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AGF MANAGEMENT LTD

Q4 2023 · 13F-HR

AGF MANAGEMENT LTDholdings as filed

Filed 2024-02-06 · accession 0000945621-24-000185

$16.97B
Reported value
707
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 707

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAmazon.com Inc.$539.6M3.18%3,551,575CommonSOLE
697435105PANWPalo Alto Networks Inc.$312.9M1.84%1,060,947CommonSOLE
780087102RYRoyal Bank of Canada$309.6M1.82%2,798,502CommonSOLE
67066G104NVDANVIDIA Corp.$307.6M1.81%621,199CommonSOLE
74762E102QUREQuanta Services Inc.$293.6M1.73%1,360,588CommonSOLE
46120E602ISRGIntuitive Surgical Inc.$288.7M1.70%855,896CommonSOLE
101137107BSXBoston Scientific Corp.$280.9M1.65%4,858,818CommonSOLE
81369Y803XLKSPDR S&P Technology Select Sector ETF$279.1M1.64%1,449,973CommonSOLE
891160509TDToronto-Dominion Bank$273.3M1.61%3,834,471CommonSOLE
532457108LLYEli Lilly and Co.$253.2M1.49%434,393CommonSOLE
754730109RJFRaymond James Financial Inc.$239.5M1.41%2,147,825CommonSOLE
16411R208LNGCheniere Energy Inc.$226.2M1.33%1,325,207CommonSOLE
29250N105ENBEnbridge Inc.$217.3M1.28%5,765,519CommonSOLE
594918104MSFTMicrosoft Corp.$212.2M1.25%564,261CommonSOLE
443573100HUBSHubSpot Inc.$199.5M1.18%343,608CommonSOLE
136385101CNQCanadian Natural Resources Ltd.$195.1M1.15%2,879,077CommonSOLE
512807108LRCXEURLam Research Corp.$189.1M1.11%241,474CommonSOLE
040413106ANETEURArista Networks Inc.$187.9M1.11%797,779CommonSOLE
56585A102MPCMarathon Petroleum Corp.$181.1M1.07%1,220,534CommonSOLE
097023105BAThe Boeing Co.$179.7M1.06%689,218CommonSOLE
063671101BMOBank of Montreal$178.8M1.05%1,713,527CommonSOLE
77543R102ROKURoku Inc.$176.7M1.04%1,927,919CommonSOLE
775109200RCIRogers Communications Inc.$171.2M1.01%3,310,984CommonSOLE
872590104TMUST-Mobile US Inc.$169.6M1.00%1,057,595CommonSOLE
67077M108NTRNutrien Ltd.$161.9M0.95%2,648,796CommonSOLE
46982L108JJacobs Solutions Inc.$157.9M0.93%1,216,849CommonSOLE
81762P102NOWServiceNow Inc.$157.7M0.93%223,177CommonSOLE
00287Y109ABBVAbbVie Inc.$154.8M0.91%999,072CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$150.9M0.89%284,296CommonSOLE
922908769VTIVanguard Index Tr Stock Marke$147.6M0.87%622,103CommonSOLE
443201108HWMHowmet Aerospace Inc.$147.2M0.87%2,719,955CommonSOLE
806857108SLBSchlumberger Ltd.$145.0M0.85%2,787,234CommonSOLE
03076C106AMPAmeriprise Financial Inc.$141.4M0.83%372,361CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp.$139.3M0.82%1,089,265CommonSOLE
867224107SUSuncor Energy Inc.$132.6M0.78%3,586,421CommonSOLE
82509L107SHOPShopify Inc.$127.1M0.75%1,630,314CommonSOLE
609207105MDLZMondelez International Inc.$125.7M0.74%1,735,233CommonSOLE
81369Y852XLCCommunication Services Select Sector SPDR Fund$124.3M0.73%1,710,743CommonSOLE
G54950103LINLinde PLC$121.9M0.72%296,783CommonSOLE
835699307SONYSony Group Corp. ADR$120.6M0.71%1,274,035CommonSOLE
02079K305GOOGLAlphabet Inc Class A$119.8M0.71%857,433CommonSOLE
11271J107BNBrookfield Infrastructure Corp.$117.8M0.69%2,929,114CommonSOLE
74164M108PRIPrimerica Inc.$114.4M0.67%555,822CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd.$113.8M0.67%1,436,847CommonSOLE
11135F101AVGOBroadcom Inc.$113.5M0.67%101,721CommonSOLE
58733R102MELIMercadoLibre Inc.$113.0M0.67%71,881CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$110.8M0.65%2,946,568CommonSOLE
94106L109WMWaste Management Inc.$109.8M0.65%612,989CommonSOLE
91324P102UNHUnitedHealth Group Inc.$109.0M0.64%206,980CommonSOLE
92826C839VVisa Inc.$106.9M0.63%410,476CommonSOLE
136375102CNICanadian National Railway Co.$106.4M0.63%731,019CommonSOLE
513272104LWLamb Weston Holdings Inc.$105.8M0.62%979,129CommonSOLE
46625H100JPMJPMorgan Chase & Co.$102.0M0.60%599,413CommonSOLE
478160104JNJJohnson & Johnson$101.3M0.60%646,377CommonSOLE
438516106HONHoneywell International Inc.$101.2M0.60%482,605CommonSOLE
620076307MSIMotorola Solutions Inc.$100.6M0.59%321,287CommonSOLE
