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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 22 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NTAP NETAPP INC Technology 1,484.0 $230K 0.01% NEW $154.76 +20.7%
422 CINF CINCINNATI FINL CORP Financial Services 1,239.0 $229K 0.01% NEW $185.14 -7.5%
423 BLOCK INC 3,018.0 $229K 0.01% NEW $76.00
424 EW EDWARDS LIFESCIENCES CORP Healthcare 2,511.0 $227K 0.01% NEW $90.46 +0.3%
425 GPC GENUINE PARTS CO Consumer Cyclical 1,923.0 $227K 0.01% NEW $117.98 +16.2%
426 DGX QUEST DIAGNOSTICS INC Healthcare 1,069.0 $227K 0.01% $211.95 +14.7%
427 A AGILENT TECHNOLOGIES INC Healthcare 1,702.0 $226K 0.01% NEW $132.83 +16.6%
428 AEE AMEREN CORP Utilities 1,990.0 $225K 0.01% +96.0 +5.1% $113.04 -5.4%
429 FORTINET INC 1,450.0 $223K 0.01% NEW $153.62
430 CDW CDW CORP Technology 1,583.0 $223K 0.01% NEW $140.64 -0.3%
431 CEG CONSTELLATION ENERGY CORP Utilities 893.0 $222K 0.01% +46.0 +5.4% $248.37 +11.6%
432 CNP CENTERPOINT ENERGY INC Utilities 4,991.0 $220K 0.01% $44.04 -11.4%
433 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,427.0 $219K 0.01% +286.0 +9.1% $64.01 +15.7%
434 PSA PUBLIC STORAGE Real Estate 689.0 $219K 0.01% NEW $318.32 +1.2%
435 AES AES CORP Utilities 14,897.0 $218K 0.01% $14.66 +0.4%
436 ACI ALBERTSONS COMPANIES INC Consumer Defensive 16,083.0 $218K 0.01% +3K +19.9% $13.53 -7.5%
437 EVRG EVERGY INC Utilities 2,482.0 $215K 0.01% -114.0 -4.4% $86.43 -5.8%
438 CIEN CIENA CORP Technology 437.0 $214K 0.01% -182.0 -29.4% $490.55 -22.1%
439 EQT EQT CORP Energy 4,014.0 $213K 0.01% +249.0 +6.6% $53.17 +2.2%
440 OMF ONEMAIN HLDGS INC Financial Services 3,491.0 $213K 0.01% NEW $60.97 +3.6%
Page 22 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%