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Portfolio (Quarterly) Guide ↗

CIDEL ASSET MANAGEMENT INC

· CIK 0001621915
13F Portfolio $1.8B AUM 436 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 293 Added 37 Reduced 6 Exited
Page 6 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PXF INVESCO EXCH TRADED FD TR II 28,645.0 $2.0M 0.11% -2K -5.4% $69.90 +10.4%
102 BMY BRISTOL-MYERS SQUIBB CO Healthcare 32,697.0 $2.0M 0.11% +6K +20.4% $60.65 -8.9%
103 ABBV ABBVIE INC Healthcare 8,928.0 $1.9M 0.11% +1K +19.3% $217.49 +1.7%
104 UNP UNION PAC CORP Industrials 7,682.0 $1.9M 0.10% -71K -90.2% $242.62 +6.4%
105 APH AMPHENOL CORP Technology 14,629.0 $1.8M 0.10% -493.0 -3.3% $126.35 +27.5%
106 FNDF SCHWAB STRATEGIC TR 36,535.0 $1.8M 0.10% $48.93 +10.1%
107 PSX PHILLIPS 66 Energy 9,792.0 $1.8M 0.10% +1K +17.4% $182.18 -8.2%
108 SCHW SCHWAB CHARLES CORP Financial Services 18,969.0 $1.8M 0.10% +941.0 +5.2% $93.98 +0.6%
109 GS GOLDMAN SACHS GROUP INC Financial Services 2,038.0 $1.7M 0.09% +249.0 +13.9% $845.99 +29.9%
110 CAT CATERPILLAR INC Industrials 2,426.0 $1.7M 0.09% +85.0 +3.6% $708.46 +34.9%
111 GDX VANECK ETF TRUST 18,504.0 $1.7M 0.09% +7K +65.0% $91.77 -8.1%
112 CI THE CIGNA GROUP Healthcare 6,345.0 $1.7M 0.09% +1K +25.2% $266.75 +6.9%
113 PEP PEPSICO INC Consumer Defensive 10,870.0 $1.7M 0.09% +2K +18.3% $155.29 -8.8%
114 ADI ANALOG DEVICES INC Technology 5,055.0 $1.6M 0.09% +3K +113.5% $318.14 +30.3%
115 RTX RTX CORPORATION Industrials 8,307.0 $1.6M 0.09% +994.0 +13.6% $192.90 -0.2%
116 AVGO BROADCOM INC Technology 5,115.0 $1.6M 0.09% +681.0 +15.4% $309.51 +26.9%
117 SLF SUN LIFE FINANCIAL INC. Financial Services 24,773.0 $1.5M 0.08% -2K -6.8% $62.45 +24.8%
118 VTI VANGUARD INDEX FDS 4,750.0 $1.5M 0.08% $320.81 +14.0%
119 PM PHILIP MORRIS INTL INC Consumer Defensive 9,014.0 $1.5M 0.08% +3K +50.9% $165.34 +8.5%
120 COF CAPITAL ONE FINL CORP Financial Services 7,989.0 $1.5M 0.08% +902.0 +12.7% $182.43 +10.1%
Page 6 of 22  ·  436 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 24.0%
Technology 17.0%
Industrials 11.5%
Healthcare 10.7%
Consumer Cyclical 10.2%
Utilities 9.5%
Energy 6.4%
Communication Services 4.1%
Consumer Defensive 4.0%
Basic Materials 1.6%