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AGF MANAGEMENT LTD

Q2 2023 · 13F-HR

AGF MANAGEMENT LTDholdings as filed

Filed 2023-08-09 · accession 0000945621-23-000384

$13.79B
Reported value
649
Positions
2023-06-30
Period end
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Holdings as filed

First 500 of 649

CUSIPTickerIssuerValue% port.SharesClassVoting
46120E602ISRGIntuitive Surgical Inc.$270.1M1.96%789,876CommonSOLE
697435105PANWPalo Alto Networks Inc.$264.4M1.92%1,034,984CommonSOLE
74762E102QUREQuanta Services Inc.$259.6M1.88%1,321,363CommonSOLE
517834107LVSLas Vegas Sands Corp.$236.9M1.72%4,084,465CommonSOLE
872590104TMUST-Mobile US Inc.$232.7M1.69%1,675,325CommonSOLE
891160509TDToronto-Dominion Bank$231.5M1.68%3,735,190CommonSOLE
780087102RYRoyal Bank of Canada$214.1M1.55%2,241,704CommonSOLE
101137107BSXBoston Scientific Corp.$213.7M1.55%3,950,028CommonSOLE
754730109RJFRaymond James Financial Inc.$212.8M1.54%2,050,230CommonSOLE
16411R208LNGCheniere Energy Inc.$209.1M1.52%1,372,545CommonSOLE
81369Y803XLKSPDR S&P Technology Select Sector ETF$206.6M1.50%1,188,517CommonSOLE
835699307SONYSony Group Corp. ADR$200.3M1.45%2,224,558CommonSOLE
67077M108NTRNutrien Ltd.$194.7M1.41%3,297,881CommonSOLE
594918104MSFTMicrosoft Corp.$188.6M1.37%553,689CommonSOLE
532457108LLYEli Lilly and Co.$184.8M1.34%393,949CommonSOLE
00130H105AESThe AES Corp.$177.3M1.29%8,552,523CommonSOLE
00287Y109ABBVAbbVie Inc.$168.4M1.22%1,249,714CommonSOLE
682189105ONON Semiconductor Corp.$158.1M1.15%1,671,151CommonSOLE
384802104GWWWW Grainger Inc.$155.5M1.13%197,170CommonSOLE
29250N105ENBEnbridge Inc.$154.0M1.12%4,143,397CommonSOLE
136385101CNQCanadian Natural Resources Ltd.$153.3M1.11%2,726,191CommonSOLE
56585A102MPCMarathon Petroleum Corp.$146.4M1.06%1,255,331CommonSOLE
922908769VTIVanguard Index Tr Stock Marke$141.6M1.03%642,576CommonSOLE
443201108HWMHowmet Aerospace Inc.$138.4M1.00%2,791,963CommonSOLE
22052L104CTVACorteva Inc.$133.8M0.97%2,334,353CommonSOLE
03076C106AMPAmeriprise Financial Inc.$126.8M0.92%381,799CommonSOLE
443573100HUBSHubSpot Inc.$119.4M0.87%224,487CommonSOLE
11271J107BNBrookfield Corp.$119.0M0.86%3,535,809CommonSOLE
513272104LWLamb Weston Holdings Inc.$115.9M0.84%1,008,611CommonSOLE
G54950103LINLinde PLC$113.7M0.82%298,260CommonSOLE
74164M108PRIPrimerica Inc.$113.2M0.82%572,321CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd.$113.1M0.82%1,399,820CommonSOLE
806857108SLBSchlumberger Ltd.$111.5M0.81%2,269,086CommonSOLE
94106L109WMWaste Management Inc.$111.4M0.81%642,153CommonSOLE
94106B101WCNWaste Connections Inc.$109.6M0.80%767,209CommonSOLE
92826C839VVisa Inc.$108.3M0.79%456,134CommonSOLE
478160104JNJJohnson & Johnson$107.8M0.78%651,208CommonSOLE
743315103PGRThe Progressive Corp.$107.4M0.78%811,210CommonSOLE
701094104PHParker-Hannifin Corp.$106.0M0.77%271,771CommonSOLE
81369Y209XLVSelect Sector Spdr Health Care$106.0M0.77%798,447CommonSOLE
136375102CNICanadian National Railway Co.$105.8M0.77%873,654CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$104.5M0.76%200,216CommonSOLE
91324P102UNHUnitedHealth Group Inc.$103.6M0.75%215,468CommonSOLE
512807108LRCXEURLam Research Corp.$103.0M0.75%160,222CommonSOLE
438516106HONHoneywell International Inc.$101.5M0.74%489,347CommonSOLE
666807102NOCNorthrop Grumman Corp.$101.3M0.73%222,280CommonSOLE
87971M103TUTELUS Corp.$99.3M0.72%5,105,127CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$98.6M0.72%2,925,233CommonSOLE
609207105MDLZMondelez International Inc.$96.1M0.70%1,318,075CommonSOLE
77543R102ROKURoku Inc.$93.6M0.68%1,462,634CommonSOLE
81369Y852XLCCommunication Services Select Sector SPDR Fund$92.7M0.67%1,423,653CommonSOLE
387437114GRT-UCADGranite REIT$92.3M0.67%1,559,388CommonSOLE
11135F101AVGOBroadcom Inc.$92.2M0.67%106,262CommonSOLE
50212V100LPLALPL Financial Holdings Inc.$88.8M0.64%408,183CommonSOLE
46625H100JPMJPMorgan Chase & Co.$88.4M0.64%607,911CommonSOLE
921943858VEAVanguard Ftse Developed Mrkt E$84.2M0.61%1,822,849CommonSOLE
