AGF MANAGEMENT LTD Q1 2023 Filing

Filed May 2, 2023

Portfolio Value

$14582.0T

Holdings

733

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (733 positions)

#StockSharesValue% PortfolioType
1
MPCMarathon Petroleum Corp.
3,078,833$415.1T2.85%
2
AMZNAmazon.com Inc.
3,127,286$323.0T2.22%
3
LNGCheniere Energy Inc.
1,936,302$305.2T2.09%
4
TDToronto-Dominion Bank
4,055,624$242.9T1.67%
5
TMUST-Mobile US Inc.
1,675,649$242.7T1.66%
6
AESThe AES Corp.
8,553,396$206.0T1.41%
7
MSFTMicrosoft Corp.
713,302$205.6T1.41%
8
NTRNutrien Ltd.
2,667,677$197.0T1.35%
9
RJFRaymond James Financial Inc.
2,033,916$189.7T1.30%
10
RYRoyal Bank of Canada
1,954,186$186.9T1.28%
11
BMOBank of Montreal
2,088,905$186.1T1.28%
12
GWWWW Grainger Inc.
268,979$185.3T1.27%
13
XLKSPDR S&P Technology Select Sector ETF
1,205,421$182.0T1.25%
14
SONYSony Group Corp. ADR
1,948,469$176.6T1.21%
15
LVSLas Vegas Sands Corp.
3,053,646$175.4T1.20%
16
ALBAlbemarle Corp.
753,341$166.5T1.14%
17
CRCCanadian Natural Resources Ltd.
2,819,756$156.0T1.07%
18
ENBEnbridge Inc.
4,026,815$153.5T1.05%
19
ABBVAbbVie Inc.
943,703$150.4T1.03%
20
VTIVanguard Index Tr Stock Mark
718,248$146.5T1.00%
21
ULTAUlta Beauty Inc.
262,600$143.3T0.98%
22
PWRQuanta Services Inc.
859,399$143.2T0.98%
23
JNJJohnson & Johnson
909,561$141.0T0.97%
24
CTVACorteva Inc.
2,323,099$140.1T0.96%
25
XLVHealth Care Select Sector SPDR ETF
1,026,146$132.8T0.91%
26
BNBrookfield Corp.
3,919,832$127.7T0.88%
27
PANWPalo Alto Networks Inc.
639,327$127.7T0.88%
28
CP.TOCanadian Pacific Railway Ltd.
1,637,334$126.1T0.86%
29
ONON Semiconductor Corp.
1,493,072$122.9T0.84%
30
A4SAmeriprise Financial Inc.
381,988$117.1T0.80%
31
BSXBoston Scientific Corp.
2,298,602$115.0T0.79%
32
ENPHEnphase Energy Inc.
534,140$112.3T0.77%
33
XLCCommunication Services Select Sector SPDR Fund
1,925,961$111.6T0.77%
34
VVisa Inc.
484,077$109.1T0.75%
35
SLBSchlumberger Ltd.
2,192,569$107.7T0.74%
36
WMWaste Management Inc.
651,617$106.3T0.73%
37
NOCNorthrop Grumman Corp.
227,705$105.1T0.72%
38
UNHUnitedHealth Group Inc.
214,459$101.4T0.70%
39
AZNAstraZeneca PLC ADR
1,425,908$99.0T0.68%
40
PRIPrimerica Inc.
573,631$98.8T0.68%
41
PGRThe Progressive Corp.
682,312$97.6T0.67%
42
LINLinde PLC
273,055$97.1T0.67%
43
WCNWaste Connections Inc.
694,884$96.7T0.66%
44
HWMHowmet Aerospace Inc.
2,278,607$96.5T0.66%
45
ROKURoku Inc.
1,465,530$96.5T0.66%
46
MDLZMondelez International Inc.
1,341,782$93.5T0.64%
47
LRCXEURLam Research Corp.
174,939$92.7T0.64%
48
HONHoneywell International Inc.
477,210$91.2T0.63%
49
PHParker-Hannifin Corp.
