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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Dollarama Inc. 11,538.0 $1.5M 0.87% NEW $133.35
42 TotalEnergies SE ADR 19,774.0 $1.5M 0.87% -1K -5.0% $77.76
43 GRMN Garmin LTD Technology 6,439.0 $1.5M 0.87% +246.0 +4.0% $237.56 +20.1%
44 Primaris REIT 139,909.0 $1.5M 0.86% +122K +672.5% $10.79
45 EPD Enterprise Products Partners L 40,718.0 $1.5M 0.85% +1K +3.0% $36.76
46 ET Energy Transfer LP Energy 77,078.0 $1.5M 0.84% +2K +2.4% $19.12 +11.5%
47 CLMB Climb Global Solutions Inc. Technology 62,315.0 $1.4M 0.82% +49K +385.2% $23.21 +21.9%
48 Givaudan SA ADR 16,692.0 $1.4M 0.80% $84.47
49 FAST Fastenal Co. Industrials 29,108.0 $1.4M 0.79% -20K -40.3% $48.03 +3.6%
50 Sparebank 1 SR-Bank 69,722.0 $1.4M 0.78% +690.0 +1.0% $19.55
51 AAPL Apple Inc. Technology 4,657.0 $1.3M 0.77% -221.0 -4.5% $289.36 +10.5%
52 CME CME Group Inc. Financial Services 6,037.0 $1.3M 0.76% +108.0 +1.8% $220.83 +29.4%
53 NDSN Nordson Corp. Industrials 4,379.0 $1.3M 0.75% +92.0 +2.1% $301.68 +7.6%
54 ATR AptarGroup, Inc. Healthcare 10,459.0 $1.3M 0.74% +182.0 +1.8% $125.20 +6.2%
55 ENB Enbridge Inc. Energy 24,008.0 $1.3M 0.74% +1K +4.8% $54.21 -7.4%
56 EMR Emerson Electric Co. Industrials 8,730.0 $1.2M 0.71% -4K -33.3% $143.15 +8.4%
57 META Meta Platforms, Inc. Communication Services 2,185.0 $1.2M 0.70% -2K -51.8% $563.18 +2.6%
58 TXRH Texas Roadhouse, Inc. Consumer Cyclical 6,302.0 $1.2M 0.69% +358.0 +6.0% $193.24 +3.0%
59 Compagnie Michelin 30,199.0 $1.2M 0.66% $38.55
60 Labrador Iron Ore Royalty Corp 55,433.0 $1.1M 0.62% NEW $19.68
Page 3 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%