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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 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WTS WATTS WATER TECHNOLOGIES INC Industrials 9,030.0 $3.5M 0.35% NEW $391.45 -5.4%
82 NXT NEXTPOWER INC Technology 29,590.0 $3.5M 0.35% NEW $119.14 -26.9%
83 TRGP TARGA RES CORP Energy 13,100.0 $3.5M 0.35% NEW $268.14 +12.3%
84 VLUE ISHARES TR 17,354.0 $3.5M 0.34% NEW $199.81 +0.7%
85 CASY CASEYS GEN STORES INC Consumer Cyclical 4,340.0 $3.4M 0.34% NEW $794.79 +3.0%
86 IMO IMPERIAL OIL LTD Energy 30,478.0 $3.4M 0.34% NEW $112.25 +21.9%
87 BBY BEST BUY INC Consumer Cyclical 45,000.0 $3.4M 0.34% NEW $75.88 +12.8%
88 WSM WILLIAMS SONOMA INC Consumer Cyclical 14,557.0 $3.4M 0.33% NEW $233.10 +0.6%
89 PEP PEPSICO INC Consumer Defensive 24,000.0 $3.2M 0.32% NEW $135.40 +5.3%
90 BNS BANK NOVA SCOTIA B C Financial Services 36,605.0 $3.2M 0.31% NEW $86.89 -0.4%
91 ES EVERSOURCE ENERGY Utilities 42,340.0 $3.1M 0.30% NEW $72.27 +0.1%
92 NVT NVENT ELEC PLC Industrials 17,700.0 $3.0M 0.29% NEW $169.61 -9.2%
93 HUM HUMANA INC Healthcare 7,498.0 $3.0M 0.29% NEW $397.22 -4.2%
94 UNP UNION PAC CORP Industrials 10,910.0 $3.0M 0.29% NEW $272.00 +12.7%
95 MRK MERCK & CO INC Healthcare 22,719.0 $2.9M 0.29% NEW $128.50 +17.2%
96 MPC MARATHON PETE CORP Energy 11,112.0 $2.8M 0.28% NEW $255.67 +40.4%
97 AMG AFFILIATED MANAGERS GROUP Financial Services 8,371.0 $2.8M 0.28% NEW $338.40 +4.6%
98 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7,780.0 $2.8M 0.28% NEW $359.00 -0.7%
99 VRSN VERISIGN INC Technology 10,992.0 $2.8M 0.27% NEW $251.56 +10.6%
100 AVGO BROADCOM INC Technology 6,997.0 $2.6M 0.26% NEW $377.75 -3.7%
Page 5 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%