15135U109CVECenovus Energy Inc.$83.3M0.60%4,901,659CommonSOLE
46982L108JJacobs Solutions Inc.$83.0M0.60%698,509CommonSOLE
775109200RCIRogers Communications Inc.$82.1M0.60%1,798,700CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc.$80.2M0.58%551,287CommonSOLE
872540109TJXThe TJX Cos. Inc.$79.2M0.57%933,601CommonSOLE
00766T100ACMAECOM$72.3M0.52%853,371CommonSOLE
437076102HDThe Home Depot Inc.$72.0M0.52%231,893CommonSOLE
G29183103ETNEaton Corp. PLC$70.1M0.51%348,451CommonSOLE
654106103NKENIKE Inc.$68.5M0.50%620,287CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$67.7M0.49%1,852,967CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR ETF$67.7M0.49%630,901CommonSOLE
922908637VVVanguard Index Tr Lrg Cap$65.5M0.48%323,141CommonSOLE
G02602103DOXAmdocs Ltd.$65.4M0.47%661,764CommonSOLE
969457100WMBThe Williams Cos. Inc.$64.5M0.47%1,978,137CommonSOLE
74834L100DGXQuest Diagnostics Inc.$64.5M0.47%459,162CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR ETF$64.2M0.47%866,011CommonSOLE
83417M104SEDGSolarEdge Technologies Inc.$63.8M0.46%237,139CommonSOLE
02079K305GOOGLAlphabet Inc.$63.2M0.46%527,649CommonSOLE
H1467J104CBChubb Ltd.$62.3M0.45%323,769CommonSOLE
718172109PMPhilip Morris International Inc.$61.8M0.45%633,499CommonSOLE
81369Y407XLYSPDR S&P Consumer Discretionary Select Sector ETF$60.2M0.44%354,755CommonSOLE
78468R663BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$59.3M0.43%645,423CommonSOLE
620076307MSIMotorola Solutions Inc.$59.1M0.43%201,617CommonSOLE
824348106SHWThe Sherwin-Williams Co.$59.0M0.43%222,125CommonSOLE
518439104ELThe Estee Lauder Cos. Inc.$58.9M0.43%300,102CommonSOLE
92204A702VGTVanguard Sector Inde Informat$58.4M0.42%132,134CommonSOLE
922908363VOOVanguard Index Fds S&P 500 Etf$58.3M0.42%143,225CommonSOLE
81369Y506XLESPDR S&P Energy Select Sector ETF$57.1M0.41%703,776CommonSOLE
46284V101IRMIron Mountain Inc. REIT$55.6M0.40%977,795CommonSOLE
65339F101NEENextEra Energy Inc.$53.7M0.39%723,212CommonSOLE
01609W102BABAAlibaba Group Holding Ltd. ADR$50.4M0.37%604,641CommonSOLE
626755102MUSAMurphy USA Inc.$49.8M0.36%160,142CommonSOLE
G1151C101ACNAccenture PLC$48.1M0.35%155,901CommonSOLE
58733R102MELIMercadoLibre Inc.$47.6M0.35%40,161CommonSOLE
87807B107TRPTC Energy Corp.$46.6M0.34%1,153,901CommonSOLE
871607107SNPSSynopsys Inc.$45.5M0.33%104,396CommonSOLE
867224107SUSuncor Energy Inc.$45.1M0.33%1,536,278CommonSOLE
88162G103TTEKTetra Tech Inc.$45.0M0.33%274,905CommonSOLE
887389104TKRThe Timken Co.$45.0M0.33%491,732CommonSOLE
615369105MCOMoody's Corp.$44.7M0.32%128,677CommonSOLE
85472N109STNStantec Inc.$43.6M0.32%668,309CommonSOLE
866796105SLFSun Life Financial Inc.$42.6M0.31%817,080CommonSOLE
113004105BAMBrookfield Asset Management Ltd.$41.4M0.30%1,269,690CommonSOLE
580135101MCDMcDonald's Corp.$41.4M0.30%138,589CommonSOLE
278865100ECLEcolab Inc.$40.5M0.29%216,886CommonSOLE
191216100KOThe Coca-Cola Co.$40.4M0.29%670,801CommonSOLE
464287101OEFIshares Tr S&P 100 Index$40.3M0.29%194,560CommonSOLE
35473P769FLINFranklin FTSE India ETF$39.7M0.29%1,285,460CommonSOLE
110122108BMYBristol-Myers Squibb Co.$38.4M0.28%601,041CommonSOLE
884903808TRI4EURThomson Reuters Corp.$36.0M0.26%266,610CommonSOLE
89531P105TREXTrex Co. Inc.$36.0M0.26%549,008CommonSOLE
235851102DHRDanaher Corp.$35.9M0.26%149,786CommonSOLE
92204A504VHTVanguard Sector Inde Health Ca$35.1M0.25%143,220CommonSOLE
30231G102XOMExxon Mobil Corp.$35.0M0.25%325,899CommonSOLE
921908844VIGVanguard Specialized Div Apprec$32.4M0.24%199,770CommonSOLE
87165B103SYFSynchrony Financial$32.3M0.23%952,335CommonSOLE
81369Y100XLBMaterials Select Sector SPDR ETF$31.9M0.23%385,382CommonSOLE
617446448MSMorgan Stanley$31.0M0.22%363,189CommonSOLE
773903109ROKRockwell Automation Inc.$29.9M0.22%90,624CommonSOLE
G6095L109Aptiv PLC$29.4M0.21%288,221CommonSOLE
637417106NNNNNN REIT Inc.$29.4M0.21%687,133CommonSOLE
16115Q308GTLSChart Industries Inc.$29.3M0.21%183,552CommonSOLE
