AGF MANAGEMENT LTD Q2 2024 Filing

Filed August 7, 2024

Portfolio Value

$18018.7T

Holdings

672

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (672 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA Corp.
6,215,932$767.9T4.26%
2
AMZNAmazon.com Inc.
3,313,188$640.3T3.55%
3
LLYEli Lilly and Co.
528,162$478.2T2.65%
4
ISRGIntuitive Surgical Inc.
879,683$391.3T2.17%
5
BSXBoston Scientific Corp.
4,847,531$373.3T2.07%
6
XLKTechnology Select Sector SPDR Fund ETF
1,510,623$341.7T1.90%
7
RJFRaymond James Financial Inc.
2,580,467$319.0T1.77%
8
ICEIntercontinental Exchange Inc.
2,208,036$302.3T1.68%
9
RYRoyal Bank of Canada
2,431,264$290.1T1.61%
10
TDToronto-Dominion Bank
4,761,099$288.5T1.60%
11
BAHBooz Allen Hamilton Holding Corp.
1,750,610$269.4T1.50%
12
MSFTMicrosoft Corp.
550,196$245.9T1.36%
13
HUBSHubSpot Inc.
407,292$240.2T1.33%
14
CRCCanadian Natural Resources Ltd.
6,007,751$221.5T1.23%
15
A4SAmeriprise Financial Inc.
504,657$215.6T1.20%
16
HEIHEICO Corp.
949,945$212.4T1.18%
17
IRMIron Mountain Inc. REIT
2,245,393$201.2T1.12%
18
PWRQuanta Services Inc.
754,310$191.7T1.06%
19
TMUST-Mobile US Inc.
1,053,786$185.7T1.03%
20
CEGConstellation Energy Corp.
921,224$184.5T1.02%
21
NOWServiceNow Inc.
221,827$174.5T0.97%
22
ENBEnbridge Inc.
4,555,907$173.8T0.96%
23
VTIVanguard Index Tr Stock Marke
631,759$169.0T0.94%
24
WDCWestern Digital Corp.
2,202,190$166.9T0.93%
25
INTUIntuit Inc.
248,585$163.4T0.91%
26
BMOBank of Montreal
1,799,287$158.8T0.88%
27
PRIPrimerica Inc.
664,483$157.2T0.87%
28
RCI/BRogers Communications Inc.
3,651,100$151.3T0.84%
29
ABBVAbbVie Inc.
838,407$143.8T0.80%
30
XLVHealth Care Select Sector SPDR ETF
962,931$140.3T0.78%
31
LIESun Life Financial Inc.
2,513,349$135.8T0.75%
32
HWMHowmet Aerospace Inc.
1,738,380$135.0T0.75%
33
VVisa Inc.
512,334$134.5T0.75%
34
SNPSSynopsys Inc.
225,564$134.2T0.74%
35
AAPLApple Inc.
624,547$131.5T0.73%
36
XLYConsumer Discretionary Select Sector SPDR Fund ETF
719,912$131.3T0.73%
37
NTRNutrien Ltd.
2,251,649$128.3T0.71%
38
CPCanadian Pacific Kansas City Ltd.
1,586,609$125.1T0.69%
39
XLCCommunication Services Select Sector SPDR Fund
1,438,225$123.2T0.68%
40
GOOGLAlphabet Inc.
675,592$123.1T0.68%
41
IQVIQVIA Holdings Inc.
574,143$121.4T0.67%
42
SLBSchlumberger Ltd.
2,561,489$120.9T0.67%
43
LPLALPL Financial Holdings Inc.
432,278$120.7T0.67%
44
HLTHilton Worldwide Holdings Inc.
544,270$118.8T0.66%
45
SUSuncor Energy Inc.
2,519,115$118.6T0.66%
46
MLB1MercadoLibre Inc.
71,952$118.2T0.66%
47
ACNAccenture PLC
388,597$117.9T0.65%
48
JPMJPMorgan Chase & Co.
