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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 9 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KMI KINDER MORGAN INC DEL Energy 18,269.0 $613K 0.03% +3K +18.8% $33.53 -5.7%
162 SYF SYNCHRONY FINANCIAL Financial Services 8,976.0 $611K 0.03% +1K +19.1% $68.02 +11.1%
163 TSN TYSON FOODS INC Consumer Defensive 9,477.0 $607K 0.03% +2K +19.1% $64.07 -13.5%
164 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,702.0 $587K 0.03% +78.0 +4.8% $345.15 -15.1%
165 GE GE AEROSPACE Industrials 2,047.0 $581K 0.03% +132.0 +6.9% $283.77 +26.3%
166 HPE HEWLETT PACKARD ENTERPRISE C Technology 24,382.0 $581K 0.03% +4K +21.6% $23.81 +99.0%
167 D DOMINION ENERGY INC Utilities 9,046.0 $559K 0.03% +2K +22.0% $61.82 +10.9%
168 DHR DANAHER CORP DEL Healthcare 2,946.0 $559K 0.03% +550.0 +22.9% $189.60 -6.3%
169 NSC NORFOLK SOUTHN CORP Industrials 1,942.0 $557K 0.03% +205.0 +11.8% $287.00 +4.5%
170 REGN REGENERON PHARMACEUTICALS Healthcare 719.0 $556K 0.03% +130.0 +22.1% $772.64 -22.3%
171 LUMN LUMEN TECHNOLOGIES INC Communication Services 79,132.0 $550K 0.03% +3K +4.1% $6.95 +17.0%
172 AEP AMERICAN ELEC PWR CO INC Utilities 4,165.0 $546K 0.03% +615.0 +17.3% $131.03 -2.4%
173 EBAY EBAY INC. Consumer Cyclical 5,980.0 $544K 0.03% +710.0 +13.5% $91.02 +18.9%
174 DHI D R HORTON INC Consumer Cyclical 3,965.0 $544K 0.03% +636.0 +19.1% $137.22 +15.9%
175 ALL ALLSTATE CORP Financial Services 2,588.0 $537K 0.03% +416.0 +19.1% $207.34 +5.9%
176 MRNA MODERNA INC Healthcare 10,463.0 $532K 0.03% +1K +14.6% $50.80 +25.7%
177 AFL AFLAC INC Financial Services 4,828.0 $530K 0.03% +863.0 +21.8% $109.71 +4.8%
178 EXC EXELON CORP Utilities 10,720.0 $525K 0.03% +2K +19.1% $49.02 -6.5%
179 PCAR PACCAR INC Industrials 4,525.0 $523K 0.03% +726.0 +19.1% $115.50 +3.6%
180 TRV TRAVELERS COMPANIES INC Financial Services 1,788.0 $522K 0.03% +287.0 +19.1% $291.68 +3.9%
Page 9 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%