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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 11 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FDX FEDEX CORP Industrials 112,077.0 $39.9M 0.07% +77K +220.7% $356.18 +3.8%
202 CSX CSX CORP Industrials 971,179.0 $39.9M 0.07% $41.05 +12.5%
203 ILF ISHARES TR 1,107,333.0 $39.3M 0.07% +664K +149.9% $35.52 -3.3%
204 AEE AMEREN CORP Utilities 357,277.0 $39.3M 0.07% -45K -11.2% $109.92 -0.8%
205 SJM SMUCKER J M CO Consumer Defensive 404,328.0 $39.0M 0.07% +388K +2317.8% $96.44 +7.5%
206 DHR DANAHER CORP DEL Healthcare 202,353.0 $38.4M 0.07% -3K -1.6% $189.60 -13.6%
207 JCI JOHNSON CONTROLS INTERNATION Industrials 292,775.0 $38.3M 0.07% -455K -60.8% $130.95 +4.9%
208 AIG AMERICAN INTL GROUP INC Financial Services 507,662.0 $38.2M 0.07% +422K +494.1% $75.25 +3.0%
209 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 522,258.0 $38.0M 0.07% +446K +587.8% $72.69 +9.2%
210 GLD SPDR GOLD TR Financial Services 87,589.0 $37.7M 0.07% +17K +24.5% $430.30 -2.8%
211 ESTC ELASTIC N V Technology 752,434.0 $37.6M 0.07% +332K +78.8% $49.99 +7.8%
212 MCHP MICROCHIP TECHNOLOGY INC. Technology 580,409.0 $37.5M 0.07% -523K -47.4% $64.61 +43.6%
213 BEP BROOKFIELD RENEWABLE ENERGY Utilities 1,148,128.0 $37.4M 0.07% +114K +11.0% $32.61 +4.4%
214 XME SPDR SERIES TRUST 344,037.0 $37.2M 0.07% -691K -66.8% $108.01 +2.0%
215 PL PLANET LABS PBC Industrials 1,320,464.0 $36.9M 0.06% +476K +56.3% $27.95 +48.9%
216 KVUE KENVUE INC Consumer Defensive 2,115,410.0 $36.5M 0.06% +816K +62.9% $17.24 -0.3%
217 TMUS T-MOBILE US INC Communication Services 173,004.0 $36.3M 0.06% -171K -49.7% $210.03 -9.2%
218 ROIV ROIVANT SCIENCES LTD Healthcare 1,310,387.0 $36.3M 0.06% -113K -7.9% $27.70 +3.1%
219 MCK MCKESSON CORP Healthcare 41,502.0 $35.9M 0.06% +22K +109.1% $865.36 -10.3%
220 RBRK RUBRIK INC. Technology 726,670.0 $35.6M 0.06% -11K -1.5% $48.97 +32.7%
Page 11 of 54  ·  1,073 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%