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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 4 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO & CO Financial Services 38,768.0 $3.1M 0.17% +5K +14.1% $79.61 +6.8%
62 AWK AMERICAN WTR WKS CO INC NEW Utilities 21,706.0 $3.0M 0.16% +7K +45.2% $136.09 -7.8%
63 CVS CVS HEALTH CORP Healthcare 39,565.0 $2.8M 0.15% +5K +16.0% $71.82 +38.1%
64 CMCSA COMCAST CORP NEW Communication Services 98,116.0 $2.8M 0.15% +34K +52.0% $28.71 -21.0%
65 C CITIGROUP INC Financial Services 24,684.0 $2.8M 0.15% +2K +9.7% $113.41 +26.8%
66 AEM AGNICO EAGLE MINES LTD Basic Materials 13,740.0 $2.8M 0.15% +441.0 +3.3% $202.36 -14.5%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,686.0 $2.7M 0.15% +489.0 +22.3% $996.43 -3.1%
68 PFE PFIZER INC Healthcare 94,241.0 $2.6M 0.14% +16K +20.9% $28.08 -7.7%
69 ENB ENBRIDGE INC Energy 48,768.0 $2.6M 0.14% +3K +5.8% $54.04 +0.8%
70 VLO VALERO ENERGY CORP Energy 9,994.0 $2.5M 0.14% +1K +12.1% $247.08 -1.2%
71 MPC MARATHON PETE CORP Energy 9,835.0 $2.4M 0.13% +1K +14.9% $244.18 +0.2%
72 MRK MERCK & CO INC Healthcare 19,652.0 $2.4M 0.13% +3K +15.2% $120.29 -4.0%
73 CSCO CISCO SYS INC Technology 30,292.0 $2.4M 0.13% +3K +12.1% $77.59 +51.2%
74 GM GENERAL MTRS CO Consumer Cyclical 30,939.0 $2.3M 0.13% +2K +8.5% $74.50 +6.8%
75 MKC MCCORMICK & CO INC Consumer Defensive 41,138.0 $2.1M 0.11% +12K +41.6% $50.44 -7.8%
76 HD HOME DEPOT INC Consumer Cyclical 6,170.0 $2.0M 0.11% +1K +22.1% $328.89 -0.4%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 8,297.0 $2.0M 0.11% +968.0 +13.2% $242.39 +8.2%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 32,697.0 $2.0M 0.11% +6K +20.4% $60.65 -8.9%
79 ABBV ABBVIE INC Healthcare 8,928.0 $1.9M 0.11% +1K +19.3% $217.49 +1.7%
80 PSX PHILLIPS 66 Energy 9,792.0 $1.8M 0.10% +1K +17.4% $182.18 -8.2%
Page 4 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%