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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 53 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ITRI PUT ITRON INC Technology 1,250.0 $112K -150.0 -10.7% $89.63 -9.0%
1042 MGTX MEIRAGTX HLDGS PLC Healthcare 12,106.0 $105K NEW $8.66 +14.9%
1043 JACK JACK IN THE BOX INC Consumer Cyclical 10,490.0 $102K NEW $9.71 +11.9%
1044 T PUT AT&T INC Communication Services 3,500.0 $101K -10K -73.3% $28.99 -14.9%
1045 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 1,500.0 $97K -750.0 -33.3% $64.61 +50.2%
1046 LYFT PUT LYFT INC Technology 5,500.0 $73K +500.0 +10.0% $13.30 -1.9%
1047 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 500.0 $73K -6K -92.9% $146.28 -8.6%
1048 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 210.0 $71K NEW $337.95 +23.6%
1049 NIO NIO INC Consumer Cyclical 11,271.0 $68K NEW $6.03 +3.6%
1050 RPD RAPID7 INC Technology 11,553.0 $64K -22K -65.8% $5.51 +13.1%
1051 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 90.0 $59K -1K -92.2% $650.34 +13.7%
1052 META PUT META PLATFORMS INC Communication Services 100.0 $57K -10.0 -9.1% $572.13 +8.1%
1053 PFE PUT PFIZER INC Healthcare 2,000.0 $56K -5K -69.6% $28.08 -8.3%
1054 RSP INVESCO EXCHANGE TRADED FD T 276.0 $53K -2K -88.2% $191.92 +5.0%
1055 SNAP PUT SNAP INC Communication Services 11,000.0 $51K +5K +83.3% $4.60 +16.5%
1056 PL PUT PLANET LABS PBC Industrials 1,750.0 $49K +750.0 +75.0% $27.95 +54.0%
1057 DNN PUT DENISON MINES CORP Energy 12,500.0 $44K $3.53 -1.1%
1058 EOG PUT EOG RES INC Energy 220.0 $32K NEW $144.57 -5.9%
1059 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 10,889.0 $30K $2.78 -6.8%
1060 AMD PUT ADVANCED MICRO DEVICES INC Technology 140.0 $28K -145.0 -50.9% $203.43 +108.5%
Page 53 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%