03662Q105AKXANSYS Inc.$28.4M0.21%85,909CommonSOLE
922908629VOVanguard Index Tr Mid Cap$26.7M0.19%121,141CommonSOLE
244199105DEDeere & Co.$26.1M0.19%64,302CommonSOLE
22160K105COSTCostco Wholesale Corp.$26.0M0.19%48,265CommonSOLE
922042775VEUVanguard Intl Equity Etf All-W$25.4M0.18%466,307CommonSOLE
585464100MLCOMelco Crown Entertainment Ltd. ADR$24.7M0.18%2,026,109CommonSOLE
04271T100ARRYArray Technologies Inc.$23.3M0.17%1,030,161CommonSOLE
922042874VGKVanguard Intl Eq Ind Ftse Europ$22.9M0.17%370,918CommonSOLE
H2906T109GRMNGarmin Ltd.$22.4M0.16%214,651CommonSOLE
75513E101RTXRaytheon Technologies Corp.$22.1M0.16%225,825CommonSOLE
98419M100XYLXylem Inc.$21.3M0.15%189,131CommonSOLE
59156R108METMetLife Inc.$20.3M0.15%358,429CommonSOLE
03027X100AMTAmerican Tower Corp. REIT$19.5M0.14%100,425CommonSOLE
461202103INTUIntuit Inc.$19.4M0.14%42,265CommonSOLE
35473P587FLSAFranklin FTSE Saudi Arabia ETF$19.3M0.14%537,530CommonSOLE
351858105FNVFranco-Nevada Corp.$19.0M0.14%133,543CommonSOLE
08265T208BSYBentley Systems Inc.$18.8M0.14%346,812CommonSOLE
45866F104ICEIntercontinental Exchange Inc.$18.4M0.13%162,968CommonSOLE
126650100CVSCVS Health Corp.$17.8M0.13%257,426CommonSOLE
194693107CIGIColliers International Group Inc.$17.8M0.13%181,260CommonSOLE
78409V104SPGIS&P Global Inc.$17.6M0.13%44,006CommonSOLE
971378104WSCWillScot Mobile Mini Holdings Corp.$17.5M0.13%366,187CommonSOLE
29444U700EQIXEquinix Inc. REIT$16.9M0.12%21,584CommonSOLE
974155103WINGWingstop Inc.$16.8M0.12%84,000CommonSOLE
91913Y100VLOValero Energy Corp.$16.4M0.12%139,586CommonSOLE
13321L108CCJCameco Corp.$16.3M0.12%519,051CommonSOLE
G491BT108IVZInvesco Ltd.$16.2M0.12%961,992CommonSOLE
256677105DGDollar General Corp.$16.1M0.12%94,774CommonSOLE
84265V105SCCOSouthern Copper Corp.$16.0M0.12%223,436CommonSOLE
71377A103PFGCPerformance Food Group Co.$15.8M0.11%262,100CommonSOLE
253868103DLRDigital Realty Trust Inc. REIT$15.6M0.11%136,792CommonSOLE
713448108PEPPepsiCo Inc.$15.6M0.11%84,013CommonSOLE
249906108DSGXThe Descartes Systems Group Inc.$14.9M0.11%186,018CommonSOLE
518415104LSCCLattice Semiconductor Corp.$14.7M0.11%153,100CommonSOLE
01749D105ALGMAllegro MicroSystems Inc.$14.4M0.10%320,000CommonSOLE
78377T107RHPRyman Hospitality Properties Inc. REIT$14.3M0.10%154,000CommonSOLE
925652109VICIVICI Properties Inc.$14.2M0.10%450,994CommonSOLE
G16258108BEPBrookfield Renewable Partners LP$14.1M0.10%477,453CommonSOLE
922908751VBVanguard Index Tr Small Cap$14.0M0.10%70,184CommonSOLE
69047Q102OVVOvintiv Inc.$13.9M0.10%365,983CommonSOLE
842587107SOThe Southern Co.$13.8M0.10%196,694CommonSOLE
892356106TSCOTractor Supply Co.$13.7M0.10%61,882CommonSOLE
448579102HHyatt Hotels Corp.$13.4M0.10%117,000CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc.$13.3M0.10%116,728CommonSOLE
559222401MGAMagna International Inc.$13.2M0.10%234,142CommonSOLE
68389X105ORCLOracle Corp.$12.6M0.09%105,616CommonSOLE
922042866VPLVanguard Intl Eq Ind Pacific$12.5M0.09%179,677CommonSOLE
88160R101TSLATesla Inc.$12.2M0.09%46,729CommonSOLE
337738108FISVFiserv Inc.$12.1M0.09%96,021CommonSOLE
388689101GPKGraphic Packaging Holding Co.$11.9M0.09%494,000CommonSOLE
98978V103ZTSZoetis Inc.$11.8M0.09%68,583CommonSOLE
25754A201DPZDomino's Pizza Inc.$11.8M0.09%35,036CommonSOLE
35473P744FLJPFranklin FTSE Japan ETF$11.8M0.09%435,986CommonSOLE
78462F103SPYSpdr S&P 500 Etf Tr Units Ser 1 S$11.8M0.09%26,512CommonSOLE
920253101VMIValmont Industries Inc.$11.6M0.08%40,013CommonSOLE
464287200IVVIshares Trust Core S&P 500 Etf$11.6M0.08%26,079CommonSOLE
20030N101CMCSAComcast Corp.$11.2M0.08%268,802CommonSOLE
72703H101PLNTPlanet Fitness Inc.$11.0M0.08%163,000CommonSOLE
55261F104MTBM&T Bank Corp.$11.0M0.08%88,814CommonSOLE
92204A603VISVanguard Industrials Etf$10.8M0.08%52,710CommonSOLE
88031M109TSTenaris SA ADR$10.8M0.08%360,148CommonSOLE
78467Y107MDYSpdr S&P Midcap 400 Etf Trutser$10.4M0.08%21,714CommonSOLE
446413106HIIHuntington Ingalls Industries Inc.$10.3M0.07%45,397CommonSOLE
