AGF MANAGEMENT LTD Q4 2023 Filing

Filed February 6, 2024

Portfolio Value

$17.0B

Holdings

707

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (707 positions)

#StockSharesValue% PortfolioType
201
ATSATS Corp.
236,829$10.2M0.06%
202
XLBMaterials Select Sector SPDR ETF
116,770$10.0M0.06%
203
VLOValero Energy Corp.
73,491$9.6M0.06%
204
TTTrane Technologies PLC
39,127$9.5M0.06%
205
IVVIshares Trust Core S&P 500 Etf
19,451$9.3M0.05%
206
DECKDeckers Outdoor Corp.
13,863$9.3M0.05%
207
XLUUtilities Select Sector SPDR ETF
146,069$9.3M0.05%
208
SOThe Southern Co.
131,892$9.2M0.05%
209
BACBank of America Corp.
268,704$9.0M0.05%
210
FNCLFidelity MSCI Financials Index ETF
168,485$9.0M0.05%
211
VUGVanguard Index Tr Growth
28,936$9.0M0.05%
212
FCOMFidelity MSCI Communication Services Index ETF
200,924$8.9M0.05%
213
MEDPMedpace Holdings Inc.
29,039$8.9M0.05%
214
NFENew Fortress Energy Inc.
235,629$8.9M0.05%
215
APDAir Products and Chemicals Inc.
31,893$8.7M0.05%
216
TXNTexas Instruments Inc.
51,198$8.7M0.05%
217
MLCOMelco Crown Entertainment Ltd. ADR
978,562$8.7M0.05%
218
TSTenaris SA ADR
246,497$8.6M0.05%
219
GTLBGitlab Inc.
136,066$8.6M0.05%
220
WPMWheaton Precious Metals Corp.
170,992$8.4M0.05%
221
PGRThe Progressive Corp.
52,876$8.4M0.05%
222
DUKDuke Energy Corp.
86,465$8.4M0.05%
223
MGAMagna International Inc.
139,671$8.3M0.05%
224
IBKRInteractive Brokers Group Inc.
97,805$8.1M0.05%
225
WFGWest Fraser Timber Co. Ltd.
93,722$8.0M0.05%
226
SFStifel Financial Corp.
115,870$8.0M0.05%
227
BSACBanco Santander Chile ADR
410,025$8.0M0.05%
228
XLKSelect Sector Spdr Sbi Int-Tech
40,545$7.8M0.05%
229
BKNGBooking Holdings Inc.
2,135$7.6M0.04%
230
VYMVanguard Whitehall F Etf High
67,790$7.6M0.04%
231
VTVVanguard Index Tr Value
50,320$7.5M0.04%
232
ELFelf Beauty Inc.
51,651$7.5M0.04%
233
SPXCSPX Technologies Inc.
73,339$7.4M0.04%
234
FDISFidelity MSCI Consumer Discretionary Index ETF
93,285$7.4M0.04%
235
AEHRAehr Test Systems
276,000$7.3M0.04%
236
UNPUnion Pacific Corp.
29,247$7.2M0.04%
237
PANW 0.375 06/01/25Palo Alto Networks Inc.
2,390,000$7.1M0.04%
238
CVXChevron Corp.
47,242$7.0M0.04%
239
HIIHuntington Ingalls Industries Inc.
27,053$7.0M0.04%
240
VBRVanguard Index Tr Small Cap Va
38,815$7.0M0.04%
241
AKXANSYS Inc.
19,249$7.0M0.04%
242
PFGCPerformance Food Group Co.
98,528$6.8M0.04%
243
QUALIshares Trust Msci Usa Quality
45,745$6.7M0.04%
244
VCSHVanguard Short-Term Corp
86,230$6.7M0.04%
245
AEPAmerican Electric Power Co. Inc.
80,872$6.6M0.04%
246
IOTSamsara Inc.
193,226$6.4M0.04%
247
NDQInvesco Qqq Tr Series 1
15,739$6.4M0.04%
248
