AGF MANAGEMENT LTD

SEC CIK
0001003518

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 10, 2026.SEC

Positions
656
+20 vs. Q1 2026
Total value
$25.77B
+$3.46B (+15.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

AGF MANAGEMENT LTD holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock5,278,210$1.06B4.10%−344,109−6.1%ReducedView
GOOGLALPHABET INC CAP STK CL AStock2,710,627$968.7M3.76%−7,974−0.3%ReducedView
AMZNAMAZON COM INC COMStock3,060,490$729.44M2.83%−65,241−2.1%ReducedView
LLYELI LILLY & CO COMStock556,470$667.45M2.59%+284,422+104.5%AddedView
AMATAPPLIED MATLS INC COMStock852,219$616.15M2.39%−16,945−1.9%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock1,013,047$588.49M2.28%+554,209+120.8%AddedView
RYROYAL BK CDA COMStock2,228,739$522.78M2.03%−207,215−8.5%ReducedView
AVGOBROADCOM INC COMStock1,377,728$520.44M2.02%+45,185+3.4%AddedView
LINLINDE PLC SHSStock887,952$460.79M1.79%−18,498−2.0%ReducedView
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF2,141,700$408.03M1.58%−16,184−0.7%Reduced–
JNJJOHNSON & JOHNSON COMStock1,545,100$392.41M1.52%+885,875+134.4%AddedView
GLWCORNING INCCOM1,463,448$373.81M1.45%−885,698−37.7%ReducedView
TDTORONTO DOMINION BK ONT COM NEWStock2,510,292$363.14M1.41%−130,231−4.9%ReducedView
PWRQUANTA SVCS INCCOM461,604$332.37M1.29%+133,448+40.7%AddedView
GSGOLDMAN SACHS GROUP INC COMStock326,297$330.01M1.28%+1,831+0.6%AddedView
ETNEATON CORP PLC SHSStock773,058$329.42M1.28%+448,256+138.0%AddedView
HLTHILTON WORLDWIDE HLDGS INCCOM970,898$320.84M1.25%+161,159+19.9%AddedView
CATCATERPILLAR INC COMStock284,409$302.87M1.18%−1,187−0.4%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR624,253$298.12M1.16%+138,614+28.5%AddedView
LRCXLAM RESEARCH CORP COM NEWStock667,135$289.09M1.12%+660,471+9,911.0%AddedView
MNSTMONSTER BEVERAGE CORP NEWCOM2,939,527$282.55M1.10%+2,939,527NewView
TSLATESLA INC COMStock656,200$276M1.07%+78,618+13.6%AddedView
MRVLMARVELL TECHNOLOGY INCCOM924,243$275.32M1.07%+912,945+8,080.6%AddedView
GEVGE VERNOVA INC COMStock233,192$273.97M1.06%+170+0.1%AddedView
CCJCAMECO CORP COMStock2,614,922$266.45M1.03%+118,710+4.8%AddedView
VIKVIKING HOLDINGS LTDORD SHS2,538,429$265.7M1.03%+2,238,653+746.8%AddedView
MUMICRON TECHNOLOGY INC COMStock229,835$265.3M1.03%+32,993+16.8%AddedView
TRGPTARGA RES CORPCOM907,065$243.22M0.94%−9,293−1.0%ReducedView
VLOVALERO ENERGY CORP COMStock924,987$240.9M0.93%−516,431−35.8%ReducedView
ILMNILLUMINA INCCOM1,364,815$239.98M0.93%+1,364,815NewView
MSFTMICROSOFT CORP COMStock640,577$238.95M0.93%−102,105−13.7%ReducedView
DELLDELL TECHNOLOGIES INC CL CStock551,278$237.85M0.92%+551,278NewView
