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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ Verizon Communications Inc. Communication Services 15,336.0 $649K 0.37% -358.0 -2.3% $42.34 +18.3%
82 BABA Alibaba Group Holding Ltd. ADS Consumer Cyclical 6,682.0 $641K 0.36% NEW $95.98 +23.9%
83 NVDA NVIDIA Corp. Technology 3,195.0 $639K 0.36% -129.0 -3.9% $200.09 +8.7%
84 GILD Gilead Sciences Inc Healthcare 5,012.0 $633K 0.36% -120.0 -2.3% $126.34 +15.3%
85 HPE Hewlett Packard Enterprise Com Technology 13,912.0 $628K 0.36% NEW $45.11 +15.9%
86 GGG Graco Inc. Industrials 8,106.0 $613K 0.35% +406.0 +5.3% $75.61 +4.9%
87 MTD Mettler-Toledo International, Healthcare 476.0 $608K 0.35% -792.0 -62.5% $1277.51 +9.5%
88 LNG Cheniere Energy, Inc. Energy 2,519.0 $602K 0.34% $239.01 +18.1%
89 DMLP Dorchester Minerals LP Energy 23,140.0 $584K 0.33% +1K +5.5% $25.25 +13.5%
90 SHEL Shell PLC ADR Energy 7,471.0 $579K 0.33% -185.0 -2.4% $77.54 +17.2%
91 Richelieu Hardware Ltd. 19,381.0 $557K 0.32% NEW $28.74
92 ABNB Airbnb Inc. Consumer Cyclical 3,807.0 $545K 0.31% -49.0 -1.3% $143.10 +32.4%
93 C Citigroup Inc. Financial Services 3,824.0 $535K 0.30% -65.0 -1.7% $139.96 -5.1%
94 CHCT Community Healthcare Trust Inc Real Estate 27,077.0 $495K 0.28% +1K +4.6% $18.28 -18.2%
95 Gulf Keystone Petroleum LTD 211,075.0 $492K 0.28% $2.33
96 Honeywell International Inc. 2,116.0 $474K 0.27% NEW $223.85
97 Honeywell Aerospace Inc. 2,116.0 $468K 0.27% NEW $221.03
98 NXPI NXP Semiconductors N.V. Technology 1,618.0 $455K 0.26% +553.0 +51.9% $281.03 -20.4%
99 Lundin Mining Corporation 17,445.0 $424K 0.24% -306.0 -1.7% $24.32
100 BMY Bristol Myers Squibb Co. Healthcare 7,218.0 $416K 0.24% $57.62 +15.6%
Page 5 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%