25179M103DVNDevon Energy Corp.$10.2M0.07%211,329CommonSOLE
11284V105Brookfield Renewable Corp.$10.1M0.07%321,703CommonSOLE
124765108CAECAE Inc.$10.1M0.07%451,409CommonSOLE
962879102WPMWheaton Precious Metals Corp.$10.0M0.07%230,384CommonSOLE
20451W101CMPSCompass Pathways PLC ADR$9.9M0.07%1,200,732CommonSOLE
316092808FTECFidelity MSCI Information Technology Index ETF$9.7M0.07%74,605CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR ETF$9.5M0.07%251,273CommonSOLE
882508104TXNTexas Instruments Inc.$9.3M0.07%51,530CommonSOLE
302491303FMCFMC Corp.$9.2M0.07%88,610CommonSOLE
81369Y886XLUUtilities Select Sector SPDR ETF$9.1M0.07%139,239CommonSOLE
576323109MTZMasTec Inc.$9.0M0.07%75,992CommonSOLE
95082P105WCCWESCO International Inc.$9.0M0.06%50,000CommonSOLE
53814L108LTHM1EURLivent Corp.$8.9M0.06%325,000CommonSOLE
00760J108AEHRAehr Test Systems$8.9M0.06%215,210CommonSOLE
922908744VTVVanguard Index Tr Value$8.7M0.06%61,568CommonSOLE
037833100AAPLApple Inc Common$8.7M0.06%45,053CommonSOLE
12532H104GIBCGI Inc.$8.7M0.06%82,640CommonSOLE
82509L107SHOPShopify Inc.$8.6M0.06%133,512CommonSOLE
952845105WFGWest Fraser Timber Co. Ltd.$8.6M0.06%100,081CommonSOLE
76131D103QSRRestaurant Brands International Inc.$8.6M0.06%110,483CommonSOLE
921946406VYMVanguard Whitehall F Etf High$8.6M0.06%80,630CommonSOLE
02079K107GOOGAlphabet Inc.$8.4M0.06%69,625CommonSOLE
922908736VUGVanguard Index Tr Growth$8.2M0.06%28,944CommonSOLE
40415F101HDBHDFC Bank Ltd. ADR$8.2M0.06%117,460CommonSOLE
55354G100MSCIMSCI Inc.$8.2M0.06%17,422CommonSOLE
907818108UNPUnion Pacific Corp.$8.1M0.06%39,676CommonSOLE
G8994E103TTTrane Technologies PLC$8.1M0.06%42,336CommonSOLE
09857L108BKNGBooking Holdings Inc.$8.1M0.06%2,997CommonSOLE
717081103PFEPfizer Inc.$8.0M0.06%217,583CommonSOLE
166764100CVXChevron Corp.$7.9M0.06%49,895CommonSOLE
911312106UPSUnited Parcel Service Inc.$7.6M0.06%42,625CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings Ltd.$7.6M0.06%350,317CommonSOLE
922042858VWOVanguard Ftse Emerging Market$7.5M0.05%183,608CommonSOLE
184496107CLHClean Harbors Inc.$7.4M0.05%45,054CommonSOLE
860630102SFStifel Financial Corp.$7.1M0.05%119,115CommonSOLE
42703MAD5Herbalife Ltd.$7.0M0.05%7,250,000CommonSOLE
675232102OIIOceaneering International Inc.$7.0M0.05%375,000CommonSOLE
456788108INFYInfosys Ltd. ADR$7.0M0.05%435,532CommonSOLE
922908611VBRVanguard Index Tr Small Cap Va$6.9M0.05%41,855CommonSOLE
86745K104NOVAQSunnova Energy International Inc.$6.8M0.05%370,344CommonSOLE
58933Y105MRKMerck & Co. Inc.$6.8M0.05%58,569CommonSOLE
816851109SRESempra Energy$6.7M0.05%46,282CommonSOLE
194162103CLColgate-Palmolive Co.$6.7M0.05%87,299CommonSOLE
92206C409VCSHVanguard Short-Term Corp$6.7M0.05%88,336CommonSOLE
644393100NFENew Fortress Energy Inc.$6.6M0.05%246,170CommonSOLE
26441C204DUKDuke Energy Corp.$6.5M0.05%72,630CommonSOLE
12572Q105CMECME Group Inc.$6.5M0.05%35,109CommonSOLE
07831C103BRBRBellRing Brands Inc.$6.4M0.05%175,000CommonSOLE
7591EP100RFRegions Financial Corp.$6.4M0.05%357,278CommonSOLE
256135203RDYDr Reddy's Laboratories Ltd. ADR$6.3M0.05%100,081CommonSOLE
896239100TRMBTrimble Inc.$6.2M0.04%116,841CommonSOLE
231021106CMICummins Inc.$6.1M0.04%25,072CommonSOLE
697435AF2PANW 0.375 06/01/25Palo Alto Networks Inc.$6.1M0.04%2,375,000CommonSOLE
49456B101KMIKinder Morgan Inc.$6.0M0.04%347,124CommonSOLE
023135106AMZNAmazon Com Inc Common$6.0M0.04%45,800CommonSOLE
46432F842IEFAIshares Core Msci Eafe Etf$5.8M0.04%86,256CommonSOLE
87241L109TFIITFI International Inc.$5.8M0.04%50,998CommonSOLE
29355A107ENPHEnphase Energy Inc.$5.6M0.04%33,709CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$5.5M0.04%14,965CommonSOLE
855244109SBUXStarbucks Corp.$5.5M0.04%55,431CommonSOLE
316092501FNCLFidelity MSCI Financials Index ETF$5.4M0.04%114,436CommonSOLE
931142103WMTWalmart Inc.$5.3M0.04%33,926CommonSOLE
682680103OKEONEOK Inc.$5.3M0.04%85,335CommonSOLE
17275R102CSCOCisco Systems Inc.$5.1M0.04%99,382CommonSOLE
