AGF MANAGEMENT LTD Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$19.7B

Holdings

663

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (663 positions)

#StockSharesValue% PortfolioType
101
SHWThe Sherwin-Williams Co.
153,087$58.4M0.30%
102
MFCManulife Financial Corp.
1,512,444$56.5M0.29%
103
TRPTC Energy Corp.
910,746$56.3M0.29%
104
UNHUnitedHealth Group Inc.
96,107$56.2M0.28%
105
BACBank of America Corp.
1,409,642$55.9M0.28%
106
XLEEnergy Select Sector SPDR Fund ETF
617,939$54.3M0.27%
107
IBNICICI Bank Ltd. ADR
1,657,717$49.5M0.25%
108
TRIThomson Reuters Corp.
287,695$49.5M0.25%
109
OEFIshares Tr S&P 100 Index
177,250$49.1M0.25%
110
JJacobs Solutions Inc.
365,376$47.8M0.24%
111
AMGNAmgen Inc.
147,434$47.5M0.24%
112
MCDMcDonald's Corp.
154,936$47.2M0.24%
113
COSTCostco Wholesale Corp.
50,545$44.8M0.23%
114
TFIITFI International Inc.
324,925$44.5M0.23%
115
FLINFranklin FTSE India ETF
1,038,466$43.5M0.22%
116
IQLTIshares Msci Intl Quality Facto
1,045,052$43.4M0.22%
117
MPCMarathon Petroleum Corp.
256,879$41.8M0.21%
118
DEODiageo PLC ADR
297,674$41.8M0.21%
119
ORCLOracle Corp.
239,561$40.8M0.21%
120
AEMAgnico Eagle Mines Ltd.
490,522$39.5M0.20%
121
ELFelf Beauty Inc.
356,150$38.8M0.20%
122
TKRThe Timken Co.
443,078$37.3M0.19%
123
VHTVanguard Sector Inde Health Ca
131,800$37.2M0.19%
124
FCOMFidelity MSCI Communication Services Index ETF
673,999$37.1M0.19%
125
FHLCFidelity MSCI Health Care Index ETF
507,939$37.0M0.19%
126
CVECenovus Energy Inc.
2,192,717$36.7M0.19%
127
PFEPfizer Inc.
1,263,511$36.6M0.19%
128
CSCOCisco Systems Inc.
684,092$36.4M0.18%
129
MCOMoody's Corp.
76,641$36.4M0.18%
130
TTELUS Corp.
2,128,533$36.0M0.18%
131
XOMExxon Mobil Corp.
301,938$35.4M0.18%
132
DISWalt Disney Co.
352,503$33.9M0.17%
133
FDISFidelity MSCI Consumer Discretionary Index ETF
368,234$32.6M0.16%
134
HCAHCA Healthcare Inc.
78,497$31.9M0.16%
135
VOVanguard Index Tr Mid Cap
120,540$31.8M0.16%
136
FNCLFidelity MSCI Financials Index ETF
484,590$30.9M0.16%
137
BNSBank of Nova Scotia
401,179$29.6M0.15%
138
DWDMorgan Stanley
281,047$29.3M0.15%
139
BMYBristol-Myers Squibb Co.
561,163$29.0M0.15%
140
JCIJohnson Controls International PLC
373,570$29.0M0.15%
141
VIGVanguard Specialized Div Apprec
142,500$28.2M0.14%
142
FIDUFidelity MSCI Industrials Index ETF
368,087$26.6M0.13%
143
VRTVertiv Holdings Co.
266,872$26.6M0.13%
144
NNNNNN REIT Inc.
528,498$25.6M0.13%
145
XLUUtilities Select Sector SPDR ETF
303,504$24.5M0.12%
146
APHAmphenol Corp.
373,005$24.3M0.12%
147
VEUVanguard Intl Equity Etf All-W
381,625$24.0M0.12%
148
SFMSprouts Farmers Market Inc.
