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Portfolio (Quarterly) Guide ↗

CIDEL ASSET MANAGEMENT INC

· CIK 0001621915
13F Portfolio $1.4B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 365 New
Page 14 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BKR BAKER HUGHES COMPANY Energy 7,146.0 $325K 0.02% NEW $45.54 +28.3%
262 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 7,508.0 $325K 0.02% NEW $43.30 +38.7%
263 SRE SEMPRA Utilities 3,661.0 $323K 0.02% NEW $88.29 +2.7%
264 PLD PROLOGIS INC. Real Estate 2,481.0 $317K 0.02% NEW $127.66 +10.1%
265 CENCORA INC 930.0 $314K 0.02% NEW $337.75
266 BBY BEST BUY INC Consumer Cyclical 4,680.0 $313K 0.02% NEW $66.93 +11.7%
267 EIX EDISON INTL Utilities 5,190.0 $312K 0.02% NEW $60.02 +19.8%
268 BTG B2GOLD CORP Basic Materials 69,000.0 $311K 0.02% NEW $4.51 -4.6%
269 Q QNITY ELECTRONICS INC Technology 3,787.0 $309K 0.02% NEW $81.65 +107.0%
270 DD DUPONT DE NEMOURS INC Basic Materials 7,573.0 $304K 0.02% NEW $40.20 +18.7%
271 OMC OMNICOM GROUP INC Communication Services 3,752.0 $303K 0.02% NEW $80.75 -11.6%
272 VBR VANGUARD INDEX FDS 1,425.0 $302K 0.02% NEW $211.79 +12.6%
273 TROW PRICE T ROWE GROUP INC Financial Services 2,942.0 $301K 0.02% NEW $102.38 +5.1%
274 PHM PULTE GROUP INC Consumer Cyclical 2,543.0 $298K 0.02% NEW $117.26 +8.3%
275 INTU INTUIT Technology 448.0 $297K 0.02% NEW $662.41 -59.7%
276 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,153.0 $297K 0.02% NEW $257.23 -15.1%
277 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,972.0 $297K 0.02% NEW $49.65 -28.3%
278 XEL XCEL ENERGY INC Utilities 3,991.0 $295K 0.02% NEW $73.86 +4.9%
279 CBRE CBRE GROUP INC Real Estate 1,826.0 $294K 0.02% NEW $160.79 -18.2%
280 PH PARKER-HANNIFIN CORP Industrials 333.0 $293K 0.02% NEW $878.95 +8.5%
Page 14 of 19  ·  365 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 24.5%
Technology 22.5%
Industrials 10.4%
Healthcare 9.4%
Consumer Cyclical 9.0%
Utilities 8.7%
Energy 5.0%
Consumer Defensive 4.3%
Communication Services 3.8%
Basic Materials 1.6%