AGF MANAGEMENT LTD Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$13.8B

Holdings

743

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (743 positions)

#StockSharesValue% PortfolioType
201
GILDGilead Sciences Inc.
110,171$9.5M0.07%
202
UNPUnion Pacific Corp.
45,612$9.4M0.07%
203
CMCSAComcast Corp.
263,012$9.2M0.07%
204
DISH 2.375 03/15/24DISH Network Corp.
10,200,000$9.2M0.07%
205
XLFIConsumer Staples Select Sector SPDR ETF
122,549$9.1M0.07%
206
VTVVanguard Index Tr Value
62,183$8.7M0.06%
207
BNSBank of Nova Scotia
175,106$8.6M0.06%
208
SHOPShopify Inc.
246,462$8.6M0.06%
209
GFLGFL Environmental Inc.
292,848$8.6M0.06%
210
PLUNPlug Power Inc.
684,775$8.5M0.06%
211
MRKMerck & Co. Inc.
75,793$8.4M0.06%
212
FSLRFirst Solar Inc.
55,075$8.2M0.06%
213
VYMVanguard Whitehall F Etf High
76,210$8.2M0.06%
214
DWDMorgan Stanley
95,814$8.1M0.06%
215
PLNTPlanet Fitness Inc.
103,000$8.1M0.06%
216
NEMNewmont Corp.
168,668$8.0M0.06%
217
ISRGIntuitive Surgical Inc.
29,449$7.8M0.06%
218
WINGWingstop Inc.
55,000$7.6M0.05%
219
CCOCameco Corp.
333,750$7.6M0.05%
220
8CWCrown Castle Inc. REIT
55,581$7.5M0.05%
221
PGRThe Progressive Corp.
57,649$7.5M0.05%
222
GOOGAlphabet Inc Class C
83,268$7.4M0.05%
223
VCSHVanguard Short-Term Corp
97,685$7.3M0.05%
224
G2CEveri Holdings Inc.
508,000$7.3M0.05%
225
TECK/BTeck Resources Ltd.
189,843$7.2M0.05%
226
VBRVanguard Index Tr Small Cap Va
43,870$7.0M0.05%
227
WSMWilliams-Sonoma Inc.
60,000$6.9M0.05%
228
DUKDuke Energy Corp.
65,212$6.7M0.05%
229
BEPCBrookfield Renewable Corp.
243,624$6.7M0.05%
230
NOVAQSunnova Energy International Inc.
370,344$6.7M0.05%
231
MGAMagna International Inc.
116,571$6.5M0.05%
232
SBUXStarbucks Corp.
65,990$6.5M0.05%
233
COPConocoPhillips
55,184$6.5M0.05%
234
LTHM1EURLivent Corp.
325,000$6.5M0.05%
235
PDD 0 12/01/25Pinduoduo Inc.
6,874,000$6.4M0.05%
236
AXPAmerican Express Co.
42,974$6.3M0.05%
237
ALGMAllegro MicroSystems Inc.
210,000$6.3M0.05%
238
HASIHannon Armstrong Sustainable Infrastructure Capital Inc. REIT
217,527$6.3M0.05%
239
VUGVanguard Index Tr Growth
29,525$6.3M0.05%
240
CMECME Group Inc.
37,364$6.3M0.05%
241
TTTrane Technologies PLC
37,204$6.3M0.05%
242
SSRMSSR Mining Inc.
381,973$6.0M0.04%
243
TSCOTractor Supply Co.
26,209$5.9M0.04%
244
VWOVanguard Ftse Emerging Market
151,605$5.9M0.04%
245
SPGSimon Property Group Inc. REIT
49,943$5.9M0.04%
246
SRESempra Energy
36,986$5.7M0.04%
247
ESPR 4 11/15/25Esperion Therapeutics Inc.
10,500,000$5.7M0.04%
248
ESEversource Energy
67,390$5.6M0.04%
249
BACVerizon Communications Inc.
