AGF MANAGEMENT LTD Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$14.1B

Holdings

723

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (723 positions)

#StockSharesValue% PortfolioType
201
VYMVanguard Whitehall F Etf High
79,080$8.2M0.06%
202
NCLHNorwegian Cruise Line Holdings Ltd.
490,317$8.1M0.06%
203
NFENew Fortress Energy Inc.
246,170$8.1M0.06%
204
TXNTexas Instruments Inc.
50,324$8.0M0.06%
205
ZTSZoetis Inc.
45,749$8.0M0.06%
206
VUGVanguard Index Tr Growth
28,812$7.8M0.06%
207
TTTrane Technologies PLC
38,564$7.8M0.06%
208
MGAMagna International Inc.
143,419$7.7M0.05%
209
GIB/ACGI Inc.
77,409$7.6M0.05%
210
CMPSCompass Pathways PLC ADR
1,021,545$7.6M0.05%
211
INFYInfosys Ltd. ADR
435,532$7.5M0.05%
212
WPMWheaton Precious Metals Corp.
183,465$7.4M0.05%
213
VTVVanguard Index Tr Value
53,578$7.4M0.05%
214
WFGWest Fraser Timber Co. Ltd.
101,098$7.3M0.05%
215
CVXChevron Corp.
43,461$7.3M0.05%
216
SFStifel Financial Corp.
119,155$7.3M0.05%
217
BKNGBooking Holdings Inc.
2,326$7.2M0.05%
218
VLOValero Energy Corp.
50,349$7.1M0.05%
219
ATSATS Corp.
164,301$7.0M0.05%
220
PFEPfizer Inc.
209,799$7.0M0.05%
221
HDBHDFC Bank Ltd. ADR
117,460$6.9M0.05%
222
ACLSAxcelis Technologies Inc.
41,042$6.7M0.05%
223
VBRVanguard Index Tr Small Cap Va
41,870$6.7M0.05%
224
VCSHVanguard Short-Term Corp
87,290$6.6M0.05%
225
SRESempra Energy
93,560$6.4M0.05%
226
BEPBrookfield Renewable Partners LP
289,605$6.3M0.04%
227
CMECME Group Inc.
30,661$6.1M0.04%
228
XLKSelect Sector Spdr Sbi Int-Tech
36,900$6.0M0.04%
229
DUKDuke Energy Corp.
68,345$6.0M0.04%
230
UPSUnited Parcel Service Inc.
38,475$6.0M0.04%
231
KMIKinder Morgan Inc.
360,624$6.0M0.04%
232
MTBM&T Bank Corp.
46,742$5.9M0.04%
233
UNPUnion Pacific Corp.
28,317$5.8M0.04%
234
CMICummins Inc.
24,911$5.7M0.04%
235
FCOMFidelity MSCI Communication Services Index ETF
141,371$5.6M0.04%
236
PANW 0.375 06/01/25Palo Alto Networks Inc.
2,375,000$5.6M0.04%
237
QSRRestaurant Brands International Inc.
83,733$5.6M0.04%
238
AQLTIshares Core Msci Eafe Etf
86,601$5.6M0.04%
239
FNCLFidelity MSCI Financials Index ETF
118,547$5.5M0.04%
240
MTZMasTec Inc.
75,977$5.5M0.04%
241
OKEONEOK Inc.
86,085$5.5M0.04%
242
MRKMerck & Co. Inc.
53,012$5.5M0.04%
243
GLOBGlobant SA
27,380$5.4M0.04%
244
WINGWingstop Inc.
30,000$5.4M0.04%
245
NDQInvesco Qqq Tr Series 1
14,841$5.3M0.04%
246
TECK/BTeck Resources Ltd.
120,235$5.2M0.04%
247
VWOVanguard Ftse Emerging Market
131,889$5.2M0.04%
248
CIGIColliers International Group Inc.
54,154$5.2M0.04%