82489T104SWAVUSDShockwave Medical Inc.$5.1M0.04%18,010CommonSOLE
67103H107ORLYO'Reilly Automotive Inc.$5.1M0.04%5,378CommonSOLE
20825C104COPConocoPhillips$5.1M0.04%49,488CommonSOLE
780287108RGLDRoyal Gold Inc.$5.1M0.04%44,069CommonSOLE
595017AF1MCHP 1.625 02/15/27Microchip Technology Inc.$5.1M0.04%2,000,000CommonSOLE
82452J109FOURShift4 Payments Inc.$5.0M0.04%74,082CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc.$5.0M0.04%14,244CommonSOLE
828806109SPGSimon Property Group Inc. REIT$5.0M0.04%43,087CommonSOLE
92343V104VZVerizon Communications Inc.$5.0M0.04%133,364CommonSOLE
67066G104NVDANVIDIA Corp.$5.0M0.04%11,703CommonSOLE
L44385109GLOBGlobant SA$4.9M0.04%27,380CommonSOLE
74624M102PPure Storage Inc.$4.9M0.04%133,470CommonSOLE
651639106NEMNewmont Corp.$4.9M0.04%114,235CommonSOLE
86771WAB1RUN 0 02/01/26Sunrun Inc.$4.8M0.04%6,750,000CommonSOLE
760759100RSGRepublic Services Inc.$4.8M0.03%31,086CommonSOLE
427866108HSYThe Hershey Co.$4.8M0.03%19,038CommonSOLE
539830109LMTLockheed Martin Corp.$4.7M0.03%10,292CommonSOLE
68235P108OGSONE Gas Inc.$4.7M0.03%61,381CommonSOLE
05988JAB9BAND 0.25 03/01/26Bandwidth Inc.$4.5M0.03%5,800,000CommonSOLE
571903202MARMarriott International Inc.$4.5M0.03%24,458CommonSOLE
756109104ORealty Income Corp. REIT$4.4M0.03%73,271CommonSOLE
00724F101ADBEAdobe Inc.$4.4M0.03%8,912CommonSOLE
466313103JBLJabil Inc.$4.2M0.03%39,030CommonSOLE
05329W102ANAutoNation Inc.$4.2M0.03%25,578CommonSOLE
125269100CFCF Industries Holdings Inc.$4.1M0.03%59,505CommonSOLE
142339100CSLCarlisle Cos. Inc.$4.1M0.03%16,092CommonSOLE
52603BAD9TREE 0.5 07/15/25LendingTree Inc.$4.1M0.03%5,350,000CommonSOLE
127190304CACICACI International Inc.$4.1M0.03%12,069CommonSOLE
375558103GILDGilead Sciences Inc.$4.1M0.03%53,342CommonSOLE
92204A884VOXVanguard Sector Indx Telecomm$4.1M0.03%38,642CommonSOLE
464287507IJHIshares Trust Core S&P Mid-Cap$4.1M0.03%15,635CommonSOLE
55024U109LITELumentum Holdings Inc.$4.1M0.03%71,775CommonSOLE
70959W103PAGPenske Automotive Group Inc.$4.1M0.03%24,435CommonSOLE
808625107SAICScience Applications International Corp.$4.1M0.03%36,166CommonSOLE
693718108PCARPACCAR Inc.$4.1M0.03%48,483CommonSOLE
316092873FCOMFidelity MSCI Communication Services Index ETF$4.0M0.03%100,567CommonSOLE
12503M108CBOECBOE Global Markets Inc.$4.0M0.03%29,327CommonSOLE
62914VAF3NIO 0.5 02/01/27NIO Inc.$4.0M0.03%4,869,000CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc.$4.0M0.03%71,478CommonSOLE
25278X109FANGDiamondback Energy Inc.$4.0M0.03%30,635CommonSOLE
00206R102TAT&T Inc.$4.0M0.03%250,191CommonSOLE
05605H100BWXTBWX Technologies Inc.$4.0M0.03%55,386CommonSOLE
231561101CWCurtiss-Wright Corp.$4.0M0.03%21,555CommonSOLE
291011104EMREmerson Electric Co.$3.9M0.03%43,694CommonSOLE
294429105EFXEquifax Inc.$3.9M0.03%16,721CommonSOLE
833034101SNASnap-On Inc.$3.9M0.03%13,509CommonSOLE
57636Q104MAMastercard Inc.$3.9M0.03%9,893CommonSOLE
219350105GLWCorning Inc.$3.9M0.03%110,837CommonSOLE
459200101IBMIntl Business Mchn Common$3.9M0.03%28,968CommonSOLE
515098101LSTRLandstar System Inc.$3.9M0.03%20,115CommonSOLE
78573L106SBRASabra Health Care REIT Inc.$3.9M0.03%329,022CommonSOLE
48242W106KBRKBR Inc.$3.9M0.03%59,409CommonSOLE
228368106CCKCrown Holdings Inc.$3.9M0.03%44,472CommonSOLE
285512109EAElectronic Arts Inc.$3.9M0.03%29,763CommonSOLE
844895102SWXSouthwest Gas Holdings Inc.$3.9M0.03%60,552CommonSOLE
426281101JKHYJack Henry and Associates Inc.$3.8M0.03%22,995CommonSOLE
42226A107HQYHealthEquity Inc.$3.8M0.03%60,849CommonSOLE
525327102LDOSLeidos Holdings Inc.$3.8M0.03%43,331CommonSOLE
29975EAD1EB 0.75 09/15/26Eventbrite Inc.$3.8M0.03%4,700,000CommonSOLE
69370C100PTCPTC Inc.$3.8M0.03%26,721CommonSOLE
668771108GENGen Digital Inc.$3.8M0.03%204,948CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR Mining Inc.$3.8M0.03%3,550,000CommonSOLE
371901109GNTXGentex Corp.$3.8M0.03%129,447CommonSOLE
502431109LHXL3Harris Technologies Inc.$3.8M0.03%19,269CommonSOLE
681936100OHIOmega Healthcare Investors Inc. REIT$3.8M0.03%122,841CommonSOLE