HWMHOWMET AEROSPACE INC COMStock857,634$230.58M0.89%+140,790+19.6%AddedView
TJXTJX COS INC NEW COMStock1,511,208$228.95M0.89%+747,090+97.8%AddedView
SUSUNCOR ENERGY INC NEW COMStock3,432,628$217.41M0.84%+747,079+27.8%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF587,282$217.28M0.84%−20,042−3.3%Reduced–
METAMETA PLATFORMS INC CL AStock375,407$211.46M0.82%−250,031−40.0%ReducedView
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808ETF690,136$197.09M0.76%+11,694+1.7%Added–
ENBENBRIDGE INC COMStock3,232,501$193.18M0.75%+200,761+6.6%AddedView
CNQCANADIAN NAT RES LTD MED TERCOM4,393,486$184.27M0.72%−59,550−1.3%ReducedView
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF1,982,472$181.67M0.70%−59,577−2.9%Reduced–
AEMAGNICO EAGLE MINES LTD COMStock1,164,454$180.93M0.70%−233,168−16.7%ReducedView
ISRGINTUITIVE SURGICAL INCCOM NEW451,896$179.71M0.70%+1920.0%AddedView
CPCANADIAN PACIFIC KANSAS CITYCOM1,989,706$172.83M0.67%+9,686+0.5%AddedView
HOODROBINHOOD MKTS INC COM CL AStock1,645,506$165.01M0.64%+9,678+0.6%AddedView
ABBVABBVIE INC COMStock652,937$164.31M0.64%−1,295,183−66.5%ReducedView
CRWVCOREWEAVE INC COM CL AStock1,617,808$161.04M0.62%+1,617,808NewView
FTITECHNIPFMC PLCCOM2,389,679$158.44M0.61%+16,183+0.7%AddedView
JPMJPMORGAN CHASE & CO COMStock452,551$148.13M0.57%−24,629−5.2%ReducedView
CMCANADIAN IMPERIAL BANK OF COCOM1,204,189$139.75M0.54%+317,704+35.8%AddedView
SLBSLB LIMITED COM STKStock3,005,302$139.72M0.54%−611,148−16.9%ReducedView
VANGUARD S&P 500 ETF922908363ETF193,209$132.61M0.51%−11,617−5.7%Reduced–
VVISA INC COM CL AStock382,872$131.36M0.51%−110,468−22.4%ReducedView
XPOXPO INCCOM618,651$127M0.49%+612,251+9,566.4%AddedView
IBKRINTERACTIVE BROKERS GROUP INC COM CL AStock1,451,924$126.38M0.49%+1,451,924NewView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF1,729,995$123.26M0.48%+6,822+0.4%Added–
TRITHOMSON REUTERS CORP COMStock1,500,920$122.74M0.48%+1,500,920NewView
PRIPRIMERICA INC COMStock429,312$122.01M0.47%−1,441−0.3%ReducedView
WCNWASTE CONNECTIONS INCCOM710,833$118.48M0.46%+27,300+4.0%AddedView
COHRCOHERENT CORPCOM298,315$117.68M0.46%−700,079−70.1%ReducedView
ARGXARGENX SESPONSORED ADR125,481$116.42M0.45%+412+0.3%AddedView
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF722,959$114.7M0.45%−3,091−0.4%Reduced–
STMSTMICROELECTRONICS N VNY REGISTRY1,506,374$112.81M0.44%+1,506,374NewView
BKRBAKER HUGHES COMPANYCL A2,018,842$112.05M0.43%+6,417+0.3%AddedView
BNBROOKFIELD CORPCL A LTD VT SH2,607,831$111.84M0.43%−638,992−19.7%ReducedView
HDHOME DEPOT INC COMStock313,383$110.52M0.43%+24,196+8.4%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock117,093$109.54M0.43%+39,218+50.4%AddedView
