BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 15 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ROST ROSS STORES INC Consumer Cyclical 2,147.0 $457K 0.02% -64.0 -2.9% $212.85 +13.3%
282 PWR QUANTA SVCS INC Industrials 633.0 $456K 0.02% -33.0 -5.0% $720.05 -16.1%
283 EIX EDISON INTL Utilities 6,088.0 $453K 0.02% +178.0 +3.0% $74.45 +0.4%
284 CTVA CORTEVA INC Basic Materials 5,331.0 $451K 0.02% +221.0 +4.3% $84.69 -1.9%
285 ACWI ISHARES TR 2,861.0 $449K 0.02% +116.0 +4.2% $156.97 +2.6%
286 TROW PRICE T ROWE GROUP INC Financial Services 3,892.0 $442K 0.02% +173.0 +4.7% $113.69 -0.7%
287 LEN LENNAR CORP Consumer Cyclical 4,873.0 $441K 0.02% +657.0 +15.6% $90.49 -3.1%
288 IQDG WISDOMTREE TR 10,225.0 $440K 0.02% +4K +52.7% $43.08 +4.2%
289 SRE SEMPRA Utilities 4,710.0 $437K 0.02% +197.0 +4.4% $92.71 -9.4%
290 OKE ONEOK INC NEW Energy 4,985.0 $433K 0.02% +306.0 +6.5% $86.94 +5.5%
291 PHM PULTE GROUP INC Consumer Cyclical 3,154.0 $433K 0.02% +154.0 +5.1% $137.21 -4.6%
292 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,471.0 $431K 0.02% +79.0 +5.7% $293.18 +3.6%
293 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,924.0 $431K 0.02% +307.0 +19.0% $223.95 +26.3%
294 LNG CHENIERE ENERGY INC Energy 1,800.0 $431K 0.02% +208.0 +13.1% $239.30 +16.5%
295 FLEX FLEX LTD Technology 2,640.0 $428K 0.02% -432.0 -14.1% $162.07 -32.6%
296 BKR BAKER HUGHES COMPANY Energy 7,651.0 $425K 0.02% -495.0 -6.1% $55.50 +11.4%
297 MCK MCKESSON CORP Healthcare 559.0 $422K 0.02% +38.0 +7.3% $755.60 +19.8%
298 BIIB BIOGEN INC Healthcare 1,952.0 $422K 0.02% -177.0 -8.3% $216.06 +2.2%
299 OVV OVINTIV INC Energy 7,981.0 $420K 0.02% -326.0 -3.9% $52.65 +22.3%
300 MRVL MARVELL TECHNOLOGY INC Technology 1,402.0 $418K 0.02% NEW $297.89 -19.3%
Page 15 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%