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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 16 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BWXT BWX TECHNOLOGIES INC Industrials 100,200.0 $20.5M 0.04% NEW $204.49 -1.0%
302 PANW PALO ALTO NETWORKS INC Technology 126,194.0 $20.2M 0.04% -158K -55.6% $160.34 +57.7%
303 AON AON PLC Financial Services 62,532.0 $20.2M 0.04% +14K +30.1% $322.78 +0.4%
304 TER TERADYNE INC Technology 66,776.0 $19.8M 0.04% -220K -76.7% $296.46 +16.2%
305 LOW LOWES COS INC Consumer Cyclical 83,659.0 $19.8M 0.04% -88K -51.2% $236.28 -8.0%
306 RBLX ROBLOX CORP Technology 348,545.0 $19.7M 0.03% -116K -24.9% $56.56 -19.0%
307 FORTINET INC 237,967.0 $19.4M 0.03% -204K -46.2% $81.72
308 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 208,822.0 $19.3M 0.03% +25K +13.5% $92.31 +0.0%
309 VRSK VERISK ANALYTICS INC Industrials 101,272.0 $19.2M 0.03% +58K +133.6% $189.75 -10.1%
310 SO SOUTHERN CO Utilities 198,404.0 $19.1M 0.03% +19K +10.9% $96.52 -3.0%
311 TFC TRUIST FINL CORP Financial Services 416,074.0 $19.1M 0.03% +117K +39.2% $45.97 +4.4%
312 VICI VICI PPTYS INC Real Estate 698,909.0 $19.1M 0.03% -47K -6.3% $27.32 +4.0%
313 CRWD CROWDSTRIKE HLDGS INC Technology 47,766.0 $18.6M 0.03% -58K -54.7% $390.42 +66.0%
314 AXS AXIS CAP HLDGS LTD Financial Services 183,169.0 $18.6M 0.03% +72K +65.5% $101.41 -0.7%
315 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 275,306.0 $18.5M 0.03% +130K +89.5% $67.07 +25.0%
316 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 241,293.0 $18.4M 0.03% +158K +188.3% $76.16 +10.9%
317 HCA HCA HEALTHCARE INC Healthcare 38,031.0 $18.0M 0.03% +13K +50.4% $473.24 -17.0%
318 SMITHFIELD FOODS INC 635,600.0 $17.8M 0.03% +124K +24.1% $27.97
319 TTEK TETRA TECH INC NEW Industrials 589,454.0 $17.8M 0.03% -312K -34.6% $30.12 -8.9%
320 TAC TRANSALTA CORP Utilities 1,338,554.0 $17.6M 0.03% +257K +23.8% $13.14 -1.3%
Page 16 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%