666807102NOCNorthrop Grumman Corp.$100.2M0.59%213,976CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc.$96.7M0.57%531,109CommonSOLE
387437114GRT-UCADGranite REIT$95.5M0.56%1,658,587CommonSOLE
45866F104ICEIntercontinental Exchange Inc.$94.5M0.56%736,041CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$93.4M0.55%2,964,836CommonSOLE
81369Y407XLYSPDR S&P Consumer Discretionary Select Sector ETF$93.3M0.55%521,887CommonSOLE
15135U109CVECenovus Energy Inc.$93.2M0.55%5,581,636CommonSOLE
032654105ADIAnalog Devices Inc.$92.8M0.55%467,424CommonSOLE
866796105SLFSun Life Financial Inc.$91.8M0.54%1,535,288CommonSOLE
94106B101WCNWaste Connections Inc.$89.2M0.53%597,336CommonSOLE
87971M103TUTELUS Corp.$89.0M0.52%4,983,052CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR ETF$88.4M0.52%1,227,430CommonSOLE
461202103INTUIntuit Inc.$87.1M0.51%139,388CommonSOLE
872540109TJXThe TJX Cos. Inc.$85.3M0.50%908,918CommonSOLE
50212V100LPLALPL Financial Holdings Inc.$85.2M0.50%374,355CommonSOLE
G29183103ETNEaton Corp. PLC$82.3M0.48%341,832CommonSOLE
00766T100ACMAECOM$81.7M0.48%883,435CommonSOLE
921943858VEAVanguard Ftse Developed Mrkt E$79.5M0.47%1,659,853CommonSOLE
437076102HDThe Home Depot Inc.$76.4M0.45%220,558CommonSOLE
682189105ONON Semiconductor Corp.$70.1M0.41%839,794CommonSOLE
H1467J104CBChubb Ltd.$69.5M0.41%307,321CommonSOLE
46284V101IRMIron Mountain Inc. REIT$69.4M0.41%990,998CommonSOLE
008474108AEMAgnico Eagle Mines Ltd.$69.2M0.41%1,262,616CommonSOLE
701094104PHParker-Hannifin Corp.$68.7M0.40%149,192CommonSOLE
384802104GWWWW Grainger Inc.$68.7M0.40%82,908CommonSOLE
884903808TRI4EURThomson Reuters Corp.$67.0M0.39%454,806CommonSOLE
922908363VOOVanguard Index Fds S&P 500 Etf$65.9M0.39%150,819CommonSOLE
969457100WMBThe Williams Cos. Inc.$64.8M0.38%1,861,275CommonSOLE
922908637VVVanguard Index Tr Lrg Cap$64.0M0.38%293,227CommonSOLE
871607107SNPSSynopsys Inc.$63.8M0.38%123,957CommonSOLE
81369Y209XLVSelect Sector Spdr Health Care$62.9M0.37%461,106CommonSOLE
518439104ELThe Estee Lauder Cos. Inc.$61.7M0.36%421,785CommonSOLE
92204A702VGTVanguard Sector Inde Informat$61.4M0.36%126,888CommonSOLE
824348106SHWThe Sherwin-Williams Co.$60.7M0.36%194,735CommonSOLE
81369Y506XLESPDR S&P Energy Select Sector ETF$60.3M0.36%719,302CommonSOLE
718172109PMPhilip Morris International Inc.$59.2M0.35%629,574CommonSOLE
87807B107TRPTC Energy Corp.$58.9M0.35%1,271,175CommonSOLE
G02602103DOXAmdocs Ltd.$58.5M0.34%665,680CommonSOLE
G1151C101ACNAccenture PLC$57.2M0.34%163,031CommonSOLE
001055102AFLAflac Inc.$56.8M0.33%688,201CommonSOLE
084670702BRK/BBerkshire Hathaway Inc.$56.3M0.33%157,923CommonSOLE
05534B760BCEBCE Inc.$56.0M0.33%1,075,757CommonSOLE
65339F101NEENextEra Energy Inc.$55.0M0.32%905,887CommonSOLE
773903109ROKRockwell Automation Inc.$54.9M0.32%176,858CommonSOLE
351858105FNVFranco-Nevada Corp.$54.3M0.32%489,981CommonSOLE
580135101MCDMcDonald's Corp.$54.1M0.32%182,614CommonSOLE
046353108AZNNAstraZeneca PLC ADR$53.7M0.32%797,030CommonSOLE
26603R106DUOLDuolingo Inc.$47.4M0.28%208,892CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR ETF$47.3M0.28%414,833CommonSOLE
278865100ECLEcolab Inc.$45.6M0.27%230,081CommonSOLE
654106103NKENIKE Inc.$45.6M0.27%419,557CommonSOLE
56501R106MFCManulife Financial Corp.$44.2M0.26%1,529,661CommonSOLE
037833100AAPLApple Inc.$43.2M0.25%224,435CommonSOLE
89531P105TREXTrex Co. Inc.$42.6M0.25%515,137CommonSOLE
68389X105ORCLOracle Corp.$40.6M0.24%385,150CommonSOLE
464287101OEFIshares Tr S&P 100 Index$40.4M0.24%180,750CommonSOLE
L8681T102SPOTSpotify Technology SA$39.9M0.24%212,276CommonSOLE
615369105MCOMoody's Corp.$39.7M0.23%101,704CommonSOLE
35473P769FLINFranklin FTSE India ETF$38.0M0.22%1,090,310CommonSOLE
887389104TKRThe Timken Co.$37.9M0.22%473,335CommonSOLE
617446448MSMorgan Stanley$37.3M0.22%400,292CommonSOLE
30231G102XOMExxon Mobil Corp.$36.0M0.21%360,401CommonSOLE
88162G103TTEKTetra Tech Inc.$36.0M0.21%215,667CommonSOLE
113004105BAMBrookfield Asset Management Ltd.$35.6M0.21%884,889CommonSOLE
