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)

StockValue
SRSpire Inc.
$1.9M
DHR 5 04/15/23 BDanaher Corp. Preferred
$1.9M
UBER 0 12/15/25Uber Technologies Inc.
$1.9M
STWD 4.375 04/01/23Starwood Property Trust Inc.
$1.9M
EDGGold Fields Ltd. ADR
$1.8M
BTOB2Gold Corp.
$1.8M
$1.8M
EQIXEquinix Inc. REIT
$1.8M
FCOMFidelity MSCI Communication Services Index ETF
$1.8M
AEPAmerican Electric Power Co. Inc.
$1.8M
MRTXEURMirati Therapeutics Inc.
$1.7M
VOXVanguard Sector Indx Telecomm
$1.7M
EB 0.75 09/15/26Eventbrite Inc.
$1.7M
BSX 5.5 06/01/23 ABoston Scientific Corp.
$1.7M
TFIITFI International Inc.
$1.7M
VCITVanguard Int-Term Corp
$1.7M
IFFIntl Flavors & Fragr Common
$1.7M
BSXBoston Scientific Corp.
$1.7M
EVRGEvergy Inc.
$1.7M
FNCLFidelity MSCI Financials Index ETF
$1.7M
EMNEastman Chemical Co.
$1.6M
MAMastercard Inc.
$1.6M
WFGWest Fraser Timber Co. Ltd.
$1.6M
TCN1EURTricon Residential Inc.
$1.6M
AZOAutoZone Inc.
$1.6M
ASHAshland Inc.
$1.6M
AU3EURAngloGold Ashanti Ltd. ADR
$1.6M
CRMSalesforce Inc.
$1.6M
FENYFidelity MSCI Energy Index ETF
$1.6M
AOSA.O. Smith Corp.
$1.6M
DEDeere & Co.
$1.6M
HAE 0 03/01/26Haemonetics Corp.
$1.5M
RGENRepligen Corp.
$1.5M
ABTAbbott Laboratories
$1.5M
NEE 6.219 09/01/23Nextera Energy Inc. Preferred
$1.5M
KGCKinross Gold Corp.
$1.5M
1Q Global Infrastructure ETF
$1.5M
XYZ 0 05/01/26Block Inc.
$1.5M
DOCN 0 12/01/26DigitalOcean Holdings Inc.
$1.5M
FTSFortis Inc.
$1.5M
$1.5M
SDYSpdr S&P Dividend Spdr Series T
$1.5M
CWENClearway Energy Inc.
$1.4M
URIUnited Rentals Inc.
$1.4M
Hope Bancorp Inc.
$1.4M
BE 2.5 08/15/25Bloom Energy Corp.
$1.4M
SBSWSibanye-Stillwater Ltd. ADR
$1.4M
AIGAmerican International Group Inc.
$1.4M
EMREmerson Electric Co.
$1.4M
RH
$1.4M
PANW 0.375 06/01/25Palo Alto Networks Inc.
$1.4M
OGSONE Gas Inc.
$1.3M
PGThe Procter & Gamble Co.
$1.3M
IFFInternational Flavors & Fragrances Inc.
$1.3M
HSTHost Hotels & Resorts Inc. REIT
$1.3M
ETREntergy Corp.
$1.3M
PSTG 0.125 04/15/23Pure Storage Inc.
$1.3M
BCEBCE Inc.
$1.3M
BDX 6 06/01/23 BBecton Dickinson and Co. Preferred
$1.3M
Colliers International Group Inc.
$1.3M
COUP 0.375 06/15/26Coupa Software Inc.
$1.2M
TSMTaiwan Semiconductor Manufacturing Co. Ltd. ADR
$1.2M
VGSHVanguard Short-Term Treasury
$1.2M
ETEnergy Transfer LP
$1.2M
ENPH 0 03/01/28Enphase Energy Inc.
$1.2M
ENSEnerSys
$1.2M
GSThe Goldman Sachs Group Inc.
$1.2M
SAVE 1 05/15/26Spirit Airlines Inc.
$1.2M
AMDAdvanced Micro Devices Inc.
$1.2M
AONAon PLC
$1.2M
OREUROsisko Gold Royalties Ltd.
$1.2M
ORLYO'Reilly Automotive Inc.
$1.1M
TSLATesla Inc.
$1.1M
VTVanguard Intl Index Fd Tt Wrld
$1.1M
AVYAvery Dennison Corp.
$1.1M
LLYEli Lilly and Co.
$1.1M
$1.1M
SEDG 0 09/15/25SolarEdge Technologies Inc.
$1.1M
NBIX 2.25 05/15/24Neurocrine Biosciences Inc.
$1.1M
AQN.TOAlgonquin Power & Utilities Corp.
$1.1M
JCIJohnson Controls International PLC
$1.1M
WELLWelltower Inc. REIT
$1.1M
NFGNational Fuel Gas Co.
$1.1M
FSLY 0 03/15/26Fastly Inc.
$1.1M
$1.1M
G7AGrupo Aeroportuario Del Centro Norte Sab De Cv ADR
$1.1M
HCAHCA Healthcare Inc.
$1.1M
OGEOGE Energy Corp.
$1.0M
PPLPembina Pipeline Corp.
$1.0M
GEGeneral Electric Co.
$1.0M
ABNB 0 03/15/26Airbnb Inc.
$1.0M
$1.0M
AGIAlamos Gold Inc.
$1.0M
STAGSTAG Industrial Inc. REIT
$1.0M
CMCanadian Imperial Bank of Commerce
$994K
FDISFidelity MSCI Consumer Discretionary Index ETF
$992K
UHAL/BU-Haul Holding Co.
$982K
CMGChipotle Mexican Grill Inc.
$978K
FCXFreeport-McMoRan Inc.
$968K
ELVElevance Health Inc.
$957K
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