TRPTC ENERGY CORPCOM1,362,629$109.2M0.42%+228,884+20.2%AddedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock886,993$109.2M0.42%+140,574+18.8%AddedView
ADIANALOG DEVICES INC COMStock273,122$108.48M0.42%+22,293+8.9%AddedView
WMWASTE MGMT INC DEL COMStock465,476$103.75M0.40%−5,745−1.2%ReducedView
VRTXVERTEX PHARMACEUTICALS INC COMStock207,971$103.31M0.40%+6,568+3.3%AddedView
SCCOSOUTHERN COPPER CORP COMStock592,269$103.21M0.40%−681,357−53.5%ReducedView
MSMORGAN STANLEY COM NEWStock493,165$103.09M0.40%−122,533−19.9%ReducedView
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF1,920,670$102.97M0.40%−8,427−0.4%Reduced–
LHXL3HARRIS TECHNOLOGIES INC COMStock347,225$100.9M0.39%−507,124−59.4%ReducedView
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF538,815$99.8M0.39%−2,365−0.4%Reduced–
PMPHILIP MORRIS INTL INC COMStock541,305$97.93M0.38%+12,555+2.4%AddedView
AAALCOA CORP COMStock1,844,711$96.18M0.37%−230,502−11.1%ReducedView
MDLZMONDELEZ INTL INC CL AStock1,642,168$94.98M0.37%−5,177−0.3%ReducedView
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF867,312$92.92M0.36%−3,745−0.4%Reduced–
AAPLAPPLE INC COMStock316,863$91.69M0.36%−55,243−14.8%ReducedView
RCIROGERS COMMUNICATIONS INCCL B2,085,139$90.25M0.35%+343,667+19.7%AddedView
MSIMOTOROLA SOLUTIONS INC COM NEWStock213,797$88.79M0.34%+93,592+77.9%AddedView
CNICANADIAN NATL RY CO COMStock540,109$88.37M0.34%+5,271+1.0%AddedView
CBCHUBB LIMITED COMStock259,133$88.3M0.34%−2,749−1.0%ReducedView
VANGUARD MORNINGSTAR LARGE-CAP ETF922908637ETF256,630$88.26M0.34%−4,357−1.7%Reduced–
CLSCELESTICA INC COMStock236,135$86.14M0.33%+224,409+1,913.8%AddedView
MFCMANULIFE FINL CORPCOM1,687,076$85.73M0.33%−1,759,084−51.0%ReducedView
NUENUCOR CORPCOM384,065$85.55M0.33%+376,892+5,254.3%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock730,843$85.27M0.33%−265,974−26.7%ReducedView
SLFSUN LIFE FINANCIAL INC.COM815,674$84.85M0.33%+102,735+14.4%AddedView
NOCNORTHROP GRUMMAN CORP COMStock163,771$83.41M0.32%−190,022−53.7%ReducedView
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF689,855$82.45M0.32%+595,572+631.7%Added–
WMBWILLIAMS COS INCCOM1,098,636$81.67M0.32%−73,753−6.3%ReducedView
NTRNUTRIEN LTDCOM978,290$81.33M0.32%−93,282−8.7%ReducedView
MCDMCDONALDS CORP COMStock286,957$77.57M0.30%+138,363+93.1%AddedView
AGIALAMOS GOLD INC COM CL AStock2,484,717$75.33M0.29%+1,580,624+174.8%AddedView
FIDELITY MSCI HEALTH CARE INDEX ETF316092600ETF953,891$73.69M0.29%+16,167+1.7%Added–
BMOBANK MONTREAL MEDIUMCOM408,424$72.19M0.28%−40,508−9.0%ReducedView

Sold out since Q1 2026 (105)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 105 by value.

AGF MANAGEMENT LTD positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
