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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 21 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FEDEX FGHT HLDG CO INC 1,703.0 $257K 0.01% NEW $151.00
402 RF REGIONS FINANCIAL CORP NEW Financial Services 8,483.0 $256K 0.01% $30.20 +1.4%
403 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,156.0 $250K 0.01% +65.0 +6.0% $216.60 -8.4%
404 PAYX PAYCHEX INC Industrials 2,529.0 $249K 0.01% +333.0 +15.2% $98.33 +27.1%
405 BWA BORGWARNER INC Consumer Cyclical 3,744.0 $249K 0.01% -381.0 -9.2% $66.40 -2.0%
406 MTUM ISHARES TR 719.0 $246K 0.01% NEW $342.82 -11.8%
407 INTU INTUIT Technology 940.0 $245K 0.01% +264.0 +39.0% $261.00 +37.0%
408 NVR NVR INC Consumer Cyclical 36.0 $245K 0.01% +5.0 +16.1% $6813.33 -5.6%
409 ZTS ZOETIS INC Healthcare 3,408.0 $245K 0.01% -146K -97.7% $71.86 +7.6%
410 LEA LEAR CORP Consumer Cyclical 1,824.0 $245K 0.01% -94.0 -4.9% $134.06 -7.8%
411 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,296.0 $244K 0.01% -110.0 -7.8% $188.34 -23.7%
412 FAST FASTENAL CO Industrials 5,070.0 $244K 0.01% +313.0 +6.6% $48.03 +4.7%
413 NTRS NORTHERN TR CORP Financial Services 1,399.0 $243K 0.01% -55.0 -3.8% $173.84 +7.5%
414 R RYDER SYS INC Industrials 913.0 $241K 0.01% NEW $263.77 -6.7%
415 FANG DIAMONDBACK ENERGY INC Energy 1,354.0 $238K 0.01% $175.78 +13.7%
416 YUM YUM BRANDS INC Consumer Cyclical 1,484.0 $237K 0.01% +77.0 +5.5% $159.86 -2.2%
417 PPLT ABRDN PLATINUM ETF TRUST Financial Services 16,774.0 $237K 0.01% +16K +1225.0% $14.13 +19.3%
418 ISTB ISHARES TR 4,875.0 $235K 0.01% -550.0 -10.1% $48.25 -0.2%
419 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,959.0 $234K 0.01% NEW $79.22 +10.0%
420 BALL BALL CORP Consumer Cyclical 3,690.0 $230K 0.01% +248.0 +7.2% $62.40 +2.7%
Page 21 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%