141,643$5.6M0.04%
250
APDAir Products and Chemicals Inc.
18,078$5.6M0.04%
251
UPSUnited Parcel Service Inc.
31,268$5.4M0.04%
252
BKNGBooking Holdings Inc.
2,662$5.4M0.04%
253
PEGA 0.75 03/01/25Pegasystems Inc.
6,175,000$5.3M0.04%
254
RDYDr Reddy's Laboratories Ltd. ADR
99,120$5.1M0.04%
255
REEverest Re Group Ltd.
15,116$5.0M0.04%
256
RGLDRoyal Gold Inc.
44,333$5.0M0.04%
257
AQLTIshares Core Msci Eafe Etf
80,961$5.0M0.04%
258
DOWDow Inc.
96,473$4.9M0.04%
259
CSCOCisco Systems Inc.
101,074$4.8M0.03%
260
MGNI 0.25 03/15/26Magnite Inc.
6,250,000$4.8M0.03%
261
FDXFedEx Corp.
27,166$4.7M0.03%
262
NSCNorfolk Southern Corp.
18,289$4.5M0.03%
263
MPMP Materials Corp.
185,000$4.5M0.03%
264
XLKSelect Sector Spdr Sbi Int-Tech
35,985$4.5M0.03%
265
AEMAgnico Eagle Mines Ltd.
85,296$4.4M0.03%
266
KMBKimberly-Clark Corp.
32,469$4.4M0.03%
267
MARMarriott International Inc.
29,260$4.4M0.03%
268
LINLinde PLC
13,309$4.3M0.03%
269
RFRegions Financial Corp.
200,633$4.3M0.03%
270
ADPAutomatic Data Proc Common
18,008$4.3M0.03%
271
TREE 0.5 07/15/25LendingTree Inc.
5,900,000$4.3M0.03%
272
IJHIshares Trust Core S&P Mid-Cap
17,710$4.3M0.03%
273
MXLMaxLinear Inc.
125,000$4.2M0.03%
274
RSGRepublic Services Inc.
32,048$4.1M0.03%
275
PXD 0.25 05/15/25Pioneer Natural Resources Co.
1,750,000$4.1M0.03%
276
HRLHormel Foods Corp.
89,591$4.1M0.03%
277
BILI 0.5 12/01/26Bilibili Inc.
5,500,000$4.0M0.03%
278
DPZDomino's Pizza Inc.
11,666$4.0M0.03%
279
CAGConagra Brands Inc.
104,009$4.0M0.03%
280
DVADaVita Inc.
53,806$4.0M0.03%
281
OSH 0 03/15/26Oak Street Health Inc.
5,275,000$4.0M0.03%
282
HELEHelen of Troy Ltd.
35,945$4.0M0.03%
283
BALLBall Corp.
77,964$4.0M0.03%
284
CNXCConcentrix Corp.
29,879$4.0M0.03%
285
MCHP 1.625 02/15/27Microchip Technology Inc.
2,000,000$4.0M0.03%
286
FANGDiamondback Energy Inc.
28,998$4.0M0.03%
287
CGNXCognex Corp.
83,855$4.0M0.03%
288
AMCRAmcor PLC
330,877$3.9M0.03%
289
RHIRobert Half International Inc.
53,327$3.9M0.03%
290
EEMIshares Emerg Mkts Etf
103,670$3.9M0.03%
291
BDXBecton Dickinson and Co.
15,441$3.9M0.03%
292
HLF 2.625 03/15/24Herbalife Nutrition Ltd.
4,250,000$3.9M0.03%
293
ORealty Income Corp. REIT
60,524$3.8M0.03%
294
OGNOrganon & Co.
136,890$3.8M0.03%
295
NDQInvesco Qqq Tr Series 1
14,351$3.8M0.03%
296
AVAAvista Corp.
85,446$3.8M0.03%
297
TAT&T Inc.
203,876$3.8M0.03%
298
WTMWhite Mountains Insurance Group Ltd.
2,643$3.7M0.03%
299
IAA-WUSDIAA Inc.
93,387$3.7M0.03%
300
TWTradeweb Markets Inc.
57,482$3.7M0.03%
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