271,050$91.1T0.62%
50
GDGeneral Dynamics Corp.
395,870$90.3T0.62%
51
GRT-UCADGranite REIT
1,451,427$89.9T0.62%
52
JPMJPMorgan Chase & Co.
669,312$87.2T0.60%
53
TTELUS Corp.
4,330,057$86.0T0.59%
54
LWLamb Weston Holdings Inc.
804,017$84.0T0.58%
55
VEAVanguard Ftse Developed Mrk
1,855,730$83.8T0.57%
56
BIPBrookfield Infrastructure Partners LP
2,463,198$83.2T0.57%
57
CVECenovus Energy Inc.
4,769,860$83.2T0.57%
58
LPLALPL Financial Holdings Inc.
405,183$82.0T0.56%
59
ACMAECOM
971,371$81.9T0.56%
60
XLFFinancial Select Sector SPDR ETF
2,543,489$81.8T0.56%
61
XLESPDR S&P Energy Select Sector ETF
968,187$80.2T0.55%
62
JJacobs Solutions Inc.
672,960$79.1T0.54%
63
TMOThermo Fisher Scientific Inc.
135,266$78.0T0.53%
64
HLTHilton Worldwide Holdings Inc.
550,900$77.6T0.53%
65
ACNAccenture PLC
265,218$75.8T0.52%
66
GOOGLAlphabet Inc Class A
717,547$74.4T0.51%
67
HDThe Home Depot Inc.
249,927$73.8T0.51%
68
BAHBooz Allen Hamilton Holding Corp.
791,302$73.3T0.50%
69
TJXThe TJX Cos. Inc.
925,633$72.5T0.50%
70
ANETEURArista Networks Inc.
419,509$70.4T0.48%
71
AVGOBroadcom Inc.
109,727$70.4T0.48%
72
CNRCanadian National Railway Co.
589,609$69.6T0.48%
73
TPRTapestry Inc.
1,603,476$69.1T0.47%
74
NEENextEra Energy Inc.
869,266$67.0T0.46%
75
ISRGIntuitive Surgical Inc.
257,546$65.8T0.45%
76
SEDGSolarEdge Technologies Inc.
215,180$65.4T0.45%
77
DGXQuest Diagnostics Inc.
456,876$64.6T0.44%
78
4I1Philip Morris International Inc.
651,005$63.3T0.43%
79
ADIAnalog Devices Inc.
318,608$62.8T0.43%
80
BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF
679,836$62.4T0.43%
81
BABAAlibaba Group Holding Ltd. ADR
604,962$61.8T0.42%
82
LIESun Life Financial Inc.
1,316,104$61.5T0.42%
83
DHRDanaher Corp.
243,509$61.4T0.42%
84
DOXAmdocs Ltd.
637,702$61.2T0.42%
85
VVVanguard Index Tr Lrg Cap
324,915$60.7T0.42%
86
INTUIntuit Inc.
134,193$59.8T0.41%
87
CBChubb Ltd.
307,887$59.8T0.41%
88
WMBThe Williams Cos. Inc.
2,001,169$59.8T0.41%
89
ETNEaton Corp. PLC
347,718$59.6T0.41%
90
SUSuncor Energy Inc.
1,899,982$59.0T0.40%
91
AAPLApple Inc.
350,072$57.7T0.40%
92
XLFIConsumer Staples Select Sector SPDR ETF
724,403$54.1T0.37%
93
IRMIron Mountain Inc. REIT
1,004,177$53.1T0.36%
94
RCI/BRogers Communications Inc.
1,144,439$53.0T0.36%
95
MLB1MercadoLibre Inc.
40,019$52.7T0.36%
96
DPZDomino's Pizza Inc.
159,749$52.7T0.36%
97
MSIMotorola Solutions Inc.
177,878$50.9T0.35%
98
SHWThe Sherwin-Williams Co.
211,206$47.5T0.33%
99
VGTVanguard Sector Inde Inform
121,404$46.8T0.32%
100
AFLAflac Inc.
722,746$46.6T0.32%
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