AGF MANAGEMENT LTD Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$22.1B

Holdings

624

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (624 positions)

#StockSharesValue% PortfolioType
301
IJHIshares Trust Core S&P Mid-Cap
56,130$3.5M0.02%
302
DDDupont De Nemours Inc.
50,572$3.5M0.02%
303
RUNSunrun Inc.
422,784$3.5M0.02%
304
FFIVF5 Inc.
11,682$3.4M0.02%
305
ZTSZoetis Inc.
21,810$3.4M0.02%
306
JNPJuniper Networks Inc.
84,556$3.4M0.02%
307
PEPPepsiCo Inc.
25,442$3.4M0.02%
308
RPRXRoyalty Pharma PLC
93,212$3.4M0.02%
309
SMGThe Scotts Miracle-Gro Co.
50,600$3.3M0.02%
310
ABTAbbott Laboratories
24,520$3.3M0.02%
311
APPFAppfolio Inc.
14,314$3.3M0.01%
312
VIRTVirtu Financial Inc.
73,570$3.3M0.01%
313
EAElectronic Arts Inc.
20,640$3.3M0.01%
314
RKTRocket Cos. Inc.
232,364$3.3M0.01%
315
COPConocoPhillips
36,488$3.3M0.01%
316
DHIDR Horton Inc.
25,300$3.3M0.01%
317
BACVerizon Communications Inc.
74,989$3.2M0.01%
318
SRPT 1.25 09/15/27Sarepta Therapeutics Inc.
4,500,000$3.2M0.01%
319
FCFSFirstCash Holdings Inc.
23,968$3.2M0.01%
320
DGXQuest Diagnostics Inc.
17,976$3.2M0.01%
321
ARWArrow Electronics Inc.
25,300$3.2M0.01%
322
OGNOrganon & Co.
332,900$3.2M0.01%
323
CCKCrown Holdings Inc.
31,292$3.2M0.01%
324
HOLXHologic Inc.
49,268$3.2M0.01%
325
GDGeneral Dynamics Corp.
10,986$3.2M0.01%
326
HSYThe Hershey Co.
19,308$3.2M0.01%
327
LDOSLeidos Holdings Inc.
20,306$3.2M0.01%
328
MOAltria Group Inc.
54,634$3.2M0.01%
329
PSNParsons Corp.
44,608$3.2M0.01%
330
MKTXMarketAxess Holdings Inc.
14,314$3.2M0.01%
331
ABGCencora Inc.
10,652$3.2M0.01%
332
BALLBall Corp.
56,926$3.2M0.01%
333
CIThe Cigna Group
9,654$3.2M0.01%
334
VWOVanguard Ftse Emerging Market
64,372$3.2M0.01%
335
TRGPTarga Resources Corp.
18,277$3.2M0.01%
336
VRSNVeriSign Inc.
10,986$3.2M0.01%
337
GENGen Digital Inc.
107,860$3.2M0.01%
338
SCIService Corp. International
38,950$3.2M0.01%
339
BAHBooz Allen Hamilton Holding Corp.
30,452$3.2M0.01%
340
UPSUnited Parcel Service Inc.
31,292$3.2M0.01%
341
SUISun Communities Inc. REIT
24,966$3.2M0.01%
342
YUMYum! Brands Inc.
21,304$3.2M0.01%
343
BRBroadridge Financial Solutions Inc.
12,982$3.2M0.01%
344
EBAeBay Inc.
42,278$3.1M0.01%
345
CLVTClarivate PLC
731,048$3.1M0.01%
346
NVRNVR Inc.
423$3.1M0.01%
347
BLKBBlackbaud Inc.
48,604$3.1M0.01%
348
DRIDarden Restaurants Inc.
14,314$3.1M0.01%
349
CHRWCH Robinson Worldwide Inc.
32,492$3.1M0.01%
350
GEGeneral Electric Co.
12,099$3.1M0.01%
