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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADM Archer Daniels Midland Consumer Defensive 5,272.0 $403K 0.23% -286.0 -5.2% $76.40 +6.7%
102 Trulieve Cannabis Corp 39,203.0 $385K 0.22% -890.0 -2.2% $9.83
103 VTRS Viatris Inc. Healthcare 23,866.0 $379K 0.21% -860.0 -3.5% $15.88 +2.9%
104 MGM MGM Resorts International Consumer Cyclical 7,333.0 $351K 0.20% NEW $47.81 -11.6%
105 OMC Omnicom Group Communication Services 4,769.0 $347K 0.20% $72.83 +21.2%
106 NHI National Health Investors, Inc Real Estate 4,489.0 $342K 0.20% -34.0 -0.8% $76.26 -5.5%
107 SIRI Sirius XM Holdings Communication Services 11,482.0 $339K 0.19% NEW $29.54 -3.4%
108 Siemens Aktiengesellschaft 2,038.0 $328K 0.19% -139.0 -6.4% $160.91
109 PSA Public Storage Real Estate 986.0 $314K 0.18% +14.0 +1.4% $318.31 -1.5%
110 VRSN VeriSign, Inc. Technology 1,229.0 $309K 0.18% $251.56 +16.0%
111 GOOGL Alphabet Inc. Class A Communication Services 864.0 $309K 0.17% -879.0 -50.4% $357.37 -3.0%
112 CF CF Industries Holdings, Inc. Basic Materials 2,842.0 $308K 0.17% +122.0 +4.5% $108.26 +16.2%
113 OKE ONEOK Inc. Energy 3,468.0 $301K 0.17% -156.0 -4.3% $86.93 +9.0%
114 Treatt PLC 72,963.0 $295K 0.17% NEW $4.04
115 USB U.S. Bancorp Financial Services 4,822.0 $291K 0.17% NEW $60.40 +3.4%
116 Curaleaf Holdings, Inc. 25,009.0 $270K 0.15% NEW $10.81
117 CALM Cal-Maine Foods Inc. Consumer Defensive 3,344.0 $269K 0.15% NEW $80.56 -0.4%
118 PYPL PayPal Holdings, Inc. Financial Services 6,230.0 $269K 0.15% +2K +47.2% $43.18 +24.3%
119 UNH United Health Group Incorporat Healthcare 641.0 $266K 0.15% -9.0 -1.4% $415.63 -5.5%
120 ZM Zoom Communications Inc. Technology 3,070.0 $265K 0.15% -75.0 -2.4% $86.31 +14.0%
Page 6 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%