AGF MANAGEMENT LTD Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$20.1B

Holdings

683

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (683 positions)

#StockSharesValue% PortfolioType
101
MNDYMonday.com Ltd.
215,322$50.7M0.25%
102
XLEEnergy Select Sector SPDR Fund ETF
589,107$50.5M0.25%
103
IBNICICI Bank Ltd. ADR
1,661,858$49.6M0.25%
104
OEFIshares Tr S&P 100 Index
164,215$47.4M0.24%
105
BRK/BBerkshire Hathaway Inc.
102,679$46.5M0.23%
106
MCDMcDonald's Corp.
151,930$44.0M0.22%
107
IQLTIshares Msci Intl Quality Facto
1,169,377$43.4M0.22%
108
BACBank of America Corp.
972,980$42.8M0.21%
109
FDISFidelity MSCI Consumer Discretionary Index ETF
420,913$41.0M0.20%
110
DISWalt Disney Co.
361,087$40.2M0.20%
111
PPLPembina Pipeline Corp.
1,080,853$40.0M0.20%
112
FHLCFidelity MSCI Health Care Index ETF
597,163$39.0M0.19%
113
CSCOCisco Systems Inc.
658,993$39.0M0.19%
114
ORCLOracle Corp.
233,701$38.9M0.19%
115
FLINFranklin FTSE India ETF
1,023,212$38.8M0.19%
116
SESea Ltd. ADR
362,266$38.4M0.19%
117
VRTVertiv Holdings Co.
338,004$38.4M0.19%
118
ROKRockwell Automation Inc.
132,401$37.8M0.19%
119
TFIITFI International Inc.
277,465$37.5M0.19%
120
TKRThe Timken Co.
521,576$37.2M0.19%
121
BIRKBirkenstock Holding PLC
655,727$37.2M0.18%
122
BEPBrookfield Renewable Partners LP
1,588,410$36.7M0.18%
123
XOMExxon Mobil Corp.
329,882$35.5M0.18%
124
GOOGAlphabet Inc.
184,462$35.1M0.17%
125
COSTCostco Wholesale Corp.
38,208$35.0M0.17%
126
BMYBristol-Myers Squibb Co.
607,064$34.3M0.17%
127
FCOMFidelity MSCI Communication Services Index ETF
559,196$32.8M0.16%
128
VHTVanguard Sector Inde Health Ca
127,944$32.5M0.16%
129
VOVanguard Index Tr Mid Cap
121,161$32.0M0.16%
130
MTBM&T Bank Corp.
168,789$31.7M0.16%
131
PFEPfizer Inc.
1,175,844$31.2M0.16%
132
BNSBank of Nova Scotia
397,097$30.7M0.15%
133
EQIXEquinix Inc. REIT
30,950$29.2M0.15%
134
MCOMoody's Corp.
61,503$29.1M0.14%
135
JJacobs Solutions Inc.
215,763$28.8M0.14%
136
VIGVanguard Specialized Div Apprec
141,261$27.7M0.14%
137
DWDMorgan Stanley
210,363$26.4M0.13%
138
APHAmphenol Corp.
372,168$25.8M0.13%
139
JCIJohnson Controls International PLC
325,131$25.7M0.13%
140
HCAHCA Healthcare Inc.
84,253$25.3M0.13%
141
SFMSprouts Farmers Market Inc.
187,369$23.8M0.12%
142
QUALIshares Trust Msci Usa Quality
130,583$23.3M0.12%
143
NNNNNN REIT Inc.
553,707$22.6M0.11%
144
AMGNAmgen Inc.
86,660$22.6M0.11%
145
METMetLife Inc.
269,723$22.1M0.11%
146
FISVFiserv Inc.
104,653$21.5M0.11%
147
VEUVanguard Intl Equity Etf All-W
372,655$21.4M0.11%
148