85472N109STNStantec Inc.$35.2M0.21%438,762CommonSOLE
92204A504VHTVanguard Sector Inde Health Ca$34.7M0.20%138,506CommonSOLE
235851102DHRDanaher Corp.$34.0M0.20%146,937CommonSOLE
22160K105COSTCostco Wholesale Corp.$33.8M0.20%51,218CommonSOLE
25243Q205DEODiageo PLC ADR$33.8M0.20%231,716CommonSOLE
191216100KOThe Coca-Cola Co.$32.8M0.19%557,106CommonSOLE
17275R102CSCOCisco Systems Inc.$32.6M0.19%645,000CommonSOLE
064149107BNSBank of Nova Scotia$32.3M0.19%528,831CommonSOLE
921908844VIGVanguard Specialized Div Apprec$31.4M0.19%184,478CommonSOLE
H2906T109GRMNGarmin Ltd.$31.2M0.18%242,728CommonSOLE
254687106DISWalt Disney Co.$30.8M0.18%340,787CommonSOLE
110122108BMYBristol-Myers Squibb Co.$30.5M0.18%594,920CommonSOLE
032095101APHAmphenol Corp.$29.0M0.17%292,127CommonSOLE
L44385109GLOBGlobant SA$28.9M0.17%121,305CommonSOLE
717081103PFEPfizer Inc.$28.8M0.17%1,001,251CommonSOLE
922908629VOVanguard Index Tr Mid Cap$28.7M0.17%123,445CommonSOLE
001084102AGCOAGCO Corp.$28.6M0.17%235,456CommonSOLE
N00985106AERAerCap Holdings NV$28.6M0.17%384,197CommonSOLE
637417106NNNNNN REIT Inc.$27.9M0.16%646,247CommonSOLE
012653101ALBAlbemarle Corp.$27.8M0.16%192,500CommonSOLE
98419M100XYLXylem Inc.$27.2M0.16%237,436CommonSOLE
126650100CVSCVS Health Corp.$27.0M0.16%341,619CommonSOLE
124765108CAECAE Inc.$26.3M0.16%1,188,038CommonSOLE
08265T208BSYBentley Systems Inc.$25.3M0.15%484,992CommonSOLE
030420103AWKAmerican Water Works Co. Inc.$25.0M0.15%189,269CommonSOLE
29444U700EQIXEquinix Inc. REIT$25.0M0.15%30,981CommonSOLE
40412C101HCAHCA Healthcare Inc.$24.7M0.15%91,345CommonSOLE
922042775VEUVanguard Intl Equity Etf All-W$24.2M0.14%431,390CommonSOLE
03027X100AMTAmerican Tower Corp. REIT$24.1M0.14%111,469CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc.$23.5M0.14%167,087CommonSOLE
244199105DEDeere & Co.$22.5M0.13%56,247CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR ETF$22.2M0.13%555,212CommonSOLE
316092808FTECFidelity MSCI Information Technology Index ETF$21.3M0.13%148,174CommonSOLE
922042874VGKVanguard Intl Eq Ind Ftse Europ$21.1M0.12%327,063CommonSOLE
59156R108METMetLife Inc.$20.7M0.12%312,916CommonSOLE
G6095L109Aptiv PLC$19.0M0.11%211,674CommonSOLE
87165B103SYFSynchrony Financial$18.9M0.11%496,126CommonSOLE
78409V104SPGIS&P Global Inc.$18.2M0.11%41,427CommonSOLE
98978V103ZTSZoetis Inc.$17.4M0.10%88,296CommonSOLE
41068X100HASIHannon Armstrong Sustainable Infrastructure Capital Inc. REIT$17.2M0.10%622,586CommonSOLE
69047Q102OVVOvintiv Inc.$16.9M0.10%385,248CommonSOLE
84265V105SCCOSouthern Copper Corp.$16.8M0.10%195,570CommonSOLE
253868103DLRDigital Realty Trust Inc. REIT$16.8M0.10%124,548CommonSOLE
78377T107RHPRyman Hospitality Properties Inc. REIT$16.5M0.10%149,741CommonSOLE
36168Q104GFLGFL Environmental Inc.$15.8M0.09%457,704CommonSOLE
88160R101TSLATesla Inc.$15.7M0.09%63,311CommonSOLE
55261F104MTBM&T Bank Corp.$15.7M0.09%114,199CommonSOLE
13321L108CCJCameco Corp.$15.6M0.09%358,808CommonSOLE
194693107CIGIColliers International Group Inc.$15.5M0.09%122,633CommonSOLE
256677105DGDollar General Corp.$15.4M0.09%113,270CommonSOLE
07831C103BRBRBellRing Brands Inc.$15.3M0.09%276,741CommonSOLE
931142103WMTWalmart Inc.$15.3M0.09%97,296CommonSOLE
11284V105Brookfield Renewable Corp.$15.0M0.09%518,278CommonSOLE
78468R663BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$15.0M0.09%164,063CommonSOLE
025816109AXPAmerican Express Co.$14.9M0.09%79,270CommonSOLE
448579102HHyatt Hotels Corp.$14.8M0.09%113,402CommonSOLE
058498106BALLBall Corp.$14.6M0.09%253,692CommonSOLE
922908751VBVanguard Index Tr Small Cap$14.2M0.08%66,541CommonSOLE
35473P587FLSAFranklin FTSE Saudi Arabia ETF$13.8M0.08%378,817CommonSOLE
518415104LSCCLattice Semiconductor Corp.$13.5M0.08%195,259CommonSOLE
713448108PEPPepsiCo Inc.$13.3M0.08%78,530CommonSOLE
92932M101WNSNWNS Holdings Ltd. ADR$13.1M0.08%207,866CommonSOLE
