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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 2 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WTFC Wintrust Financial Corp. Financial Services 14,614.0 $2.0M 1.34% $139.82 +7.1%
22 SHW Sherwin-Williams Co. Basic Materials 6,184.0 $2.0M 1.32% $324.04 -5.0%
23 PLBC Plumas Bancorp Financial Services 44,681.0 $2.0M 1.31% $44.69 +18.5%
24 FAST Fastenal Co. Industrials 48,779.0 $2.0M 1.29% +12K +31.9% $40.13 +8.5%
25 AVY Avery Dennison Corp. Industrials 10,386.0 $1.9M 1.24% +3K +41.4% $181.87 -12.6%
26 CMI Cummins Inc. Industrials 3,687.0 $1.9M 1.24% -4K -49.4% $510.46 +25.1%
27 KMI Kinder Morgan, Inc. Energy 65,590.0 $1.8M 1.19% +7K +11.9% $27.49 +21.9%
28 MTD Mettler-Toledo International, Healthcare 1,268.0 $1.8M 1.16% +24.0 +1.9% $1394.19 -21.8%
29 EMR Emerson Electric Co. Industrials 13,094.0 $1.7M 1.14% $132.72 +1.6%
30 IRMD IRadimed Corp. Healthcare 17,021.0 $1.7M 1.09% $97.28 -4.2%
31 NSC Norfolk & Southern Corp. Industrials 5,726.0 $1.7M 1.09% -78.0 -1.3% $288.73 +7.9%
32 ETN Eaton Corp. PLC Industrials 5,116.0 $1.6M 1.07% $318.52 +19.8%
33 LECO Lincoln Electric Holdings, Inc Industrials 6,764.0 $1.6M 1.07% $239.65 +8.5%
34 CME CME Group Inc. Financial Services 5,929.0 $1.6M 1.07% $273.08 +5.9%
35 FBK FB Financial Corp. Financial Services 27,702.0 $1.5M 1.02% +4K +17.8% $55.80 -5.8%
36 CPK Chesapeake Utilities Corporati Utilities 12,188.0 $1.5M 1.00% $124.76 +1.8%
37 PBA Pembina Pipeline Corp. Energy 39,799.0 $1.5M 1.00% -219.0 -0.6% $38.06 +29.6%
38 Straumann Holdings AG 12,390.0 $1.4M 0.95% $116.95
39 Sparebank 1 SR-Bank 69,032.0 $1.4M 0.90% +501.0 +0.7% $19.76
40 TotalEnergies SE ADR 20,812.0 $1.4M 0.90% NEW $65.42
Page 2 of 7  ·  139 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%