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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COPX GLOBAL X FDS 6,133.0 $472K 0.02% +1K +25.2% $76.97 +24.6%
142 GWW WW GRAINGER INC Industrials 340.0 $463K 0.02% +23.0 +7.3% $1360.41 -3.9%
143 PRU PRUDENTIAL FINL INC Financial Services 4,283.0 $462K 0.02% +166.0 +4.0% $107.93 +10.5%
144 EIX EDISON INTL Utilities 6,088.0 $453K 0.02% +178.0 +3.0% $74.45 +0.3%
145 CTVA CORTEVA INC Basic Materials 5,331.0 $451K 0.02% +221.0 +4.3% $84.69 -2.2%
146 ACWI ISHARES TR 2,861.0 $449K 0.02% +116.0 +4.2% $156.97 +2.5%
147 TROW PRICE T ROWE GROUP INC Financial Services 3,892.0 $442K 0.02% +173.0 +4.7% $113.69 -1.0%
148 LEN LENNAR CORP Consumer Cyclical 4,873.0 $441K 0.02% +657.0 +15.6% $90.49 -2.8%
149 IQDG WISDOMTREE TR 10,225.0 $440K 0.02% +4K +52.7% $43.08 +4.1%
150 SRE SEMPRA Utilities 4,710.0 $437K 0.02% +197.0 +4.4% $92.71 -9.1%
151 OKE ONEOK INC NEW Energy 4,985.0 $433K 0.02% +306.0 +6.5% $86.94 +6.3%
152 PHM PULTE GROUP INC Consumer Cyclical 3,154.0 $433K 0.02% +154.0 +5.1% $137.21 -5.5%
153 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,471.0 $431K 0.02% +79.0 +5.7% $293.18 +3.8%
154 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,924.0 $431K 0.02% +307.0 +19.0% $223.95 +25.8%
155 LNG CHENIERE ENERGY INC Energy 1,800.0 $431K 0.02% +208.0 +13.1% $239.30 +16.6%
156 MCK MCKESSON CORP Healthcare 559.0 $422K 0.02% +38.0 +7.3% $755.60 +18.3%
157 PLD PROLOGIS INC. Real Estate 3,067.0 $415K 0.02% +111.0 +3.8% $135.47 +5.8%
158 ED CONSOLIDATED EDISON INC Utilities 3,711.0 $411K 0.02% +218.0 +6.2% $110.63 -2.8%
159 FISV FISERV INC Technology 8,198.0 $402K 0.02% +3K +47.8% $49.06 +7.3%
160 KDP KEURIG DR PEPPER INC Consumer Defensive 11,962.0 $392K 0.02% +2K +16.4% $32.73 -2.1%
Page 8 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%