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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 23 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KSS KOHLS CORP Consumer Cyclical 11,937.0 $212K 0.01% -2K -15.1% $17.72 +0.2%
442 LAD LITHIA MTRS INC Consumer Cyclical 726.0 $211K 0.01% NEW $290.50 +27.8%
443 EMN EASTMAN CHEM CO Basic Materials 3,128.0 $210K 0.01% +260.0 +9.1% $66.98 +6.9%
444 AME AMETEK INC Industrials 864.0 $209K 0.01% NEW $241.94 +0.1%
445 BAP CREDICORP LTD Financial Services 536.0 $209K 0.01% NEW $389.57 -3.0%
446 CTAS CINTAS CORP Industrials 1,225.0 $208K 0.01% NEW $170.08 +20.1%
447 TDG TRANSDIGM GROUP INC Industrials 156.0 $208K 0.01% NEW $1332.05 -10.4%
448 PKG PACKAGING CORP AMER Consumer Cyclical 872.0 $208K 0.01% NEW $238.28 +4.1%
449 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,668.0 $208K 0.01% NEW $77.87 -10.9%
450 SJM SMUCKER J M CO Consumer Defensive 1,843.0 $207K 0.01% NEW $112.50 +10.3%
451 ACGL ARCH CAP GROUP LTD Financial Services 2,131.0 $207K 0.01% NEW $97.06 +3.6%
452 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,180.0 $206K 0.01% +120.0 +2.0% $33.29 +34.7%
453 DKS DICKS SPORTING GOODS INC Consumer Cyclical 905.0 $205K 0.01% NEW $226.81 -44.0%
454 EL LAUDER ESTEE COS INC Consumer Defensive 2,598.0 $205K 0.01% NEW $78.95 +31.6%
455 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,791.0 $204K 0.01% -71K -97.5% $114.18 +3.0%
456 VNQ VANGUARD INDEX FDS 2,112.0 $204K 0.01% NEW $96.43 +2.9%
457 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 4,248.0 $203K 0.01% NEW $47.81 -9.2%
458 OGN ORGANON & CO Healthcare 14,989.0 $203K 0.01% $13.54 +1.5%
459 CASY CASEYS GEN STORES INC Consumer Cyclical 253.0 $201K 0.01% NEW $794.78 +4.2%
460 DOV DOVER CORP Industrials 896.0 $201K 0.01% NEW $224.27 -10.3%
Page 23 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%