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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 17 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AME AMETEK INC Industrials 81,884.0 $17.6M 0.03% +17K +26.2% $214.36 +4.1%
322 VLTO VERALTO CORP Industrials 197,761.0 $17.5M 0.03% -134K -40.3% $88.42 -2.5%
323 PCAR PACCAR INC Industrials 151,074.0 $17.4M 0.03% -275K -64.5% $115.50 -5.3%
324 ED CONSOLIDATED EDISON INC Utilities 154,063.0 $17.4M 0.03% +57K +58.0% $113.18 -5.1%
325 PSX PHILLIPS 66 Energy 94,725.0 $17.3M 0.03% -52K -35.3% $182.18 -1.6%
326 CMCSA COMCAST CORP NEW Communication Services 598,357.0 $17.2M 0.03% -443K -42.5% $28.71 -12.6%
327 OTEX OPEN TEXT CORP Technology 765,730.0 $17.1M 0.03% $22.28 +4.2%
328 CTAS CINTAS CORP Industrials 100,320.0 $17.0M 0.03% -30K -22.8% $169.15 +1.9%
329 MDLZ MONDELEZ INTL INC Consumer Defensive 292,842.0 $16.9M 0.03% +54K +22.6% $57.64 +6.7%
330 FSV FIRSTSERVICE CORP NEW Real Estate 119,710.0 $16.6M 0.03% -4K -3.2% $139.08 -4.3%
331 WST WEST PHARMACEUTICAL SVSC INC Healthcare 65,323.0 $16.4M 0.03% +50K +337.8% $250.64 +21.9%
332 SBUX STARBUCKS CORP Consumer Cyclical 181,218.0 $16.2M 0.03% -355K -66.2% $89.59 +18.9%
333 IWR ISHARES TR 165,377.0 $16.1M 0.03% $97.23 +8.0%
334 VRTX VERTEX PHARMACEUTICALS INC Healthcare 35,361.0 $15.8M 0.03% -63K -63.9% $446.54 -3.6%
335 CHD CHURCH & DWIGHT CO INC Consumer Defensive 169,122.0 $15.8M 0.03% -15K -8.2% $93.32 +2.5%
336 TREX TREX INC Industrials 427,361.0 $15.6M 0.03% +136K +46.7% $36.42 +5.0%
337 CMI CUMMINS INC Industrials 28,925.0 $15.6M 0.03% +949.0 +3.4% $538.02 +18.7%
338 WWD WOODWARD INC Industrials 42,900.0 $15.4M 0.03% +25K +143.1% $357.92 -0.4%
339 KKR KKR & CO INC Financial Services 164,463.0 $15.2M 0.03% -420K -71.8% $92.50 +2.4%
340 STPZ PIMCO ETF TR 280,542.0 $15.2M 0.03% +6K +2.0% $54.13 -0.4%
Page 17 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%