account_balance
Investment manager · 13F filer · SEC CIK 1003518
Agf Management Ltd
Reported value$24.5Bas of Sep 30, 2026
Positions682 102 new, 76 sold out
Top 10 weight29.1%NVDA alone is 5%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.1%Added +3%
MSFTMicrosoft Corp
4.7%Added +247%
GOOGLAlphabet Inc.
3.8%
AMZNAmazon.com Inc
3.2%
LLYELI Lilly & Co
2.8%Added +7%
JNJJohnson & Johnson
2.4%Added +43%
RYRoyal Bank of Canada
1.9%Trimmed −5%
AVGOBroadcom Inc.
1.9%Trimmed −3%
XLKState Street Technology Select Sector SPDR ETF
1.9%Added +9%
ILMNIllumina, Inc.
1.5%
AMDAdvanced Micro Devices Inc
1.4%Trimmed −43%
TDToronto Dominion Bank
1.4%Trimmed −2%
NVDANVIDIA Corp
5.1%Added +3%
MSFTMicrosoft Corp
4.7%Added +247%
GOOGLAlphabet Inc.
3.8%
AMZNAmazon.com Inc
3.2%
LLYELI Lilly & Co
2.8%+7%
JNJJohnson & Johnson
2.4%
RYRoyal Bank of Canada
1.9%
AVGOBroadcom Inc.
1.9%
XLK1.9%
ILMNAMD1.4%TD1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 5.1% Added +3%MSFT Microsoft Corp 4.7% Added +247%GOOGL Alphabet Inc. 3.8% HeldAMZN Amazon.com Inc 3.2% HeldLLY ELI Lilly & Co 2.8% Added +7%JNJ Johnson & Johnson 2.4% Added +43%RY Royal Bank of Canada 1.9% Trimmed −5%AVGO Broadcom Inc. 1.9% Trimmed −3%
XLK State Street Technology Select Sector SPDR ETF 1.9% Added +9%
ILMN Illumina, Inc. 1.5% HeldAMD Advanced Micro Devices Inc 1.4% Trimmed −43%TD Toronto Dominion Bank 1.4% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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