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Portfolio (Quarterly) Guide ↗

AGF MANAGEMENT LTD

· CIK 0001003518
13F Portfolio $22.7B AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 639 New
Page 17 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ULS UL Solutions Inc. Industrials 51,837.0 $3.7M 0.02% NEW $70.86 +43.9%
322 DASH DoorDash Inc. Communication Services 13,499.0 $3.7M 0.02% NEW $271.99 -41.4%
323 IJH Ishares Trust Core S&P Mid-Cap 56,130.0 $3.7M 0.02% NEW $65.26 +11.7%
324 ES Eversource Energy Utilities 51,380.0 $3.7M 0.02% NEW $71.14 -2.1%
325 RGLD Royal Gold Inc. Basic Materials 18,161.0 $3.6M 0.02% NEW $200.58 +11.2%
326 SRE Sempra Utilities 40,441.0 $3.6M 0.02% NEW $89.98 +1.6%
327 TDY Teledyne Technologies Inc. Technology 6,206.0 $3.6M 0.02% NEW $586.04 +4.8%
328 IT Gartner Inc. Technology 13,735.0 $3.6M 0.02% NEW $262.87 -40.2%
329 ZTS Zoetis Inc. Healthcare 24,652.0 $3.6M 0.02% NEW $146.32 -45.5%
330 FCFS FirstCash Holdings Inc. Financial Services 22,587.0 $3.6M 0.02% NEW $158.42 +42.8%
331 GWRE Guidewire Software Inc. Technology 15,515.0 $3.6M 0.02% NEW $229.86 -41.0%
332 MOH Molina Healthcare Inc. Healthcare 18,618.0 $3.6M 0.02% NEW $191.36 -5.3%
333 WK Workiva Inc. Technology 41,205.0 $3.5M 0.02% NEW $86.08 -43.6%
334 CXT Crane NXT Co. Industrials 52,703.0 $3.5M 0.02% NEW $67.07 -40.3%
335 FOXA Fox Corp. Communication Services 55,806.0 $3.5M 0.01% NEW $63.06 +1.9%
336 ORI Old Republic International Corp. Financial Services 82,410.0 $3.5M 0.01% NEW $42.47 -6.6%
337 WRB W. R. Berkley Corp. Financial Services 45,631.0 $3.5M 0.01% NEW $76.62 -10.9%
338 RNR RenaissanceRe Holdings Ltd. Financial Services 13,735.0 $3.5M 0.01% NEW $253.93 +19.3%
339 MMS MAXIMUS Inc. Industrials 38,102.0 $3.5M 0.01% NEW $91.37 -32.8%
340 ABT Abbott Laboratories Healthcare 25,917.0 $3.5M 0.01% NEW $133.94 -34.5%
Page 17 of 32  ·  639 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 25.3%
Financial Services 20.6%
Industrials 10.6%
Communication Services 10.6%
Consumer Cyclical 10.6%
Healthcare 6.1%
Energy 5.7%
Consumer Defensive 4.2%
Basic Materials 2.7%
Real Estate 1.8%