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Portfolio (Quarterly) Guide ↗

CIDEL ASSET MANAGEMENT INC

· CIK 0001621915
13F Portfolio $1.4B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 365 New
Page 15 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 URI UNITED RENTALS INC Industrials 361.0 $292K 0.02% NEW $809.31 +34.1%
282 ED CONSOLIDATED EDISON INC Utilities 2,935.0 $292K 0.02% NEW $99.32 +7.3%
283 GEV GE VERNOVA INC Utilities 441.0 $288K 0.02% NEW $653.56 +67.7%
284 CTVA CORTEVA INC Basic Materials 4,290.0 $288K 0.02% NEW $67.03 +15.0%
285 AMT AMERICAN TOWER CORP NEW Real Estate 1,636.0 $287K 0.02% NEW $175.57 +1.0%
286 NTR NUTRIEN LTD Basic Materials 4,645.0 $287K 0.02% NEW $61.81 +1.2%
287 FERG FERGUSON ENTERPRISES INC Industrials 1,284.0 $286K 0.02% NEW $222.63 +8.2%
288 GWW WW GRAINGER INC Industrials 282.0 $285K 0.02% NEW $1009.04 +34.1%
289 QQQ INVESCO QQQ TR Financial Services 460.0 $283K 0.02% NEW $614.30 +20.5%
290 M MACYS INC Consumer Cyclical 12,629.0 $278K 0.02% NEW $22.05 +10.2%
291 IQDG WISDOMTREE TR 6,698.0 $278K 0.02% NEW $41.48 +6.1%
292 FIS FIDELITY NATL INFORMATION SV Technology 4,152.0 $276K 0.02% NEW $66.46 -42.2%
293 BX BLACKSTONE INC Financial Services 1,790.0 $276K 0.02% NEW $154.14 -19.5%
294 ALLY ALLY FINL INC Financial Services 6,044.0 $274K 0.02% NEW $45.29 +1.0%
295 APD AIR PRODS & CHEMS INC Basic Materials 1,103.0 $272K 0.02% NEW $247.02 +13.3%
296 MBB ISHARES TR 2,850.0 $271K 0.02% NEW $95.22 -0.7%
297 CFG CITIZENS FINL GROUP INC Financial Services 4,630.0 $270K 0.02% NEW $58.41 +14.9%
298 MRNA MODERNA INC Healthcare 9,129.0 $269K 0.02% NEW $29.49 +118.6%
299 EA ELECTRONIC ARTS INC Communication Services 1,316.0 $269K 0.02% NEW $204.33 -0.5%
300 OKE ONEOK INC NEW Energy 3,643.0 $268K 0.02% NEW $73.50 +15.1%
Page 15 of 19  ·  365 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 24.5%
Technology 22.5%
Industrials 10.4%
Healthcare 9.4%
Consumer Cyclical 9.0%
Utilities 8.7%
Energy 5.0%
Consumer Defensive 4.3%
Communication Services 3.8%
Basic Materials 1.6%