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Portfolio (Quarterly) Guide ↗

ALBERT D MASON INC

· CIK 0001169318
13F Portfolio $176M AUM 139 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 57 Added 38 Reduced 19 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAYX Paychex, Inc. Industrials 18,759.0 $1.8M 1.05% +11K +131.6% $98.33 +29.2%
22 NSC Norfolk & Southern Corp. Industrials 5,814.0 $1.8M 1.04% +88.0 +1.5% $314.59 +10.8%
23 Gaztransport et Technigaz SAS 8,236.0 $1.7M 0.99% +1K +18.4% $212.36
24 IRMD IRadimed Corp. Healthcare 17,193.0 $1.6M 0.93% +172.0 +1.0% $95.56 -8.9%
25 MGY Magnolia Oil & Gas Corp. Energy 62,227.0 $1.6M 0.91% +624.0 +1.0% $25.58 +2.6%
26 FBK FB Financial Corp. Financial Services 28,390.0 $1.6M 0.89% +688.0 +2.5% $55.35 +4.5%
27 WES Western Midstream Partners, LP Energy 35,672.0 $1.6M 0.89% +2K +5.2% $43.76 +10.4%
28 FISV Fiserv Inc. Technology 31,579.0 $1.5M 0.88% +11K +57.1% $49.05 +8.4%
29 GRMN Garmin LTD Technology 6,439.0 $1.5M 0.87% +246.0 +4.0% $237.56 +20.1%
30 Primaris REIT 139,909.0 $1.5M 0.86% +122K +672.5% $10.79
31 EPD Enterprise Products Partners L 40,718.0 $1.5M 0.85% +1K +3.0% $36.76
32 ET Energy Transfer LP Energy 77,078.0 $1.5M 0.84% +2K +2.4% $19.12 +11.5%
33 CLMB Climb Global Solutions Inc. Technology 62,315.0 $1.4M 0.82% +49K +385.2% $23.21 +21.9%
34 Sparebank 1 SR-Bank 69,722.0 $1.4M 0.78% +690.0 +1.0% $19.55
35 CME CME Group Inc. Financial Services 6,037.0 $1.3M 0.76% +108.0 +1.8% $220.83 +29.4%
36 NDSN Nordson Corp. Industrials 4,379.0 $1.3M 0.75% +92.0 +2.1% $301.68 +7.6%
37 ATR AptarGroup, Inc. Healthcare 10,459.0 $1.3M 0.74% +182.0 +1.8% $125.20 +6.2%
38 ENB Enbridge Inc. Energy 24,008.0 $1.3M 0.74% +1K +4.8% $54.21 -7.4%
39 TXRH Texas Roadhouse, Inc. Consumer Cyclical 6,302.0 $1.2M 0.69% +358.0 +6.0% $193.24 +3.0%
40 GAIN Gladstone Investment Corp. Financial Services 69,455.0 $1.1M 0.61% +3K +3.9% $15.46 +6.3%
Page 2 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.8%
Technology 26.6%
Energy 9.9%
Healthcare 8.2%
Financial Services 7.7%
Basic Materials 6.0%
Consumer Cyclical 3.8%
Utilities 3.7%
Real Estate 3.7%
Communication Services 2.7%