AGF MANAGEMENT LTD Q2 2024 Filing

Filed August 7, 2024

Portfolio Value

$18.0B

Holdings

672

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (672 positions)

#StockSharesValue% PortfolioType
201
LSCCLattice Semiconductor Corp.
174,374$10.1M0.06%
202
UNPUnion Pacific Corp.
44,558$10.1M0.06%
203
SPXCSPX Technologies Inc.
70,919$10.1M0.06%
204
IVVIshares Trust Core S&P 500 Etf
18,304$10.0M0.06%
205
XLREReal Estate Select Sector SPDR ETF
260,652$10.0M0.06%
206
CMCSAComcast Corp.
250,915$9.8M0.05%
207
VISVanguard Industrials Etf
41,255$9.7M0.05%
208
CAVACava Group Inc.
104,290$9.7M0.05%
209
SOThe Southern Co.
124,456$9.7M0.05%
210
VPLVanguard Intl Eq Ind Pacific
128,155$9.5M0.05%
211
DUKDuke Energy Corp.
91,269$9.1M0.05%
212
MDYSpdr S&P Midcap 400 Etf Trutser
17,062$9.1M0.05%
213
FQIDigital Realty Trust Inc. REIT
59,540$9.1M0.05%
214
XLKSelect Sector Spdr Sbi Int-Tech
39,780$9.0M0.05%
215
BKNGBooking Holdings Inc.
2,246$8.9M0.05%
216
RDNTRadNet Inc.
149,240$8.8M0.05%
217
NDQInvesco Qqq Tr Series 1
18,237$8.7M0.05%
218
ALBAlbemarle Corp.
90,781$8.7M0.05%
219
KMIKinder Morgan Inc.
425,815$8.5M0.05%
220
CFLTConfluent Inc.
282,526$8.3M0.05%
221
PGRThe Progressive Corp.
39,477$8.2M0.05%
222
GSThe Goldman Sachs Group Inc.
18,065$8.2M0.05%
223
BACBank of America Corp.
203,641$8.1M0.04%
224
DDDupont De Nemours Inc.
97,769$7.9M0.04%
225
TDWTidewater Inc.
81,127$7.7M0.04%
226
EXPEagle Materials Inc.
35,211$7.7M0.04%
227
BSACBanco Santander Chile ADR
402,781$7.6M0.04%
228
KGCKinross Gold Corp.
907,437$7.6M0.04%
229
NRANRG Energy Inc.
94,626$7.4M0.04%
230
TSTenaris SA ADR
241,327$7.4M0.04%
231
DSGThe Descartes Systems Group Inc.
74,077$7.2M0.04%
232
HHyatt Hotels Corp.
46,726$7.1M0.04%
233
TXNTexas Instruments Inc.
35,493$6.9M0.04%
234
MGAMagna International Inc.
163,112$6.8M0.04%
235
PLDPrologis Inc. REIT
59,952$6.7M0.04%
236
AXPAmerican Express Co.
28,822$6.7M0.04%
237
TECK/BTeck Resources Ltd.
134,938$6.5M0.04%
238
AQLTIshares Core Msci Eafe Etf
88,861$6.5M0.04%
239
DC4DexCom Inc.
56,753$6.4M0.04%
240
RHPRyman Hospitality Properties Inc. REIT
64,306$6.4M0.04%
241
DVNDevon Energy Corp.
135,150$6.4M0.04%
242
WPMWheaton Precious Metals Corp.
121,513$6.4M0.04%
243
IOTSamsara Inc.
188,140$6.3M0.04%
244
VTVVanguard Index Tr Value
39,372$6.3M0.04%
245
RHRH
25,825$6.3M0.04%
246
HIIHuntington Ingalls Industries Inc.
25,586$6.3M0.03%
247
MEOHMethanex Corp.
129,857$6.3M0.03%
248
FANGDiamondback Energy Inc.
31,272$6.3M0.03%
249