35137L105FOXAFox Corp.$3.8M0.03%110,837CommonSOLE
874054109TTWOTake-Two Interactive Software Inc.$3.8M0.03%25,578CommonSOLE
418056107HASHasbro Inc.$3.8M0.03%57,969CommonSOLE
775711104ROLRollins Inc.$3.8M0.03%87,570CommonSOLE
78351F107RYANRyan Specialty Holdings Inc.$3.8M0.03%83,547CommonSOLE
00507V109AIYActivision Blizzard Inc.$3.7M0.03%44,406CommonSOLE
369550108GDGeneral Dynamics Corp.$3.7M0.03%17,389CommonSOLE
74051N1022655957DPremier Inc.$3.7M0.03%135,207CommonSOLE
464287465EFAIshares Msci Eafe Etf$3.7M0.03%51,426CommonSOLE
749607107RLIRLI Corp.$3.7M0.03%27,315CommonSOLE
224441105CXTCrane NXT Co.$3.7M0.03%66,015CommonSOLE
366651107ITGartner Inc.$3.7M0.03%10,629CommonSOLE
172755100CRUSCirrus Logic Inc.$3.7M0.03%45,902CommonSOLE
655844108NSCNorfolk Southern Corp.$3.7M0.03%16,389CommonSOLE
22002T108CDPCorporate Office Properties Trust REIT$3.7M0.03%156,465CommonSOLE
09215C105Black Knight Inc.$3.7M0.03%62,197CommonSOLE
988498101YUMYum! Brands Inc.$3.7M0.03%26,721CommonSOLE
G3223R108EGEverest Re Group Ltd.$3.7M0.03%10,813CommonSOLE
45778Q107NSPInsperity Inc.$3.7M0.03%31,029CommonSOLE
12514G108CDWCDW Corp.$3.7M0.03%20,115CommonSOLE
32020R109FFINFirst Financial Bankshares Inc.$3.7M0.03%129,447CommonSOLE
03753U106APLSUSDApellis Pharmaceuticals Inc.$3.7M0.03%40,462CommonSOLE
G01767105ALKSAlkermes PLC$3.7M0.03%117,408CommonSOLE
23345M107DTMDT Midstream Inc.$3.7M0.03%74,061CommonSOLE
37637Q105GBCIGlacier Bancorp Inc.$3.7M0.03%117,705CommonSOLE
23918K108DVADaVita Inc.$3.7M0.03%36,460CommonSOLE
577933104MMSMAXIMUS Inc.$3.7M0.03%43,331CommonSOLE
372460105GPCGenuine Parts Co.$3.6M0.03%21,555CommonSOLE
440452100HRLHormel Foods Corp.$3.6M0.03%90,450CommonSOLE
444859102HUMHumana Inc.$3.6M0.03%8,134CommonSOLE
48203R104JNPJuniper Networks Inc.$3.6M0.03%115,966CommonSOLE
29472R108ELSEquity LifeStyle Properties Inc. REIT$3.6M0.03%54,243CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp.$3.6M0.03%19,269CommonSOLE
G97822103PRGOPerrigo Co. PLC$3.6M0.03%106,540CommonSOLE
462222100IONSIonis Pharmaceuticals Inc.$3.6M0.03%87,867CommonSOLE
G46188101HZNPNHorizon Therapeutics PLC$3.6M0.03%35,039CommonSOLE
237194105DRIDarden Restaurants Inc.$3.6M0.03%21,555CommonSOLE
403949100DINOHF Sinclair Corp.$3.6M0.03%80,667CommonSOLE
416515104HIGThe Hartford Financial Services Group Inc.$3.6M0.03%49,923CommonSOLE
42226K105HRHealthcare Realty Trust Inc. REIT$3.6M0.03%190,625CommonSOLE
87901J105TGNATegna Inc.$3.6M0.03%221,337CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc. REIT$3.6M0.03%74,061CommonSOLE
G9618E107WTMWhite Mountains Insurance Group Ltd.$3.6M0.03%2,583CommonSOLE
16359R103CHEChemed Corp.$3.6M0.03%6,606CommonSOLE
436440101HO1Hologic Inc.$3.6M0.03%44,177CommonSOLE
74340W103PLDPrologis Inc. REIT$3.6M0.03%29,121CommonSOLE
71943U104DOCUSDPhysicians Realty Trust REIT$3.6M0.03%255,258CommonSOLE
695156109PKGPackaging Corp. of America$3.6M0.03%27,018CommonSOLE
320517105FHNFirst Horizon Corp.$3.6M0.03%316,107CommonSOLE
37959E102GLGlobe Life Inc.$3.6M0.03%32,467CommonSOLE
817565104SCIService Corp. International$3.6M0.03%55,089CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd.$3.6M0.03%66,015CommonSOLE
25746U109DDominion Energy Inc.$3.6M0.03%68,598CommonSOLE
91307C102UTHRUnited Therapeutics Corp.$3.6M0.03%16,092CommonSOLE
302941109FCNFTI Consulting Inc.$3.6M0.03%18,675CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc.$3.5M0.03%37,599CommonSOLE
G0450A105ACGLArch Capital Group Ltd.$3.5M0.03%47,340CommonSOLE
316092600FHLCFidelity MSCI Health Care Index ETF$3.5M0.03%56,127CommonSOLE
902788108UMBFUMB Financial Corp.$3.5M0.03%57,969CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc.$3.5M0.03%60,849CommonSOLE
229899109CFRCullen/Frost Bankers Inc.$3.5M0.03%32,764CommonSOLE
410867105THGThe Hanover Insurance Group Inc.$3.5M0.03%31,029CommonSOLE
25659T107DLBDolby Laboratories Inc.$3.5M0.03%41,907CommonSOLE
G0250X107AMCRAmcor PLC$3.5M0.03%351,081CommonSOLE
