AGF MANAGEMENT LTD Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$18.0B

Holdings

694

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (694 positions)

#StockSharesValue% PortfolioType
101
ECLEcolab Inc.
243,250$56.2M0.31%
102
4I1Philip Morris International Inc.
610,643$55.9M0.31%
103
AZNAstraZeneca PLC ADR
797,094$54.0M0.30%
104
CEGConstellation Energy Corp.
281,843$52.1M0.29%
105
MCDMcDonald's Corp.
180,787$51.0M0.28%
106
GLOBGlobant SA
247,767$50.0M0.28%
107
SHWThe Sherwin-Williams Co.
141,518$49.2M0.27%
108
ASMLASML Holding NV GDR
50,577$49.1M0.27%
109
BRK/BBerkshire Hathaway Inc.
157,413$48.8M0.27%
110
AXONAxon Enterprise Inc.
150,994$47.2M0.26%
111
MNDYMonday.com Ltd.
207,344$46.8M0.26%
112
TREXTrex Co. Inc.
461,795$46.1M0.26%
113
OEFIshares Tr S&P 100 Index
180,665$44.7M0.25%
114
TRIThomson Reuters Corp.
286,236$43.4M0.24%
115
FLINFranklin FTSE India ETF
1,162,536$42.8M0.24%
116
APHAmphenol Corp.
366,758$42.3M0.23%
117
DWDMorgan Stanley
447,878$42.2M0.23%
118
XLEEnergy Select Sector SPDR Fund ETF
443,827$41.9M0.23%
119
PFEPfizer Inc.
1,147,377$41.6M0.23%
120
MCOMoody's Corp.
105,510$41.5M0.23%
121
TKRThe Timken Co.
461,899$40.4M0.22%
122
GRMNGarmin Ltd.
269,389$40.1M0.22%
123
XOMExxon Mobil Corp.
344,639$40.1M0.22%
124
TTEKTetra Tech Inc.
209,857$38.8M0.21%
125
VHTVanguard Sector Inde Health Ca
142,662$38.6M0.21%
126
DISWalt Disney Co.
343,951$37.0M0.20%
127
MFCManulife Financial Corp.
1,671,557$35.7M0.20%
128
COSTCostco Wholesale Corp.
47,610$34.9M0.19%
129
FTECFidelity MSCI Information Technology Index ETF
222,657$34.7M0.19%
130
WMSAdvanced Drainage Systems Inc.
200,266$34.5M0.19%
131
JCIJohnson Controls International PLC
508,176$33.2M0.18%
132
VIGVanguard Specialized Div Apprec
180,523$33.0M0.18%
133
STNStantec Inc.
384,634$31.9M0.18%
134
VOVanguard Index Tr Mid Cap
126,660$31.6M0.18%
135
BMYBristol-Myers Squibb Co.
577,520$31.3M0.17%
136
XYLXylem Inc.
231,045$29.9M0.17%
137
DEODiageo PLC ADR
231,761$29.8M0.16%
138
BAMBrookfield Asset Management Ltd.
686,346$28.8M0.16%
139
EQIXEquinix Inc. REIT
34,612$28.6M0.16%
140
ORCLOracle Corp.
324,147$27.1M0.15%
141
BALLBall Corp.
400,785$27.0M0.15%
142
MTBM&T Bank Corp.
182,841$26.6M0.15%
143
AMGNAmgen Inc.
91,277$26.0M0.14%
144
VEUVanguard Intl Equity Etf All-W
425,193$24.9M0.14%
145
BSYBentley Systems Inc.
471,642$24.6M0.14%
146
CSCOCisco Systems Inc.
632,869$24.3M0.13%
147
NNNNNN REIT Inc.
553,838$23.7M0.13%
148
AGCOAGCO Corp.
187,188$23.0M0.13%
149
BNSBank of America Corp.
411,526$22.9M0.13%
150
IQLTIshares Msci Intl Quality Facto