249
CLColgate-Palmolive Co.
71,431$5.1M0.04%
250
VOXVanguard Sector Indx Telecomm
48,047$5.1M0.04%
251
TREE 0.5 07/15/25LendingTree Inc.
6,350,000$5.0M0.04%
252
VRTXVertex Pharmaceuticals Inc.
14,189$4.9M0.03%
253
MARMarriott International Inc.
24,458$4.8M0.03%
254
DSGThe Descartes Systems Group Inc.
64,651$4.7M0.03%
255
SPGSimon Property Group Inc. REIT
43,479$4.7M0.03%
256
AEPAmerican Electric Power Co. Inc.
62,010$4.7M0.03%
257
AZOAutoZone Inc.
1,834$4.7M0.03%
258
BANDBandwidth Inc.
5,800,000$4.6M0.03%
259
FSVFirstService Corp.
31,671$4.6M0.03%
260
FDISFidelity MSCI Consumer Discretionary Index ETF
65,639$4.6M0.03%
261
BILI 0.5 12/01/26Bilibili Inc.
5,150,000$4.6M0.03%
262
RBARB Global Inc.
72,416$4.5M0.03%
263
ADPAutomatic Data Processing Inc.
18,299$4.4M0.03%
264
CFCF Industries Holdings Inc.
51,307$4.4M0.03%
265
MAMastercard Inc.
10,859$4.3M0.03%
266
FANGDiamondback Energy Inc.
27,730$4.3M0.03%
2674,869,000$4.2M0.03%
268
ADBEAdobe Inc.
8,148$4.2M0.03%
269
SBUXStarbucks Corp.
44,321$4.0M0.03%
270
OGSONE Gas Inc.
58,985$4.0M0.03%
271
RSGRepublic Services Inc.
27,625$3.9M0.03%
272
IJHIshares Trust Core S&P Mid-Cap
15,635$3.9M0.03%
273
EMREmerson Electric Co.
40,091$3.9M0.03%
274
ABXBarrick Gold Corp.
265,634$3.9M0.03%
275
EVRGEvergy Inc.
75,908$3.8M0.03%
276
FENYFidelity MSCI Energy Index ETF
153,292$3.8M0.03%
277
COPConocoPhillips
31,867$3.8M0.03%
278
USBUS Bancorp
115,293$3.8M0.03%
279
REEverest Group Ltd.
10,074$3.7M0.03%
280
CBOECBOE Global Markets Inc.
23,821$3.7M0.03%
281
EDConsolidated Edison Inc.
43,502$3.7M0.03%
282
DDDupont De Nemours Inc.
49,672$3.7M0.03%
283
FSTAFidelity MSCI Consumer Staples Index ETF
86,620$3.7M0.03%
284
LMTLockheed Martin Corp.
8,994$3.7M0.03%
285
GILDGilead Sciences Inc.
49,019$3.7M0.03%
286
RUN 0 02/01/26Sunrun Inc.
5,000,000$3.6M0.03%
287
EFAIshares Msci Eafe Etf
52,026$3.6M0.03%
288
SWAVUSDShockwave Medical Inc.
18,000$3.6M0.03%
289
BACVerizon Communications Inc.
108,880$3.5M0.03%
290
PLDPrologis Inc. REIT
30,921$3.5M0.02%
291
NTNXNutanix Inc.
99,239$3.5M0.02%
292
JBLJabil Inc.
27,085$3.4M0.02%
293
BKNG 0.75 05/01/25Booking Holdings Inc.
2,050,000$3.4M0.02%
294
YUMYum! Brands Inc.
27,339$3.4M0.02%
295
CIENCiena Corp.
72,154$3.4M0.02%
296
DINOHF Sinclair Corp.
59,608$3.4M0.02%
297
WTMWhite Mountains Insurance Group Ltd.
2,254$3.4M0.02%
298
VSTVistra Corp.
101,105$3.4M0.02%
299
CPBCampbell Soup Co.
80,829$3.3M0.02%
300
ULTAUlta Beauty Inc.
8,283$3.3M0.02%
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