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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 18 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KDP KEURIG DR PEPPER INC Consumer Defensive 10,272.0 $270K 0.01% +3K +33.4% $26.33 +17.3%
342 EXPD EXPEDITORS INTL WASH INC Industrials 1,887.0 $270K 0.01% +247.0 +15.1% $143.23 +12.1%
343 IQDG WISDOMTREE TR 6,698.0 $269K 0.01% $40.14 +8.7%
344 DELL DELL TECHNOLOGIES INC Technology 1,638.0 $269K 0.01% NEW $164.13 +155.5%
345 FANG DIAMONDBACK ENERGY INC Energy 1,354.0 $268K 0.01% NEW $197.79 -6.2%
346 PRFZ INVESCO EXCHANGE TRADED FD T 5,790.0 $266K 0.01% $45.87 +14.1%
347 QQQ INVESCO QQQ TR Financial Services 460.0 $266K 0.01% $577.17 +25.2%
348 ES EVERSOURCE ENERGY Utilities 3,830.0 $265K 0.01% +503.0 +15.1% $69.28 -0.3%
349 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,425.0 $265K 0.01% +2K +28.9% $35.70 +1.3%
350 WELL WELLTOWER INC Real Estate 1,336.0 $264K 0.01% +167.0 +14.3% $197.71 +8.0%
351 JBL JABIL INC Technology 991.0 $263K 0.01% +45.0 +4.8% $265.63 +41.2%
352 CCI CROWN CASTLE INC Real Estate 3,236.0 $263K 0.01% +600.0 +22.8% $81.31 +5.5%
353 ISTB ISHARES TR 5,425.0 $263K 0.01% $48.46 -0.7%
354 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,056.0 $262K 0.01% +500.0 +14.1% $64.61 +45.7%
355 DTE DTE ENERGY CO Utilities 1,788.0 $261K 0.01% NEW $146.22 +0.7%
356 TER TERADYNE INC Technology 878.0 $260K 0.01% NEW $296.46 +37.8%
357 DLR DIGITAL RLTY TR INC Real Estate 1,443.0 $260K 0.01% NEW $180.21 +3.8%
358 SNX TD SYNNEX CORPORATION Technology 1,539.0 $260K 0.01% NEW $168.71 +68.2%
359 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,680.0 $258K 0.01% +616.0 +29.8% $96.46 +5.2%
360 AA ALCOA CORP Basic Materials 3,892.0 $258K 0.01% NEW $66.33 -6.9%
Page 18 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%