AGF MANAGEMENT LTD Q1 2023 Filing

Filed May 2, 2023

Portfolio Value

$14.6B

Holdings

733

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (733 positions)

#StockSharesValue% PortfolioType
201
MGAMagna International Inc.
186,805$10.0M0.07%
202
MDYSpdr S&P Midcap 400 Etf Truts
21,799$10.0M0.07%
203
FMCFMC Corp.
81,557$10.0M0.07%
204
HRIHerc Holdings Inc.
84,000$9.6M0.07%
205
CMCSAComcast Corp.
252,144$9.6M0.07%
206
OKEONEOK Inc.
148,259$9.4M0.06%
207
GLOBGlobant SA
56,187$9.2M0.06%
208
HIIHuntington Ingalls Industries Inc.
44,343$9.2M0.06%
209
XLUUtilities Select Sector SPDR ETF
132,778$9.0M0.06%
210
MSCIMSCI Inc.
16,034$9.0M0.06%
211
KMIKinder Morgan Inc.
508,170$8.9M0.06%
212
TRMBTrimble Inc.
167,607$8.8M0.06%
213
G2CEveri Holdings Inc.
508,000$8.7M0.06%
214
VYMVanguard Whitehall F Etf Hig
81,485$8.6M0.06%
215
UNPUnion Pacific Corp.
42,613$8.6M0.06%
216
VTVVanguard Index Tr Value
61,588$8.5M0.06%
217
BEPCBrookfield Renewable Corp.
241,795$8.5M0.06%
218
HHyatt Hotels Corp.
75,000$8.4M0.06%
219
UPSUnited Parcel Service Inc.
42,005$8.1M0.06%
220
GOOGAlphabet Inc Class C
77,978$8.1M0.06%
221
PLNTPlanet Fitness Inc.
103,000$8.0M0.05%
222
MRKMerck & Co. Inc.
74,608$7.9M0.05%
223
MXLMaxLinear Inc.
225,000$7.9M0.05%
224
TTTrane Technologies PLC
42,012$7.7M0.05%
225
WCCWESCO International Inc.
50,000$7.7M0.05%
226
WFGWest Fraser Timber Co. Ltd.
106,214$7.6M0.05%
227
CVXChevron Corp.
44,878$7.3M0.05%
228
VUGVanguard Index Tr Growth
28,947$7.2M0.05%
229
MTZMasTec Inc.
75,992$7.2M0.05%
230
VCSHVanguard Short-Term Corp
92,908$7.1M0.05%
231
NFENew Fortress Energy Inc.
240,170$7.1M0.05%
232
LTHM1EURLivent Corp.
325,000$7.1M0.05%
233
SRESempra Energy
46,532$7.0M0.05%
234
BKNGBooking Holdings Inc.
2,641$7.0M0.05%
235
PDPagerduty Inc.
200,176$7.0M0.05%
236
VBRVanguard Index Tr Small Cap V
43,520$6.9M0.05%
237
HLF 2.625 03/15/24Herbalife Nutrition Ltd.
7,250,000$6.9M0.05%
238
SFStifel Financial Corp.
115,115$6.8M0.05%
239
ADPAutomatic Data Processing Inc.
30,343$6.8M0.05%
240
CMECME Group Inc.
35,031$6.7M0.05%
241
QSRRestaurant Brands International Inc.
99,480$6.7M0.05%
242
AEHRAehr Test Systems
215,210$6.7M0.05%
243
OIIOceaneering International Inc.
375,000$6.6M0.05%
244
VWOVanguard Ftse Emerging Mark
160,661$6.5M0.04%
245
DUKDuke Energy Corp.
67,229$6.5M0.04%
246
OSH 0 03/15/26Oak Street Health Inc.
6,350,000$6.3M0.04%
247
GTLSChart Industries Inc.
47,814$6.0M0.04%
248
SPGSimon Property Group Inc. REIT
53,362$6.0M0.04%
249
FTECFidelity MSCI Information Technology Index ETF
