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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 19 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ON ON SEMICONDUCTOR CORP Technology 3,178.0 $300K 0.01% -420.0 -11.7% $94.54 -23.3%
362 WAB WABTEC Industrials 1,111.0 $300K 0.01% $269.60 +10.1%
363 M MACYS INC Consumer Cyclical 12,703.0 $299K 0.01% -1K -9.5% $23.55 -4.1%
364 SWK STANLEY BLACK & DECKER INC Industrials 3,167.0 $298K 0.01% +143.0 +4.7% $94.12 +4.6%
365 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,748.0 $296K 0.01% $107.78 +3.5%
366 TRGP TARGA RES CORP Energy 1,102.0 $295K 0.01% $268.14 +7.0%
367 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,630.0 $294K 0.01% +258.0 +10.9% $111.79 -6.1%
368 ING ING GROEP N.V. Financial Services 9,355.0 $294K 0.01% NEW $31.38 +12.5%
369 DTE DTE ENERGY CO Utilities 1,924.0 $293K 0.01% +136.0 +7.6% $152.37 -10.7%
370 ES EVERSOURCE ENERGY Utilities 4,031.0 $291K 0.01% +201.0 +5.2% $72.27 -1.7%
371 CAH CARDINAL HEALTH INC Healthcare 1,220.0 $290K 0.01% $237.56 +0.2%
372 EA ELECTRONIC ARTS INC Communication Services 1,413.0 $290K 0.01% $205.04 +2.3%
373 MTB M & T BK CORP Financial Services 1,196.0 $285K 0.01% +61.0 +5.4% $238.01 +1.0%
374 ROK ROCKWELL AUTOMATION INC Industrials 574.0 $284K 0.01% $495.09 -13.3%
375 OMC OMNICOM GROUP INC Communication Services 3,891.0 $283K 0.01% -269.0 -6.5% $72.83 +21.1%
376 EQIX EQUINIX INC Real Estate 269.0 $280K 0.01% +16.0 +6.3% $1042.38 +3.0%
377 DLR DIGITAL RLTY TR INC Real Estate 1,558.0 $280K 0.01% +115.0 +8.0% $179.58 +7.1%
378 CME CME GROUP INC Financial Services 1,263.0 $279K 0.01% +126.0 +11.1% $220.83 +25.6%
379 FE FIRSTENERGY CORP Utilities 5,792.0 $275K 0.01% $47.54 -2.0%
380 MOS MOSAIC CO Basic Materials 12,885.0 $273K 0.01% +2K +19.2% $21.19 +14.5%
Page 19 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%