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
CNACNA Financial Corp.
$2.0M
MMSMAXIMUS Inc.
$2.0M
LDOSLeidos Holdings Inc.
$2.0M
SPYXSpdr Series Trust Sp500 Fossil F
$2.0M
BFAMBright Horizons Family Solutions Inc.
$2.0M
F 0 03/15/26Ford Motor Co.
$2.0M
LKQ1LKQ Corp.
$2.0M
AVYAvery Dennison Corp.
$2.0M
RNRRenaissanceRe Holdings Ltd.
$2.0M
K6BKBR Inc.
$2.0M
EBAeBay Inc.
$2.0M
HRBH&R Block Inc.
$2.0M
VLTOVeralto Corp.
$2.0M
CTRACoterra Energy Inc.
$2.0M
EAElectronic Arts Inc.
$2.0M
CHHChoice Hotels International Inc.
$2.0M
TYLTyler Technologies Inc.
$2.0M
GGenpact Ltd.
$2.0M
LLoews Corp.
$2.0M
CHWYChewy Inc.
$2.0M
RLIRLI Corp.
$2.0M
HEIHEICO Corp.
$2.0M
GOSS 5 06/01/27Gossamer Bio Inc.
$2.0M
KNSLKinsale Capital Group Inc.
$2.0M
HIGThe Hartford Insurance Group Inc.
$2.0M
AWCAmerican Water Works Co. Inc.
$2.0M
MKTXMarketAxess Holdings Inc.
$2.0M
ANGLVaneck Fallen Angel Hi Yld Bond
$2.0M
HRLHormel Foods Corp.
$2.0M
MPMP Materials Corp.
$2.0M
AMGNAmgen Inc.
$2.0M
THGThe Hanover Insurance Group Inc.
$2.0M
FYBRFrontier Communications Parent Inc.
$2.0M
IRMIron Mountain Inc. REIT
$2.0M
8CWCrown Castle Inc. REIT
$2.0M
WTRGEssential Utilities Inc.
$2.0M
SBCSabra Health Care REIT Inc.
$2.0M
CFCF Industries Holdings Inc.
$2.0M
ASRGrupo Aeroportuario del Sureste SAB de CV ADR
$2.0M
AFRM 0.75 12/15/29Affirm Holdings Inc.
$1.0M
GISGeneral Mills Inc.
$1.0M
IPInternational Paper Co.
$1.0M
TPRTapestry Inc.
$1.0M
ADCAgree Realty Corp. REIT
$1.0M
CNP 4.25 08/15/26CenterPoint Energy Inc.
$1.0M
KKR 6.25 03/01/28 DKKR & Co. Inc. Preferred
$1.0M
GWREGuidewire Software Inc.
$1.0M
WRBW. R. Berkley Corp.
$1.0M
CHEChemed Corp.
$1.0M
DGXQuest Diagnostics Inc.
$1.0M
EXPE 0 02/15/26Expedia Group Inc.
$1.0M
LENLennar Corp.
$1.0M
LRCXLam Research Corp.
$1.0M
EEMIshares Emerg Mkts Etf
$1.0M
OLEDUniversal Display Corp.
$1.0M
PSN 2.625 03/01/29Parsons Corp.
$1.0M
TERTeradyne Inc.
$1.0M
APO 6.75 07/31/26Apollo Global Management Inc. Preferred
$1.0M
SNOW 0 10/01/27Snowflake Inc.
$1.0M
BBIO 2.5 03/15/27Bridgebio Pharma Inc.
$1.0M
WFC 7.5 PERP LWells Fargo & Co. Preferred
$1.0M
ALNY 1 09/15/27Alnylam Pharmaceuticals Inc.
$1.0M
SEI 0.25 10/01/31Solaris Energy Infrastructure Inc.
$1.0M
VDCVanguard Sector Inde Consume
$1.0M
SHAK 0 03/01/28Shake Shack Inc.
$1.0M
BA 6 10/15/27The Boeing Co. Preferred
$1.0M
PEPPepsiCo Inc.
$1.0M
WFCWells Fargo & Co.
$1.0M
WKC 3.25 07/01/28World Kinect Corp.
$1.0M
RSGRepublic Services Inc.
$1.0M
DUK 4.125 04/15/26Duke Energy Corp.
$1.0M
CHEF 2.375 12/15/28The Chefs' Warehouse Inc.
$1.0M
CNX 2.25 05/01/26CNX Resources Corp.
$1.0M
TROWT Rowe Price Group Inc.
$1.0M
NFLXNetflix Inc.
$1.0M
HALO 1 08/15/28Halozyme Therapeutics Inc.
$1.0M
SCHWThe Charles Schwab Corp.
$1.0M
ARMARM Holdings PLC ADR
$1.0M
TRVThe Travelers Cos. Inc.
$1.0M
UBERUber Technologies Inc.
$1.0M
GWRE 1.25 11/01/29Guidewire Software Inc.
$1.0M
WECWEC Energy Group Inc.
$1.0M
ORLYO'Reilly Automotive Inc.
$1.0M
UBER 0.875 12/01/28 2028Uber Technologies Inc.
$1.0M
FVICN 3.75 06/30/29Fortuna Mining Corp.
$1.0M
VCITVanguard Int-Term Corp
$1.0M
DVAX 2.5 05/15/26Dynavax Technologies Corp.
$1.0M
EDConsolidated Edison Inc.
$1.0M
AREAlexandria Real Estate Equities Inc. REIT
$1.0M
PSNParsons Corp.
$1.0M
VRTVertiv Holdings Co.
$1.0M
MIRM 4 05/01/29Mirum Pharmaceuticals Inc.
$1.0M
NET 0 08/15/26Cloudflare Inc.
$1.0M
NOWServiceNow Inc.
$1.0M
FDXFedEx Corp.
$1.0M
ALB 7.25 03/01/27Albermale Corp. Preferred
$1.0M
ABGCencora Inc.
$1.0M
$1.0M
ACIAlbertsons Cos. Inc.
$1.0M
EQHEquitable Holdings Inc.
$1.0M
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