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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001003518

AGF MANAGEMENT LTD

TORONTO ONTARIO CANADA, A6 · File #028-23074

Latest AUM
$23.05B
Positions
1,028
Top-10 Concentration
43.7%
Filings
12

Sector Allocation

Technology
17.7%$4.09B
Industrials
7.9%$1.82B
Healthcare
6.9%$1.59B
Energy
4.6%$1.06B
Financials
3.4%$787.2M
Materials
2.3%$535.0M
Consumer Staples
2.2%$503.0M
Real Estate
0.9%$209.7M
Utilities
0.3%$69.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA Corp.NVDA5,361,100$999.8M7.05%
2Apple Inc.AAPL2,891,964$786.2M5.55%
3Alphabet Inc.GOOG2,395,837$749.9M5.29%
4Broadcom Inc.AVGO1,988,222$688.1M4.85%
5Amazon.com Inc.AMZN2,737,009$631.8M4.46%
6The Goldman Sachs Group Inc.GSCE584,682$513.9M3.63%
7Meta Platforms Inc.META717,062$473.3M3.34%
8AbbVie Inc.ABBV1,977,809$451.9M3.19%
9L3Harris Technologies Inc.LHX1,538,149$451.6M3.19%
10Danaher Corp.2358511021,958,790$448.4M3.16%
11Bank of America Corp.0605051048,044,206$442.4M3.12%
12Walmart Inc.WMT3,252,206$362.3M2.56%
13State Street Technology Select Sector SPDR ETF81369Y8032,236,615$322.0M2.27%
14Crowdstrike Holdings Inc.CRWD608,740$285.4M2.01%
15Microsoft Corp.MSFT580,287$280.6M1.98%
16Royal Bank of Canada7800871021,643,686$280.2M1.98%
17Valero Energy Corp.VLO1,656,718$269.7M1.90%
18Tesla Inc.TSLA566,933$255.0M1.80%
19Intuitive Surgical Inc.ISRG442,620$250.7M1.77%
20Northrop Grumman Corp.NOC414,743$236.5M1.67%