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Portfolio (Quarterly) Guide ↗

ALBERT D MASON INC

· CIK 0001169318
13F Portfolio $152M AUM 139 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 44 Added 37 Reduced 11 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG Alphabet Inc. Class C Communication Services 21,810.0 $6.8M 4.50% -125.0 -0.6% $313.80 +22.2%
2 KLAC KLA Corp. Technology 3,477.0 $4.2M 2.78% -19.0 -0.5% $1214.93 +51.6%
3 Schneider Electric SA 9,473.0 $2.6M 1.72% -55.0 -0.6% $275.90
4 ITT ITT Corp. Industrials 15,041.0 $2.6M 1.72% -139.0 -0.9% $173.51 +11.0%
5 CMI Cummins Inc. Industrials 3,687.0 $1.9M 1.24% -4K -49.4% $510.46 +25.1%
6 NSC Norfolk & Southern Corp. Industrials 5,726.0 $1.7M 1.09% -78.0 -1.3% $288.73 +7.9%
7 PBA Pembina Pipeline Corp. Energy 39,799.0 $1.5M 1.00% -219.0 -0.6% $38.06 +29.6%
8 AAPL Apple Inc. Technology 4,878.0 $1.3M 0.87% -104.0 -2.1% $271.86 +12.2%
9 HON Honeywell International Inc. Industrials 6,791.0 $1.3M 0.87% -124.0 -1.8% $195.09 +14.7%
10 AGYS Agilysys, Inc. Technology 10,387.0 $1.2M 0.81% -1K -10.0% $118.84 -33.1%
11 NGG National Grid PLC ADS Utilities 14,534.0 $1.1M 0.74% -178.0 -1.2% $77.35 +11.7%
12 ECL Ecolab, Inc. Basic Materials 3,626.0 $952K 0.63% -33.0 -0.9% $262.49 -4.7%
13 AVGO Broadcom Inc. Technology 2,176.0 $753K 0.50% -23.0 -1.1% $346.10 +19.8%
14 Green Thumb Industries Inc. 87,464.0 $703K 0.46% -7K -7.5% $8.04
15 GS Goldman Sachs Group Inc. Financial Services 753.0 $662K 0.44% -8.0 -1.1% $879.00 +12.4%
16 GGG Graco Inc. Industrials 7,700.0 $631K 0.41% -18K -69.7% $81.97 -8.1%
17 GOOGL Alphabet Inc. Class A Communication Services 1,743.0 $546K 0.36% -14.0 -0.8% $313.00 +23.9%
18 Nebius Group NV 6,495.0 $544K 0.36% -2K -23.5% $83.71
19 ABNB Airbnb Inc. Consumer Cyclical 3,856.0 $523K 0.34% -76.0 -1.9% $135.72 -1.1%
20 C Citigroup Inc. Financial Services 3,889.0 $454K 0.30% -55.0 -1.4% $116.69 +7.3%
Page 1 of 2  ·  37 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 29.6%
Technology 16.6%
Energy 10.9%
Communication Services 10.2%
Healthcare 8.6%
Financial Services 7.8%
Basic Materials 5.3%
Utilities 3.8%
Consumer Cyclical 3.2%
Real Estate 3.2%