -7.8% $110.40 -0.1%
96 AEE AMEREN CORP Utilities 357,277.0 $39.3M 0.07% -45K -11.2% $109.92 -2.3%
97 DHR DANAHER CORP DEL Healthcare 202,353.0 $38.4M 0.07% -3K -1.6% $189.60 -14.6%
98 JCI JOHNSON CONTROLS INTERNATION Industrials 292,775.0 $38.3M 0.07% -455K -60.8% $130.95 +9.3%
99 MCHP MICROCHIP TECHNOLOGY INC. Technology 580,409.0 $37.5M 0.07% -523K -47.4% $64.61 +45.3%
100 XME SPDR SERIES TRUST 344,037.0 $37.2M 0.07% -691K -66.8% $108.01 +4.8%
Page 5 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%