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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 22 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AZO AUTOZONE INC Consumer Cyclical 828.0 $2.6M 0.01% NEW $3196.00 -3.8%
422 BWA BORGWARNER INC Consumer Cyclical 39,748.0 $2.6M 0.01% NEW $66.40 +2.3%
423 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 272,633.0 $2.6M 0.01% NEW $9.68 -8.4%
424 HAS HASBRO INC Consumer Cyclical 31,950.0 $2.6M 0.01% NEW $82.59 +13.8%
425 VET VERMILION ENERGY INC Energy 284,920.0 $2.6M 0.01% NEW $9.24 +32.3%
426 APOS APOLLO GLOBAL MGMT INC Financial Services 22,211.0 $2.6M 0.01% NEW $118.31 -78.5%
427 LOW LOWES COS INC Consumer Cyclical 11,917.0 $2.6M 0.01% NEW $220.49 -2.2%
428 HWM HOWMET AEROSPACE INC Industrials 9,772.0 $2.6M 0.01% NEW $268.86 +8.8%
429 CIGI COLLIERS INTL GROUP INC Real Estate 28,165.0 $2.6M 0.01% NEW $93.23 +12.4%
430 OEF ISHARES TR 7,089.0 $2.6M 0.01% NEW $365.94 +3.5%
431 GAB GABELLI EQUITY TR INC Financial Services 458,173.0 $2.6M 0.01% NEW $5.66 +0.9%
432 VTR VENTAS INC Real Estate 28,759.0 $2.6M 0.01% NEW $88.80 +2.7%
433 BDX BECTON DICKINSON & CO Healthcare 16,771.0 $2.5M 0.01% NEW $151.34 +19.4%
434 ITW ILLINOIS TOOL WKS INC Industrials 9,378.0 $2.5M 0.01% NEW $270.47 +5.2%
435 KMI KINDER MORGAN INC DEL Energy 79,318.0 $2.5M 0.01% NEW $31.97 +2.8%
436 IJR ISHARES TR 16,929.0 $2.5M 0.01% NEW $148.32 -0.4%
437 SPHY SPDR SERIES TRUST 107,079.0 $2.5M 0.01% NEW $23.44 -0.7%
438 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,552.0 $2.5M 0.01% NEW $703.54 +0.1%
439 DNN DENISON MINES CORP Energy 801,169.0 $2.5M 0.01% NEW $3.06 +3.0%
440 IVE ISHARES TR 10,665.0 $2.4M 0.01% NEW $227.07 +4.2%
Page 22 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%