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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 16 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PLD PROLOGIS INC. Real Estate 3,067.0 $415K 0.02% +111.0 +3.8% $135.47 +5.8%
302 ED CONSOLIDATED EDISON INC Utilities 3,711.0 $411K 0.02% +218.0 +6.2% $110.63 -3.2%
303 DINO HF SINCLAIR CORP Energy 5,799.0 $404K 0.02% -499.0 -7.9% $69.65 +33.9%
304 FISV FISERV INC Technology 8,198.0 $402K 0.02% +3K +47.8% $49.06 +6.9%
305 SNX TD SYNNEX CORPORATION Technology 1,502.0 $402K 0.02% -37.0 -2.4% $267.34 -6.0%
306 HWM HOWMET AEROSPACE INC Industrials 1,458.0 $392K 0.02% $268.86 -1.8%
307 KDP KEURIG DR PEPPER INC Consumer Defensive 11,962.0 $392K 0.02% +2K +16.4% $32.73 -2.7%
308 RS RELIANCE INC Basic Materials 1,030.0 $385K 0.02% +60.0 +6.2% $373.60 +2.7%
309 SYY SYSCO CORP Consumer Defensive 4,600.0 $384K 0.02% +271.0 +6.3% $83.58 -0.1%
310 ENTERGY CORP NEW 3,332.0 $383K 0.02% $114.86
311 VRTX VERTEX PHARMACEUTICALS INC Healthcare 766.0 $380K 0.02% +87.0 +12.8% $496.74 +11.3%
312 CARR CARRIER GLOBAL CORPORATION Industrials 5,154.0 $378K 0.02% +644.0 +14.3% $73.35 -20.2%
313 XEL XCEL ENERGY INC Utilities 4,692.0 $377K 0.02% +149.0 +3.3% $80.30 -3.9%
314 PBF PBF ENERGY INC Energy 8,246.0 $375K 0.02% -1K -13.2% $45.52 +46.1%
315 THOMSON REUTERS CORP 4,570.0 $373K 0.02% NEW $81.65
316 AMT AMERICAN TOWER CORP Real Estate 2,276.0 $372K 0.02% +251.0 +12.4% $163.57 +9.2%
317 PH PARKER-HANNIFIN CORP Industrials 376.0 $368K 0.02% $978.11 +3.9%
318 FERG FERGUSON ENTERPRISES INC Industrials 1,541.0 $366K 0.02% +56.0 +3.8% $237.33 -2.0%
319 PCG PG&E CORP Utilities 21,688.0 $365K 0.02% +3K +17.2% $16.82 +9.2%
320 ARW ARROW ELECTRS INC Technology 1,670.0 $356K 0.02% -111.0 -6.2% $213.41 -5.1%
Page 16 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%