351
LLoews Corp.
33,956$3.1M0.01%
352
8CWCrown Castle Inc. REIT
30,294$3.1M0.01%
353
AXSAxis Capital Holdings Ltd.
29,960$3.1M0.01%
354
ORIOld Republic International Corp.
80,894$3.1M0.01%
355
AKAMAkamai Technologies Inc.
38,950$3.1M0.01%
356
WENThe Wendy's Co.
271,314$3.1M0.01%
357
INFA1EURInformatica Inc.
127,168$3.1M0.01%
358
MTCHMatch Group Inc.
100,202$3.1M0.01%
359
LENLennar Corp.
27,964$3.1M0.01%
360
AXON 0.5 12/15/27Axon Enterprise Inc.
850,000$3.1M0.01%
361
DVNDevon Energy Corp.
96,874$3.1M0.01%
362
ULSUL Solutions Inc.
42,278$3.1M0.01%
363
UWMCUWM Holdings Corp.
742,034$3.1M0.01%
364
DNBDun & Bradstreet Holdings Inc.
337,894$3.1M0.01%
365
TDYTeledyne Technologies Inc.
5,992$3.1M0.01%
366
BROBrown & Brown Inc.
27,630$3.1M0.01%
367
FASTFastenal Co.
72,906$3.1M0.01%
368
OXYOccidental Petroleum Corp.
72,906$3.1M0.01%
369
FOXAFox Corp.
54,596$3.1M0.01%
370
THGThe Hanover Insurance Group Inc.
17,976$3.1M0.01%
371
CXTCrane NXT Co.
56,592$3.0M0.01%
372
GLPIGaming and Leisure Properties Inc. REIT
65,248$3.0M0.01%
373
EXPDExpeditors International of Washington Inc.
26,632$3.0M0.01%
374
HRLHormel Foods Corp.
100,536$3.0M0.01%
375
COLDAmericold Realty Trust Inc. REIT
182,762$3.0M0.01%
376
GNTXGentex Corp.
138,154$3.0M0.01%
377
DXCDXC Technology Co.
198,408$3.0M0.01%
378
EMNEastman Chemical Co.
40,621$3.0M0.01%
379
BAC 7.25 PERP LBank of America Corp. Preferred
2,500$3.0M0.01%
380
FYBRFrontier Communications Parent Inc.
83,225$3.0M0.01%
381
TTEKTetra Tech Inc.
84,222$3.0M0.01%
382
CINFCincinnati Financial Corp.
20,306$3.0M0.01%
383
VLTOVeralto Corp.
29,960$3.0M0.01%
384
ETSYEtsy Inc.
60,254$3.0M0.01%
385
CA8ACACI International Inc.
6,326$3.0M0.01%
386
ZMZoom Communications Inc.
38,616$3.0M0.01%
387
ENPHEnphase Energy Inc.
75,900$3.0M0.01%
388
AWCAmerican Water Works Co. Inc.
21,638$3.0M0.01%
389
WRBW. R. Berkley Corp.
40,946$3.0M0.01%
390
CHDChurch & Dwight Co. Inc.
31,292$3.0M0.01%
391
VRSKVerisk Analytics Inc.
9,654$3.0M0.01%
392
ROLRollins Inc.
53,264$3.0M0.01%
393
JKHYJack Henry and Associates Inc.
16,644$3.0M0.01%
394
RNRRenaissanceRe Holdings Ltd.
12,318$3.0M0.01%
395
AVYAvery Dennison Corp.
17,046$3.0M0.01%
396
DOXAmdocs Ltd.
32,624$3.0M0.01%
397
CNACNA Financial Corp.
63,916$3.0M0.01%
398
PRGOPerrigo Co. PLC
111,188$3.0M0.01%
399
AONAon PLC
8,322$3.0M0.01%
400
FUODolby Laboratories Inc.
39,948$3.0M0.01%
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