216,638$23.9M0.12%
149
WFRDWeatherford International PLC
277,714$23.6M0.12%
150
ECLEcolab Inc.
89,398$22.8M0.12%
151
MTBM&T Bank Corp.
126,008$22.4M0.11%
152
FSTAFidelity MSCI Consumer Staples Index ETF
435,084$22.2M0.11%
153
PIImpinj Inc.
97,160$21.0M0.11%
154
VLOValero Energy Corp.
152,132$20.5M0.10%
155
METMetLife Inc.
248,232$20.5M0.10%
156
CVSCVS Health Corp.
310,831$19.5M0.10%
157
TTEKTetra Tech Inc.
411,143$19.4M0.10%
158
EQIXEquinix Inc. REIT
21,554$19.1M0.10%
159
CLHClean Harbors Inc.
78,945$19.1M0.10%
160
KOThe Coca-Cola Co.
261,976$18.8M0.10%
161
SPGIS&P Global Inc.
36,391$18.8M0.10%
162
EMXCIshares Msci Emerging Markets
304,227$18.6M0.09%
163
VGKVanguard Intl Eq Ind Ftse Europ
254,519$18.1M0.09%
164
AMTAmerican Tower Corp. REIT
76,317$17.7M0.09%
165
EMBJEmbraer SA ADR
497,545$17.6M0.09%
166
VBVanguard Index Tr Small Cap
74,071$17.6M0.09%
167
BEPCBrookfield Renewable Corp.
522,565$17.2M0.09%
168
AGCOAGCO Corp.
171,929$16.8M0.09%
169
FENYFidelity MSCI Energy Index ETF
697,241$16.8M0.09%
170
EXPEagle Materials Inc.
58,238$16.8M0.08%
171
GIB/ACGI Inc.
138,668$16.7M0.08%
172
GVAGranite Construction Inc.
207,390$16.4M0.08%
173
SCCOSouthern Copper Corp.
139,376$16.1M0.08%
174
HASIHannon Armstrong Sustainable Infrastructure Capital Inc.
463,014$16.0M0.08%
175
ATSATS Corp.
544,256$15.8M0.08%
176
FISVFiserv Inc.
87,428$15.7M0.08%
177
DECKDeckers Outdoor Corp.
97,482$15.5M0.08%
178
TTTrane Technologies PLC
39,591$15.4M0.08%
179
FLSAFranklin FTSE Saudi Arabia ETF
418,521$15.3M0.08%
180
SFStifel Financial Corp.
160,196$15.0M0.08%
181
IOTSamsara Inc.
299,976$14.4M0.07%
182
TOLToll Brothers Inc.
93,319$14.4M0.07%
183
RHRH
42,000$14.0M0.07%
184
QUALIshares Trust Msci Usa Quality
78,208$14.0M0.07%
185
FSLRFirst Solar Inc.
55,795$13.9M0.07%
186
GOOGAlphabet Inc.
81,790$13.7M0.07%
187
SPYSpdr S&P 500 Etf Tr Units Ser 1 S
23,567$13.5M0.07%
188
BSYBentley Systems Inc.
264,589$13.4M0.07%
189
CA8ACACI International Inc.
26,314$13.3M0.07%
190
DUKDuke Energy Corp.
109,902$12.7M0.06%
191
NTRANatera Inc.
98,554$12.5M0.06%
192
OIIOceaneering International Inc.
495,761$12.3M0.06%
193
VOXVanguard Sector Indx Telecomm
84,359$12.3M0.06%
194
CIGIColliers International Group Inc.
80,749$12.3M0.06%
195
BALLBall Corp.
180,367$12.2M0.06%
196
INFYInfosys Ltd. ADR
545,126$12.1M0.06%
197
FLJPFranklin FTSE Japan ETF
395,641$12.0M0.06%
198
AMTMAmentum Holdings Inc.
365,376$11.8M0.06%
199
XLREReal Estate Select Sector SPDR ETF
263,710$11.8M0.06%
200
XLBMaterials Select Sector SPDR ETF
121,798$11.7M0.06%
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