AGF MANAGEMENT LTD Q2 2024 Filing

Filed August 7, 2024

Portfolio Value

$18.0B

Holdings

672

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (672 positions)

#StockSharesValue% PortfolioType
101
MPCMarathon Petroleum Corp.
289,885$50.3M0.28%
102
MNDYMonday.com Ltd.
207,416$49.9M0.28%
103
JJacobs Solutions Inc.
357,107$49.9M0.28%
104
MCDMcDonald's Corp.
194,149$49.5M0.27%
105
TRPTC Energy Corp.
1,011,101$49.2M0.27%
106
AEMAgnico Eagle Mines Ltd.
727,238$47.6M0.26%
107
OEFIshares Tr S&P 100 Index
177,385$46.9M0.26%
108
SHWThe Sherwin-Williams Co.
157,074$46.9M0.26%
109
AMGNAmgen Inc.
148,984$46.5M0.26%
110
VSTVistra Corp.
534,057$45.9M0.25%
111
FTECFidelity MSCI Information Technology Index ETF
263,567$45.2M0.25%
112
COSTCostco Wholesale Corp.
50,820$43.2M0.24%
113
TRIThomson Reuters Corp.
253,290$43.1M0.24%
114
FLINFranklin FTSE India ETF
1,038,263$41.4M0.23%
115
MCOMoody's Corp.
98,072$41.3M0.23%
116
XLEEnergy Select Sector SPDR Fund ETF
432,040$39.4M0.22%
117
BAMBrookfield Asset Management Ltd.
1,015,919$38.7M0.22%
118
ORCLOracle Corp.
265,088$37.4M0.21%
119
IQLTIshares Msci Intl Quality Facto
937,043$36.6M0.20%
120
TKRThe Timken Co.
452,165$36.2M0.20%
121
DWDMorgan Stanley
363,559$35.3M0.20%
122
VHTVanguard Sector Inde Health Ca
131,051$34.9M0.19%
123
PFEPfizer Inc.
1,223,841$34.2M0.19%
124
XOMExxon Mobil Corp.
295,745$34.0M0.19%
125
WFRDWeatherford International PLC
277,268$34.0M0.19%
126
IBNICICI Bank Ltd. ADR
1,163,946$33.5M0.19%
127
DISWalt Disney Co.
335,785$33.3M0.19%
128
DEODiageo PLC ADR
262,521$33.1M0.18%
129
CSCOCisco Systems Inc.
661,825$31.4M0.17%
130
JCIJohnson Controls International PLC
441,383$29.3M0.16%
131
VOVanguard Index Tr Mid Cap
119,105$28.8M0.16%
132
ECLEcolab Inc.
111,626$26.6M0.15%
133
VIGVanguard Specialized Div Apprec
143,010$26.1M0.14%
134
HCAHCA Healthcare Inc.
79,760$25.6M0.14%
135
SFMSprouts Farmers Market Inc.
299,837$25.1M0.14%
136
VRTVertiv Holdings Co.
288,965$25.0M0.14%
137
MTBM&T Bank Corp.
164,279$24.9M0.14%
138
BNSBank of Nova Scotia
395,251$24.7M0.14%
139
NNNNNN REIT Inc.
544,010$23.2M0.13%
140
BMYBristol-Myers Squibb Co.
556,333$23.1M0.13%
141
VEUVanguard Intl Equity Etf All-W
383,078$22.5M0.12%
142
APHAmphenol Corp.
328,524$22.1M0.12%
143
AMTAmerican Tower Corp. REIT
112,323$21.8M0.12%
144
ATSATS Corp.
637,132$20.6M0.11%
145
CVSCVS Health Corp.
335,143$19.8M0.11%
146
INFYInfosys Ltd. ADR
994,557$18.5M0.10%
147
TTEKTetra Tech Inc.
90,192$18.4M0.10%
148
FHLCFidelity MSCI Health Care Index ETF
260,052$17.8M0.10%
149
KOThe Coca-Cola Co.
278,945$17.8M0.10%
150
METMetLife Inc.
