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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CTRE CARETRUST REIT INC Real Estate 51,100.0 $2.1M 0.20% NEW $40.35 -1.3%
122 CGNX COGNEX CORP Technology 27,800.0 $2.0M 0.20% NEW $72.42 -16.3%
123 SYY SYSCO CORP Consumer Defensive 24,050.0 $2.0M 0.20% NEW $83.58 -1.3%
124 MTZ MASTEC INC Industrials 4,735.0 $2.0M 0.19% NEW $416.06 -34.6%
125 DOW DOW HLDGS INC Basic Materials 71,400.0 $2.0M 0.19% NEW $27.36 +16.0%
126 MOOG INC 4,500.0 $1.9M 0.19% NEW $423.84
127 CVX CHEVRON CORPORATION Energy 11,400.0 $1.9M 0.19% NEW $165.76 +24.1%
128 CSX CSX CORP Industrials 39,100.0 $1.9M 0.18% NEW $47.53 +6.6%
129 CBOE CBOE GLOBAL MKTS INC Financial Services 7,570.0 $1.8M 0.18% NEW $242.67 +15.7%
130 UNM UNUM GROUP Financial Services 20,310.0 $1.8M 0.18% NEW $89.40 -2.0%
131 BKR BAKER HUGHES COMPANY Energy 31,460.0 $1.7M 0.17% NEW $55.50 +16.2%
132 IWM ISHARES TR 5,723.0 $1.7M 0.17% NEW $300.45 +0.4%
133 HWM HOWMET AEROSPACE INC Industrials 6,100.0 $1.6M 0.16% NEW $268.86 +5.4%
134 ENERFLEX LTD 65,220.0 $1.6M 0.16% NEW $24.55
135 BPOP POPULAR INC Financial Services 9,400.0 $1.5M 0.15% NEW $164.18 +3.9%
136 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,215.0 $1.5M 0.15% NEW $477.57 -13.7%
137 BB BLACKBERRY LTD Technology 118,300.0 $1.5M 0.15% NEW $12.62 -33.9%
138 GM GENERAL MTRS CO Consumer Cyclical 18,460.0 $1.4M 0.14% NEW $77.08 +10.2%
139 FSLR FIRST SOLAR INC Energy 6,030.0 $1.4M 0.14% NEW $235.96 -5.7%
140 ASML ASML HLDG NV Technology 685.0 $1.4M 0.13% NEW $1989.44 -11.9%
Page 7 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%