WELLWelltower Inc. REIT
59,684$6.2M0.03%
250
VCSHVanguard Short-Term Corp
77,600$6.0M0.03%
251
RBARB Global Inc.
78,489$6.0M0.03%
252
FSLRFirst Solar Inc.
26,234$5.9M0.03%
253
WFGWest Fraser Timber Co. Ltd.
76,901$5.9M0.03%
254
MRKMerck & Co. Inc.
47,581$5.9M0.03%
255
VBRVanguard Index Tr Small Cap Va
32,155$5.9M0.03%
256
VYMVanguard Whitehall F Etf High
48,055$5.7M0.03%
257
CMECME Group Inc.
28,928$5.7M0.03%
2586,250,000$5.3M0.03%
259
SRESempra Energy
69,752$5.3M0.03%
260
CVXChevron Corp.
33,359$5.2M0.03%
261
GQ9SPDR Gold Shares
23,630$5.1M0.03%
262
FENYFidelity MSCI Energy Index ETF
201,588$5.1M0.03%
263
AEPAmerican Electric Power Co. Inc.
56,891$5.0M0.03%
264
OKEONEOK Inc.
61,006$5.0M0.03%
265
BAC 7.25 PERP LBank of America Corp. Preferred
4,100$4.9M0.03%
266
KEYKeyCorp
340,349$4.8M0.03%
267
METAMeta Platforms Inc.
9,503$4.8M0.03%
268
APTVAptiv PLC
65,875$4.6M0.03%
269
OSCROscar Health Inc.
282,660$4.5M0.02%
270
TAT&T Inc.
232,806$4.4M0.02%
271
EFXEquifax Inc.
18,019$4.4M0.02%
272
RSPInvesco S&P 500 Equal Wtf Etf
26,468$4.3M0.02%
273
CMCanadian Imperial Bank of Commerce
82,705$4.2M0.02%
274
EFAIshares Msci Eafe Etf
51,101$4.0M0.02%
275
FSTAFidelity MSCI Consumer Staples Index ETF
83,589$4.0M0.02%
276
SBACSBA Communications Corp. REIT
19,597$3.8M0.02%
277
ADPAutomatic Data Processing Inc.
16,107$3.8M0.02%
278
MRSHMarsh and McLennan Cos. Inc.
17,836$3.8M0.02%
279
ELVElevance Health Inc.
6,744$3.7M0.02%
280
BSVVanguard Bd Index Fd Etf Short
46,760$3.6M0.02%
281
IJHIshares Trust Core S&P Mid-Cap
60,550$3.5M0.02%
282
COPConocoPhillips
30,886$3.5M0.02%
283
VICIVICI Properties Inc. REIT
119,901$3.4M0.02%
284
CBOECBOE Global Markets Inc.
20,064$3.4M0.02%
285
AZOAutoZone Inc.
1,149$3.4M0.02%
286
CSXCSX Corp.
101,343$3.4M0.02%
287
BGBunge Global SA
31,416$3.4M0.02%
288
LMTLockheed Martin Corp.
7,180$3.4M0.02%
289
SRPTSarepta Therapeutics Inc.
20,940$3.3M0.02%
290
GFLGFL Environmental Inc.
83,007$3.2M0.02%
291
NTAPNetApp Inc.
25,104$3.2M0.02%
292
BACVerizon Communications Inc.
78,190$3.2M0.02%
293
VWOVanguard Ftse Emerging Market
73,098$3.2M0.02%
294
AWCAmerican Water Works Co. Inc.
24,668$3.2M0.02%
295
ESPR 4 11/15/25Esperion Therapeutics Inc.
3,420,000$3.2M0.02%
296
WECWEC Energy Group Inc.
39,976$3.1M0.02%
297
AVBAvalonBay Communities Inc. REIT
15,068$3.1M0.02%
298
VRSKVerisk Analytics Inc.
11,480$3.1M0.02%
299
ABGCencora Inc.
13,696$3.1M0.02%
300
ESEversource Energy
54,330$3.1M0.02%
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