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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 24 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CenterPoint Energy Inc. 2,500,000.0 $2.8M 0.01% NEW $1.11
462 SAIC Science Applications International Corp. Technology 27,470.0 $2.7M 0.01% NEW $99.37 -2.8%
463 VIRT Virtu Financial Inc. Financial Services 75,747.0 $2.7M 0.01% NEW $35.50 +51.5%
464 SPYX Spdr Series Trust Sp500 Fossil F 48,250.0 $2.6M 0.01% NEW $54.85 +10.8%
465 KIM Kimco Realty Corp. REIT Real Estate 120,037.0 $2.6M 0.01% NEW $21.85 +10.1%
466 ANGL Vaneck Fallen Angel Hi Yld Bond 87,600.0 $2.6M 0.01% NEW $29.73 -2.5%
467 GILD Gilead Sciences Inc. Healthcare 22,903.0 $2.5M 0.01% NEW $111.00 +17.6%
468 PR Permian Resources Corp. Energy 189,816.0 $2.4M 0.01% NEW $12.80 +63.2%
469 TRGP Targa Resources Corp. Energy 14,464.0 $2.4M 0.01% NEW $167.54 +61.6%
470 EEM Ishares Emerg Mkts Etf 45,335.0 $2.4M 0.01% NEW $53.40 +23.7%
471 IJR Ishares Tr Core S&P Small-Cap 20,315.0 $2.4M 0.01% NEW $118.83 +14.7%
472 USB US Bancorp Financial Services 49,373.0 $2.4M 0.01% NEW $48.33 +12.8%
473 Iridium Communications Inc. 132,467.0 $2.3M 0.01% NEW $17.46
474 IRM Iron Mountain Inc. REIT Real Estate 22,185.0 $2.3M 0.01% NEW $101.94 +24.9%
475 TLN Talen Energy Corp. Utilities 5,263.0 $2.2M 0.01% NEW $425.38 -19.0%
476 The Boeing Co. Preferred 32,000.0 $2.2M 0.01% NEW $69.57
477 QXO Inc. Preferred 40,000.0 $2.2M 0.01% NEW $54.99
478 BMI Badger Meter Inc. Technology 12,308.0 $2.2M 0.01% NEW $178.58 -32.7%
479 Strategy Inc. 1,400,000.0 $2.2M 0.01% NEW $1.57
480 OSI Systems Inc. 1,500,000.0 $2.2M 0.01% NEW $1.45
Page 24 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%