AGF MANAGEMENT LTD Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$20.1T

Holdings

683

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (683 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA Corp.
6,770,884$909.3B4.52%
2
AMZNAmazon.com Inc.
3,443,910$755.6B3.76%
3
XLKTechnology Select Sector SPDR Fund ETF
2,516,814$585.2B2.91%
4
LLYEli Lilly and Co.
597,165$461.0B2.29%
5
ISRGIntuitive Surgical Inc.
838,648$437.7B2.18%
6
BSXBoston Scientific Corp.
4,797,121$428.5B2.13%
7
AVGOBroadcom Inc.
1,756,755$407.3B2.03%
8
RJFRaymond James Financial Inc.
2,379,290$369.6B1.84%
9
ICEIntercontinental Exchange Inc.
2,149,682$320.3B1.59%
10
METAMeta Platforms Inc.
544,012$318.5B1.58%
11
RYRoyal Bank of Canada
2,230,446$310.6B1.54%
12
MSFTMicrosoft Corp.
711,409$299.9B1.49%
13
TDToronto-Dominion Bank
4,996,829$298.4B1.48%
14
HUBSHubSpot Inc.
401,697$279.9B1.39%
15
PWRQuanta Services Inc.
750,226$237.1B1.18%
16
CRCCanadian Natural Resources Ltd.
7,129,142$227.9B1.13%
17
NOWServiceNow Inc.
213,670$226.5B1.13%
18
IRMIron Mountain Inc. REIT
2,133,904$224.3B1.12%
19
TMUST-Mobile US Inc.
1,012,403$223.5B1.11%
20
HEIHEICO Corp.
937,685$222.9B1.11%
21
A4SAmeriprise Financial Inc.
385,685$205.4B1.02%
22
CEGConstellation Energy Corp.
905,748$202.6B1.01%
23
EXEExpand Energy Corp.
1,979,816$197.1B0.98%
24
TJXThe TJX Cos. Inc.
1,537,097$185.7B0.92%
25
VTIVanguard Index Tr Stock Marke
640,487$185.4B0.92%
26
ENBEnbridge Inc.
3,945,297$183.8B0.91%
27
HWMHowmet Aerospace Inc.
1,670,342$182.7B0.91%
28
ABBVAbbVie Inc.
1,009,491$179.4B0.89%
29
CCOCameco Corp.
3,393,233$174.4B0.87%
30
PRIPrimerica Inc.
641,395$174.1B0.87%
31
SHOPShopify Inc.
1,592,154$169.5B0.84%
32
AXONAxon Enterprise Inc.
283,171$168.3B0.84%
33
VVisa Inc.
509,633$161.1B0.80%
34
SPOTSpotify Technology SA
356,250$159.4B0.79%
35
GOOGLAlphabet Inc.
834,162$157.9B0.79%
36
INTUIntuit Inc.
249,583$156.9B0.78%
37
UNHUnitedHealth Group Inc.
303,581$153.6B0.76%
38
XLFFinancial Select Sector SPDR ETF
3,156,574$152.6B0.76%
39
SUSuncor Energy Inc.
3,551,206$151.7B0.75%
40
AAPLApple Inc.
581,300$145.6B0.72%
41
JPMJPMorgan Chase & Co.
604,477$144.9B0.72%
42
LPLALPL Financial Holdings Inc.
435,056$142.1B0.71%
43
LINLinde PLC
314,410$131.6B0.65%
44
XLVHealth Care Select Sector SPDR ETF
935,016$128.6B0.64%
45
LIESun Life Financial Inc.
1,843,979$127.5B0.63%
46
LRCXLam Research Corp.
1,756,675$126.9B0.63%
47
HLTHilton Worldwide Holdings Inc.
511,512$126.4B0.63%
48
BILSPDR Bloomberg 1-3 Month T-Bill ETF
1,361,259$124.5B0.62%
49
ETNEaton Corp. PLC
364,554$121.0B0.60%
50
WMWaste Management Inc.
559,341$112.9B0.56%
