13F value (AUM)
$25.8B
AG
Agf Management
AGF MANAGEMENT LTD
$25.8B
13F long value · 2026-Q2Positions656
CategoryAsset Manager
Quarters tracked9
● #291 of 581 by 13F value
Size rank 5/10
Snapshot
Agf Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
656 (106 unmapped)
Top 100 weight
82.4%
Quarters tracked
9
Latest 13F filed
Aug 10, 2026
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 82.4% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 4.1% | $1.1B | 5.3M | +17.4% |
| GOOGL | Alphabet Inc. | 3.8% | $968.7M | 2.7M | -3.7% |
| AMZN | Amazon.com Inc. | 2.8% | $729.4M | 3.1M | +5.5% |
| LLY | Eli Lilly and Co. | 2.6% | $667.4M | 556.5K | -27.6% |
| AMAT | Applied Materials Inc. | 2.4% | $616.2M | 852.2K | -44.0% |
| AMD | Advanced Micro Devices Inc. | 2.3% | $588.5M | 1.0M | +8.7% |
| RY | Royal Bank of Canada | 2.0% | $522.8M | 2.2M | — |
| AVGO | Broadcom Inc. | 2.0% | $520.4M | 1.4M | -6.5% |
| — | Linde PLC | 1.8% | $460.8M | 888.0K | — |
| XLK | State Street Technology Select Sector SPDR ETF | 1.6% | $408.0M | 2.1M | -15.7% |
| JNJ | Johnson & Johnson | 1.5% | $392.4M | 1.5M | +0.7% |
| GLW | Corning Inc. | 1.5% | $373.8M | 1.5M | -34.2% |
| TD | Toronto-Dominion Bank | 1.4% | $363.1M | 2.5M | -27.0% |
| PWR | Quanta Services Inc. | 1.3% | $332.4M | 461.6K | -11.5% |
| GS | Goldman Sachs Group Common | 1.3% | $330.0M | 326.3K | -10.7% |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.