AGF MANAGEMENT LTD Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$18.9T

Holdings

655

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (655 positions)

#StockSharesValue% PortfolioType
1
AMZNAmazon.com Inc.
3,452,960$657.0B3.47%
2
NVDANVIDIA Corp.
5,934,095$643.1B3.40%
3
BSXBoston Scientific Corp.
4,747,292$478.9B2.53%
4
GOOGLAlphabet Inc.
3,038,178$469.8B2.48%
5
ISRGIntuitive Surgical Inc.
863,489$427.7B2.26%
6
LLYEli Lilly and Co.
504,512$416.7B2.20%
7
METAMeta Platforms Inc.
701,914$404.6B2.14%
8
EXEExpand Energy Corp.
3,633,766$404.5B2.14%
9
RYRoyal Bank of Canada
2,581,744$329.2B1.74%
10
AVGOBroadcom Inc.
1,832,854$306.9B1.62%
11
RHCRH PLC
3,052,011$268.5B1.42%
12
MSFTMicrosoft Corp.
682,389$256.2B1.35%
13
TDToronto-Dominion Bank
3,680,060$255.8B1.35%
14
HOODRobinhood Markets Inc.
5,743,715$239.1B1.26%
15
XLKTechnology Select Sector SPDR Fund ETF
1,132,408$233.8B1.23%
16
RJFRaymond James Financial Inc.
1,621,549$225.2B1.19%
17
BILSPDR Bloomberg 1-3 Month T-Bill ETF
2,453,640$225.1B1.19%
18
ARESAres Management Corp.
1,528,148$224.0B1.18%
19
HWMHowmet Aerospace Inc.
1,643,082$213.2B1.13%
20
ICEIntercontinental Exchange Inc.
1,193,474$205.9B1.09%
21
CRCCanadian Natural Resources Ltd.
5,712,462$183.8B0.97%
22
TJXThe TJX Cos. Inc.
1,494,648$182.0B0.96%
23
PRIPrimerica Inc.
635,221$180.7B0.95%
24
VTIVanguard Index Tr Stock Marke
641,133$176.0B0.93%
25
CRWDCrowdstrike Holdings Inc.
492,921$173.8B0.92%
26
LNGCheniere Energy Inc.
729,255$168.7B0.89%
27
NOWServiceNow Inc.
210,305$167.4B0.88%
28
CCOCameco Corp.
4,037,646$166.2B0.88%
29
ABBVAbbVie Inc.
767,432$160.8B0.85%
30
SPOTSpotify Technology SA
286,467$157.6B0.83%
31
A4SAmeriprise Financial Inc.
313,966$152.0B0.80%
32
HUBSHubSpot Inc.
262,585$150.0B0.79%
33
VVisa Inc.
423,345$148.4B0.78%
34
AAPLApple Inc.
660,095$146.6B0.77%
35
AXONAxon Enterprise Inc.
277,468$145.9B0.77%
36
ENBEnbridge Inc.
2,913,700$145.4B0.77%
37
LPLALPL Financial Holdings Inc.
437,444$143.1B0.76%
38
JPMJPMorgan Chase & Co.
583,227$143.1B0.76%
39
XLFFinancial Select Sector SPDR ETF
2,793,714$139.2B0.73%
40
SUSuncor Energy Inc.
2,875,477$137.9B0.73%
41
AEMAgnico Eagle Mines Ltd.
1,250,690$135.5B0.72%
42
LINLinde PLC
290,067$135.1B0.71%
43
ETNEaton Corp. PLC
494,790$134.5B0.71%
44
SESea Ltd. ADR
982,853$128.3B0.68%
45
WMWaste Management Inc.
542,259$125.5B0.66%
46
UBERUber Technologies Inc.
1,701,620$124.0B0.65%
47
LIESun Life Financial Inc.
1,844,848$122.9B0.65%
48
ADIAnalog Devices Inc.
601,176$121.2B0.64%
49
BNBrookfield Corp.
2,274,117$119.5B0.63%
50
CPCanadian Pacific Kansas City Ltd.