FSTAFidelity MSCI Consumer Staples Index ETF
430,580$21.3M0.11%
149
ECLEcolab Inc.
89,203$20.9M0.10%
150
AMTAmerican Tower Corp. REIT
112,671$20.7M0.10%
151
FENYFidelity MSCI Energy Index ETF
818,781$19.5M0.10%
152
XLREReal Estate Select Sector SPDR ETF
476,816$19.4M0.10%
153
VBVanguard Index Tr Small Cap
80,126$19.3M0.10%
154
AGCOAGCO Corp.
205,562$19.2M0.10%
155
GVAGranite Construction Inc.
213,320$18.7M0.09%
156
NTRANatera Inc.
116,091$18.4M0.09%
157
SPGIS&P Global Inc.
35,357$17.6M0.09%
158
EMXCIshares Msci Emerging Markets
313,972$17.4M0.09%
159
SFStifel Financial Corp.
163,781$17.4M0.09%
160
RDNTRadNet Inc.
238,035$16.6M0.08%
161
SLBSchlumberger Ltd.
431,465$16.5M0.08%
162
ATSATS Corp.
541,730$16.5M0.08%
163
VLOValero Energy Corp.
131,879$16.2M0.08%
164
VGKVanguard Intl Eq Ind Ftse Europ
248,865$15.8M0.08%
165
IOTSamsara Inc.
361,427$15.8M0.08%
166
CLHClean Harbors Inc.
68,149$15.7M0.08%
167
DECKDeckers Outdoor Corp.
77,046$15.6M0.08%
168
ALABAstera Labs Inc.
117,291$15.5M0.08%
169
PGRThe Progressive Corp.
64,775$15.5M0.08%
170
TTTrane Technologies PLC
41,885$15.5M0.08%
171
FLSAFranklin FTSE Saudi Arabia ETF
418,521$14.7M0.07%
172
EXPEagle Materials Inc.
59,599$14.7M0.07%
173
BEPCBrookfield Renewable Corp.
523,436$14.7M0.07%
174
VOXVanguard Sector Indx Telecomm
93,939$14.6M0.07%
175
SPYSpdr S&P 500 Etf Tr Units Ser 1 S
23,512$13.8M0.07%
176
KOThe Coca-Cola Co.
216,515$13.5M0.07%
177
GRMNGarmin Ltd.
65,214$13.4M0.07%
178
HQYHealthEquity Inc.
135,857$13.0M0.06%
179
AAPLApple Inc Common
50,979$12.8M0.06%
180
SCCOSouthern Copper Corp.
140,057$12.8M0.06%
181
GIB/ACGI Inc.
108,691$12.7M0.06%
182
CMCSAComcast Corp.
332,706$12.5M0.06%
183
DEDeere & Co.
29,316$12.4M0.06%
184
EMBJEmbraer SA ADR
331,773$12.2M0.06%
185
TTELUS Corp.
872,409$12.1M0.06%
186
INFYInfosys Ltd. ADR
549,275$12.0M0.06%
187
FLJPFranklin FTSE Japan ETF
410,113$11.7M0.06%
188
DSGThe Descartes Systems Group Inc.
102,947$11.7M0.06%
189
CFLTConfluent Inc.
413,595$11.6M0.06%
190
RBARB Global Inc.
127,867$11.5M0.06%
191
SPXCSPX Technologies Inc.
79,192$11.5M0.06%
192
RHRH
29,183$11.5M0.06%
193
HBMHudbay Minerals Inc.
1,396,581$11.3M0.06%
194
VUGVanguard Index Tr Growth
27,487$11.3M0.06%
195
NDQInvesco Qqq Tr Series 1
21,560$11.0M0.05%
196
KMIKinder Morgan Inc.
396,386$10.9M0.05%
197
DUKDuke Energy Corp.
100,788$10.9M0.05%
198
ZZillow Group Inc.
145,347$10.8M0.05%
199
EVREvercore Inc.
38,603$10.7M0.05%
200
FQIDigital Realty Trust Inc. REIT
60,217$10.7M0.05%
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