92537N108VRTVertiv Holdings Co.$12.7M0.07%264,810CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings Ltd.$12.5M0.07%625,438CommonSOLE
337738108FISVFiserv Inc.$12.5M0.07%94,260CommonSOLE
04271T100ARRYArray Technologies Inc.$12.4M0.07%739,268CommonSOLE
78462F103SPYSpdr S&P 500 Etf Tr Units Ser 1 S$12.2M0.07%25,608CommonSOLE
95082P105WCCWESCO International Inc.$12.1M0.07%69,716CommonSOLE
974155103WINGWingstop Inc.$11.9M0.07%46,420CommonSOLE
184496107CLHClean Harbors Inc.$11.9M0.07%68,166CommonSOLE
35473P744FLJPFranklin FTSE Japan ETF$11.9M0.07%423,383CommonSOLE
16115Q308GTLSChart Industries Inc.$11.7M0.07%86,130CommonSOLE
12532H104GIBCGI Inc.$11.2M0.07%97,596CommonSOLE
922042866VPLVanguard Intl Eq Ind Pacific$11.1M0.07%154,194CommonSOLE
02079K107GOOGAlphabet Inc Class C$10.8M0.06%76,799CommonSOLE
675232102OIIOceaneering International Inc.$10.6M0.06%499,613CommonSOLE
971378104WSCWillScot Mobile Mini Holdings Corp.$10.5M0.06%236,991CommonSOLE
78467Y107MDYSpdr S&P Midcap 400 Etf Trutser$10.3M0.06%20,252CommonSOLE
92204A603VISVanguard Industrials Etf$10.2M0.06%46,370CommonSOLE
00217Y104ATSATS Corp.$10.2M0.06%236,829CommonSOLE
81369Y100XLBMaterials Select Sector SPDR ETF$10.0M0.06%116,770CommonSOLE
91913Y100VLOValero Energy Corp.$9.6M0.06%73,491CommonSOLE
G8994E103TTTrane Technologies PLC$9.5M0.06%39,127CommonSOLE
464287200IVVIshares Trust Core S&P 500 Etf$9.3M0.05%19,451CommonSOLE
243537107DECKDeckers Outdoor Corp.$9.3M0.05%13,863CommonSOLE
81369Y886XLUUtilities Select Sector SPDR ETF$9.3M0.05%146,069CommonSOLE
842587107SOThe Southern Co.$9.2M0.05%131,892CommonSOLE
060505104BACBank of America Corp.$9.0M0.05%268,704CommonSOLE
316092501FNCLFidelity MSCI Financials Index ETF$9.0M0.05%168,485CommonSOLE
922908736VUGVanguard Index Tr Growth$9.0M0.05%28,936CommonSOLE
316092873FCOMFidelity MSCI Communication Services Index ETF$9.0M0.05%200,924CommonSOLE
58506Q109MEDPMedpace Holdings Inc.$8.9M0.05%29,039CommonSOLE
644393100NFENew Fortress Energy Inc.$8.9M0.05%235,629CommonSOLE
009158106APDAir Products and Chemicals Inc.$8.7M0.05%31,893CommonSOLE
882508104TXNTexas Instruments Inc.$8.7M0.05%51,198CommonSOLE
585464100MLCOMelco Crown Entertainment Ltd. ADR$8.7M0.05%978,562CommonSOLE
88031M109TSTenaris SA ADR$8.6M0.05%246,497CommonSOLE
37637K108GTLBGitlab Inc.$8.6M0.05%136,066CommonSOLE
962879102WPMWheaton Precious Metals Corp.$8.4M0.05%170,992CommonSOLE
743315103PGRThe Progressive Corp.$8.4M0.05%52,876CommonSOLE
26441C204DUKDuke Energy Corp.$8.4M0.05%86,465CommonSOLE
559222401MGAMagna International Inc.$8.3M0.05%139,671CommonSOLE
45841N107IBKRInteractive Brokers Group Inc.$8.1M0.05%97,805CommonSOLE
952845105WFGWest Fraser Timber Co. Ltd.$8.0M0.05%93,722CommonSOLE
860630102SFStifel Financial Corp.$8.0M0.05%115,870CommonSOLE
05965X109BSACBanco Santander Chile ADR$8.0M0.05%410,025CommonSOLE
09857L108BKNGBooking Holdings Inc.$7.6M0.04%2,135CommonSOLE
921946406VYMVanguard Whitehall F Etf High$7.6M0.04%67,790CommonSOLE
922908744VTVVanguard Index Tr Value$7.5M0.04%50,320CommonSOLE
26856L103ELFelf Beauty Inc.$7.5M0.04%51,651CommonSOLE
78473E103SPXCSPX Technologies Inc.$7.4M0.04%73,339CommonSOLE
316092204FDISFidelity MSCI Consumer Discretionary Index ETF$7.4M0.04%93,285CommonSOLE
00760J108AEHRAehr Test Systems$7.3M0.04%276,000CommonSOLE
907818108UNPUnion Pacific Corp.$7.2M0.04%29,247CommonSOLE
697435AF2PANW 0.375 06/01/25Palo Alto Networks Inc.$7.1M0.04%2,390,000CommonSOLE
166764100CVXChevron Corp.$7.0M0.04%47,242CommonSOLE
446413106HIIHuntington Ingalls Industries Inc.$7.0M0.04%27,053CommonSOLE
922908611VBRVanguard Index Tr Small Cap Va$7.0M0.04%38,815CommonSOLE
03662Q105AKXANSYS Inc.$7.0M0.04%19,249CommonSOLE
71377A103PFGCPerformance Food Group Co.$6.8M0.04%98,528CommonSOLE
025537101AEPAmgen Inc.$6.8M0.04%83,372CommonSOLE
46432F339QUALIshares Trust Msci Usa Quality$6.7M0.04%45,745CommonSOLE
92206C409VCSHVanguard Short-Term Corp$6.7M0.04%86,230CommonSOLE
79589L106IOTSamsara Inc.$6.4M0.04%193,226CommonSOLE
