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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT Applied Material, Inc. Technology 2,908.0 $2.1M 1.20% -150.0 -4.9% $723.00 -36.1%
22 CPK Chesapeake Utilities Corp. Utilities 17,096.0 $2.1M 1.19% +5K +40.3% $122.48 +8.4%
23 MCD McDonald's Corp. Consumer Cyclical 7,745.0 $2.1M 1.19% +161.0 +2.1% $270.30 -2.0%
24 PH Parker Hannifin Corp. Industrials 2,091.0 $2.0M 1.16% -1K -39.9% $978.09 +1.7%
25 CMI Cummins Inc. Industrials 2,827.0 $2.0M 1.15% -860.0 -23.3% $713.32 -20.8%
26 AGYS Agilysys, Inc. Technology 18,620.0 $1.9M 1.11% +8K +79.3% $104.50 +12.8%
27 ADP Automatic Data Processing, Inc Industrials 8,680.0 $1.9M 1.10% +594.0 +7.3% $223.95 +28.4%
28 LECO Lincoln Electric Holdings, Inc Industrials 6,955.0 $1.8M 1.05% +191.0 +2.8% $265.49 +7.3%
29 PAYX Paychex, Inc. Industrials 18,759.0 $1.8M 1.05% +11K +131.6% $98.33 +29.2%
30 NSC Norfolk & Southern Corp. Industrials 5,814.0 $1.8M 1.04% +88.0 +1.5% $314.59 +10.8%
31 Nebius Group NV 6,495.0 $1.8M 1.02% $276.17
32 Gaztransport et Technigaz SAS 8,236.0 $1.7M 0.99% +1K +18.4% $212.36
33 IRMD IRadimed Corp. Healthcare 17,193.0 $1.6M 0.93% +172.0 +1.0% $95.56 -8.9%
34 Straumann Holdings AG 12,379.0 $1.6M 0.93% $131.67
35 Banco del Bajio SA 493,886.0 $1.6M 0.91% $3.24
36 MGY Magnolia Oil & Gas Corp. Energy 62,227.0 $1.6M 0.91% +624.0 +1.0% $25.58 +2.6%
37 Sabre Insurance Group PLC 684,990.0 $1.6M 0.90% $2.31
38 FBK FB Financial Corp. Financial Services 28,390.0 $1.6M 0.89% +688.0 +2.5% $55.35 +4.5%
39 WES Western Midstream Partners, LP Energy 35,672.0 $1.6M 0.89% +2K +5.2% $43.76 +10.4%
40 FISV Fiserv Inc. Technology 31,579.0 $1.5M 0.88% +11K +57.1% $49.05 +8.4%
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 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%