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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 10 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NKE NIKE INC Consumer Cyclical 9,273.0 $591K 0.04% NEW $63.71 -29.1%
182 LUMN LUMEN TECHNOLOGIES INC Communication Services 75,999.0 $591K 0.04% NEW $7.77 +5.5%
183 GE GE AEROSPACE Industrials 1,915.0 $590K 0.04% NEW $308.03 +16.1%
184 TFC TRUIST FINL CORP Financial Services 11,866.0 $584K 0.04% NEW $49.21 -1.8%
185 CSX CSX CORP Industrials 16,087.0 $583K 0.04% NEW $36.25 +25.9%
186 SO SOUTHERN CO Utilities 6,638.0 $579K 0.04% NEW $87.20 +6.8%
187 TJX TJX COS INC NEW Consumer Cyclical 3,763.0 $578K 0.04% NEW $153.61 +6.6%
188 CHTR CHARTER COMMUNICATIONS INC N Communication Services 2,758.0 $576K 0.04% NEW $208.75 -39.5%
189 LQD ISHARES TR 5,178.0 $571K 0.04% NEW $110.19 -1.0%
190 DOW DOW INC Basic Materials 24,365.0 $570K 0.04% NEW $23.38 +35.7%
191 MDLZ MONDELEZ INTL INC Consumer Defensive 10,427.0 $561K 0.04% NEW $53.83 +11.7%
192 GALAXY DIGITAL INC. 25,011.0 $559K 0.04% NEW $22.36
193 BK BANK NEW YORK MELLON CORP Financial Services 4,731.0 $549K 0.04% NEW $116.09 +22.2%
194 DHR DANAHER CORPORATION Healthcare 2,396.0 $548K 0.04% NEW $228.92 -22.6%
195 SLB SLB LIMITED Energy 14,211.0 $545K 0.04% NEW $38.38 +25.3%
196 ADBE ADOBE INC Technology 1,552.0 $543K 0.04% NEW $349.99 -44.2%
197 NOC NORTHROP GRUMMAN CORP Industrials 949.0 $541K 0.04% NEW $570.21 -8.5%
198 AMD ADVANCED MICRO DEVICES INC Technology 2,489.0 $533K 0.04% NEW $214.16 +150.9%
199 RELX RELX PLC Communication Services 13,128.0 $531K 0.04% NEW $40.42 -22.9%
200 FNV FRANCO NEV CORP Basic Materials 2,541.0 $527K 0.04% NEW $207.56 +5.6%
Page 10 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%