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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 17 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 JBL JABIL INC Technology 918.0 $354K 0.02% -73.0 -7.4% $385.48 -19.9%
322 KVUE KENVUE INC Consumer Defensive 18,300.0 $350K 0.02% +2K +12.9% $19.11 +1.2%
323 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,807.0 $347K 0.02% -249.0 -6.1% $91.20 -19.4%
324 ALLY ALLY FINL INC Financial Services 7,521.0 $346K 0.02% $45.95 -7.3%
325 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,147.0 $346K 0.02% +467.0 +17.4% $109.79 +1.1%
326 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 13,271.0 $345K 0.02% +883.0 +7.1% $26.00 +8.0%
327 OTEX OPEN TEXT CORP Technology 15,533.0 $344K 0.02% -1K -7.6% $22.14 +10.0%
328 DLTR DOLLAR TREE INC Consumer Defensive 2,829.0 $342K 0.02% $120.95 +11.2%
329 MOH MOLINA HEALTHCARE INC Healthcare 1,496.0 $342K 0.02% NEW $228.70 -12.7%
330 CFG CITIZENS FINL GROUP INC Financial Services 4,844.0 $339K 0.02% -244.0 -4.8% $70.07 -0.3%
331 QQQ INVESCO QQQ TR Financial Services 460.0 $339K 0.02% $736.39 -3.5%
332 AMP AMERIPRISE FINL INC Financial Services 731.0 $335K 0.02% +79.0 +12.1% $458.76 +22.1%
333 CENCORA INC 1,181.0 $334K 0.02% +123.0 +11.6% $282.98
334 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 8,628.0 $334K 0.02% +1K +18.4% $38.73 +62.8%
335 AVT AVNET INC Technology 3,738.0 $332K 0.02% -199.0 -5.0% $88.82 -1.4%
336 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,656.0 $330K 0.02% +1K +16.6% $38.10 +7.6%
337 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,573.0 $329K 0.02% +340.0 +10.5% $92.09 -1.9%
338 APA APA CORPORATION Energy 9,961.0 $324K 0.02% -1K -9.5% $32.54 +27.1%
339 PRFZ INVESCO EXCHANGE TRADED FD T 5,790.0 $323K 0.02% $55.77 -0.3%
340 LH LABCORP HOLDINGS INC Healthcare 1,152.0 $323K 0.02% $280.00 +20.6%
Page 17 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%