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Portfolio (Quarterly) Guide ↗

SCOTIA CAPITAL INC.

· CIK 0001335644
13F Portfolio $26.8B AUM 915 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 915 New
Page 6 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TFII TFI INTERNATIONAL INC Industrials 238,984.0 $34.1M 0.13% NEW $142.65 +1.3%
102 DIS DISNEY WALT CO Communication Services 347,564.0 $33.5M 0.12% NEW $96.25 +8.4%
103 SYK STRYKER CORPORATION Healthcare 106,171.0 $33.4M 0.12% NEW $314.87 +7.3%
104 XLI SELECT SECTOR SPDR TR 178,962.0 $33.1M 0.12% NEW $185.23 -0.3%
105 HONEYWELL INTL INC 147,089.0 $32.9M 0.12% NEW $223.91
106 HONEYWELL AEROSPACE INC 148,206.0 $32.8M 0.12% NEW $221.08
107 CRM SALESFORCE INC Technology 205,040.0 $32.1M 0.12% NEW $156.66 +24.6%
108 BINC BLACKROCK ETF TRUST II 608,994.0 $31.9M 0.12% NEW $52.34 -0.7%
109 NEE NEXTERA ENERGY INC Utilities 362,592.0 $31.8M 0.12% NEW $87.78 -1.4%
110 IEMG ISHARES INC 376,641.0 $31.2M 0.12% NEW $82.84 -2.7%
111 SMH VANECK ETF TRUST 47,246.0 $31.0M 0.12% NEW $655.90 -12.7%
112 VXUS VANGUARD STAR FDS 355,676.0 $30.4M 0.11% NEW $85.49 +1.9%
113 FNV FRANCO NEV CORP Basic Materials 145,700.0 $30.2M 0.11% NEW $207.18 +13.8%
114 AMAT APPLIED MATLS INC Technology 40,952.0 $29.6M 0.11% NEW $723.01 -30.0%
115 DELL DELL TECHNOLOGIES INC Technology 67,584.0 $29.2M 0.11% NEW $431.47 +11.9%
116 VIG VANGUARD SPECIALIZED FUNDS 120,723.0 $28.6M 0.11% NEW $236.63 +3.3%
117 SHYG ISHARES TR 671,455.0 $28.5M 0.11% NEW $42.41 -0.5%
118 DE DEERE & CO Industrials 43,962.0 $27.9M 0.10% NEW $634.34 -6.6%
119 B BARRICK MNG CORP Basic Materials 756,368.0 $27.8M 0.10% NEW $36.70 +15.5%
120 IXN ISHARES TR 191,174.0 $27.6M 0.10% NEW $144.47 -2.6%
Page 6 of 46  ·  915 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
Financial Services 35.3%
Technology 19.0%
Energy 10.9%
Communication Services 7.8%
Consumer Cyclical 5.9%
Industrials 5.4%
Utilities 4.9%
Healthcare 4.3%
Consumer Defensive 3.3%
Basic Materials 2.6%