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Portfolio (Quarterly) Guide ↗

CIDEL ASSET MANAGEMENT INC

· CIK 0001621915
13F Portfolio $1.8B AUM 436 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 293 Added 37 Reduced 6 Exited
Page 13 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LH LABCORP HOLDINGS INC Healthcare 1,152.0 $307K 0.02% +211.0 +22.4% $266.81 -2.7%
242 CFG CITIZENS FINL GROUP INC Financial Services 5,088.0 $305K 0.02% +458.0 +9.9% $59.97 +11.4%
243 VRTX VERTEX PHARMACEUTICALS INC Healthcare 679.0 $303K 0.02% +147.0 +27.6% $446.54 +1.5%
244 URI UNITED RENTALS INC Industrials 415.0 $302K 0.02% +54.0 +15.0% $728.55 +44.0%
245 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,233.0 $298K 0.02% +463.0 +16.7% $92.31 -4.2%
246 ALLY ALLY FINL INC Financial Services 7,521.0 $295K 0.02% +1K +24.4% $39.23 +16.0%
247 RS RELIANCE INC Basic Materials 970.0 $295K 0.02% +156.0 +19.2% $303.92 +33.0%
248 FE FIRSTENERGY CORP Utilities 5,792.0 $293K 0.02% +847.0 +17.1% $50.66 -8.9%
249 INTU INTUIT Technology 676.0 $292K 0.02% +228.0 +50.9% $432.38 -37.8%
250 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,154.0 $291K 0.02% +345.0 +19.1% $135.23 -4.1%
251 CBRE CBRE GROUP INC Real Estate 2,148.0 $291K 0.02% +322.0 +17.6% $135.46 -3.4%
252 WY WEYERHAEUSER CO Real Estate 11,896.0 $291K 0.02% +2K +26.1% $24.43 +1.5%
253 AMP AMERIPRISE FINL INC Financial Services 652.0 $290K 0.02% +159.0 +32.2% $444.40 +6.2%
254 FIS FIDELITY NATL INFORMATION SV Technology 6,152.0 $289K 0.02% +2K +48.2% $46.91 -17.8%
255 EA ELECTRONIC ARTS INC Communication Services 1,413.0 $288K 0.02% +97.0 +7.4% $203.87 -0.4%
256 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,546.0 $287K 0.02% +569.0 +19.1% $80.95 -1.9%
257 KVUE KENVUE INC Consumer Defensive 16,213.0 $280K 0.01% +3K +25.5% $17.24 +4.5%
258 GPN GLOBAL PMTS INC Industrials 4,147.0 $279K 0.01% +921.0 +28.6% $67.30 -1.4%
259 WAB WABTEC Industrials 1,111.0 $278K 0.01% +171.0 +18.2% $249.91 +8.9%
260 MOS MOSAIC CO Basic Materials 10,813.0 $276K 0.01% +2K +19.1% $25.50 -11.7%
Page 13 of 15  ·  293 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 24.0%
Technology 17.0%
Industrials 11.5%
Healthcare 10.7%
Consumer Cyclical 10.2%
Utilities 9.5%
Energy 6.4%
Communication Services 4.1%
Consumer Defensive 4.0%
Basic Materials 1.6%