46090E103QQQInvesco Qqq Tr Series 1$6.4M0.04%15,739CommonSOLE
25179M103DVNDevon Energy Corp.$6.4M0.04%142,135CommonSOLE
20825C104COPConocoPhillips$6.4M0.04%55,408CommonSOLE
828806109SPGSimon Property Group Inc. REIT$6.2M0.04%43,771CommonSOLE
33767E202FSVFirstService Corp.$6.2M0.04%38,021CommonSOLE
46432F842IEFAIshares Core Msci Eafe Etf$6.1M0.04%87,346CommonSOLE
12572Q105CMECME Group Inc.$6.1M0.04%29,105CommonSOLE
46434V456IQLTIshares Msci Intl Quality Facto$6.1M0.04%162,985CommonSOLE
58933Y105MRKMerck & Co. Inc.$6.1M0.04%56,131CommonSOLE
92204A884VOXVanguard Sector Indx Telecomm$6.0M0.04%50,846CommonSOLE
816851109SRESempra Energy$5.9M0.03%79,281CommonSOLE
40415F101HDBHDFC Bank Ltd. ADR$5.9M0.03%87,436CommonSOLE
74340W103PLDPrologis Inc. REIT$5.8M0.03%43,741CommonSOLE
456788108INFYInfosys Ltd. ADR$5.8M0.03%315,898CommonSOLE
878742204TECKTeck Resources Ltd.$5.8M0.03%136,376CommonSOLE
496902404KGCKinross Gold Corp.$5.7M0.03%940,261CommonSOLE
87241L109TFIITFI International Inc.$5.6M0.03%41,139CommonSOLE
571903202MARMarriott International Inc.$5.5M0.03%24,458CommonSOLE
316092303FSTAFidelity MSCI Consumer Staples Index ETF$5.5M0.03%123,104CommonSOLE
249906108DSGXThe Descartes Systems Group Inc.$5.5M0.03%64,912CommonSOLE
516544103LNTHLantheus Holdings Inc.$5.5M0.03%87,975CommonSOLE
57636Q104MAMastercard Inc.$5.3M0.03%12,514CommonSOLE
00206R102TAT&T Inc.$5.3M0.03%316,924CommonSOLE
52603BAD9TREE 0.5 07/15/25LendingTree Inc.$5.2M0.03%6,350,000CommonSOLE
007903107AMDAdvanced Micro Devices Inc.$5.2M0.03%35,380CommonSOLE
090040AF3BILI 0.5 12/01/26Bilibili Inc.$5.2M0.03%5,650,000CommonSOLE
59151K108MEOHMethanex Corp.$5.2M0.03%110,114CommonSOLE
682680103OKEONEOK Inc.$5.1M0.03%72,083CommonSOLE
922042858VWOVanguard Ftse Emerging Market$5.1M0.03%122,949CommonSOLE
316092402FENYFidelity MSCI Energy Index ETF$5.0M0.03%217,866CommonSOLE
76131D103QSRRestaurant Brands International Inc.$4.9M0.03%63,171CommonSOLE
98389B100XELXcel Energy Inc.$4.9M0.03%79,695CommonSOLE
929089100VOYAVoya Financial Inc.$4.9M0.03%66,941CommonSOLE
00724F101ADBEAdobe Inc.$4.9M0.03%8,182CommonSOLE
316092600FHLCFidelity MSCI Health Care Index ETF$4.9M0.03%75,253CommonSOLE
369604301GEGeneral Electric Co.$4.5M0.03%35,203CommonSOLE
925652109VICIVICI Properties Inc. REIT$4.4M0.03%137,486CommonSOLE
05988JAB9BAND 0.25 03/01/26Bandwidth Inc.$4.4M0.03%5,300,000CommonSOLE
49456B101KMIKinder Morgan Inc.$4.3M0.03%246,276CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc.$4.3M0.03%10,598CommonSOLE
464287507IJHIshares Trust Core S&P Mid-Cap$4.3M0.03%15,485CommonSOLE
30303M102METAMeta Platforms Inc.$4.3M0.03%12,075CommonSOLE
464287465EFAiShares MSCI EAFE ETF$4.2M0.02%56,190CommonSOLE
294429105EFXEquifax Inc.$4.2M0.02%16,971CommonSOLE
92939U106WECWEC Energy Group Inc.$4.2M0.02%49,493CommonSOLE
718546104PSXPhillips 66$4.1M0.02%30,803CommonSOLE
46434G764EMXCIshares Msci Emerging Markets$4.1M0.02%73,225CommonSOLE
053332102AZOAutoZone Inc.$4.1M0.02%1,568CommonSOLE
92343V104VZVerizon Communications Inc.$4.0M0.02%106,053CommonSOLE
760759100RSGRepublic Services Inc.$4.0M0.02%24,064CommonSOLE
912909108USX1United States Steel Corp.$3.9M0.02%80,874CommonSOLE
26614N102DDDupont De Nemours Inc.$3.9M0.02%51,035CommonSOLE
369550108GDGeneral Dynamics Corp.$3.9M0.02%14,939CommonSOLE
09857LAN8BKNG 0.75 05/01/25Booking Holdings Inc.$3.9M0.02%2,050,000CommonSOLE
949746804WFC 7.5 PERP LWells Fargo & Co. Preferred$3.8M0.02%3,200CommonSOLE
459200101IBMInternational Flavors & Fragrances Inc.$3.8M0.02%23,317CommonSOLE
71943U104DOCUSDPhysicians Realty Trust REIT$3.8M0.02%286,381CommonSOLE
942749102WTSWatts Water Technologies Inc.$3.8M0.02%18,243CommonSOLE
375558103GILDGilead Sciences Inc.$3.8M0.02%46,692CommonSOLE
776696106ROPRoper Technologies Inc.$3.7M0.02%6,798CommonSOLE
316092709FIDUFidelity MSCI Industrials Index ETF$3.7M0.02%60,430CommonSOLE
053015103ADPAutomatic Data Processing Inc.$3.7M0.02%15,829CommonSOLE
25278X109FANGDiamondback Energy Inc.$3.7M0.02%23,693CommonSOLE
