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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 46 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SWK STANLEY BLACK & DECKER INC Industrials 7,258.0 $516K 0.00% +980.0 +15.6% $71.06 +5.7%
902 RRC RANGE RES CORP Energy 11,310.0 $511K 0.00% NEW $45.18 -6.0%
903 GPN PUT GLOBAL PMTS INC Industrials 7,500.0 $505K 0.00% NEW $67.30 +0.4%
904 AOS SMITH A O CORP Industrials 7,646.0 $504K 0.00% -22K -74.0% $65.94 -14.0%
905 GNTX GENTEX CORP Consumer Cyclical 22,871.0 $500K 0.00% -214K -90.3% $21.85 +4.7%
906 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 13,150.0 $487K 0.00% -5K -27.8% $37.02 -0.1%
907 BHP BHP BILLITON LIMITED Basic Materials 6,690.0 $487K 0.00% NEW $72.74 +15.5%
908 ENSG ENSIGN GROUP INC Healthcare 2,400.0 $484K 0.00% NEW $201.50 -11.8%
909 MP PUT MP MATERIALS CORP Basic Materials 10,000.0 $483K 0.00% $48.26 +27.0%
910 PFF ISHARES TR 15,900.0 $482K 0.00% $30.32 +2.8%
911 ULS UL SOLUTIONS INC Industrials 5,598.0 $480K 0.00% +972.0 +21.0% $85.71 +15.5%
912 GAP GAP INC Consumer Cyclical 19,643.0 $475K 0.00% -515.0 -2.5% $24.20 -13.0%
913 SAIC SCIENCE APPLICATIONS INTL CO Technology 5,007.0 $475K 0.00% -301.0 -5.7% $94.77 -1.9%
914 BSY BENTLEY SYS INC Technology 13,283.0 $466K 0.00% -3K -18.7% $35.12 -5.2%
915 MUSA MURPHY USA INC Consumer Cyclical 940.0 $464K 0.00% +204.0 +27.7% $493.97 +13.7%
916 LXU LSB INDS INC Basic Materials 31,100.0 $463K 0.00% NEW $14.90 -2.7%
917 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,446.0 $460K 0.00% -236.0 -8.8% $188.00 +20.5%
918 PINNACLE FINL PARTNERS INC 5,338.0 $460K 0.00% NEW $86.14
919 NKE PUT NIKE INC Consumer Cyclical 8,700.0 $460K 0.00% NEW $52.82 -20.7%
920 GSG ISHARES S&P GSCI COMMODITY- Financial Services 14,240.0 $459K 0.00% $32.25 +6.7%
Page 46 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%