BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TXN TEXAS INSTRS INC Technology 4,660.0 $1.4M 0.07% -239.0 -4.9% $298.07 -12.8%
142 AMGN AMGEN INC Healthcare 3,794.0 $1.4M 0.07% $362.12 +22.1%
143 MO ALTRIA GROUP INC Consumer Defensive 18,984.0 $1.4M 0.07% +253.0 +1.4% $71.95 -5.4%
144 AXP AMERICAN EXPRESS CO Financial Services 3,987.0 $1.3M 0.07% +1K +38.5% $338.25 -0.7%
145 UPS UNITED PARCEL SVCS INC Industrials 12,436.0 $1.3M 0.06% +729.0 +6.2% $107.50 -2.2%
146 EWJ ISHARES INC 14,040.0 $1.3M 0.06% -440.0 -3.0% $93.27 +2.5%
147 LOW LOWES COS INC Consumer Cyclical 5,917.0 $1.3M 0.06% +452.0 +8.3% $220.49 -2.7%
148 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 131,340.0 $1.3M 0.06% $9.90 -30.4%
149 URTH ISHARES INC 6,283.0 $1.3M 0.06% -280.0 -4.3% $202.64 +3.3%
150 IEMG ISHARES INC 15,235.0 $1.3M 0.06% -100.0 -0.7% $82.84 -1.1%
151 DIS DISNEY WALT CO Communication Services 12,941.0 $1.2M 0.06% +1K +10.0% $96.25 +15.6%
152 LMT LOCKHEED MARTIN CORP Industrials 2,443.0 $1.2M 0.06% +74.0 +3.1% $509.46 +9.2%
153 GLD SPDR GOLD TR Financial Services 3,369.0 $1.2M 0.06% $368.38 +16.2%
154 MA MASTERCARD INCORPORATED Financial Services 2,399.0 $1.2M 0.06% +608.0 +34.0% $513.60 +16.7%
155 MCD MCDONALDS CORP Consumer Cyclical 4,410.0 $1.2M 0.06% +817.0 +22.7% $270.31 -0.8%
156 ORCL ORACLE CORP Technology 8,018.0 $1.2M 0.06% +2K +28.3% $146.55 -1.3%
157 DUK DUKE ENERGY CORP NEW Utilities 9,227.0 $1.2M 0.06% +2K +27.3% $126.58 -3.9%
158 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,268.0 $1.2M 0.06% -624.0 -3.9% $76.40 +3.6%
159 SHV ISHARES TR 10,449.0 $1.2M 0.06% $110.34 +0.0%
160 NUE NUCOR CORP Basic Materials 4,957.0 $1.1M 0.05% -567.0 -10.3% $222.75 +11.1%
Page 8 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%