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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 14 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BE BLOOM ENERGY CORP Industrials 3,281.0 $445K 0.02% NEW $135.49 +140.5%
262 Q QNITY ELECTRONICS INC Technology 3,852.0 $444K 0.02% +65.0 +1.7% $115.38 +45.9%
263 GIS GENERAL MILLS INC Consumer Defensive 11,885.0 $442K 0.02% +2K +22.1% $37.22 -10.4%
264 SRE SEMPRA Utilities 4,513.0 $439K 0.02% +852.0 +23.3% $97.17 -6.8%
265 IYW ISHARES TR 2,400.0 $435K 0.02% $181.42 +40.1%
266 FITB FIFTH THIRD BANCORP Financial Services 9,364.0 $435K 0.02% +4K +83.9% $46.46 +14.1%
267 KHC KRAFT HEINZ CO Consumer Defensive 19,235.0 $433K 0.02% +4K +29.2% $22.49 +1.6%
268 EIX EDISON INTL Utilities 5,910.0 $432K 0.02% +720.0 +13.9% $73.18 -2.1%
269 ITW ILLINOIS TOOL WKS INC Industrials 1,654.0 $431K 0.02% +296.0 +21.8% $260.29 +1.6%
270 RCI ROGERS COMMUNICATIONS INC Communication Services 11,193.0 $429K 0.02% NEW $38.34 -2.2%
271 CTVA CORTEVA INC Basic Materials 5,110.0 $428K 0.02% +820.0 +19.1% $83.71 -5.9%
272 OKE ONEOK INC NEW Energy 4,679.0 $423K 0.02% +1K +28.4% $90.39 -6.4%
273 STT STATE STR CORP Financial Services 3,337.0 $422K 0.02% +412.0 +14.1% $126.56 +33.9%
274 JCI JOHNSON CONTROLS INTERNATION Industrials 3,222.0 $422K 0.02% +217.0 +7.2% $130.95 +10.9%
275 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,044.0 $409K 0.02% NEW $391.76 +172.5%
276 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,392.0 $404K 0.02% +289.0 +26.2% $290.49 -3.6%
277 PRU PRUDENTIAL FINL INC Financial Services 4,117.0 $402K 0.02% +647.0 +18.6% $97.69 +9.3%
278 ED CONSOLIDATED EDISON INC Utilities 3,493.0 $395K 0.02% +558.0 +19.0% $113.18 -6.2%
279 DINO HF SINCLAIR CORP Energy 6,298.0 $393K 0.02% +948.0 +17.7% $62.39 +3.0%
280 PLD PROLOGIS INC. Real Estate 2,956.0 $391K 0.02% +475.0 +19.1% $132.18 +6.5%
Page 14 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%