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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Dollarama Inc. 11,538.0 $1.5M 0.87% NEW $133.35
2 Labrador Iron Ore Royalty Corp 55,433.0 $1.1M 0.62% NEW $19.68
3 ZTS Zoetis Inc. Healthcare 9,044.0 $650K 0.37% NEW $71.86 +7.6%
4 BABA Alibaba Group Holding Ltd. ADS Consumer Cyclical 6,682.0 $641K 0.36% NEW $95.98 +23.9%
5 HPE Hewlett Packard Enterprise Com Technology 13,912.0 $628K 0.36% NEW $45.11 +15.9%
6 Richelieu Hardware Ltd. 19,381.0 $557K 0.32% NEW $28.74
7 Honeywell International Inc. 2,116.0 $474K 0.27% NEW $223.85
8 Honeywell Aerospace Inc. 2,116.0 $468K 0.27% NEW $221.03
9 MGM MGM Resorts International Consumer Cyclical 7,333.0 $351K 0.20% NEW $47.81 -11.6%
10 SIRI Sirius XM Holdings Communication Services 11,482.0 $339K 0.19% NEW $29.54 -3.4%
11 Treatt PLC 72,963.0 $295K 0.17% NEW $4.04
12 USB U.S. Bancorp Financial Services 4,822.0 $291K 0.17% NEW $60.40 +3.4%
13 Curaleaf Holdings, Inc. 25,009.0 $270K 0.15% NEW $10.81
14 CALM Cal-Maine Foods Inc. Consumer Defensive 3,344.0 $269K 0.15% NEW $80.56 -0.4%
15 GLP Global Partners LP Energy 5,487.0 $256K 0.14% NEW $46.59 +8.4%
16 Precinct Properties New Zealan 405,912.0 $240K 0.14% NEW $0.59
17 NNN National Retail Properties Real Estate 5,071.0 $236K 0.13% NEW $46.53 -1.8%
18 DHI D.R. Horton, Inc. Consumer Cyclical 1,359.0 $221K 0.13% NEW $162.88 -9.5%
19 Sandoz Group AG 2,341.0 $212K 0.12% NEW $90.49

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%