70202LAB8PSN 0.25 08/15/25Parsons Corp.$3.6M0.02%2,550,000CommonSOLE
539830109LMTLockheed Martin Corp.$3.5M0.02%7,828CommonSOLE
20717M1038QRConfluent Inc.$3.5M0.02%151,141CommonSOLE
921937827BSVVanguard Bd Index Fd Etf Short$3.5M0.02%45,710CommonSOLE
125269100CFCF Industries Holdings Inc.$3.5M0.02%44,196CommonSOLE
126408103CSXCSX Corp.$3.5M0.02%101,013CommonSOLE
03753U106APLSUSDApellis Pharmaceuticals Inc.$3.5M0.02%58,496CommonSOLE
253393102DKSDick's Sporting Goods Inc.$3.4M0.02%23,345CommonSOLE
82489T104SWAVUSDShockwave Medical Inc.$3.4M0.02%18,000CommonSOLE
302491303FMCFMC Corp.$3.4M0.02%54,094CommonSOLE
12503M108CBOECBOE Global Markets Inc.$3.4M0.02%18,867CommonSOLE
134429109CPBCampbell Soup Co.$3.4M0.02%77,894CommonSOLE
90384S303ULTAUlta Beauty Inc.$3.4M0.02%6,870CommonSOLE
29109X106AZPN1USDAspen Technology Inc.$3.4M0.02%15,241CommonSOLE
G9618E107WTMWhite Mountains Insurance Group Ltd.$3.3M0.02%2,201CommonSOLE
30034W106EVRGEvergy Inc.$3.3M0.02%63,053CommonSOLE
10576N102BRZEBraze Inc.$3.3M0.02%61,764CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc.$3.3M0.02%24,846CommonSOLE
803607100SRPTSarepta Therapeutics Inc.$3.3M0.02%33,917CommonSOLE
297178105ESSEssex Property Trust Inc. REIT$3.2M0.02%13,040CommonSOLE
832696405SJMThe J M Smucker Co.$3.2M0.02%25,546CommonSOLE
92343E102VRSNVeriSign Inc.$3.2M0.02%15,672CommonSOLE
G01767105ALKSAlkermes PLC$3.2M0.02%116,292CommonSOLE
69370C100PTCPTC Inc.$3.2M0.02%18,409CommonSOLE
205887102CAGConagra Brands Inc.$3.2M0.02%111,801CommonSOLE
015271109AREAlexandria Real Estate Equities Inc. REIT$3.2M0.02%25,225CommonSOLE
115236101BROBrown & Brown Inc.$3.2M0.02%44,943CommonSOLE
33829M101FIVEFive Below Inc.$3.2M0.02%14,974CommonSOLE
40171V100GWREGuidewire Software Inc.$3.2M0.02%29,248CommonSOLE
171484108CHDNChurchill Downs Inc.$3.2M0.02%23,612CommonSOLE
879360105TDYTeledyne Technologies Inc.$3.2M0.02%7,137CommonSOLE
64110D104NTAPNetApp Inc.$3.2M0.02%36,118CommonSOLE
750236101RDNRadian Group Inc.$3.2M0.02%111,356CommonSOLE
681936100OHIOmega Healthcare Investors Inc. REIT$3.2M0.02%103,615CommonSOLE
922280102VRNSVaronis Systems Inc.$3.2M0.02%70,035CommonSOLE
515098101LSTRLandstar System Inc.$3.1M0.02%16,208CommonSOLE
60855R100MOHMolina Healthcare Inc.$3.1M0.02%8,684CommonSOLE
315616102FFIVF5 Inc.$3.1M0.02%17,505CommonSOLE
29530P102ERIEErie Indemnity Co.$3.1M0.02%9,338CommonSOLE
570535104MKLMarkel Group Inc.$3.1M0.02%2,201CommonSOLE
34959E109FTNTFortinet Inc.$3.1M0.02%53,354CommonSOLE
499049104KNXKnight-Swift Transportation Holdings Inc.$3.1M0.02%54,094CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc. REIT$3.1M0.02%63,165CommonSOLE
22052L104CTVACorteva Inc.$3.1M0.02%64,956CommonSOLE
G3075P101ESGRUSDEnstar Group Ltd.$3.1M0.02%10,572CommonSOLE
95040Q104WELLWelltower Inc. REIT$3.1M0.02%34,477CommonSOLE
125523100CIThe Cigna Group$3.1M0.02%10,380CommonSOLE
92936U109WPCWP Carey Inc. REIT$3.1M0.02%47,924CommonSOLE
742718109PGThe Procter & Gamble Co.$3.1M0.02%21,146CommonSOLE
067901108ABXBarrick Gold Corp.$3.1M0.02%159,669CommonSOLE
89417E109TRVThe Travelers Cos. Inc.$3.1M0.02%16,208CommonSOLE
053484101AVBAvalonBay Communities Inc. REIT$3.1M0.02%16,475CommonSOLE
388689101GPKGraphic Packaging Holding Co.$3.1M0.02%125,096CommonSOLE
827048109SLGNSilgan Holdings Inc.$3.1M0.02%68,101CommonSOLE
219350105GLWCorning Inc.$3.1M0.02%101,051CommonSOLE
224441105CXTCrane NXT Co.$3.1M0.02%54,094CommonSOLE
651587107NEUNewMarket Corp.$3.1M0.02%5,636CommonSOLE
443510607HUBBHubbell Inc.$3.1M0.02%9,338CommonSOLE
775711104ROLRollins Inc.$3.1M0.02%70,302CommonSOLE
257651109DCIDonaldson Co. Inc.$3.1M0.02%46,957CommonSOLE
29476L107EQREquity Residential REIT$3.1M0.02%50,125CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc.$3.1M0.02%35,468CommonSOLE
92840M102VSTVistra Corp.$3.1M0.02%79,506CommonSOLE
00857U107agilon health Inc.$3.1M0.02%243,589CommonSOLE
75513E101RTXRTX Corp.$3.0M0.02%36,201CommonSOLE
