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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 15 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BIIB BIOGEN INC Healthcare 2,129.0 $390K 0.02% +190.0 +9.8% $183.33 +7.0%
282 RELX RELX PLC Communication Services 11,724.0 $389K 0.02% -1K -10.7% $33.15 -5.8%
283 BBY BEST BUY INC Consumer Cyclical 6,036.0 $388K 0.02% +1K +29.0% $64.20 +16.4%
284 ACWI ISHARES TR 2,745.0 $380K 0.02% -4K -61.9% $138.37 +13.6%
285 ENTERGY CORP NEW 3,332.0 $374K 0.02% +454.0 +15.8% $112.36
286 COPX GLOBAL X FDS 4,900.0 $374K 0.02% NEW $76.35 +13.5%
287 OTEX OPEN TEXT CORP Technology 16,812.0 $374K 0.02% -540K -97.0% $22.23 -8.1%
288 DD DUPONT DE NEMOURS INC Basic Materials 8,108.0 $371K 0.02% +535.0 +7.1% $45.80 +4.7%
289 LEN LENNAR CORP Consumer Cyclical 4,216.0 $366K 0.02% +858.0 +25.6% $86.84 +3.2%
290 PWR QUANTA SVCS INC Industrials 666.0 $366K 0.02% NEW $549.02 +27.4%
291 CF CF INDUSTRIES HOLD Basic Materials 2,811.0 $365K 0.02% NEW $129.84 -20.8%
292 XEL XCEL ENERGY INC Utilities 4,543.0 $361K 0.02% +552.0 +13.8% $79.44 -2.1%
293 PHM PULTE GROUP INC Consumer Cyclical 3,000.0 $353K 0.02% +457.0 +18.0% $117.61 +8.0%
294 AMT AMERICAN TOWER CORP Real Estate 2,025.0 $349K 0.02% +389.0 +23.8% $172.58 +4.9%
295 FERG FERGUSON ENTERPRISES INC Industrials 1,485.0 $346K 0.02% +201.0 +15.7% $233.26 +0.8%
296 GWW WW GRAINGER INC Industrials 317.0 $346K 0.02% +35.0 +12.4% $1090.82 +22.5%
297 NTR NUTRIEN LTD Basic Materials 4,576.0 $344K 0.02% -69.0 -1.5% $75.25 -16.4%
298 PH PARKER-HANNIFIN CORP Industrials 376.0 $337K 0.02% +43.0 +12.9% $895.24 +6.3%
299 HWM HOWMET AEROSPACE INC Industrials 1,458.0 $336K 0.02% NEW $230.46 +20.8%
300 CME CME GROUP INC Financial Services 1,137.0 $336K 0.02% +182.0 +19.1% $295.35 -13.8%
Page 15 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%