DVNDevon Energy Corp.
142,135$6.4M0.04%
249
COPConocoPhillips
55,408$6.4M0.04%
250
SPGSimon Property Group Inc. REIT
43,771$6.2M0.04%
251
FSVFirstService Corp.
38,021$6.2M0.04%
252
AQLTIshares Core Msci Eafe Etf
87,346$6.1M0.04%
253
CMECME Group Inc.
29,105$6.1M0.04%
254
IQLTIshares Msci Intl Quality Facto
162,985$6.1M0.04%
255
MRKMerck & Co. Inc.
56,131$6.1M0.04%
256
VOXVanguard Sector Indx Telecomm
50,846$6.0M0.04%
257
SRESempra Energy
79,281$5.9M0.03%
258
HDBHDFC Bank Ltd. ADR
87,436$5.9M0.03%
259
PLDPrologis Inc. REIT
43,741$5.8M0.03%
260
INFYInfosys Ltd. ADR
315,898$5.8M0.03%
261
TECK/BTeck Resources Ltd.
136,376$5.8M0.03%
262
KGCKinross Gold Corp.
940,261$5.7M0.03%
263
TFIITFI International Inc.
41,139$5.6M0.03%
264
MARMarriott International Inc.
24,458$5.5M0.03%
265
FSTAFidelity MSCI Consumer Staples Index ETF
123,104$5.5M0.03%
266
DSGThe Descartes Systems Group Inc.
64,912$5.5M0.03%
267
LNTHLantheus Holdings Inc.
87,975$5.5M0.03%
268
MAMastercard Inc.
12,514$5.3M0.03%
269
TAT&T Inc.
316,924$5.3M0.03%
270
TREE 0.5 07/15/25LendingTree Inc.
6,350,000$5.2M0.03%
271
AMDAdvanced Micro Devices Inc.
35,380$5.2M0.03%
272
BILI 0.5 12/01/26Bilibili Inc.
5,650,000$5.2M0.03%
273
MEOHMethanex Corp.
110,114$5.2M0.03%
274
OKEONEOK Inc.
72,083$5.1M0.03%
275
VWOVanguard Ftse Emerging Market
122,949$5.1M0.03%
276
FENYFidelity MSCI Energy Index ETF
217,866$5.0M0.03%
277
QSRRestaurant Brands International Inc.
63,171$4.9M0.03%
278
XELXcel Energy Inc.
79,695$4.9M0.03%
279
VOYAVoya Financial Inc.
66,941$4.9M0.03%
280
ADBEAdobe Inc.
8,182$4.9M0.03%
281
FHLCFidelity MSCI Health Care Index ETF
75,253$4.9M0.03%
282
GEGeneral Electric Co.
35,203$4.5M0.03%
283
VICIVICI Properties Inc. REIT
137,486$4.4M0.03%
284
BANDBandwidth Inc.
5,300,000$4.4M0.03%
285
KMIKinder Morgan Inc.
246,276$4.3M0.03%
286
VRTXVertex Pharmaceuticals Inc.
10,598$4.3M0.03%
287
IJHIshares Trust Core S&P Mid-Cap
15,485$4.3M0.03%
288
METAMeta Platforms Inc.
12,075$4.3M0.03%
289
EFAiShares MSCI EAFE ETF
56,190$4.2M0.02%
290
EFXEquifax Inc.
16,971$4.2M0.02%
291
WECWEC Energy Group Inc.
49,493$4.2M0.02%
292
PSXPhillips 66
30,803$4.1M0.02%
293
EMXCIshares Msci Emerging Markets
73,225$4.1M0.02%
294
AZOAutoZone Inc.
1,568$4.1M0.02%
295
BACVerizon Communications Inc.
106,053$4.0M0.02%
296
RSGRepublic Services Inc.
24,064$4.0M0.02%
297
USX1United States Steel Corp.
80,874$3.9M0.02%
298
DDDupont De Nemours Inc.
51,035$3.9M0.02%
299
GDGeneral Dynamics Corp.
14,939$3.9M0.02%
300
BKNG 0.75 05/01/25Booking Holdings Inc.
2,050,000$3.9M0.02%
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