567,518$22.5M0.12%
151
VGKVanguard Intl Eq Ind Ftse Europ
329,961$22.2M0.12%
152
CVSCVS Health Corp.
336,270$22.2M0.12%
153
VRTVertiv Holdings Co.
263,111$21.5M0.12%
154
AMTAmerican Tower Corp. REIT
108,552$21.4M0.12%
155
ATSATS Corp.
609,126$20.5M0.11%
156
BMOBCE Inc.
291,152$20.3M0.11%
157
CAECAE Inc.
950,163$20.3M0.11%
158
OVVOvintiv Inc.
383,015$19.9M0.11%
159
BNSBank of Nova Scotia
101,849$19.7M0.11%
160
METMetLife Inc.
269,635$19.7M0.11%
161
ALBAlbemarle Corp.
148,718$19.6M0.11%
162
DHRDanaher Corp.
77,785$19.4M0.11%
163
BEPCBrookfield Renewable Corp.
710,621$17.7M0.10%
164
HASIHannon Armstrong Sustainable Infrastructure Capital Inc. REIT
607,536$17.3M0.10%
165
FQIDigital Realty Trust Inc. REIT
119,259$17.2M0.10%
166
KOThe Coca-Cola Co.
275,644$16.9M0.09%
167
WINGWingstop Inc.
45,926$16.8M0.09%
168
BRBRBellRing Brands Inc.
274,802$16.2M0.09%
169
CLHClean Harbors Inc.
79,752$16.1M0.09%
170
DGDollar General Corp.
102,061$15.9M0.09%
171
VBVanguard Index Tr Small Cap
68,781$15.7M0.09%
172
SCCOSouthern Copper Corp.
144,589$15.4M0.09%
173
FHLCFidelity MSCI Health Care Index ETF
219,689$15.3M0.08%
174
FISVFiserv Inc.
95,506$15.3M0.08%
175
CIGIColliers International Group Inc.
124,675$15.2M0.08%
176
APTVAptiv PLC
191,105$15.2M0.08%
177
DECKDeckers Outdoor Corp.
16,020$15.1M0.08%
178
WMTWalmart Inc.
252,129$14.8M0.08%
179
FNCLFidelity MSCI Financials Index ETF
248,750$14.8M0.08%
180
GOOGLAlphabet Inc Class A
230,867$14.6M0.08%
181
GIB/ACGI Inc.
131,730$14.4M0.08%
182
SPGIS&P Global Inc.
33,831$14.4M0.08%
183
FLSAFranklin FTSE Saudi Arabia ETF
378,817$14.4M0.08%
184
FDISFidelity MSCI Consumer Discretionary Index ETF
172,686$14.2M0.08%
185
SFMSprouts Farmers Market Inc.
220,674$14.2M0.08%
186
EMXCIshares Msci Emerging Markets
241,049$13.9M0.08%
187
LSCCLattice Semiconductor Corp.
176,635$13.8M0.08%
188
SPYSpdr S&P 500 Etf Tr Units Ser 1 S
25,418$13.3M0.07%
189
FLJPFranklin FTSE Japan ETF
422,705$13.1M0.07%
190
NCLHNorwegian Cruise Line Holdings Ltd.
618,942$13.0M0.07%
191
PIImpinj Inc.
98,603$12.7M0.07%
192
FCOMFidelity MSCI Communication Services Index ETF
253,504$12.6M0.07%
193
EMBJEmbraer SA ADR
466,581$12.4M0.07%
194
VPLVanguard Intl Eq Ind Pacific
158,595$12.1M0.07%
195
OIIOceaneering International Inc.
499,613$11.7M0.06%
196
TTTrane Technologies PLC
38,875$11.7M0.06%
197
MEDPMedpace Holdings Inc.
28,649$11.6M0.06%
198
XLBMaterials Select Sector SPDR ETF
124,412$11.6M0.06%
199
VISVanguard Industrials Etf
46,645$11.4M0.06%
200
PEPPepsiCo Inc.
64,139$11.2M0.06%
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