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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GAIN Gladstone Investment Corp. Financial Services 69,455.0 $1.1M 0.61% +3K +3.9% $15.46 +6.3%
62 CHRD Chord Energy Corp. Energy 9,332.0 $1.1M 0.61% +170.0 +1.9% $114.30 +27.7%
63 ECL Ecolab, Inc. Basic Materials 3,814.0 $1.1M 0.60% +188.0 +5.2% $278.61 +2.9%
64 CVS CVS Health Corp. Healthcare 10,076.0 $1.0M 0.59% $103.45 -10.0%
65 GTY Getty Realty Corp. Real Estate 30,749.0 $1.0M 0.58% +324.0 +1.1% $33.36 -1.5%
66 BHP BHP LTD ADR Basic Materials 11,865.0 $988K 0.56% -207.0 -1.7% $83.31 +14.2%
67 DDOG Datadog, Inc. Technology 3,525.0 $918K 0.52% -126.0 -3.5% $260.36 -9.0%
68 APA APA Corp. Energy 27,988.0 $912K 0.52% +488.0 +1.8% $32.57 +30.6%
69 MSFT Microsoft Corp. Technology 2,411.0 $899K 0.51% +2K +346.5% $373.07 +37.6%
70 TNC Tennant Co. Industrials 9,968.0 $873K 0.50% +166.0 +1.7% $87.54 -20.5%
71 Commonwealth Bank of Australia 7,565.0 $862K 0.49% $113.96
72 Michelin ADR 41,823.0 $806K 0.46% +527.0 +1.3% $19.26
73 AVGO Broadcom Inc. Technology 2,095.0 $791K 0.45% -81.0 -3.7% $377.75 -2.4%
74 Keyera Corp. 19,104.0 $775K 0.44% $40.59
75 VET Vermilion Energy Trust Energy 81,878.0 $761K 0.43% $9.29 +34.1%
76 Green Thumb Industries Inc. 95,290.0 $754K 0.43% +8K +8.9% $7.91
77 T AT&T Inc. Communication Services 35,772.0 $740K 0.42% -576.0 -1.6% $20.70 +25.6%
78 CHD Church & Dwight Company, Inc. Consumer Defensive 7,180.0 $696K 0.40% -2K -17.8% $96.89 +4.5%
79 Commonwealth Bank of Australia 5,826.0 $667K 0.38% $114.46
80 ZTS Zoetis Inc. Healthcare 9,044.0 $650K 0.37% NEW $71.86 +7.6%
Page 4 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%