564,222$114.1T0.63%
49
SHOPShopify Inc.
1,725,886$114.1T0.63%
50
WMWaste Management Inc.
521,870$111.3T0.62%
51
SPOTSpotify Technology SA
349,031$109.5T0.61%
52
LRCXEURLam Research Corp.
102,688$109.3T0.61%
53
BNBrookfield Corp.
2,613,168$109.0T0.61%
54
MDLZMondelez International Inc.
1,614,123$105.6T0.59%
55
XLFFinancial Select Sector SPDR ETF
2,500,559$102.8T0.57%
56
AVGOBroadcom Inc.
63,532$102.0T0.57%
57
AZNAstraZeneca PLC ADR
1,300,313$101.4T0.56%
58
AERAerCap Holdings NV
1,068,447$99.6T0.55%
59
ZTSZoetis Inc.
573,472$99.4T0.55%
60
HONHoneywell International Inc.
455,415$97.2T0.54%
61
TTELUS Corp.
6,378,935$96.9T0.54%
62
TJXThe TJX Cos. Inc.
845,570$93.1T0.52%
63
VOOVanguard Index Fds S&P 500 Etf
182,592$91.3T0.51%
64
UNHUnitedHealth Group Inc.
177,482$90.4T0.50%
65
XLIIndustrial Select Sector SPDR ETF
737,663$89.9T0.50%
66
NOCNorthrop Grumman Corp.
203,958$88.9T0.49%
67
BIPBrookfield Infrastructure Partners LP
3,204,547$88.0T0.49%
68
JNJJohnson & Johnson
597,153$87.3T0.48%
69
AXONAxon Enterprise Inc.
295,060$86.8T0.48%
70
LINLinde PLC
195,993$86.0T0.48%
71
LNGCheniere Energy Inc.
491,470$85.9T0.48%
72
CNRCanadian National Railway Co.
588,712$83.2T0.46%
73
NKENIKE Inc.
1,096,318$82.6T0.46%
74
ADIAnalog Devices Inc.
353,944$80.8T0.45%
75
VEAVanguard Ftse Developed Mrkt E
1,577,989$78.0T0.43%
76
NEENextEra Energy Inc.
1,068,509$75.7T0.42%
77
WMBThe Williams Cos. Inc.
1,748,366$74.3T0.41%
78
DUOLDuolingo Inc.
355,781$74.2T0.41%
79
HDThe Home Depot Inc.
215,248$74.1T0.41%
80
XLFIConsumer Staples Select Sector SPDR ETF
962,293$73.7T0.41%
81
CBChubb Ltd.
286,969$73.2T0.41%
82
GRT-UCADGranite REIT
1,470,438$72.9T0.40%
83
VVVanguard Index Tr Lrg Cap
286,567$71.5T0.40%
84
ELFelf Beauty Inc.
338,733$71.4T0.40%
85
ACMAECOM
799,619$70.5T0.39%
86
VGTVanguard Sector Inde Informat
121,791$70.2T0.39%
87
TMOThermo Fisher Scientific Inc.
122,223$67.6T0.38%
88
URIUnited Rentals Inc.
103,672$67.0T0.37%
89
IBKRInteractive Brokers Group Inc.
546,471$67.0T0.37%
90
CCOCameco Corp.
1,356,051$66.7T0.37%
91
WCNWaste Connections Inc.
374,867$65.8T0.37%
92
CVECenovus Energy Inc.
3,129,467$61.6T0.34%
93
BRK/BBerkshire Hathaway Inc.
150,796$61.3T0.34%
94
4I1Philip Morris International Inc.
597,024$60.5T0.34%
95
BCEBCE Inc.
1,354,413$60.0T0.33%
96
MSIMotorola Solutions Inc.
152,962$59.1T0.33%
97
AFLAflac Inc.
660,688$59.0T0.33%
98
ROKRockwell Automation Inc.
210,774$58.0T0.32%
99
ETNEaton Corp. PLC
178,252$55.9T0.31%
100
MFCManulife Financial Corp.
1,490,961$51.0T0.28%
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