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Portfolio (Quarterly) Guide ↗

BANK OF NOVA SCOTIA

· CIK 0000009631
13F Portfolio $67.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1103 New
Page 26 of 56  ·  1,103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HEICO CORP NEW 36,715.0 $9.3M 0.01% NEW $252.43
502 TRGP TARGA RES CORP Energy 50,202.0 $9.3M 0.01% NEW $184.50 +46.9%
503 SF STIFEL FINL CORP Financial Services 73,299.0 $9.2M 0.01% NEW $125.22 -41.4%
504 M MACYS INC Consumer Cyclical 415,510.0 $9.2M 0.01% NEW $22.05 -10.7%
505 MIR MIRION TECHNOLOGIES INC Industrials 391,006.0 $9.2M 0.01% NEW $23.42 -21.1%
506 JBL JABIL INC Technology 40,050.0 $9.1M 0.01% NEW $228.02 +50.4%
507 BKR BAKER HUGHES COMPANY Energy 200,264.0 $9.1M 0.01% NEW $45.54 +47.0%
508 LHX L3HARRIS TECHNOLOGIES INC Industrials 30,670.0 $9.0M 0.01% NEW $293.57 +4.4%
509 AFL AFLAC INC Financial Services 81,309.0 $9.0M 0.01% NEW $110.27 +6.7%
510 EME EMCOR GROUP INC Industrials 14,655.0 $9.0M 0.01% NEW $611.79 +40.7%
511 XNTK SPDR SERIES TRUST 32,011.0 $8.9M 0.01% NEW $277.86 +21.8%
512 FOXA FOX CORP Communication Services 121,422.0 $8.9M 0.01% NEW $73.07 -11.5%
513 COHU COHU INC Technology 379,238.0 $8.8M 0.01% NEW $23.27 +91.5%
514 EQT EQT CORP Energy 164,046.0 $8.8M 0.01% NEW $53.60 +8.6%
515 GL GLOBE LIFE INC Financial Services 62,317.0 $8.7M 0.01% NEW $139.86 +10.2%
516 CVNA CARVANA CO Consumer Cyclical 20,459.0 $8.6M 0.01% NEW $422.02 -84.3%
517 APD AIR PRODS & CHEMS INC Basic Materials 34,871.0 $8.6M 0.01% NEW $247.02 +16.2%
518 AWI ARMSTRONG WORLD INDS INC NEW Industrials 45,045.0 $8.6M 0.01% NEW $191.10 -18.5%
519 PCTY PAYLOCITY HLDG CORP Technology 56,227.0 $8.6M 0.01% NEW $152.50 -26.7%
520 DVN DEVON ENERGY CORP NEW Energy 232,080.0 $8.5M 0.01% NEW $36.63 +33.6%
Page 26 of 56  ·  1,103 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 31.6%
Financial Services 27.0%
Communication Services 11.7%
Consumer Cyclical 7.6%
Healthcare 5.9%
Industrials 5.0%
Energy 3.5%
Basic Materials 3.0%
Consumer Defensive 2.6%
Utilities 1.5%