AGF MANAGEMENT LTD Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$23.1B

Holdings

643

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (643 positions)

StockValue
CTSHCognizant Technology Solutions Corp.
$3.0M
VCRVanguard Sector Inde Consume
$3.0M
TRGPTarga Resources Corp.
$3.0M
GLPIGaming and Leisure Properties Inc. REIT
$3.0M
CBOECBOE Global Markets Inc.
$3.0M
MUSAMurphy USA Inc.
$3.0M
TAT&T Inc.
$3.0M
FANGDiamondback Energy Inc.
$3.0M
VSTVistra Corp.
$3.0M
TDYTeledyne Technologies Inc.
$3.0M
$3.0M
FOXAFox Corp.
$3.0M
DHIDR Horton Inc.
$3.0M
QXOQXO Inc.
$3.0M
UNPUnion Pacific Corp.
$3.0M
CRLCharles River Laboratories International Inc.
$3.0M
VICIVICI Properties Inc. REIT
$3.0M
FFIVF5 Inc.
$3.0M
BSVVanguard Bd Index Fd Etf Short
$3.0M
OTISOtis Worldwide Corp.
$3.0M
DOXAmdocs Ltd.
$3.0M
IJHIshares Trust Core S&P Mid-Cap
$3.0M
MRSHMarsh and McLennan Cos. Inc.
$3.0M
FCFSFirstCash Holdings Inc.
$3.0M
GDDYGodaddy Inc.
$3.0M
AUAnglogold Ashanti PLC
$3.0M
RKTRocket Cos. Inc.
$3.0M
GILDGilead Sciences Inc.
$3.0M
ELVElevance Health Inc.
$3.0M
ALLEAllegion PLC
$2.0M
SIGISelective Insurance Group Inc.
$2.0M
INTUIntuit Inc.
$2.0M
MRKMerck & Co. Inc.
$2.0M
FCNFTI Consulting Inc.
$2.0M
UFPIUFP Industries Inc.
$2.0M
AXSAxis Capital Holdings Ltd.
$2.0M
HOLXHologic Inc.
$2.0M
OSIS 2.25 08/01/29OSI Systems Inc.
$2.0M
BROBrown & Brown Inc.
$2.0M
BKThe Bank of New York Mellon Corp.
$2.0M
AVAV 0 07/15/30AeroVironment Inc.
$2.0M
GDGeneral Dynamics Corp.
$2.0M
FASTFastenal Co.
$2.0M
POOLPool Corp.
$2.0M
OHIOmega Healthcare Investors Inc. REIT
$2.0M
NRANRG Energy Inc.
$2.0M
WTMWhite Mountains Insurance Group Ltd.
$2.0M
GNTXGentex Corp.
$2.0M
ARWArrow Electronics Inc.
$2.0M
DDDupont De Nemours Inc.
$2.0M
HSYThe Hershey Co.
$2.0M
AKAMAkamai Technologies Inc.
$2.0M
APPFAppfolio Inc.
$2.0M
NVRNVR Inc.
$2.0M
ADSKAutodesk Inc.
$2.0M
PGThe Procter & Gamble Co.
$2.0M
MTSI 0.25 03/15/26MACOM Technology Solutions Holdings Inc.
$2.0M
VRSKVerisk Analytics Inc.
$2.0M
AONAon PLC
$2.0M
YUMYum! Brands Inc.
$2.0M
LMTLockheed Martin Corp.
$2.0M
BAHBooz Allen Hamilton Holding Corp.
$2.0M
GMEGameStop Corp.
$2.0M
TOPCIshares S&P500
$2.0M
EXPDExpeditors International of Washington Inc.
$2.0M
QXO 5.5 05/15/28QXO Inc. Preferred
$2.0M
PLNTPlanet Fitness Inc.
$2.0M
ACGLArch Capital Group Ltd.
$2.0M
GQ9SPDR Gold Shares
$2.0M
BMIBadger Meter Inc.
$2.0M
ORIOld Republic International Corp.
$2.0M
RPRXRoyalty Pharma PLC
$2.0M
BJBJ's Wholesale Club Holdings Inc.
$2.0M
PAYXPaychex Inc.
$2.0M
SPGSimon Property Group Inc. REIT
$2.0M
WTWWillis Towers Watson PLC
$2.0M
SUISun Communities Inc. REIT
$2.0M
CHDChurch & Dwight Co. Inc.
$2.0M
ROLRollins Inc.
$2.0M
VRNSVaronis Systems Inc.
$2.0M
ITOTIshares Trust Core S&P Total Us
$2.0M
TXRHTexas Roadhouse Inc.
$2.0M
FTAIFTAI Aviation Ltd.
$2.0M
MTH 1.75 05/15/28Meritage Homes Corp.
$2.0M
OXYOccidental Petroleum Corp.
$2.0M
IBMInternational Business Machines Corp.
$2.0M
VIRTVirtu Financial Inc.
$2.0M
ABTAbbott Laboratories
$2.0M
JKHYJack Henry and Associates Inc.
$2.0M
SCIService Corp. International
$2.0M
CMSCMS Energy Corp.
$2.0M
CAGConagra Brands Inc.
$2.0M
USBUS Bancorp
$2.0M
TWTradeweb Markets Inc.
$2.0M
GENGen Digital Inc.
$2.0M
GPKGraphic Packaging Holding Co.
$2.0M
PRPermian Resources Corp.
$2.0M
CIThe Cigna Group
$2.0M
FISFidelity National Information Services Inc.
$2.0M
ELSEquity LifeStyle Properties Inc. REIT
$2.0M
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