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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 29 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NVR NVR INC Consumer Cyclical 841.0 $5.5M 0.01% -3K -77.8% $6589.83 -12.4%
562 CF CF INDUSTRIES HOLD Basic Materials 41,115.0 $5.3M 0.01% -473K -92.0% $129.84 -5.0%
563 SNX TD SYNNEX CORPORATION Technology 31,404.0 $5.3M 0.01% +14K +85.5% $168.71 +34.1%
564 COHR COHERENT CORP Technology 21,750.0 $5.2M 0.01% -106K -83.0% $238.21 +48.5%
565 TLT ISHARES TR 59,610.0 $5.2M 0.01% -35K -37.3% $86.74 -3.3%
566 KBR KBR INC Industrials 140,197.0 $5.2M 0.01% +105K +296.4% $36.86 -13.6%
567 CG CARLYLE GROUP INC Financial Services 106,689.0 $5.2M 0.01% +90K +527.6% $48.40 -6.4%
568 RVTY REVVITY INC Healthcare 58,546.0 $5.1M 0.01% +48K +436.4% $87.61 +9.4%
569 ITT ITT INC Industrials 26,658.0 $5.1M 0.01% -50K -65.2% $190.53 +0.3%
570 CPNG COUPANG INC Consumer Cyclical 266,710.0 $5.0M 0.01% -26K -9.0% $18.88 -19.2%
571 SNAP SNAP INC Communication Services 1,086,300.0 $5.0M 0.01% +386K +55.0% $4.60 +20.7%
572 AVB AVALONBAY CMNTYS INC Real Estate 30,580.0 $5.0M 0.01% -4K -11.3% $163.35 +14.3%
573 EVRG EVERGY INC Utilities 60,607.0 $5.0M 0.01% -1K -2.1% $81.88 +1.3%
574 MLM MARTIN MARIETTA MATLS INC Basic Materials 8,407.0 $4.9M 0.01% -1K -10.9% $588.68 -9.5%
575 VT VANGUARD INTL EQUITY INDEX F 35,760.0 $4.9M 0.01% -208K -85.3% $138.32 +11.8%
576 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 25,007.0 $4.9M 0.01% -2K -9.0% $197.50 +20.6%
577 LIBERTY GLOBAL LTD 407,400.0 $4.9M 0.01% -931K -69.6% $12.09
578 GGG GRACO INC Industrials 57,953.0 $4.9M 0.01% +46K +376.6% $84.65 -11.0%
579 AGO ASSURED GUARANTY LTD Financial Services 59,909.0 $4.9M 0.01% NEW $81.48 -3.3%
580 IWM ISHARES TR 19,673.0 $4.9M 0.01% $248.00 +12.8%
Page 29 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%