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Portfolio (Quarterly) Guide ↗

CIDEL ASSET MANAGEMENT INC

· CIK 0001621915
13F Portfolio $2.1B AUM 480 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 55 New 226 Added 117 Reduced 11 Exited
Page 12 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NWL NEWELL BRANDS INC Consumer Defensive 30,627.0 $188K 0.01% +4K +15.4% $6.14 -1.1%
222 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 19,172.0 $127K 0.01% +4K +29.9% $6.60 -9.1%
223 DXC DXC TECHNOLOGY CO Technology 14,217.0 $126K 0.01% +2K +16.2% $8.85 +20.1%
224 XRX XEROX HOLDINGS CORP Technology 35,615.0 $111K 0.01% +3K +10.7% $3.13 -8.9%
225 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 58,484.0 $85K 0.00% +34K +139.7% $1.45 -40.7%
226 OGI ORGANIGRAM GLOBAL INC Healthcare 72,942.0 $74K 0.00% +771.0 +1.1% $1.02 +23.7%
Page 12 of 12  ·  226 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
Financial Services 25.8%
Technology 21.2%
Industrials 9.8%
Consumer Cyclical 8.6%
Healthcare 7.3%
Energy 7.1%
Utilities 7.0%
Basic Materials 4.7%
Consumer Defensive 4.7%
Communication Services 3.2%