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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 10 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DVN DEVON ENERGY CORP NEW Energy 20,484.0 $846K 0.04% +6K +45.3% $41.32 +13.5%
182 DOW DOW HLDGS INC Basic Materials 30,839.0 $844K 0.04% $27.36 +10.2%
183 PNC PNC FINL SVCS GROUP INC Financial Services 3,401.0 $837K 0.04% $246.22 -0.9%
184 SO SOUTHERN CO Utilities 8,659.0 $829K 0.04% +557.0 +6.9% $95.71 -6.0%
185 MDLZ MONDELEZ INTL INC Consumer Defensive 14,303.0 $827K 0.04% +1K +10.3% $57.84 +8.9%
186 CB CHUBB LIMITED Financial Services 2,368.0 $807K 0.04% +74.0 +3.2% $340.74 +0.7%
187 QQQM INVESCO EXCH TRADED FD TR II 2,628.0 $796K 0.04% +88.0 +3.5% $302.97 -3.4%
188 EFA ISHARES TR 7,500.0 $779K 0.04% $103.88 +4.7%
189 TRV TRAVELERS COMPANIES INC Financial Services 2,358.0 $778K 0.04% +570.0 +31.9% $330.12 +12.0%
190 AEP AMERICAN ELEC PWR CO INC Utilities 5,650.0 $773K 0.04% +1K +35.6% $136.80 -10.3%
191 GE GE AEROSPACE Industrials 2,047.0 $765K 0.04% $373.73 -6.5%
192 BK BANK OF NY MELLON CORP Financial Services 5,250.0 $759K 0.04% -178.0 -3.3% $144.61 -0.6%
193 EMR EMERSON ELEC CO Industrials 5,298.0 $758K 0.04% +2K +54.2% $143.15 +8.2%
194 KR KROGER CO Consumer Defensive 13,614.0 $756K 0.04% +1K +9.1% $55.53 +5.3%
195 ACN ACCENTURE PLC IRELAND Technology 6,071.0 $755K 0.04% +1K +26.7% $124.44 +50.2%
196 WDC WESTERN DIGITAL CORP Technology 1,163.0 $743K 0.04% -747.0 -39.1% $638.72 -29.4%
197 EXPAND ENERGY CORPORATION 8,054.0 $734K 0.04% +189.0 +2.4% $91.19
198 MMM 3M CO Industrials 4,488.0 $727K 0.04% +149.0 +3.4% $161.91 +10.8%
199 SBUX STARBUCKS CORP Consumer Cyclical 7,074.0 $723K 0.04% -133.0 -1.9% $102.19 +3.5%
200 CHTR CHARTER COMMUNICATIONS INC Communication Services 5,076.0 $722K 0.04% +1K +36.3% $142.21 +9.1%
Page 10 of 24  ·  480 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%