1,696,742$119.2B0.63%
51
HDThe Home Depot Inc.
315,906$115.8B0.61%
52
MLB1MercadoLibre Inc.
59,166$115.4B0.61%
53
HLTHilton Worldwide Holdings Inc.
503,509$114.6B0.60%
54
MDLZMondelez International Inc.
1,664,780$113.0B0.60%
55
MSIMotorola Solutions Inc.
244,316$107.0B0.56%
56
VOOVanguard Index Fds S&P 500 Etf
207,321$106.5B0.56%
57
4I1Philip Morris International Inc.
640,740$101.7B0.54%
58
KKRKKR & Co. Inc.
870,191$100.6B0.53%
59
FTECFidelity MSCI Information Technology Index ETF
607,962$98.0B0.52%
60
TMOThermo Fisher Scientific Inc.
196,727$97.9B0.52%
61
PWRQuanta Services Inc.
382,597$97.2B0.51%
62
SHOPShopify Inc.
1,003,871$95.9B0.51%
63
JNJJohnson & Johnson
575,930$95.5B0.50%
64
IBKRInteractive Brokers Group Inc.
558,377$92.5B0.49%
65
CBChubb Ltd.
301,540$91.1B0.48%
66
MFCManulife Financial Corp.
2,433,140$90.6B0.48%
67
ACMAECOM
964,757$89.5B0.47%
68
LRCXLam Research Corp.
1,221,240$88.8B0.47%
69
DKNGDraftKings Inc.
2,517,982$83.6B0.44%
70
NOCNorthrop Grumman Corp.
163,275$83.6B0.44%
71
BIPBrookfield Infrastructure Partners LP
2,722,101$81.0B0.43%
72
XLYConsumer Discretionary Select Sector SPDR Fund ETF
406,690$80.3B0.42%
73
AFLAflac Inc.
718,786$79.9B0.42%
74
VEAVanguard Ftse Developed Mrkt E
1,551,137$78.8B0.42%
75
CNRCanadian National Railway Co.
646,978$78.2B0.41%
76
WMBThe Williams Cos. Inc.
1,305,677$78.0B0.41%
77
BAMBrookfield Asset Management Ltd.
1,603,608$77.7B0.41%
78
CMGChipotle Mexican Grill Inc.
1,506,035$75.6B0.40%
79
HONHoneywell International Inc.
356,814$75.6B0.40%
80
GRT-UGranite REIT
1,612,838$75.1B0.40%
81
COSTCostco Wholesale Corp.
78,276$74.0B0.39%
82
BMOBank of Montreal
634,805$71.1B0.38%
83
XLVHealth Care Select Sector SPDR ETF
481,469$70.3B0.37%
84
VVVanguard Index Tr Lrg Cap
269,491$69.3B0.37%
85
IBNICICI Bank Ltd. ADR
2,188,965$69.0B0.36%
86
XLCCommunication Services Select Sector SPDR Fund
706,422$68.1B0.36%
87
BACBank of America Corp.
1,627,540$67.9B0.36%
88
APHAmphenol Corp.
1,024,293$67.2B0.35%
89
NTRNutrien Ltd.
1,005,410$66.1B0.35%
90
AERAerCap Holdings NV
646,726$66.1B0.35%
91
TRPTC Energy Corp.
1,063,256$65.5B0.35%
92
ACNAccenture PLC
202,472$63.2B0.33%
93
INTUIntuit Inc.
101,446$62.3B0.33%
94
WCNWaste Connections Inc.
304,825$59.4B0.31%
95
CRMSalesforce Inc.
218,917$58.7B0.31%
96
FNCLFidelity MSCI Financials Index ETF
828,934$57.6B0.30%
97
VGTVanguard Sector Inde Informat
103,968$56.4B0.30%
98
CCLCarnival Corp.
2,871,219$56.1B0.30%
99
TRIThomson Reuters Corp.
321,168$56.0B0.30%
100
MTBM&T Bank Corp.
313,183$56.0B0.30%
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