AGF MANAGEMENT LTD Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$18.0B

Holdings

694

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (694 positions)

#StockSharesValue% PortfolioType
201
MDYSpdr S&P Midcap 400 Etf Trutser
19,747$11.0M0.06%
202
BACBank of America Corp.
289,327$11.0M0.06%
203
SWAVUSDShockwave Medical Inc.
33,000$10.7M0.06%
204
XLREReal Estate Select Sector SPDR ETF
267,766$10.6M0.06%
205
OTXOpen Text Corp.
272,442$10.6M0.06%
206
CAVACava Group Inc.
146,432$10.3M0.06%
207
XLUUtilities Select Sector SPDR ETF
155,620$10.2M0.06%
208
VUGVanguard Index Tr Growth
29,479$10.1M0.06%
209
IVVIshares Trust Core S&P 500 Etf
19,244$10.1M0.06%
210
HCAHCA Healthcare Inc.
87,419$10.1M0.06%
211
CA8ACACI International Inc.
26,473$10.0M0.06%
212
VOXVanguard Sector Indx Telecomm
76,268$10.0M0.06%
213
FIDUFidelity MSCI Industrials Index ETF
147,119$10.0M0.06%
214
MGAMagna International Inc.
182,296$9.9M0.06%
215
FNVFranco-Nevada Corp.
83,154$9.9M0.05%
216
ELThe Estee Lauder Cos. Inc.
63,373$9.8M0.05%
217
KGCKinross Gold Corp.
1,576,923$9.7M0.05%
218
QUALIshares Trust Msci Usa Quality
56,115$9.2M0.05%
219
RHRH
26,370$9.2M0.05%
220
TECK/BTeck Resources Ltd.
199,109$9.1M0.05%
221
SOThe Southern Co.
126,436$9.1M0.05%
222
SFStifel Financial Corp.
115,870$9.1M0.05%
223
WPMWheaton Precious Metals Corp.
189,747$8.9M0.05%
224
TSTenaris SA ADR
226,579$8.9M0.05%
225
SPXCSPX Technologies Inc.
72,073$8.9M0.05%
226
VLOValero Energy Corp.
50,412$8.6M0.05%
227
DUKDuke Energy Corp.
87,881$8.5M0.05%
228
AEPAmerican Electric Power Co. Inc.
98,320$8.5M0.05%
229
CFLTConfluent Inc.
276,853$8.4M0.05%
230
XLKSelect Sector Spdr Sbi Int-Tech
40,430$8.4M0.05%
231
HDBHDFC Bank Ltd. ADR
145,614$8.2M0.05%
232
NDQInvesco Qqq Tr Series 1
18,319$8.1M0.05%
233
VYMVanguard Whitehall F Etf High
66,940$8.1M0.04%
234
VTVVanguard Index Tr Value
49,580$8.1M0.04%
235
BKNGBooking Holdings Inc.
2,184$7.9M0.04%
236
TXNTexas Instruments Inc.
45,394$7.9M0.04%
237
HIIHuntington Ingalls Industries Inc.
27,000$7.9M0.04%
238
GFLGFL Environmental Inc.
226,760$7.8M0.04%
239
GTLBGitlab Inc.
133,438$7.8M0.04%
240
KMIKinder Morgan Inc.
423,117$7.8M0.04%
241
WSCWillScot Mobile Mini Holdings Corp.
164,221$7.6M0.04%
242
TDWTidewater Inc.
82,049$7.5M0.04%
243
HHyatt Hotels Corp.
47,093$7.5M0.04%
244
BSACBanco Santander Chile ADR
378,084$7.5M0.04%
245
RHPRyman Hospitality Properties Inc. REIT
64,306$7.4M0.04%
246
VBRVanguard Index Tr Small Cap Va
38,435$7.4M0.04%
247
GOOGAlphabet Inc Class C
