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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 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 8,000.0 $8.5M 0.84% NEW $1064.90 -23.4%
42 MFC MANULIFE FINL CORP Financial Services 210,040.0 $8.5M 0.84% NEW $40.54 +7.1%
43 BWA BORGWARNER INC Consumer Cyclical 127,990.0 $8.5M 0.84% NEW $66.40 -0.3%
44 GOOG ALPHABET INC Communication Services 23,857.0 $8.4M 0.83% NEW $353.33 -3.3%
45 CLS CELESTICA INC Technology 20,724.0 $7.6M 0.74% NEW $364.57 -17.3%
46 NTR NUTRIEN LTD Basic Materials 119,446.0 $7.5M 0.74% NEW $62.98 +11.9%
47 KGC KINROSS GOLD CORP Basic Materials 289,000.0 $6.8M 0.67% NEW $23.67 +26.3%
48 ABBV ABBVIE INC Healthcare 26,668.0 $6.7M 0.66% NEW $251.64 +5.7%
49 AMZN AMAZON COM INC Consumer Cyclical 28,133.0 $6.7M 0.66% NEW $238.34 +11.5%
50 TGT TARGET CORP Consumer Defensive 50,645.0 $6.6M 0.65% NEW $130.61 +21.7%
51 GILD GILEAD SCIENCES INC Healthcare 48,067.0 $6.1M 0.60% NEW $126.34 +16.8%
52 TECHNIPFMC PLC 90,300.0 $6.0M 0.59% NEW $66.30
53 RL RALPH LAUREN CORP Consumer Cyclical 14,573.0 $5.8M 0.58% NEW $401.41 -5.8%
54 BAC BANK OF AMER CORP Financial Services 102,080.0 $5.8M 0.57% NEW $56.98 +10.9%
55 EIX EDISON INTL Utilities 76,250.0 $5.7M 0.56% NEW $74.45 -1.4%
56 GOOGL ALPHABET INC Communication Services 15,840.0 $5.7M 0.56% NEW $357.37 -3.5%
57 LLY ELI LILLY & CO Healthcare 4,638.0 $5.6M 0.55% NEW $1199.43 +6.7%
58 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 10,115.0 $5.5M 0.54% NEW $541.83 -2.3%
59 B BARRICK MNG CORP Basic Materials 147,778.0 $5.4M 0.54% NEW $36.76 +22.8%
60 VOO VANGUARD INDEX FDS 7,792.0 $5.4M 0.53% NEW $686.81 +2.9%
Page 3 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%