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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 11 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FCX FREEPORT MCMORAN INC Basic Materials 10,782.0 $634K 0.04% +1K +10.9% $58.78 +16.8%
202 NKE NIKE INC Consumer Cyclical 11,953.0 $631K 0.03% +3K +28.9% $52.82 -14.4%
203 MMM 3M CO Industrials 4,339.0 $630K 0.03% +550.0 +14.5% $145.23 +10.6%
204 USMV ISHARES TR 6,760.0 $627K 0.03% $92.69 +1.7%
205 BCE BCE INC Communication Services 24,663.0 $620K 0.03% +8K +52.5% $25.15 -7.5%
206 FNV FRANCO NEV CORP Basic Materials 2,502.0 $618K 0.03% -39.0 -1.5% $246.82 -11.2%
207 ADBE ADOBE INC Technology 2,524.0 $614K 0.03% +972.0 +62.6% $243.08 -19.7%
208 KMI KINDER MORGAN INC DEL Energy 18,269.0 $613K 0.03% +3K +18.8% $33.53 -5.8%
209 SYF SYNCHRONY FINANCIAL Financial Services 8,976.0 $611K 0.03% +1K +19.1% $68.02 +10.6%
210 TSN TYSON FOODS INC Consumer Defensive 9,477.0 $607K 0.03% +2K +19.1% $64.07 -13.4%
211 QQQM INVESCO EXCH TRADED FD TR II 2,540.0 $604K 0.03% -13.0 -0.5% $237.62 +28.2%
212 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,702.0 $587K 0.03% +78.0 +4.8% $345.15 -14.6%
213 GE GE AEROSPACE Industrials 2,047.0 $581K 0.03% +132.0 +6.9% $283.77 +26.0%
214 HPE HEWLETT PACKARD ENTERPRISE C Technology 24,382.0 $581K 0.03% +4K +21.6% $23.81 +99.1%
215 D DOMINION ENERGY INC Utilities 9,046.0 $559K 0.03% +2K +22.0% $61.82 +10.7%
216 DHR DANAHER CORP DEL Healthcare 2,946.0 $559K 0.03% +550.0 +22.9% $189.60 -6.6%
217 NSC NORFOLK SOUTHN CORP Industrials 1,942.0 $557K 0.03% +205.0 +11.8% $287.00 +4.6%
218 REGN REGENERON PHARMACEUTICALS Healthcare 719.0 $556K 0.03% +130.0 +22.1% $772.64 -21.1%
219 LUMN LUMEN TECHNOLOGIES INC Communication Services 79,132.0 $550K 0.03% +3K +4.1% $6.95 +18.0%
220 AEP AMERICAN ELEC PWR CO INC Utilities 4,165.0 $546K 0.03% +615.0 +17.3% $131.03 -2.5%
Page 11 of 22  ·  436 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%