COFCAPITAL ONE FINL CORP COMStock995,519$181.61M0.81%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR1,437,038$129.93M0.58%
EMBJEMBRAER S.A. SPONSORED ADSADR1,768,467$104.94M0.47%
HONHoneywell TechnologiesCOM343,399$77.62M0.35%
BNSBANK NOVA SCOTIA B CCOM352,107$33.97M0.15%
MGAMAGNA INTL INCCOM356,768$19.92M0.09%
RGLDROYAL GOLD INC COMStock73,380$18.67M0.08%
GHGUARDANT HEALTH INCCOM189,952$17.55M0.08%
OIIOCEANEERING INTL INC COMStock365,938$12.98M0.06%
ROADCONSTRUCTION PARTNERS INCCOM CL A112,445$12.49M0.06%
FIVEFIVE BELOW INCCOM44,757$10.23M0.05%
FISVFISERV INC COMStock178,841$9.98M0.04%
LITELUMENTUM HLDGS INCCOM11,066$7.78M0.03%
RGENREPLIGEN CORPCOM60,185$7.09M0.03%
TOLTOLL BROTHERS INCCOM50,659$6.91M0.03%
SIISPROTT INCCOM NEW46,314$6.61M0.03%
AFRMAFFIRM HLDGS INCCOM CL A134,716$6.17M0.03%
WMSADVANCED DRAIN SYS INC DELCOM44,750$6.14M0.03%
KTOSKRATOS DEFENSE & SEC SOLUTIOCOM NEW83,208$5.87M0.03%
HTHTH WORLD GROUP LTDSPONSORED ADS111,740$5.62M0.03%
OXYOCCIDENTAL PETE CORP COMStock74,007$4.81M0.02%
TRMBTRIMBLE INCCOM69,952$4.56M0.02%
COTERRA ENERGY INC COM127097103Stock116,805$4.1M0.02%
VIRTVIRTU FINL INCCL A91,156$4.01M0.02%
SAICSCIENCE APPLICATIONS INTL COCOM40,443$3.84M0.02%
OREALTY INCOME CORP COMREIT62,663$3.83M0.02%
BBUCBROOKFIELD BUSINESS CORPCL A SUB VTG SH117,066$3.69M0.02%
AONAON PLCCL A11,388$3.68M0.02%
HOLOGIC INC436440101COM48,425$3.66M0.02%
BAHBOOZ ALLEN HAMILTON HLDG CORCL A46,722$3.65M0.02%
GMEGAMESTOP CORP CL AStock156,663$3.61M0.02%
SPSCSPS COMM INCCOM63,804$3.55M0.02%
WSOWATSCO INCCOM9,685$3.52M0.02%
ULTAULTA BEAUTY INC COMStock6,720$3.51M0.02%
CITHE CIGNA GROUP COMStock13,091$3.49M0.02%
WTWWILLIS TOWERS WATSON PLC LTDSHS11,973$3.48M0.02%
GLPIGAMING & LEISURE PCOM77,480$3.44M0.02%
POSTPOST HLDGS INCCOM34,749$3.44M0.02%
INCYINCYTE CORPCOM36,452$3.43M0.02%
AUANGLOGOLD ASHANTI PLCCOM SHS35,198$3.43M0.02%
VLTOVERALTO CORP COM SHSStock38,740$3.43M0.02%
BRBROADRIDGE FINL SOLUTIONS INC COMStock21,073$3.42M0.02%
ARWARROW ELECTRS INCCOM23,361$3.35M0.02%
HALOHALOZYME THERAPEUTICS INCCOM51,831$3.35M0.02%
CCICROWN CASTLE INC COMREIT41,028$3.34M0.01%
VRNSVARONIS SYS INCCOM154,960$3.33M0.01%
AMCRAMCOR PLCCOM NEW83,644$3.32M0.01%
CHDCHURCH & DWIGHT CO INCCOM35,334$3.3M0.01%
LDOSLEIDOS HOLDINGS INCCOM21,073$3.28M0.01%
DBXDROPBOX INCCL A143,572$3.26M0.01%
ZMZOOM COMMUNICATIONS INC CL AStock40,443$3.25M0.01%
AVYAVERY DENNISON CORPCOM18,785$3.24M0.01%
CIGICOLLIERS INTL GROUP INCSUB VTG SHS30,263$3.24M0.01%
POOLPOOL CORPCOM15,964$3.23M0.01%
MMSMAXIMUS INCCOM50,128$3.21M0.01%
LWLAMB WESTON HLDGS INC COMStock75,777$3.2M0.01%
NVRNVR INCCOM481$3.17M0.01%
KBRKBR INCCOM85,462$3.15M0.01%
