Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AGF MANAGEMENT LTD (CIK 1003518) reported $22.31B across 620 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($980.5M, 4.39%), GOOGL ($781.8M, 3.50%), AMZN ($651.0M, 2.92%), LIN ($449.4M, 2.01%), RY ($440.2M, 1.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $980.5M | 4.39% | 5.6M | Added |
| 2 | GOOGL | Alphabet Inc. | $781.8M | 3.50% | 2.7M | Added |
| 3 | AMZN | Amazon.com Inc. | $651.0M | 2.92% | 3.1M | Added |
| 4 | LIN | Linde PLC | $449.4M | 2.01% | 906,450 | Added |
| 5 | RY | Royal Bank of Canada | $440.2M | 1.97% | 2.4M | Added |
| 6 | ABBV | AbbVie Inc. | $423.7M | 1.90% | 1.9M | Trimmed |
| 7 | AVGO | Broadcom Inc. | $412.4M | 1.85% | 1.3M | Trimmed |
| 8 | WMT | Walmart Inc. | $410.6M | 1.84% | 3.3M | Added |
| 9 | VLO | Valero Energy Corp. | $356.1M | 1.60% | 1.4M | Trimmed |
| 10 | META | Meta Platforms Inc. | $357.8M | 1.60% | 625,438 | Trimmed |
| 11 | GLW | Corning Inc. | $319.4M | 1.43% | 2.3M | Added |
| 12 | AMAT | Applied Materials Inc. | $297.1M | 1.33% | 869,164 | Added |
| 13 | LHX | L3Harris Technologies Inc. | $294.9M | 1.32% | 854,349 | Trimmed |
| 14 | TD | Toronto-Dominion Bank | $290.7M | 1.30% | 2.6M | Trimmed |
| 15 | XLK | State Street Technology Select Sector SPDR ETF | $286.8M | 1.29% | 2.2M | Trimmed |
| 16 | AEM | Agnico Eagle Mines Ltd. | $283.7M | 1.27% | 1.4M | Added |
| 17 | MSFT | Microsoft Corp. | $274.9M | 1.23% | 742,682 | Added |
| 18 | GS | The Goldman Sachs Group Inc. | $274.5M | 1.23% | 324,466 | Trimmed |
| 19 | CCJ | Cameco Corp. | $271.3M | 1.22% | 2.5M | Added |
| 20 | LLY | Eli Lilly and Co. | $250.2M | 1.12% | 272,048 | Added |
| 21 | HLT | Hilton Worldwide Holdings Inc. | $246.2M | 1.10% | 809,739 | Added |
| 22 | NOC | Northrop Grumman Corp. | $241.4M | 1.08% | 353,793 | Trimmed |
| 23 | COHR | Coherent Corp. | $237.8M | 1.07% | 998,394 | Added |
| 24 | TRGP | Targa Resources Corp. | $229.8M | 1.03% | 916,358 | Added |
| 25 | CNQ | Canadian Natural Resources Ltd. | $229.3M | 1.03% | 4.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31