Agf Management Ltd 13F Holdings · Q2 2026
Agf Management Ltd reported 641 securities worth $25.77B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.10%), GOOGL (3.76%), AMZN (2.83%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $1.06B | 4.10% | 5.3M | Trimmed |
| 2 | GOOGL | Alphabet Inc. | $968.7M | 3.76% | 2.7M | Trimmed |
| 3 | AMZN | Amazon.com Inc. | $729.4M | 2.83% | 3.1M | Trimmed |
| 4 | LLY | Eli Lilly and Co. | $667.4M | 2.59% | 556,470 | Added |
| 5 | AMAT | Applied Materials Inc. | $616.2M | 2.39% | 852,219 | Trimmed |
| 6 | AMD | Advanced Micro Devices Inc. | $588.5M | 2.28% | 1.0M | Added |
| 7 | RY | Royal Bank of Canada | $522.8M | 2.03% | 2.2M | Trimmed |
| 8 | AVGO | Broadcom Inc. | $520.4M | 2.02% | 1.4M | Added |
| 9 | LIN | Linde PLC | $460.8M | 1.79% | 887,952 | Trimmed |
| 10 | XLK | State Street Technology Select Sector SPDR ETF | $408.0M | 1.58% | 2.1M | Trimmed |
| 11 | JNJ | Johnson & Johnson | $392.4M | 1.52% | 1.5M | Added |
| 12 | GLW | Corning Inc. | $373.8M | 1.45% | 1.5M | Trimmed |
| 13 | TD | Toronto-Dominion Bank | $363.1M | 1.41% | 2.5M | Trimmed |
| 14 | PWR | Quanta Services Inc. | $332.4M | 1.29% | 461,604 | Added |
| 15 | ETN | Eaton Corp. PLC | $329.4M | 1.28% | 773,058 | Added |
| 16 | GS | The Goldman Sachs Group Inc. | $330.0M | 1.28% | 326,297 | Added |
| 17 | HLT | Hilton Worldwide Holdings Inc. | $320.8M | 1.25% | 970,898 | Added |
| 18 | CAT | Caterpillar Inc. | $302.9M | 1.18% | 284,409 | Trimmed |
| 19 | TSM | Taiwan Semiconductor Manufacturing Co. Ltd. ADR | $298.1M | 1.16% | 624,253 | Added |
| 20 | LRCX | Lam Research Corp. | $289.1M | 1.12% | 667,135 | Added |
| 21 | MNST | Monster Beverage Corp. | $282.5M | 1.10% | 2.9M | New |
| 22 | MRVL | Marvell Technology Inc. | $275.3M | 1.07% | 924,243 | Added |
| 23 | TSLA | Tesla Inc. | $276.0M | 1.07% | 656,200 | Added |
| 24 | GEV | GE Vernova LLC | $274.0M | 1.06% | 233,192 | Added |
| 25 | CCJ | Cameco Corp. | $266.5M | 1.03% | 2.6M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR