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)

StockValue
STLDSteel Dynamics Inc.
$650K
UGIUGI Corp.
$638K
CNHICNH Industrial NV
$626K
UPSUnited Parcel Service Inc.
$621K
PANWPalo Alto Networks Inc.
$619K
FICOFair Isaac Corp.
$616K
EXRExtra Space Storage Inc. REIT
$616K
GDDYGodaddy Inc.
$609K
COFCapital One Financial Corp.
$607K
CRBGCorebridge Financial Inc.
$601K
DFSEURDiscover Financial Services
$600K
FERGFerguson PLC
$595K
EPAMEPAM Systems Inc.
$594K
VRTXVertex Pharmaceuticals Inc.
$588K
ESSEssex Property Trust Inc. REIT
$584K
DPZDomino's Pizza Inc.
$582K
WSMWilliams-Sonoma Inc.
$582K
FTSFortis Inc.
$581K
PHMPulteGroup Inc.
$574K
FITBFifth Third Bancorp
$571K
ATOAtmos Energy Corp.
$571K
HOLXHologic Inc.
$568K
WSTWest Pharmaceutical Services Inc.
$566K
XYZBlock Inc.
$562K
GENGen Digital Inc.
$558K
HSYThe Hershey Co.
$552K
SUISun Communities Inc. REIT
$551K
TRMBTrimble Inc.
$550K
LWLamb Weston Holdings Inc.
$546K
PGProcter & Gamble Co Common
$545K
STTState Street Corp.
$534K
IDXXIDEXX Laboratories Inc.
$522K
AFWAlign Technology Inc.
$520K
NVRNVR Inc.
$516K
EQTEQT Corp.
$516K
COOThe Cooper Cos. Inc.
$512K
IPGThe Interpublic Group of Cos. Inc.
$504K
CAHCardinal Health Inc.
$502K
SUSAIshares Usa Esg Slct Etf
$483K
NUENucor Corp.
$474K
CECelanese Corp.
$473K
VFHVanguard Sector Inde Financial
$473K
KLACKLA Corp.
$464K
CELHCelsius Holdings Inc.
$459K
ETEnergy Transfer LP
$449K
BHFBrighthouse Financial Inc.
$446K
AKAMAkamai Technologies Inc.
$445K
BBWIBath & Body Works Inc.
$445K
RTXRtx Corporation
$440K
SUSLIshares Trust Is Esg Msci Etf
$428K
ESGVVanguard World Fd Esg Us Etf
$415K
PYPLPayPal Holdings Inc.
$415K
ITWIllinois Tool Works Inc.
$411K
DONSpdr Dow Jones Indl Etf Ut Ser
$404K
AGNCAGNC Investment Corp. REIT
$403K
CWENClearway Energy Inc.
$393K
RITMRithm Capital Corp. REIT
$386K
CZRCaesars Entertainment Inc.
$375K
SNOWSnowflake Inc.
$366K
VTVanguard Intl Index Fd Tt Wrld
$363K
PHParker-Hannifin Corp.
$363K
REGNRegeneron Pharmaceuticals Inc.
$358K
DHIDR Horton Inc.
$344K
USXFIshares Esg Advanced Msci Usa E
$335K
PAYXPaychex Inc.
$333K
BXThe Blackstone Group Inc.
$301K
PPGPPG Industries Inc.
$300K
MDTMedtronic PLC
$277K
ODFLOld Dominion Freight Line Inc.
$264K
AZNAstrazeneca Sp Adr (1/2 Ord)
$253K
MIGAMicrostrategy Inc Cl A New
$246K
HDHome Depot Inc Common
$241K
SYFSynchrony Financial
$237K
FCNCAFirst Citizens BancShares Inc.
$235K
AIVLWisdomtree U.S. Ai Enhanced Val
$225K
AEPAmern Elec Pwr Inc Common
$219K
EXPEExpedia Group Inc.
$219K
DMXFIshares Esg Advanced Msci Et
$209K
LENLennar Corp.
$201K
GFRGreenfire Res Ltd New Usd
$102K
PreviousPage 7 of 7