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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 27 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NXPI NXP SEMICONDUCTORS N V Technology 33,798.0 $6.7M 0.01% -462K -93.2% $196.86 +49.5%
522 ES EVERSOURCE ENERGY Utilities 95,561.0 $6.6M 0.01% -258K -73.0% $69.28 -0.7%
523 WY WEYERHAEUSER CO Real Estate 269,147.0 $6.6M 0.01% +35K +15.2% $24.43 -6.3%
524 IGSB ISHARES TR 125,100.0 $6.6M 0.01% NEW $52.56 -0.5%
525 TTC TORO CO Industrials 69,700.0 $6.5M 0.01% -35K -33.6% $93.44 -4.5%
526 FERG FERGUSON ENTERPRISES INC Industrials 27,916.0 $6.5M 0.01% -7K -20.1% $233.26 -5.0%
527 EW EDWARDS LIFESCIENCES CORP Healthcare 80,854.0 $6.5M 0.01% -13K -13.7% $80.08 +2.6%
528 NTRS NORTHERN TR CORP Financial Services 46,155.0 $6.4M 0.01% +16K +55.2% $139.57 +18.2%
529 ENTERGY CORP NEW 57,101.0 $6.4M 0.01% -51K -47.3% $112.36
530 AVT AVNET INC Technology 104,100.0 $6.4M 0.01% +72K +220.3% $61.62 +37.5%
531 OWL BLUE OWL CAPITAL INC Financial Services 700,922.0 $6.4M 0.01% +315K +81.8% $9.13 +3.3%
532 LITE LUMENTUM HLDGS INC Technology 9,077.0 $6.4M 0.01% -60K -86.9% $702.76 +26.7%
533 FITB FIFTH THIRD BANCORP Financial Services 135,461.0 $6.3M 0.01% +32K +30.9% $46.46 +2.5%
534 IDXX IDEXX LABS INC Healthcare 11,124.0 $6.3M 0.01% -1K -11.1% $561.89 -2.7%
535 BDX BECTON DICKINSON & CO Healthcare 39,686.0 $6.2M 0.01% -62K -61.0% $157.23 -6.5%
536 DVN DEVON ENERGY CORP NEW Energy 122,782.0 $6.2M 0.01% -109K -47.1% $50.33 -1.3%
537 XLU SELECT SECTOR SPDR TR 134,642.0 $6.2M 0.01% +45K +50.6% $45.89 -3.0%
538 LOPE GRAND CANYON ED INC Consumer Defensive 36,300.0 $6.2M 0.01% +6K +21.8% $170.03 -6.2%
539 NET CLOUDFLARE INC Technology 29,892.0 $6.2M 0.01% -89K -74.9% $206.39 +0.1%
540 DATADOG INC 6,209,000.0 $6.1M 0.01% -8.3M -57.2% $0.98
Page 27 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%