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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 5 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORP Financial Services 77,057.0 $4.4M 0.21% +2K +2.1% $56.98 +9.3%
82 HUBB HUBBELL INC Industrials 8,072.0 $4.2M 0.20% $523.20 -11.0%
83 JNJ JOHNSON & JOHNSON Healthcare 16,136.0 $4.1M 0.20% $253.97 +7.5%
84 WMT WALMART INC Consumer Defensive 35,910.0 $4.1M 0.20% +4K +12.2% $113.20 -7.2%
85 CVS CVS HEALTH CORP Healthcare 38,234.0 $4.0M 0.19% -1K -3.4% $103.45 -10.0%
86 HLN HALEON PLC Healthcare 423,205.0 $3.9M 0.19% -50K -10.7% $9.33 +8.8%
87 IVV ISHARES TR 5,009.0 $3.8M 0.18% $748.89 +2.7%
88 VZ VERIZON COMMUNICATIONS INC Communication Services 83,905.0 $3.6M 0.17% +4K +4.6% $42.34 +18.5%
89 WFC WELLS FARGO & CO Financial Services 41,427.0 $3.4M 0.17% +3K +6.9% $82.64 +2.1%
90 AVGO BROADCOM INC Technology 8,855.0 $3.3M 0.16% +4K +73.1% $377.75 -5.0%
91 NEE NEXTERA ENERGY INC Utilities 37,424.0 $3.3M 0.16% +3K +8.5% $87.77 -4.2%
92 CSCO CISCO SYS INC Technology 27,459.0 $3.2M 0.15% -3K -9.3% $117.46 -5.4%
93 C CITIGROUP INC Financial Services 22,314.0 $3.1M 0.15% -2K -9.6% $139.96 -4.9%
94 ADI ANALOG DEVICES INC Technology 7,331.0 $2.9M 0.14% +2K +45.0% $397.17 -6.0%
95 AWK AMERICAN WTR WKS CO INC NEW Utilities 21,564.0 $2.8M 0.14% -142.0 -0.7% $131.58 +4.4%
96 MELI MERCADOLIBRE INC Consumer Cyclical 1,636.0 $2.8M 0.13% -163.0 -9.1% $1697.39 +17.5%
97 ENB ENBRIDGE INC Energy 50,063.0 $2.7M 0.13% +1K +2.7% $54.21 -8.1%
98 CMCSA COMCAST CORP NEW Communication Services 109,575.0 $2.7M 0.13% +11K +11.7% $24.55 +11.0%
99 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,825.0 $2.6M 0.13% +139.0 +5.2% $935.47 +3.0%
100 T AT&T INC Communication Services 124,266.0 $2.6M 0.12% +9K +7.7% $20.70 +24.1%
Page 5 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%