249,132$17.5M0.10%
151
CLHClean Harbors Inc.
77,204$17.5M0.10%
152
VGKVanguard Intl Eq Ind Ftse Europ
257,609$17.2M0.10%
153
AGCOAGCO Corp.
175,663$17.2M0.10%
154
EMXCIshares Msci Emerging Markets
288,880$17.1M0.09%
155
FNCLFidelity MSCI Financials Index ETF
294,453$17.1M0.09%
156
VLOValero Energy Corp.
106,979$16.8M0.09%
157
FDISFidelity MSCI Consumer Discretionary Index ETF
204,413$16.6M0.09%
158
TFIITFI International Inc.
111,515$16.2M0.09%
159
VBVanguard Index Tr Small Cap
72,536$15.8M0.09%
160
FCOMFidelity MSCI Communication Services Index ETF
300,084$15.7M0.09%
161
BRBRBellRing Brands Inc.
272,583$15.6M0.09%
162
SPGIS&P Global Inc.
34,518$15.4M0.09%
163
GOOGAlphabet Inc.
83,668$15.3M0.09%
164
PIImpinj Inc.
97,160$15.2M0.08%
165
HDBHDFC Bank Ltd. ADR
235,208$15.1M0.08%
166
GIB/ACGI Inc.
141,139$14.8M0.08%
167
DECKDeckers Outdoor Corp.
14,981$14.5M0.08%
168
FLSAFranklin FTSE Saudi Arabia ETF
418,521$14.5M0.08%
169
GRMNGarmin Ltd.
88,479$14.4M0.08%
170
STNStantec Inc.
161,660$13.5M0.08%
171
SFStifel Financial Corp.
160,196$13.5M0.07%
172
QUALIshares Trust Msci Usa Quality
77,889$13.3M0.07%
173
TTTrane Technologies PLC
40,190$13.2M0.07%
174
CIGIColliers International Group Inc.
117,644$13.1M0.07%
175
BSYBentley Systems Inc.
265,558$13.1M0.07%
176
WMSAdvanced Drainage Systems Inc.
81,499$13.1M0.07%
177
WINGWingstop Inc.
30,862$13.0M0.07%
178
FISVFiserv Inc.
86,803$12.9M0.07%
179
TREXTrex Co. Inc.
174,254$12.9M0.07%
180
SPYSpdr S&P 500 Etf Tr Units Ser 1 S
23,717$12.9M0.07%
181
EMBJEmbraer SA ADR
497,425$12.8M0.07%
182
XYLXylem Inc.
93,944$12.7M0.07%
183
DGDollar General Corp.
96,076$12.7M0.07%
184
SCCOSouthern Copper Corp.
113,092$12.2M0.07%
185
BEPCBrookfield Renewable Corp.
411,432$11.8M0.07%
186
OIIOceaneering International Inc.
495,761$11.7M0.07%
187
PEPPepsiCo Inc.
70,739$11.7M0.06%
188
MEDPMedpace Holdings Inc.
28,266$11.6M0.06%
189
GVAGranite Construction Inc.
186,453$11.6M0.06%
190
FLJPFranklin FTSE Japan ETF
399,340$11.5M0.06%
191
VOXVanguard Sector Indx Telecomm
82,643$11.4M0.06%
192
FIDUFidelity MSCI Industrials Index ETF
174,149$11.4M0.06%
193
HASIHannon Armstrong Sustainable Infrastructure Capital Inc.
379,923$11.2M0.06%
194
CA8ACACI International Inc.
25,642$11.0M0.06%
195
BALLBall Corp.
181,031$10.9M0.06%
196
VUGVanguard Index Tr Growth
28,642$10.7M0.06%
197
XLBMaterials Select Sector SPDR ETF
121,073$10.7M0.06%
198
NTRANatera Inc.
98,554$10.7M0.06%
199
XLUUtilities Select Sector SPDR ETF
151,453$10.3M0.06%
200
EQIXEquinix Inc. REIT
13,405$10.1M0.06%
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