031162100AMGNAmgen Inc.$3.0M0.02%10,572CommonSOLE
35137L105FOXAFox Corp.$3.0M0.02%102,621CommonSOLE
48203R104JNPJuniper Networks Inc.$3.0M0.02%103,252CommonSOLE
882681109TXRHTexas Roadhouse Inc.$3.0M0.02%24,846CommonSOLE
008492100ADCAgree Realty Corp. REIT$3.0M0.02%48,191CommonSOLE
172755100CRUSCirrus Logic Inc.$3.0M0.02%36,385CommonSOLE
281020107EIXEdison International$3.0M0.02%42,303CommonSOLE
808625107SAICScience Applications International Corp.$3.0M0.02%24,312CommonSOLE
756109104ORealty Income Corp. REIT$3.0M0.02%52,593CommonSOLE
74051N1022655957DPremier Inc.$3.0M0.02%134,968CommonSOLE
892356106TSCOTractor Supply Co.$3.0M0.02%14,007CommonSOLE
053807103AVTAvnet Inc.$3.0M0.02%59,730CommonSOLE
343498101FLOFlowers Foods Inc.$3.0M0.02%133,467CommonSOLE
22002T108CDPCOPT Defense Properties REIT$3.0M0.02%116,992CommonSOLE
70959W103PAGPenske Automotive Group Inc.$3.0M0.02%18,676CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp.$3.0M0.02%16,475CommonSOLE
500754106KHCThe Kraft Heinz Co.$3.0M0.02%80,874CommonSOLE
48242W106KBRKBR Inc.$3.0M0.02%53,827CommonSOLE
91529Y106UNMUnum Group$3.0M0.02%65,633CommonSOLE
12514G108CDWCDW Corp.$3.0M0.02%13,040CommonSOLE
571748102MRSHMarsh and McLennan Cos. Inc.$3.0M0.02%15,585CommonSOLE
G3223R108EGEverest Group Ltd.$2.9M0.02%8,340CommonSOLE
988498101YUMYum! Brands Inc.$2.9M0.02%22,481CommonSOLE
093671105HRBH&R Block Inc.$2.9M0.02%60,697CommonSOLE
26210C104DBXDropbox Inc.$2.9M0.02%99,550CommonSOLE
501044101KRThe Kroger Co.$2.9M0.02%64,132CommonSOLE
G3922B107GGenpact Ltd.$2.9M0.02%84,309CommonSOLE
883203101TXTTextron Inc.$2.9M0.02%36,385CommonSOLE
552690109MDUMDU Resources Group Inc.$2.9M0.02%147,741CommonSOLE
020002101ALLThe Allstate Corp.$2.9M0.02%20,877CommonSOLE
237194105DRIDarden Restaurants Inc.$2.9M0.02%17,709CommonSOLE
209115104EDConsolidated Edison Inc.$2.9M0.02%31,949CommonSOLE
G0250X107AMCRAmcor PLC$2.9M0.02%301,385CommonSOLE
231561101CWCurtiss-Wright Corp.$2.9M0.02%13,040CommonSOLE
98311A105WHWyndham Hotels and Resorts Inc.$2.9M0.02%36,118CommonSOLE
416515104HIGThe Hartford Financial Services Group Inc.$2.9M0.02%36,118CommonSOLE
513847103MZTILancaster Colony Corp.$2.9M0.02%17,442CommonSOLE
422806109HEIHEICO Corp.$2.9M0.02%16,208CommonSOLE
370334104GISGeneral Mills Inc.$2.9M0.02%44,489CommonSOLE
169905106CHHChoice Hotels International Inc.$2.9M0.02%25,546CommonSOLE
372460105GPCGenuine Parts Co.$2.9M0.02%20,877CommonSOLE
87256C101TKOTKO Group Holdings Inc.$2.9M0.02%35,418CommonSOLE
31428X106FDXFedEx Corp.$2.9M0.02%11,401CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc.$2.9M0.02%43,255CommonSOLE
285512109EAElectronic Arts Inc.$2.9M0.02%20,881CommonSOLE
60741F104MBLYMobileye Global Inc.$2.9M0.02%65,900CommonSOLE
680223104ORIOld Republic International Corp.$2.9M0.02%97,082CommonSOLE
95058W100WENThe Wendy's Co.$2.9M0.02%146,507CommonSOLE
62914VAF3NIO 0.5 02/01/27NIO Inc.$2.9M0.02%3,119,000CommonSOLE
15135B101CNCCentene Corp.$2.8M0.02%38,319CommonSOLE
37959E102GLGlobe Life Inc.$2.8M0.02%23,345CommonSOLE
540424108LLoews Corp.$2.8M0.02%40,787CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc.$2.8M0.02%37,352CommonSOLE
577933104MMSMAXIMUS Inc.$2.8M0.02%33,650CommonSOLE
759351604RGAReinsurance Group of America Inc.$2.8M0.02%17,442CommonSOLE
92345Y106VRSKVerisk Analytics Inc.$2.8M0.02%11,806CommonSOLE
25659T107DLBDolby Laboratories Inc.$2.8M0.02%32,683CommonSOLE
29472R108ELSEquity LifeStyle Properties Inc. REIT$2.8M0.02%39,820CommonSOLE
127387108CDNSCadence Design Systems Inc.$2.8M0.02%10,283CommonSOLE
171779309CIENCiena Corp.$2.8M0.02%62,198CommonSOLE
084423102WRBW. R. Berkley Corp.$2.8M0.02%39,553CommonSOLE
626755102MUSAMurphy USA Inc.$2.8M0.02%7,837CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd.$2.8M0.02%50,392CommonSOLE
42226A107HQYHealthEquity Inc.$2.8M0.02%42,021CommonSOLE
G96629103WTWWillis Towers Watson PLC$2.8M0.02%11,539CommonSOLE
69349H107TXNMPNM Resources Inc.$2.8M0.02%66,867CommonSOLE
