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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 11 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TFC TRUIST FINL CORP Financial Services 14,423.0 $719K 0.04% +288.0 +2.0% $49.82 +1.0%
202 ARM ARM HOLDINGS PLC Technology 2,019.0 $716K 0.03% $354.56 -31.9%
203 DGRW WISDOMTREE TR 7,485.0 $716K 0.03% +2K +47.3% $95.62 +4.0%
204 SLB SLB LIMITED Energy 15,322.0 $712K 0.03% -1K -6.6% $46.49 +14.6%
205 DHR DANAHER CORP DEL Healthcare 3,675.0 $700K 0.03% +729.0 +24.8% $190.48 +13.4%
206 MRNA MODERNA INC Healthcare 9,908.0 $694K 0.03% -555.0 -5.3% $70.03 +126.8%
207 SYF SYNCHRONY FINANCIAL Financial Services 9,098.0 $692K 0.03% +122.0 +1.4% $76.05 +6.2%
208 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 715.0 $690K 0.03% -329.0 -31.5% $965.01 -14.9%
209 TJX TJX COS INC NEW Consumer Cyclical 4,541.0 $688K 0.03% +147.0 +3.4% $151.50 -7.9%
210 B BARRICK MNG CORP Basic Materials 18,500.0 $680K 0.03% $36.76 +33.0%
211 DELL DELL TECHNOLOGIES INC Technology 1,574.0 $679K 0.03% -64.0 -3.9% $431.46 +4.5%
212 FCX FREEPORT MCMORAN INC Basic Materials 10,782.0 $678K 0.03% $62.89 +27.1%
213 DHI D R HORTON INC Consumer Cyclical 4,163.0 $678K 0.03% +198.0 +5.0% $162.88 -7.4%
214 CRM SALESFORCE INC Technology 4,318.0 $676K 0.03% +831.0 +23.8% $156.66 +31.3%
215 BLK BLACKROCK INC Financial Services 687.0 $661K 0.03% $961.56 +22.4%
216 SYK STRYKER CORPORATION Healthcare 2,080.0 $655K 0.03% +135.0 +6.9% $314.84 +5.0%
217 NKE NIKE INC Consumer Cyclical 15,948.0 $655K 0.03% +4K +33.4% $41.05 -3.8%
218 USMV ISHARES TR 6,760.0 $652K 0.03% $96.43 +5.3%
219 TMUS T-MOBILE US INC Communication Services 3,875.0 $650K 0.03% +695.0 +21.9% $167.73 +8.3%
220 HAL HALLIBURTON CO Energy 19,089.0 $648K 0.03% -1K -6.0% $33.95 -0.4%
Page 11 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%