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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 23 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WTM White Mountains Insurance Group Ltd. Financial Services 1,780.0 $3.0M 0.01% NEW $1671.52 +28.3%
442 JKHY Jack Henry and Associates Inc. Technology 19,941.0 $3.0M 0.01% NEW $148.93 -6.3%
443 ERIE Erie Indemnity Co. Financial Services 9,309.0 $3.0M 0.01% NEW $318.16 -29.4%
444 FANG Diamondback Energy Inc. Energy 20,671.0 $3.0M 0.01% NEW $143.10 +40.4%
445 ASGN ASGN Inc. Technology 62,469.0 $3.0M 0.01% NEW $47.35 -59.7%
446 BR Broadridge Financial Solutions Inc. Technology 12,412.0 $3.0M 0.01% NEW $238.17 -37.0%
447 ACI Albertsons Cos. Inc. Consumer Defensive 168,789.0 $3.0M 0.01% NEW $17.51 -7.1%
448 DRI Darden Restaurants Inc. Consumer Cyclical 15,515.0 $3.0M 0.01% NEW $190.36 +3.5%
449 ARE Alexandria Real Estate Equities Inc. REIT Real Estate 35,320.0 $2.9M 0.01% NEW $83.34 -42.6%
450 CHH Choice Hotels International Inc. Consumer Cyclical 27,470.0 $2.9M 0.01% NEW $106.91 +4.3%
451 MKTX MarketAxess Holdings Inc. Financial Services 16,838.0 $2.9M 0.01% NEW $174.25 -21.8%
452 Gossamer Bio Inc. 4,250,000.0 $2.9M 0.01% NEW $0.69
453 WEN The Wendy's Co. Consumer Cyclical 318,960.0 $2.9M 0.01% NEW $9.16 -15.4%
454 SBAC SBA Communications Corp. REIT Real Estate 15,058.0 $2.9M 0.01% NEW $193.35 +7.4%
455 XEL Xcel Energy Inc. Utilities 35,975.0 $2.9M 0.01% NEW $80.65 -1.0%
456 XRAY Dentsply Sirona Inc. Healthcare 228,155.0 $2.9M 0.01% NEW $12.69 -22.5%
457 ITOT Ishares Trust Core S&P Total Us 19,775.0 $2.9M 0.01% NEW $145.65 +11.3%
458 FLO Flowers Foods Inc. Consumer Defensive 220,169.0 $2.9M 0.01% NEW $13.05 -46.3%
459 GPK Graphic Packaging Holding Co. Consumer Cyclical 145,745.0 $2.9M 0.01% NEW $19.57 -48.7%
460 HRL Hormel Foods Corp. Consumer Defensive 113,849.0 $2.8M 0.01% NEW $24.74 -14.8%
Page 23 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%