316092709FIDUFidelity MSCI Industrials Index ETF$3.5M0.03%61,478CommonSOLE
89417E109TRVThe Travelers Cos. Inc.$3.5M0.03%20,115CommonSOLE
882681109TXRHTexas Roadhouse Inc.$3.5M0.03%31,029CommonSOLE
909907107UBSIUnited Bankshares Inc.$3.5M0.03%117,408CommonSOLE
200525103CBSHCommerce Bancshares Inc.$3.5M0.03%71,478CommonSOLE
169905106CHHChoice Hotels International Inc.$3.5M0.03%29,599CommonSOLE
92936U109WPCWP Carey Inc. REIT$3.5M0.03%51,363CommonSOLE
668074305NWENorthwestern Corp.$3.5M0.03%60,849CommonSOLE
G3922B107GGenpact Ltd.$3.5M0.03%91,890CommonSOLE
750236101RDNRadian Group Inc.$3.4M0.03%136,350CommonSOLE
487836108KKellogg Co.$3.4M0.02%51,066CommonSOLE
09062X103BIIBBiogen Inc.$3.4M0.02%12,076CommonSOLE
832696405SJMThe J M Smucker Co.$3.4M0.02%23,292CommonSOLE
04621X108AIZAssurant Inc.$3.4M0.02%27,315CommonSOLE
879360105TDYTeledyne Technologies Inc.$3.4M0.02%8,343CommonSOLE
45337C102INCYIncyte Corp.$3.4M0.02%55,089CommonSOLE
29109X106AZPN1USDAspen Technology Inc.$3.4M0.02%20,412CommonSOLE
69349H107TXNMPNM Resources Inc.$3.4M0.02%75,798CommonSOLE
921937827BSVVanguard Bd Index Fd Etf Short$3.4M0.02%45,214CommonSOLE
88262P102TPLTexas Pacific Land Corp.$3.4M0.02%2,583CommonSOLE
294628102HP5AEquity Commonwealth REIT$3.4M0.02%167,391CommonSOLE
26614N102DDDupont De Nemours Inc.$3.4M0.02%47,469CommonSOLE
499049104KNXKnight-Swift Transportation Holdings Inc.$3.4M0.02%60,849CommonSOLE
29530P102ERIEErie Indemnity Co.$3.4M0.02%16,092CommonSOLE
95058W100WENThe Wendy's Co.$3.4M0.02%155,322CommonSOLE
81181C104SeaGen Inc.$3.4M0.02%17,532CommonSOLE
G3075P101ESGRUSDEnstar Group Ltd.$3.4M0.02%13,806CommonSOLE
09227Q100BLKBBlackbaud Inc.$3.4M0.02%47,340CommonSOLE
816300107SIGISelective Insurance Group Inc.$3.4M0.02%35,039CommonSOLE
205887102CAGConagra Brands Inc.$3.4M0.02%99,639CommonSOLE
743606105PBProsperity Bancshares Inc.$3.4M0.02%59,409CommonSOLE
651587107NEUNewMarket Corp.$3.4M0.02%8,343CommonSOLE
38526M106LOPEGrand Canyon Education Inc.$3.4M0.02%32,467CommonSOLE
G50871105JAZZJazz Pharmaceuticals plc$3.3M0.02%27,018CommonSOLE
759351604RGAReinsurance Group of America Inc.$3.3M0.02%24,138CommonSOLE
736508847PORPortland General Electric Co.$3.3M0.02%71,478CommonSOLE
336433107FSLRFirst Solar Inc.$3.3M0.02%17,592CommonSOLE
464287234EEMIshares Emerg Mkts Etf$3.3M0.02%84,070CommonSOLE
98311A105WHWyndham Hotels and Resorts Inc.$3.3M0.02%48,483CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc.$3.3M0.02%35,039CommonSOLE
513847103MZTILancaster Colony Corp.$3.3M0.02%16,389CommonSOLE
05379B107AVAAvista Corp.$3.3M0.02%83,547CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd.$3.3M0.02%17,532CommonSOLE
67059N108NTNXNutanix Inc.$3.3M0.02%116,260CommonSOLE
171779309CIENCiena Corp.$3.3M0.02%76,644CommonSOLE
90384S303ULTAUlta Beauty Inc.$3.2M0.02%6,903CommonSOLE
500754106KHCThe Kraft Heinz Co.$3.2M0.02%90,450CommonSOLE
281020107EIXEdison International$3.1M0.02%44,924CommonSOLE
370334104GISGeneral Mills Inc.$3.1M0.02%40,462CommonSOLE
053015103ADPAutomatic Data Proc Common$3.1M0.02%14,008CommonSOLE
09857LAN8BKNG 0.75 05/01/25Booking Holdings Inc.$3.1M0.02%2,050,000CommonSOLE
134429109CPBCampbell Soup Co.$3.1M0.02%67,158CommonSOLE
30161N101EXCExelon Corp.$3.1M0.02%75,048CommonSOLE
33767E202FSVFirstService Corp.$3.0M0.02%19,413CommonSOLE
742718109PGThe Procter & Gamble Co.$3.0M0.02%19,569CommonSOLE
70202LAB8PSN 0.25 08/15/25Parsons Corp.$2.9M0.02%2,550,000CommonSOLE
26884LAK5EQT 1.75 05/01/26EQT Corp.$2.9M0.02%1,025,000CommonSOLE
747525103QCOMQUALCOMM Inc.$2.9M0.02%24,201CommonSOLE
477143AP6JBLU 0.5 04/01/26JetBlue Airways Corp.$2.9M0.02%3,500,000CommonSOLE
00217Y104ATSATS Corp.$2.9M0.02%62,392CommonSOLE
942749102WTSWatts Water Technologies Inc.$2.9M0.02%15,529CommonSOLE
95040Q104WELLWelltower Inc. REIT$2.8M0.02%34,927CommonSOLE
36168Q104GFLGFL Environmental Inc.$2.7M0.02%69,371CommonSOLE
316092204FDISFidelity MSCI Consumer Discretionary Index ETF$2.6M0.02%35,747CommonSOLE
