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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 20 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 Everest Group Ltd. 9,309.0 $3.3M 0.01% NEW $350.23
382 VLTO Veralto Corp. Industrials 30,573.0 $3.3M 0.01% NEW $106.61 -19.2%
383 HIG The Hartford Insurance Group Inc. Financial Services 24,367.0 $3.3M 0.01% NEW $133.39 +2.0%
384 TYL Tyler Technologies Inc. Technology 6,206.0 $3.2M 0.01% NEW $523.16 -39.4%
385 ADC Agree Realty Corp. REIT Real Estate 45,631.0 $3.2M 0.01% NEW $71.04 +6.5%
386 CTRA Coterra Energy Inc. Energy 136,893.0 $3.2M 0.01% NEW $23.65 +37.7%
387 AXS Axis Capital Holdings Ltd. Financial Services 33,676.0 $3.2M 0.01% NEW $95.80 +5.1%
388 FCN FTI Consulting Inc. Industrials 19,941.0 $3.2M 0.01% NEW $161.65 -5.2%
389 AKAM Akamai Technologies Inc. Technology 42,528.0 $3.2M 0.01% NEW $75.76 +93.0%
390 RPRX Royalty Pharma PLC Healthcare 91,262.0 $3.2M 0.01% NEW $35.28 +50.4%
391 BLKB Blackbaud Inc. Technology 50,057.0 $3.2M 0.01% NEW $64.31 -53.9%
392 WTW Willis Towers Watson PLC Financial Services 9,309.0 $3.2M 0.01% NEW $345.45 -26.5%
393 FAST Fastenal Co. Industrials 65,572.0 $3.2M 0.01% NEW $49.04 -11.2%
394 CAG Conagra Brands Inc. Consumer Defensive 174,969.0 $3.2M 0.01% NEW $18.31 -26.9%
395 Bank of America Corp. Preferred 2,500.0 $3.2M 0.01% NEW $1280.00
396 EBAY eBay Inc. Consumer Cyclical 34,999.0 $3.2M 0.01% NEW $90.95 +28.8%
397 GLPI Gaming and Leisure Properties Inc. REIT Real Estate 68,218.0 $3.2M 0.01% NEW $46.61 +1.9%
398 RLI RLI Corp. Financial Services 48,734.0 $3.2M 0.01% NEW $65.22 -19.3%
399 RYAN Ryan Specialty Holdings Inc. Financial Services 56,263.0 $3.2M 0.01% NEW $56.36 -41.4%
400 LKQ LKQ Corp. Consumer Cyclical 103,674.0 $3.2M 0.01% NEW $30.54 -12.0%
Page 20 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%