52,178$5.9M0.04%
250
SBUXStarbucks Corp.
57,051$5.9M0.04%
251
RGLDRoyal Gold Inc.
45,461$5.9M0.04%
252
NOVAQSunnova Energy International Inc.
370,344$5.8M0.04%
253
CAECAE Inc.
255,722$5.8M0.04%
254
NEMNewmont Corp.
116,689$5.7M0.04%
255
RDYDr Reddy's Laboratories Ltd. ADR
100,081$5.7M0.04%
256
AQLTIshares Core Msci Eafe Etf
84,236$5.6M0.04%
257
FOURShift4 Payments Inc.
74,082$5.6M0.04%
258
XLKSelect Sector Spdr Sbi Int-Tec
36,930$5.6M0.04%
259
BACVerizon Communications Inc.
142,064$5.5M0.04%
260
PEGA 0.75 03/01/25Pegasystems Inc.
6,175,000$5.5M0.04%
261
SKINBeauty Health Co.
430,000$5.4M0.04%
262
TRI4EURThomson Reuters Corp.
41,528$5.4M0.04%
263
CSCOCisco Systems Inc.
101,208$5.3M0.04%
264
AZOAutoZone Inc.
2,135$5.2M0.04%
265
MPMP Materials Corp.
185,403$5.2M0.04%
266
AEPAmerican Electric Power Co. Inc.
57,414$5.2M0.04%
267
VRTXVertex Pharmaceuticals Inc.
16,352$5.2M0.04%
268
AEMAgnico Eagle Mines Ltd.
99,829$5.1M0.03%
269
WMTWalmart Inc.
33,926$5.0M0.03%
270
COPConocoPhillips
49,488$4.9M0.03%
271
OGSONE Gas Inc.
61,544$4.9M0.03%
272
EFAiShares MSCI EAFE ETF
67,776$4.8M0.03%
273
MCHP 1.625 02/15/27Microchip Technology Inc.
2,000,000$4.7M0.03%
274
ABXBarrick Gold Corp.
253,379$4.7M0.03%
275
PEOExelon Corp.
111,666$4.7M0.03%
276
ORLYO'Reilly Automotive Inc.
5,487$4.7M0.03%
277
RSGRepublic Services Inc.
33,246$4.5M0.03%
278
Invesco Qqq Tr Series 1
13,846$4.4M0.03%
279
BILI 0.5 12/01/26Bilibili Inc.
5,000,000$4.4M0.03%
280
CAGConagra Brands Inc.
114,684$4.3M0.03%
281
HSYThe Hershey Co.
16,897$4.3M0.03%
282
REEverest Re Group Ltd.
11,967$4.3M0.03%
283
JNPJuniper Networks Inc.
124,237$4.3M0.03%
284
SGENUSDSeaGen Inc.
20,946$4.2M0.03%
285
FANGDiamondback Energy Inc.
30,635$4.1M0.03%
286
EAElectronic Arts Inc.
34,258$4.1M0.03%
287
AKAMAkamai Technologies Inc.
52,063$4.1M0.03%
288
IJHIshares Trust Core S&P Mid-Cap
16,285$4.1M0.03%
289
CBOECBOE Global Markets Inc.
30,306$4.1M0.03%
290
MARMarriott International Inc.
24,458$4.1M0.03%
291
AMCRAmcor PLC
355,471$4.0M0.03%
292
GILDGilead Sciences Inc.
48,593$4.0M0.03%
293
HPEHewlett Packard Enterprise Co.
250,026$4.0M0.03%
294
CHRWCH Robinson Worldwide Inc.
39,651$3.9M0.03%
295
ATVIEURActivision Blizzard Inc.
45,624$3.9M0.03%
296
IBMInternational Business Machines Corp.
29,757$3.9M0.03%
297
TAT&T Inc.
202,495$3.9M0.03%
298
SSRMCN 2.5 04/01/39SSR Mining Inc.
3,550,000$3.9M0.03%
299
FCNFTI Consulting Inc.
19,448$3.8M0.03%
300
TTWOTake-Two Interactive Software Inc.
31,787$3.8M0.03%
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