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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 48 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 POST POST HLDGS INC Consumer Defensive 4,200.0 $415K 0.00% +494.0 +13.3% $98.86 +2.2%
942 RNG RINGCENTRAL INC Technology 11,200.0 $412K 0.00% NEW $36.83 +11.5%
943 CNA CNA FINL CORP Financial Services 8,975.0 $412K 0.00% +389.0 +4.5% $45.92 -3.3%
944 APPF APPFOLIO INC Technology 2,606.0 $411K 0.00% +811.0 +45.2% $157.82 +0.1%
945 LYG LLOYDS BANKING GROUP PLC Financial Services 81,665.0 $411K 0.00% -8K -9.2% $5.03 +0.4%
946 SPSC SPS COMM INC Technology 7,343.0 $409K 0.00% +2K +45.2% $55.67 -8.1%
947 VRNS VARONIS SYS INC Technology 19,000.0 $408K 0.00% +6K +46.8% $21.47 +31.3%
948 SIGI SELECTIVE INS GROUP INC Financial Services 5,272.0 $397K 0.00% +108.0 +2.1% $75.39 +17.0%
949 MIDD MIDDLEBY CORP Industrials 2,997.0 $397K 0.00% NEW $132.58 +8.3%
950 MRNA MODERNA INC Healthcare 7,783.0 $395K 0.00% -57K -87.9% $50.80 -3.5%
951 CSIQ CANADIAN SOLAR INC Energy 28,496.0 $395K 0.00% +4K +16.4% $13.85 +29.1%
952 WTM WHITE MTNS INS GROUP LTD Financial Services 178.0 $391K 0.00% -11.0 -5.8% $2196.96 -2.7%
953 RGLD ROYAL GOLD INC Basic Materials 1,526.0 $388K 0.00% +43.0 +2.9% $254.49 -10.3%
954 WSC WILLSCOT HLDGS CORP Industrials 22,254.0 $386K 0.00% NEW $17.36 +41.0%
955 LKQ LKQ CORP Consumer Cyclical 13,152.0 $386K 0.00% -651.0 -4.7% $29.37 -16.2%
956 GHM GRAHAM CORP Industrials 4,878.0 $385K 0.00% +1K +29.1% $78.92 +24.5%
957 SSD SIMPSON MFG INC Industrials 2,241.0 $385K 0.00% NEW $171.62 +4.1%
958 LW LAMB WESTON HLDGS INC Consumer Defensive 9,057.0 $383K 0.00% -1K -11.6% $42.26 +4.3%
959 GS PUT GOLDMAN SACHS GROUP INC Financial Services 450.0 $381K 0.00% $845.99 +12.1%
960 XLF PUT SELECT SECTOR SPDR TR 7,700.0 $380K 0.00% NEW $49.37 +4.8%
Page 48 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%