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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 14 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KHC KRAFT HEINZ CO Consumer Defensive 21,143.0 $499K 0.02% +2K +9.9% $23.62 +3.9%
262 DG DOLLAR GEN CORP Consumer Defensive 4,323.0 $498K 0.02% +240.0 +5.9% $115.11 +5.9%
263 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,702.0 $495K 0.02% $290.59 -9.7%
264 HONEYWELL AEROSPACE INC 2,237.0 $495K 0.02% NEW $221.08
265 WMB WILLIAMS COS INC Energy 6,645.0 $494K 0.02% $74.34 +0.1%
266 BBY BEST BUY INC Consumer Cyclical 6,502.0 $493K 0.02% +466.0 +7.7% $75.88 +15.0%
267 Q QNITY ELECTRONICS INC Technology 2,973.0 $486K 0.02% -879.0 -22.8% $163.31 -22.7%
268 FITB FIFTH THIRD BANCORP Financial Services 8,584.0 $484K 0.02% -780.0 -8.3% $56.37 -2.2%
269 REGN REGENERON PHARMACEUTICALS Healthcare 775.0 $483K 0.02% +56.0 +7.8% $623.54 +31.4%
270 VTRS VIATRIS INC Healthcare 30,396.0 $483K 0.02% -3K -8.9% $15.88 +6.3%
271 GIS GENERAL MILLS INC Consumer Defensive 13,861.0 $482K 0.02% +2K +16.6% $34.80 +14.5%
272 URI UNITED RENTALS INC Industrials 425.0 $481K 0.02% +10.0 +2.4% $1132.89 -6.6%
273 ITW ILLINOIS TOOL WKS INC Industrials 1,776.0 $480K 0.02% +122.0 +7.4% $270.47 +5.3%
274 LUMN LUMEN TECHNOLOGIES INC Communication Services 61,644.0 $473K 0.02% -17K -22.1% $7.68 -22.9%
275 BDX BECTON DICKINSON & CO Healthcare 3,124.0 $473K 0.02% +280.0 +9.8% $151.33 +25.7%
276 COPX GLOBAL X FDS 6,133.0 $472K 0.02% +1K +25.2% $76.97 +24.4%
277 JCI JOHNSON CONTROLS INTERNATION Industrials 3,222.0 $471K 0.02% $146.11 -1.2%
278 UBER UBER TECHNOLOGIES INC Technology 6,465.0 $467K 0.02% -3K -28.0% $72.16 +10.8%
279 GWW WW GRAINGER INC Industrials 340.0 $463K 0.02% +23.0 +7.3% $1360.41 -2.1%
280 PRU PRUDENTIAL FINL INC Financial Services 4,283.0 $462K 0.02% +166.0 +4.0% $107.93 +11.6%
Page 14 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%