51
BNBrookfield Corp.
1,892,960$109.4B0.54%
52
FTECFidelity MSCI Information Technology Index ETF
591,343$109.3B0.54%
53
AEMAgnico Eagle Mines Ltd.
1,395,850$109.2B0.54%
54
CNRCanadian National Railway Co.
921,396$108.8B0.54%
55
SNPSSynopsys Inc.
219,143$106.4B0.53%
56
ADIAnalog Devices Inc.
499,683$106.2B0.53%
57
BMOBank of Montreal
980,773$105.9B0.53%
58
AERAerCap Holdings NV
1,100,293$105.3B0.52%
59
XLYConsumer Discretionary Select Sector SPDR Fund ETF
466,924$104.8B0.52%
60
HDThe Home Depot Inc.
268,341$104.4B0.52%
61
VOOVanguard Index Fds S&P 500 Etf
190,475$102.6B0.51%
62
RCI/BRogers Communications Inc.
2,779,212$102.1B0.51%
63
MDLZMondelez International Inc.
1,694,580$101.2B0.50%
64
LNGCheniere Energy Inc.
466,443$100.2B0.50%
65
CPCanadian Pacific Kansas City Ltd.
1,379,922$100.1B0.50%
66
IBKRInteractive Brokers Group Inc.
549,779$97.1B0.48%
67
RHCRH PLC
1,034,527$95.7B0.48%
68
ACMAECOM
871,893$93.1B0.46%
69
MLB1MercadoLibre Inc.
53,242$90.5B0.45%
70
DUOLDuolingo Inc.
265,780$86.2B0.43%
71
CBChubb Ltd.
310,612$85.8B0.43%
72
NEENextEra Energy Inc.
1,167,469$83.7B0.42%
73
MSIMotorola Solutions Inc.
180,622$83.5B0.42%
74
JNJJohnson & Johnson
573,876$83.0B0.41%
75
HONHoneywell International Inc.
363,949$82.2B0.41%
76
4I1Philip Morris International Inc.
665,329$80.1B0.40%
77
NOCNorthrop Grumman Corp.
165,921$77.9B0.39%
78
AFLAflac Inc.
740,576$76.6B0.38%
79
TRIThomson Reuters Corp.
462,241$74.7B0.37%
80
GRT-UGranite REIT
1,532,352$74.4B0.37%
81
WCNWaste Connections Inc.
433,278$74.3B0.37%
82
VVVanguard Index Tr Lrg Cap
274,731$74.1B0.37%
83
VEAVanguard Ftse Developed Mrkt E
1,544,202$73.8B0.37%
84
BIPBrookfield Infrastructure Partners LP
2,295,853$73.0B0.36%
85
VGTVanguard Sector Inde Informat
114,787$71.4B0.35%
86
WMBThe Williams Cos. Inc.
1,306,469$70.7B0.35%
87
VSTVistra Corp.
510,696$70.4B0.35%
88
XLCCommunication Services Select Sector SPDR Fund
726,078$70.3B0.35%
89
TMOThermo Fisher Scientific Inc.
133,526$69.5B0.35%
90
ACNAccenture PLC
188,495$66.3B0.33%
91
NTRNutrien Ltd.
1,032,474$60.9B0.30%
92
MFCManulife Financial Corp.
1,486,083$60.5B0.30%
93
XLFIConsumer Staples Select Sector SPDR ETF
730,859$57.5B0.29%
94
XLIIndustrial Select Sector SPDR ETF
423,017$55.7B0.28%
95
HOODRobinhood Markets Inc.
1,487,853$55.4B0.28%
96
TRPTC Energy Corp.
857,035$55.1B0.27%
97
BAMBrookfield Asset Management Ltd.
999,213$54.3B0.27%
98
CMGChipotle Mexican Grill Inc.
891,554$53.8B0.27%
99
SHWThe Sherwin-Williams Co.
157,516$53.5B0.27%
100
FNCLFidelity MSCI Financials Index ETF
750,971$51.6B0.26%
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