LKQLKQ CORPCOM107,120$3.15M0.01%
CAGCONAGRA BRANDS INC COMStock197,691$3.11M0.01%
GENGEN DIGITAL INC COMStock164,060$3.09M0.01%
PSKYPARAMOUNT SKYDANCE CORPCOM CL B341,263$3.08M0.01%
UFPIUFP INDUSTRIES INCCOM33,046$3.04M0.01%
SBACSBA COMMUNICATIONS CORPCL A17,667$3.04M0.01%
TTEKTETRA TECH INC NEWCOM100,841$3.04M0.01%
GISGENERAL MILLS INC COMStock81,471$3.03M0.01%
CROXCROCS INCCOM36,452$3.03M0.01%
CHECHEMED CORP NEWCOM7,982$3.02M0.01%
RYANRYAN SPECIALTY HOLDINGS INCCL A88,868$3M0.01%
MZTIMARZETTI COMPANYCOM21,658$3M0.01%
DHID R HORTON INCCOM21,658$2.97M0.01%
GPKGRAPHIC PACKAGING HLDG COCOM292,253$2.9M0.01%
RKTROCKET COS INC COM CL AStock203,385$2.9M0.01%
QXOQXO INCCOM NEW143,572$2.79M0.01%
CNCCENTENE CORP DEL COMStock84,877$2.78M0.01%
LENLENNAR CORPCL A31,343$2.72M0.01%
TOPBUILD COR COM89055F103Stock7,397$2.6M0.01%
SNOWSNOWFLAKE INCNOTE 10/0–$2.24M0.01%
AAOIAPPLIED OPTOELECTRONICS INCNOTE 2.750% 1/1–$2M0.01%
GRANITE CONSTR INC387328AD9NOTE 3.750% 5/1–$1.97M0.01%
TVTXTRAVERE THERAPEUTICS INCNOTE 2.250% 3/0–$1.95M0.01%
BMIBADGER METER INCCOM11,451$1.74M0.01%
AVAVAEROVIRONMENT INCNOTE 7/1–$1.74M0.01%
CCLCARNIVAL CORPUNIT 99/99/999958,317$1.51M0.01%
MIRMMIRUM PHARMACEUTICALS INCNOTE 4.000% 5/0–$1.49M0.01%
ONON SEMICONDUCTOR CORPNOTE 5/0–$1.29M0.01%
MTSIMACOM TECH SOLUTIONS HLDGS ICOM5,478$1.22M0.01%
DDDUPONT DE NEMOURS INCCOM25,174$1.15M0.01%
SHAKSHAKE SHACK INCNOTE 3/0–$1.06M0.00%
CMICUMMINS INC COMStock1,613$867.83K0.00%
BRKRPBRUKER CORP6.375 PREF SER A3,000$846.75K0.00%
KKR & CO INC48251W5006.25 CON SER D20,500$824.51K0.00%
SBUXSTARBUCKS CORP COMStock8,971$803.71K0.00%
CMS ENERGY CORP125896BX7NOTE 3.375% 5/0–$791K0.00%
BDXBECTON DICKINSON & CO COMStock4,962$780.18K0.00%
SNPSSYNOPSYS INCCOM1,442$571.72K0.00%
ISHARES TR46435U218ESG MSCI LEADR4,000$454.41K0.00%
TEVATEVA PHARMACEUTICAL INDS LTDSPONSORED ADS12,744$383.85K0.00%
RIORIO TINTO PLC SPONSORED ADRADR3,900$363.83K0.00%
IBNICICI BANK LIMITEDADR13,999$362.57K0.00%

13F filings by quarter

AGF MANAGEMENT LTD 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 10, 2026656$25.77Bvs. Q1 2026SEC
Q1 2026May 7, 2026636$22.31Bvs. Q4 2025SEC
Q4 2025Feb 17, 2026643$23.05Bvs. Q3 2025SEC
Q3 2025Nov 4, 2025639$22.73Bvs. Q2 2025SEC
Q2 2025Aug 6, 2025624$22.05Bvs. Q1 2025SEC
Q1 2025May 12, 2025655$18.94Bvs. Q4 2024SEC
Q4 2024Feb 7, 2025683$20.11Bvs. Q3 2024SEC
Q3 2024Nov 12, 2024663$19.75Bvs. Q2 2024SEC
Q2 2024Aug 7, 2024672$18.02Bvs. Q1 2024SEC
Q1 2024May 13, 2024694$18.04Bvs. Q4 2023SEC
Q4 2023Feb 6, 2024707$16.97Bvs. Q3 2023SEC
Q3 2023Nov 13, 2023723$14.09Bvs. Q2 2023SEC
Q2 2023Aug 9, 2023649$13.79Bvs. Q1 2023SEC
Q1 2023May 2, 2023733$14.58Bvs. Q4 2022SEC
Q4 2022Feb 14, 2023743$13.78B–SEC