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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIX COMFORT SYS USA INC Industrials 661.0 $1.3M 0.13% NEW $1981.95 -14.4%
142 TJX TJX COS INC NEW Consumer Cyclical 8,185.0 $1.2M 0.12% NEW $151.50 -4.6%
143 INTC INTEL CORP Technology 7,980.0 $1.1M 0.11% NEW $139.63 -33.5%
144 JLL JONES LANG LASALLE INC Real Estate 3,500.0 $1.1M 0.11% NEW $309.95 +25.9%
145 EME EMCOR GROUP INC Industrials 1,263.0 $1.0M 0.10% NEW $829.88 -2.9%
146 LUV SOUTHWEST AIRLS CO Industrials 20,000.0 $1.0M 0.10% NEW $51.42 -19.4%
147 MCO MOODYS CORP Financial Services 2,199.0 $996K 0.10% NEW $452.92 +9.7%
148 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 17,900.0 $942K 0.09% NEW $52.65 +25.5%
149 EEM ISHARES TR 12,721.0 $870K 0.09% NEW $68.41 -3.4%
150 V VISA INC Financial Services 2,517.0 $864K 0.09% NEW $343.09 +6.5%
151 MEOH METHANEX CORP Basic Materials 18,410.0 $850K 0.08% NEW $46.17 +22.6%
152 IBM INTERNATIONAL BUSINESS MACHS Technology 2,882.0 $810K 0.08% NEW $281.21 -15.7%
153 HSY HERSHEY CO Consumer Defensive 4,400.0 $772K 0.08% NEW $175.45 +7.6%
154 NUE NUCOR CORP Basic Materials 3,400.0 $757K 0.07% NEW $222.75 +11.7%
155 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 14,097.0 $727K 0.07% NEW $51.54 +10.7%
156 ULTA ULTA BEAUTY INC Consumer Cyclical 1,551.0 $699K 0.07% NEW $450.98 +17.0%
157 MCK MCKESSON CORP Healthcare 909.0 $687K 0.07% NEW $755.60 +13.0%
158 GSK GSK PLC Healthcare 12,210.0 $640K 0.06% NEW $52.42 +0.9%
159 SNA SNAP ON INC Industrials 1,395.0 $561K 0.06% NEW $402.40 -2.1%
160 HDB HDFC BANK LTD Financial Services 20,504.0 $530K 0.05% NEW $25.83 -10.3%
Page 8 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%