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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 29 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 WDC Western Digital Corp. Technology 8,136.0 $977K 0.00% NEW $120.06 +282.8%
562 PPL PPL Corp. Utilities 26,143.0 $971K 0.00% NEW $37.16 -4.6%
563 VMC Vulcan Materials Co. Basic Materials 3,156.0 $971K 0.00% NEW $307.62 -14.4%
564 AGG Ishares Tr Core Tr Us Bond Mrk 9,200.0 $922K 0.00% NEW $100.25 -1.9%
565 TROW T Rowe Price Group Inc. Financial Services 8,980.0 $922K 0.00% NEW $102.64 -0.8%
566 IEMG Ishares Inc Core Msci Emkt 13,980.0 $922K 0.00% NEW $65.92 +22.2%
567 CDNS Cadence Design Systems Inc. Technology 2,566.0 $901K 0.00% NEW $351.26 +2.0%
568 HAS Hasbro Inc. Consumer Cyclical 11,800.0 $895K 0.00% NEW $75.85 +18.8%
569 Dynavax Technologies Corp. 825,000.0 $891K 0.00% NEW $1.08
570 SDY Spdr S&P Dividend Spdr Series T 6,033.0 $845K 0.00% NEW $140.05 +6.2%
571 FTS Fortis Inc. Utilities 11,932.0 $842K 0.00% NEW $70.59 -20.3%
572 ANET Arista Networks Inc. Technology 5,776.0 $842K 0.00% NEW $145.71 +2.0%
573 BABA Alibaba Group Holding Ltd. ADR Consumer Cyclical 4,706.0 $841K 0.00% NEW $178.73 -26.5%
574 XPO XPO Inc. Industrials 6,400.0 $827K 0.00% NEW $129.27 +63.0%
575 STT State Street Corp. Financial Services 7,125.0 $827K 0.00% NEW $116.01 +32.8%
576 Celcuity Inc. 600,000.0 $797K 0.00% NEW $1.33
577 SYF Synchrony Financial Financial Services 11,166.0 $793K 0.00% NEW $71.05 +1.4%
578 ATO Atmos Energy Corp. Utilities 4,605.0 $786K 0.00% NEW $170.75 +3.9%
579 Emera Inc. 11,582.0 $773K 0.00% NEW $66.77
580 VXUS Vanguard Star Fund Ttl Intlstk 10,505.0 $772K 0.00% NEW $73.46 +15.1%
Page 29 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%