47,880$7.3M0.04%
248
IOTSamsara Inc.
191,631$7.2M0.04%
249
PGRThe Progressive Corp.
34,636$7.2M0.04%
250
SPGSimon Property Group Inc. REIT
44,794$7.0M0.04%
251
FSVFirstService Corp.
42,119$7.0M0.04%
252
CVXChevron Corp.
45,477$6.8M0.04%
253
FANGDiamondback Energy Inc.
33,811$6.7M0.04%
254
DSGThe Descartes Systems Group Inc.
73,065$6.7M0.04%
255
OKEONEOK Inc.
81,638$6.5M0.04%
256
DVNDevon Energy Corp.
129,931$6.5M0.04%
257
AQLTIshares Core Msci Eafe Etf
87,681$6.5M0.04%
258
MLCOMelco Crown Entertainment Ltd. ADR
902,392$6.5M0.04%
259
VCSHVanguard Short-Term Corp
82,695$6.4M0.04%
260
DEDeere & Co.
15,158$6.2M0.03%
261
MRKMerck & Co. Inc.
46,974$6.2M0.03%
262
UNPUnion Pacific Corp.
25,147$6.2M0.03%
263
COPConocoPhillips
47,167$6.0M0.03%
264
TAT&T Inc.
280,884$5.8M0.03%
265
EXPEagle Materials Inc.
21,116$5.7M0.03%
266
INFYInfosys Ltd. ADR
315,898$5.7M0.03%
267
MEOHMethanex Corp.
127,055$5.7M0.03%
268
NTRANatera Inc.
61,885$5.7M0.03%
269
PLDPrologis Inc. REIT
43,440$5.7M0.03%
270
APDAir Products and Chemicals Inc.
23,340$5.7M0.03%
271
GOOGAlphabet Inc Class A
36,106$5.5M0.03%
272
CMECME Group Inc.
25,431$5.5M0.03%
273
WFGWest Fraser Timber Co. Ltd.
62,649$5.4M0.03%
274
MAMastercard Inc.
11,043$5.3M0.03%
275
KEYKeyCorp
333,894$5.3M0.03%
276
NXTNEXTracker Inc.
92,634$5.2M0.03%
277
QSRRestaurant Brands International Inc.
63,725$5.1M0.03%
278
AXPAmerican Express Co.
27,869$4.9M0.03%
279
WFC 7.5 PERP LWells Fargo & Co. Preferred
4,000$4.9M0.03%
280
DDDupont De Nemours Inc.
61,468$4.7M0.03%
281
IJHIshares Trust Core S&P Mid-Cap
76,425$4.6M0.03%
282
SRESempra Energy
64,504$4.6M0.03%
283
REEverest Group Ltd.
11,463$4.6M0.03%
284
EFXEquifax Inc.
16,971$4.5M0.03%
285
FENYFidelity MSCI Energy Index ETF
170,299$4.4M0.02%
286
RSPInvesco S&P 500 Equal Wtf Etf
25,836$4.4M0.02%
287
VKTXViking Therapeutics Inc.
52,405$4.3M0.02%
288
EFAIshares Msci Eafe Etf
52,251$4.2M0.02%
289
GVAGranite Construction Inc.
72,596$4.1M0.02%
290
GQ9SPDR Gold Shares
19,300$4.0M0.02%
291
TFIITFI International Inc.
24,292$3.9M0.02%
292
METAMeta Platforms Inc.
7,876$3.8M0.02%
293
PANW 0.375 06/01/25Palo Alto Networks Inc.
1,325,000$3.8M0.02%
294
ABNBAirbnb Inc.
22,808$3.8M0.02%
2954,119,000$3.7M0.02%
296
WECWEC Energy Group Inc.
45,199$3.7M0.02%
297
AGCN 0.375 01/15/27First Majestic Silver Corp.
4,750,000$3.7M0.02%
298
AZOAutoZone Inc.
1,165$3.7M0.02%
299
RSGRepublic Services Inc.
18,908$3.6M0.02%
300
ELVElevance Health Inc.
6,953$3.6M0.02%
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