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Portfolio (Quarterly) Guide ↗

Genus Capital Management Inc.

· CIK 0001532385
13F Portfolio $1.0B AUM 204 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 204 New
Page 2 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 36,237.0 $13.1M 1.29% NEW $362.12 +22.2%
22 ADI ANALOG DEVICES INC Technology 32,651.0 $13.0M 1.28% NEW $397.17 -6.0%
23 JNJ JOHNSON & JOHNSON Healthcare 48,853.0 $12.4M 1.22% NEW $253.97 +7.7%
24 CM CANADIAN IMPERIAL BANK OF CO Financial Services 103,589.0 $11.9M 1.17% NEW $115.12 +2.4%
25 BIL SPDR SERIES TRUST 127,429.0 $11.7M 1.15% NEW $91.64 -0.1%
26 GEV GE VERNOVA INC Utilities 9,708.0 $11.4M 1.12% NEW $1174.86 -16.0%
27 WDC WESTERN DIGITAL CORP Technology 17,505.0 $11.2M 1.10% NEW $638.72 -27.7%
28 C CITIGROUP INC Financial Services 78,337.0 $11.0M 1.08% NEW $139.96 -5.1%
29 LQD ISHARES TR 96,375.0 $10.5M 1.03% NEW $109.07 -2.3%
30 MRVL MARVELL TECHNOLOGY INC Technology 35,250.0 $10.5M 1.03% NEW $297.89 -20.3%
31 DELL DELL TECHNOLOGIES INC Technology 23,832.0 $10.3M 1.01% NEW $431.46 +1.4%
32 AEM AGNICO EAGLE MINES LTD Basic Materials 64,701.0 $10.0M 0.99% NEW $155.32 +33.7%
33 STLD STEEL DYNAMICS INC Basic Materials 43,710.0 $10.0M 0.99% NEW $229.46 +0.7%
34 SU SUNCOR ENERGY INC NEW Energy 184,551.0 $9.9M 0.98% NEW $53.78 +25.5%
35 CAH CARDINAL HEALTH INC Healthcare 38,270.0 $9.1M 0.90% NEW $237.56 -1.1%
36 CL COLGATE PALMOLIVE CO Consumer Defensive 97,163.0 $8.9M 0.88% NEW $91.68 -0.9%
37 HPE HEWLETT PACKARD ENTERPRISE C Technology 197,063.0 $8.9M 0.88% NEW $45.11 +17.8%
38 AMAT APPLIED MATLS INC Technology 12,100.0 $8.7M 0.86% NEW $723.00 -31.4%
39 VLO VALERO ENERGY CORP Energy 33,490.0 $8.7M 0.86% NEW $260.44 +33.0%
40 JBHT HUNT J B TRANS SVCS INC Industrials 29,765.0 $8.6M 0.85% NEW $289.43 -5.9%
Page 2 of 11  ·  204 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
Technology 34.6%
Financial Services 20.4%
Consumer Cyclical 9.1%
Healthcare 8.6%
Industrials 6.6%
Basic Materials 6.2%
Energy 4.2%
Communication Services 4.0%
Consumer Defensive 3.1%
Utilities 2.6%