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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 20 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,205.0 $271K 0.01% +232.0 +11.8% $123.11 +31.9%
382 PPL PPL CORP Utilities 7,468.0 $271K 0.01% +362.0 +5.1% $36.35 -3.3%
383 OC OWENS CORNING NEW Industrials 1,706.0 $271K 0.01% NEW $158.96 -8.0%
384 SHOP SHOPIFY INC Technology 2,368.0 $271K 0.01% +72.0 +3.1% $114.37 +33.9%
385 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,221.0 $270K 0.01% $17.73 -4.4%
386 MBB ISHARES TR 2,850.0 $269K 0.01% $94.52 -0.9%
387 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,921.0 $267K 0.01% +209.0 +12.2% $139.09 -2.9%
388 CCI CROWN CASTLE INC Real Estate 3,525.0 $267K 0.01% +289.0 +8.9% $75.73 +0.7%
389 WKC WORLD KINECT CORPORATION Energy 8,045.0 $265K 0.01% NEW $32.94 +8.0%
390 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 13,323.0 $265K 0.01% NEW $19.89 +11.6%
391 JBHT HUNT J B TRANS SVCS INC Industrials 915.0 $265K 0.01% -94.0 -9.3% $289.43 -9.2%
392 SMH VANECK ETF TRUST 400.0 $262K 0.01% NEW $655.90 -15.5%
393 SOUTH BOW CORP 7,429.0 $262K 0.01% $35.21
394 VBR VANGUARD INDEX FDS 1,075.0 $261K 0.01% $242.99 +2.1%
395 IQVIA HLDGS INC 1,345.0 $260K 0.01% $193.22
396 KEYS KEYSIGHT TECHNOLOGIES INC Technology 742.0 $260K 0.01% -68.0 -8.4% $350.07 -8.4%
397 VST VISTRA CORP Utilities 1,633.0 $259K 0.01% +135.0 +9.0% $158.63 -11.8%
398 BAX BAXTER INTL INC Healthcare 12,143.0 $259K 0.01% +2K +15.9% $21.32 +23.4%
399 BTG B2GOLD CORP Basic Materials 69,000.0 $259K 0.01% $3.75 +57.1%
400 ECL ECOLAB INC Basic Materials 926.0 $258K 0.01% +86.0 +10.2% $278.61 +3.5%
Page 20 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%