553498106MSAMSA Safety Inc.$2.8M0.02%16,475CommonSOLE
12510Q100CCCCCC Intelligent Solutions Holdings Inc.$2.8M0.02%243,856CommonSOLE
04621X108AIZAssurant Inc.$2.8M0.02%16,475CommonSOLE
05605H100BWXTBWX Technologies Inc.$2.8M0.02%36,118CommonSOLE
33768G107FCFSFirstCash Holdings Inc.$2.8M0.02%25,546CommonSOLE
38526M106LOPEGrand Canyon Education Inc.$2.8M0.02%20,877CommonSOLE
58155Q103MCKMcKesson Corp.$2.8M0.02%5,949CommonSOLE
29084Q100EMEEMCOR Group Inc.$2.8M0.02%12,773CommonSOLE
038336103ATRAptarGroup Inc.$2.7M0.02%22,164CommonSOLE
87901J105TGNATegna Inc.$2.7M0.02%178,490CommonSOLE
16359R103CHEChemed Corp.$2.7M0.02%4,669CommonSOLE
26884LAK5EQT 1.75 05/01/26EQT Corp.$2.7M0.02%1,025,000CommonSOLE
29260Y1090C3Endeavor Group Holdings Inc.$2.7M0.02%114,524CommonSOLE
410867105THGThe Hanover Insurance Group Inc.$2.7M0.02%22,378CommonSOLE
127190304CACICACI International Inc.$2.7M0.02%8,371CommonSOLE
443573AD2HUBS 0.375 06/01/25HubSpot Inc.$2.7M0.02%1,300,000CommonSOLE
G87110105FTITechnipFMC PLC$2.7M0.02%133,734CommonSOLE
816300107SIGISelective Insurance Group Inc.$2.7M0.02%27,047CommonSOLE
960413102WLKWestlake Corp.$2.7M0.02%19,108CommonSOLE
749607107RLIRLI Corp.$2.7M0.02%19,910CommonSOLE
78351F107RYANRyan Specialty Holdings Inc.$2.6M0.02%60,964CommonSOLE
G0403H108AONAon PLC$2.6M0.02%9,004CommonSOLE
464287234EEMIshares Emerg Mkts Etf$2.6M0.02%65,145CommonSOLE
92204A108VCRVanguard Sector Inde Consume$2.6M0.02%8,589CommonSOLE
91307C102UTHRUnited Therapeutics Corp.$2.6M0.02%11,806CommonSOLE
75281A109RRCRange Resources Corp.$2.6M0.02%85,276CommonSOLE
444859102HUMHumana Inc.$2.6M0.02%5,636CommonSOLE
22822V101CCICrown Castle Inc. REIT$2.6M0.02%22,293CommonSOLE
46137V357RSPInvesco S&P 500 Equal Wtf Etf$2.6M0.02%16,160CommonSOLE
67103H107ORLYO'Reilly Automotive Inc.$2.5M0.02%2,683CommonSOLE
302941109FCNFTI Consulting Inc.$2.5M0.01%12,773CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd.$2.5M0.01%12,773CommonSOLE
G0450A105ACGLArch Capital Group Ltd.$2.4M0.01%32,683CommonSOLE
30040W108ESEversource Energy$2.4M0.01%38,510CommonSOLE
88262P102TPLTexas Pacific Land Corp.$2.4M0.01%1,501CommonSOLE
03674XAM8Antero Resources Corp.$2.3M0.01%450,000CommonSOLE
464287150ITOTIshares Trust Core S&P Total Us$2.3M0.01%21,985CommonSOLE
86771WAB1RUN 0 02/01/26Sunrun Inc.$2.3M0.01%3,000,000CommonSOLE
91332UAB7U 0 11/15/26Unity Software Inc.$2.3M0.01%2,750,000CommonSOLE
464287804IJRIshares Tr Core S&P Small-Cap$2.3M0.01%21,036CommonSOLE
831865209AOSA.O. Smith Corp.$2.3M0.01%27,484CommonSOLE
706327103PBAPembina Pipeline Corp.$2.3M0.01%63,409CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc. Preferred$2.3M0.01%40,000CommonSOLE
45245EAJ8IMAX 0.5 04/01/26IMAX Corp.$2.2M0.01%2,500,000CommonSOLE
026874784AIGAmerican International Group Inc.$2.2M0.01%32,176CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$2.1M0.01%38,546CommonSOLE
88160RAG6Tesla Inc.$2.1M0.01%175,000CommonSOLE
464287879IJSIshares Sp Smcp600Vl Etf$2.1M0.01%20,135CommonSOLE
98980G102ZSZscaler Inc.$2.1M0.01%9,343CommonSOLE
64125CAD1Neurocrine Biosciences Inc.$2.1M0.01%1,200,000CommonSOLE
722304102PDDPDD Holdings Inc. ADR$2.0M0.01%13,910CommonSOLE
009066AB7ABNB 0 03/15/26Airbnb Inc.$2.0M0.01%2,250,000CommonSOLE
723787AP2PXD 0.25 05/15/25Pioneer Natural Resources Co.$2.0M0.01%825,000CommonSOLE
277432100EMNEastman Chemical Co.$2.0M0.01%22,061CommonSOLE
92206C870VCITVanguard Int-Term Corp$1.9M0.01%23,850CommonSOLE
400506101PACGrupo Aeroportuario del Sureste SAB de CV ADR$1.9M0.01%9,585CommonSOLE
911363109URIUnited Rentals Inc.$1.9M0.01%3,368CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp. Preferred$1.9M0.01%1,600CommonSOLE
866674104SUISun Communities Inc. REIT$1.9M0.01%14,291CommonSOLE
500767678KRBNKraneShares Global Carbon ETF$1.9M0.01%51,693CommonSOLE
62944T105NVRNVR Inc.$1.9M0.01%267CommonSOLE
44107P104HSTHost Hotels & Resorts Inc. REIT$1.9M0.01%95,400CommonSOLE

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.