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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 13,323.0 $265K 0.01% NEW $19.89 +11.8%
22 SMH VANECK ETF TRUST 400.0 $262K 0.01% NEW $655.90 -15.3%
23 FEDEX FGHT HLDG CO INC 1,703.0 $257K 0.01% NEW $151.00
24 MTUM ISHARES TR 719.0 $246K 0.01% NEW $342.82 -11.8%
25 R RYDER SYS INC Industrials 913.0 $241K 0.01% NEW $263.77 -6.7%
26 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,959.0 $234K 0.01% NEW $79.22 +10.0%
27 NTAP NETAPP INC Technology 1,484.0 $230K 0.01% NEW $154.76 +21.1%
28 CINF CINCINNATI FINL CORP Financial Services 1,239.0 $229K 0.01% NEW $185.14 -7.4%
29 BLOCK INC 3,018.0 $229K 0.01% NEW $76.00
30 EW EDWARDS LIFESCIENCES CORP Healthcare 2,511.0 $227K 0.01% NEW $90.46 +0.5%
31 GPC GENUINE PARTS CO Consumer Cyclical 1,923.0 $227K 0.01% NEW $117.98 +16.9%
32 A AGILENT TECHNOLOGIES INC Healthcare 1,702.0 $226K 0.01% NEW $132.83 +16.5%
33 FORTINET INC 1,450.0 $223K 0.01% NEW $153.62
34 CDW CDW CORP Technology 1,583.0 $223K 0.01% NEW $140.64 +1.0%
35 PSA PUBLIC STORAGE Real Estate 689.0 $219K 0.01% NEW $318.32 +1.4%
36 OMF ONEMAIN HLDGS INC Financial Services 3,491.0 $213K 0.01% NEW $60.97 +3.7%
37 LAD LITHIA MTRS INC Consumer Cyclical 726.0 $211K 0.01% NEW $290.50 +28.0%
38 AME AMETEK INC Industrials 864.0 $209K 0.01% NEW $241.94 -0.1%
39 BAP CREDICORP LTD Financial Services 536.0 $209K 0.01% NEW $389.57 -1.6%
40 CTAS CINTAS CORP Industrials 1,225.0 $208K 0.01% NEW $170.08 +20.4%
Page 2 of 3  ·  55 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%