878742204TECKTeck Resources Ltd.$2.5M0.02%60,381CommonSOLE
443573AD2HUBS 0.375 06/01/25HubSpot Inc.$2.5M0.02%1,300,000CommonSOLE
92204A108VCRVanguard Sector Inde Consume$2.5M0.02%8,732CommonSOLE
72919P202PLUGPlug Power Inc.$2.5M0.02%237,220CommonSOLE
552690109MDUMDU Resources Group Inc.$2.5M0.02%117,408CommonSOLE
784730103SSRMSSR Mining Inc.$2.4M0.02%169,463CommonSOLE
252131AK3DXCM 0.25 11/15/25Dexcom Inc.$2.4M0.02%2,250,000CommonSOLE
03674XAM8Antero Resources Corp.$2.4M0.02%450,000CommonSOLE
496902404KGCKinross Gold Corp.$2.3M0.02%485,874CommonSOLE
92189F437ANGLVaneck Fallen Angel Hi Yld Bond$2.3M0.02%83,000CommonSOLE
18915MAB3Cloudflare Inc.$2.3M0.02%1,250,000CommonSOLE
45245EAJ8IMAX 0.5 04/01/26IMAX Corp.$2.3M0.02%2,500,000CommonSOLE
20717MAB9CFLT 0 01/15/27Confluent Inc.$2.3M0.02%2,750,000CommonSOLE
316092303FSTAFidelity MSCI Consumer Staples Index ETF$2.3M0.02%50,043CommonSOLE
90214JAB7TWOU 2.25 05/01/252U Inc.$2.2M0.02%3,425,000CommonSOLE
55405YAB6MTSI 0.25 03/15/26MACOM Technology Solutions Holdings Inc.$2.2M0.02%2,200,000CommonSOLE
38059T106GFIGold Fields Ltd. ADR$2.2M0.02%160,593CommonSOLE
464287804IJRIshares Tr Core S&P Small-Cap$2.2M0.02%22,061CommonSOLE
91332UAB7U 0 11/15/26Unity Software Inc.$2.2M0.02%2,750,000CommonSOLE
960413102WLKWestlake Corp.$2.2M0.02%18,270CommonSOLE
127387108CDNSCadence Design Systems Inc.$2.2M0.02%9,178CommonSOLE
464287150ITOTIshares Trust Core S&P Total Us$2.2M0.02%21,985CommonSOLE
55955DAB6MGNI 0.25 03/15/26Magnite Inc.$2.1M0.02%2,500,000CommonSOLE
896945AD4TRIP 0.25 04/01/26TripAdvisor Inc.$2.1M0.02%2,500,000CommonSOLE
464287879IJSIshares Sp Smcp600Vl Etf$2.1M0.02%21,960CommonSOLE
254687106DISWalt Disney Co.$2.1M0.02%23,215CommonSOLE
90353TAJ9UBER 0 12/15/25Uber Technologies Inc.$2.1M0.01%2,250,000CommonSOLE
22822V101CCICrown Castle Inc. REIT$2.0M0.01%17,740CommonSOLE
500767678KRBNKraneShares Global Carbon ETF$2.0M0.01%52,862CommonSOLE
316092402FENYFidelity MSCI Energy Index ETF$2.0M0.01%90,315CommonSOLE
29664WAB1ESPR 4 11/15/25Esperion Therapeutics Inc.$2.0M0.01%4,100,000CommonSOLE
00846U101AAgilent Technologies Inc.$2.0M0.01%16,394CommonSOLE
40051E202ASRGrupo Aeroportuario del Sureste SAB de CV ADR$2.0M0.01%7,093CommonSOLE
831865209AOSA.O. Smith Corp.$1.9M0.01%26,277CommonSOLE
949746804WFC 7.5 PERP LWells Fargo & Co. Preferred$1.9M0.01%1,650CommonSOLE
11777Q209BTGB2Gold Corp.$1.9M0.01%532,724CommonSOLE
31428X106FDXFedEx Corp.$1.9M0.01%7,538CommonSOLE
30040W108ESEversource Energy$1.8M0.01%24,798CommonSOLE
893830BT5Transocean Inc.$1.8M0.01%1,100,000CommonSOLE
84857L101SRSpire Inc.$1.8M0.01%27,614CommonSOLE
78410G104SBACSBA Communications Corp.$1.7M0.01%7,435CommonSOLE
252131107DXCMDexCom Inc.$1.7M0.01%13,297CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co. Ltd. ADR$1.7M0.01%16,816CommonSOLE
G0403H108AONAon PLC$1.7M0.01%4,916CommonSOLE
704326107PAYXPaychex Inc.$1.7M0.01%14,895CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED Corp.$1.6M0.01%1,475,000CommonSOLE
46185LAB9Invitae Corp.$1.6M0.01%1,850,000CommonSOLE
311900104FASTFastenal Co.$1.6M0.01%27,728CommonSOLE
00130H204AES 6.875 02/15/24The AES Corp. Preferred$1.6M0.01%20,000CommonSOLE
74967XAD5RH$1.6M0.01%1,000,000CommonSOLE
81141RAG5SEALTD 0.25 09/15/26Sea Ltd.$1.6M0.01%2,000,000CommonSOLE
172967424CCitigroup Inc.$1.6M0.01%34,856CommonSOLE
260557103DOWDow Inc.$1.6M0.01%30,093CommonSOLE
349553107FTSFortis Inc.$1.6M0.01%37,015CommonSOLE
60937PAD8MDB 0.25 01/15/26MongoDB Inc.$1.6M0.01%800,000CommonSOLE
405024AB6HAE 0 03/01/26Haemonetics Corp.$1.6M0.01%1,850,000CommonSOLE
25402DAB8DOCN 0 12/01/26DigitalOcean Holdings Inc.$1.6M0.01%2,000,000CommonSOLE
169656105CMGChipotle Mexican Grill Inc.$1.6M0.01%727CommonSOLE
87612E106TGTTarget Corp.$1.6M0.01%11,770CommonSOLE
00110G606AGF Global Infrastructure ETF$1.5M0.01%60,000CommonSOLE
61174X109MNSTMonster Beverage Corp.$1.5M0.01%26,633CommonSOLE
852234AJ2XYZ 0 05/01/26Block Inc.$1.5M0.01%1,850,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.