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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 8 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITRI ITRON INC Technology 256,295.0 $23.0M 0.04% -19K -6.9% $89.63 -11.6%
142 TRV TRAVELERS COMPANIES INC Financial Services 77,706.0 $22.7M 0.04% -19K -19.8% $291.69 +2.8%
143 USB US BANCORP Financial Services 418,086.0 $21.7M 0.04% -1.3M -75.8% $52.01 +2.1%
144 SNOWFLAKE INC 17,500,000.0 $21.6M 0.04% -1.5M -7.9% $1.24
145 CI THE CIGNA GROUP Healthcare 77,495.0 $20.7M 0.04% -264K -77.3% $266.75 +7.5%
146 WRB BERKLEY W R CORP Financial Services 310,476.0 $20.6M 0.04% -33K -9.7% $66.28 +0.3%
147 PANW PALO ALTO NETWORKS INC Technology 126,194.0 $20.2M 0.04% -158K -55.6% $160.34 +51.4%
148 TER TERADYNE INC Technology 66,776.0 $19.8M 0.04% -220K -76.7% $296.46 +14.0%
149 LOW LOWES COS INC Consumer Cyclical 83,659.0 $19.8M 0.04% -88K -51.2% $236.28 -7.6%
150 RBLX ROBLOX CORP Technology 348,545.0 $19.7M 0.03% -116K -24.9% $56.56 -24.2%
151 FORTINET INC 237,967.0 $19.4M 0.03% -204K -46.2% $81.72
152 VICI VICI PPTYS INC Real Estate 698,909.0 $19.1M 0.03% -47K -6.3% $27.32 +2.1%
153 CRWD CROWDSTRIKE HLDGS INC Technology 47,766.0 $18.6M 0.03% -58K -54.7% $390.42 +52.2%
154 TTEK TETRA TECH INC NEW Industrials 589,454.0 $17.8M 0.03% -312K -34.6% $30.12 -13.1%
155 VLTO VERALTO CORP Industrials 197,761.0 $17.5M 0.03% -134K -40.3% $88.42 -4.1%
156 PCAR PACCAR INC Industrials 151,074.0 $17.4M 0.03% -275K -64.5% $115.50 -4.5%
157 PSX PHILLIPS 66 Energy 94,725.0 $17.3M 0.03% -52K -35.3% $182.18 -3.3%
158 CMCSA COMCAST CORP NEW Communication Services 598,357.0 $17.2M 0.03% -443K -42.5% $28.71 -13.2%
159 CTAS CINTAS CORP Industrials 100,320.0 $17.0M 0.03% -30K -22.8% $169.15 -0.5%
160 FSV FIRSTSERVICE CORP NEW Real Estate 119,710.0 $16.6M 0.03% -4K -3.2% $139.08 -6.7%
Page 8 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%