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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHRD Chord Energy Corp. Energy 9,332.0 $1.1M 0.61% +170.0 +1.9% $114.30 +27.7%
42 ECL Ecolab, Inc. Basic Materials 3,814.0 $1.1M 0.60% +188.0 +5.2% $278.61 +2.9%
43 GTY Getty Realty Corp. Real Estate 30,749.0 $1.0M 0.58% +324.0 +1.1% $33.36 -1.5%
44 APA APA Corp. Energy 27,988.0 $912K 0.52% +488.0 +1.8% $32.57 +30.6%
45 MSFT Microsoft Corp. Technology 2,411.0 $899K 0.51% +2K +346.5% $373.07 +37.6%
46 TNC Tennant Co. Industrials 9,968.0 $873K 0.50% +166.0 +1.7% $87.54 -20.5%
47 Michelin ADR 41,823.0 $806K 0.46% +527.0 +1.3% $19.26
48 Green Thumb Industries Inc. 95,290.0 $754K 0.43% +8K +8.9% $7.91
49 GGG Graco Inc. Industrials 8,106.0 $613K 0.35% +406.0 +5.3% $75.61 +4.9%
50 DMLP Dorchester Minerals LP Energy 23,140.0 $584K 0.33% +1K +5.5% $25.25 +13.5%
51 CHCT Community Healthcare Trust Inc Real Estate 27,077.0 $495K 0.28% +1K +4.6% $18.28 -18.2%
52 NXPI NXP Semiconductors N.V. Technology 1,618.0 $455K 0.26% +553.0 +51.9% $281.03 -20.4%
53 PSA Public Storage Real Estate 986.0 $314K 0.18% +14.0 +1.4% $318.31 -1.5%
54 CF CF Industries Holdings, Inc. Basic Materials 2,842.0 $308K 0.17% +122.0 +4.5% $108.26 +16.2%
55 PYPL PayPal Holdings, Inc. Financial Services 6,230.0 $269K 0.15% +2K +47.2% $43.18 +24.3%
56 FLS Flowserve Corp. Industrials 3,329.0 $247K 0.14% +114.0 +3.5% $74.16 +8.3%
57 Roche Holding AG 4,031.0 $207K 0.12% +22.0 +0.6% $51.35
Page 3 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%