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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 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEE AMEREN CORP Utilities 1,894.0 $208K 0.01% NEW $109.92 -0.9%
62 NVR NVR INC Consumer Cyclical 31.0 $204K 0.01% NEW $6589.68 -4.8%
63 BALL BALL CORP Consumer Cyclical 3,442.0 $203K 0.01% NEW $59.11 -2.4%
64 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,372.0 $203K 0.01% NEW $85.66 +20.7%
65 TPR TAPESTRY INC Consumer Cyclical 1,439.0 $203K 0.01% NEW $141.19 +3.3%
66 NTRS NORTHERN TR CORP Financial Services 1,454.0 $203K 0.01% NEW $139.57 +25.4%
67 PAYX PAYCHEX INC Industrials 2,196.0 $202K 0.01% NEW $92.12 +5.9%
68 FLEX FLEXTRONICS INTL LTD Technology 3,072.0 $201K 0.01% NEW $65.46 +118.7%
69 CAG CONAGRA BRANDS INC Consumer Defensive 11,870.0 $187K 0.01% NEW $15.72 -16.3%
70 BAX BAXTER INTL INC Healthcare 10,480.0 $176K 0.01% NEW $16.80 +15.4%
71 DXC DXC TECHNOLOGY CO Technology 12,239.0 $154K 0.01% NEW $12.57 -28.6%
72 HUN HUNTSMAN CORP Basic Materials 10,925.0 $145K 0.01% NEW $13.31 -4.4%
73 PTEN PATTERSON-UTI ENERGY INC Energy 10,115.0 $110K 0.01% NEW $10.83 -4.9%
74 WU WESTERN UN CO Financial Services 12,337.0 $108K 0.01% NEW $8.73 -16.8%
75 OGN ORGANON & CO Healthcare 14,989.0 $90K 0.01% NEW $5.99 +124.1%
76 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 24,400.0 $32K 0.00% NEW $1.30 -3.8%
77 XEROX HOLDINGS CORP 12,022.0 $1K NEW $0.09
Page 4 of 4  ·  77 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%