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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 8 of 54  ·  1,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 237,998.0 $69.7M 0.12% +104K +77.9% $292.75 +34.6%
142 PEN PENUMBRA INC Healthcare 211,820.0 $69.6M 0.12% +210K +10000.0% $328.37 -0.6%
143 UNP UNION PAC CORP Industrials 284,453.0 $69.0M 0.12% +46K +19.2% $242.62 +13.4%
144 MRSH MARSH & MCLENNAN COS INC Financial Services 392,851.0 $68.1M 0.12% +110K +39.0% $173.45 -4.3%
145 ATI ATI INC Industrials 467,149.0 $68.0M 0.12% +225K +92.9% $145.46 +3.4%
146 IMO IMPERIAL OIL LTD Energy 499,212.0 $65.4M 0.11% -34K -6.4% $130.95 +5.6%
147 IWF ISHARES TR 152,750.0 $65.1M 0.11% $426.40 -71.1%
148 DE DEERE & CO Industrials 115,265.0 $64.9M 0.11% +65K +128.2% $563.30 +0.2%
149 T AT&T INC Communication Services 2,230,953.0 $64.7M 0.11% -993K -30.8% $28.99 -15.7%
150 MPC MARATHON PETE CORP Energy 255,892.0 $62.5M 0.11% +50K +24.4% $244.18 +6.3%
151 LYV LIVE NATION ENTERTAINMENT IN Communication Services 404,924.0 $61.8M 0.11% -7K -1.6% $152.51 +9.8%
152 EA ELECTRONIC ARTS INC Communication Services 295,941.0 $60.3M 0.10% -155K -34.4% $203.87 -1.4%
153 ADI ANALOG DEVICES INC Technology 189,138.0 $60.2M 0.10% -558K -74.7% $318.14 +30.2%
154 MMM 3M CO Industrials 407,799.0 $59.2M 0.10% +276K +210.1% $145.23 +5.0%
155 IWV ISHARES TR 159,700.0 $59.2M 0.10% $370.68 +11.9%
156 ROST ROSS STORES INC Consumer Cyclical 272,750.0 $59.1M 0.10% -124K -31.3% $216.63 -2.6%
157 RTX RTX CORPORATION Industrials 304,987.0 $58.8M 0.10% -130K -29.9% $192.90 -8.8%
158 TECK TECK RESOURCES LTD Basic Materials 1,128,962.0 $58.5M 0.10% +19K +1.7% $51.82 +16.3%
159 CENCORA INC 186,015.0 $58.4M 0.10% +13K +7.7% $314.14
160 SEALED AIR CORP NEW 1,384,300.0 $58.2M 0.10% NEW $42.05
Page 8 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%