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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 21 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BRO Brown & Brown Inc. Financial Services 33,676.0 $3.2M 0.01% NEW $93.79 -37.6%
402 AON Aon PLC Financial Services 8,852.0 $3.2M 0.01% NEW $356.58 -9.1%
403 DXC DXC Technology Co. Technology 231,258.0 $3.2M 0.01% NEW $13.63 -32.3%
404 RSG Republic Services Inc. Industrials 13,735.0 $3.2M 0.01% NEW $229.48 -7.5%
405 COLM Columbia Sportswear Co. Consumer Cyclical 60,232.0 $3.2M 0.01% NEW $52.30 +17.3%
406 UPS United Parcel Service Inc. Industrials 37,645.0 $3.1M 0.01% NEW $83.53 +18.4%
407 PEN Penumbra Inc. Healthcare 12,412.0 $3.1M 0.01% NEW $253.32 +29.4%
408 AWK American Water Works Co. Inc. Utilities 22,587.0 $3.1M 0.01% NEW $139.19 -11.0%
409 TFX Teleflex Inc. Healthcare 25,690.0 $3.1M 0.01% NEW $122.36 +10.5%
410 BJ BJ's Wholesale Club Holdings Inc. Consumer Defensive 33,676.0 $3.1M 0.01% NEW $93.25 +1.3%
411 BK The Bank of New York Mellon Corp. Financial Services 28,790.0 $3.1M 0.01% NEW $108.96 +27.6%
412 BALL Ball Corp. Consumer Cyclical 62,012.0 $3.1M 0.01% NEW $50.42 +11.8%
413 DOX Amdocs Ltd. Technology 38,102.0 $3.1M 0.01% NEW $82.05 -24.0%
414 CCK Crown Holdings Inc. Consumer Cyclical 32,353.0 $3.1M 0.01% NEW $96.59 -0.1%
415 NVR NVR Inc. Consumer Cyclical 388.0 $3.1M 0.01% NEW $8034.66 -24.7%
416 MTCH Match Group Inc. Communication Services 88,159.0 $3.1M 0.01% NEW $35.32 +1.0%
417 ARW Arrow Electronics Inc. Technology 25,690.0 $3.1M 0.01% NEW $121.00 +75.9%
418 CNA CNA Financial Corp. Financial Services 66,895.0 $3.1M 0.01% NEW $46.46 -4.6%
419 FIS Fidelity National Information Services Inc. Technology 46,954.0 $3.1M 0.01% NEW $65.94 -33.8%
420 CACI CACI International Inc. Technology 6,206.0 $3.1M 0.01% NEW $498.78 -1.7%
Page 21 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%