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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 9 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 8,666.0 $1.1M 0.05% +180.0 +2.1% $126.34 +17.8%
162 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,183.0 $1.1M 0.05% +129.0 +6.3% $501.36 +25.3%
163 SNDK SANDISK CORP Technology 482.0 $1.1M 0.05% -349.0 -42.0% $2270.27 -34.8%
164 FDX FEDEX CORP Industrials 3,407.0 $1.1M 0.05% -257.0 -7.0% $313.13 +6.6%
165 EOG EOG RES INC Energy 8,089.0 $1.0M 0.05% +282.0 +3.6% $129.73 +13.2%
166 AGG ISHARES TR 10,301.0 $1.0M 0.05% +2K +23.8% $98.98 -1.0%
167 EMERA INC 19,215.0 $1.0M 0.05% +1K +7.4% $53.03
168 IMO IMPERIAL OIL LTD Energy 9,000.0 $1.0M 0.05% $112.25 +17.1%
169 BE BLOOM ENERGY CORP Industrials 3,281.0 $993K 0.05% $302.70 -28.2%
170 USB US BANCORP Financial Services 16,307.0 $985K 0.05% $60.40 +3.3%
171 MDT MEDTRONIC PLC Healthcare 12,452.0 $974K 0.05% +1K +8.7% $78.23 +16.5%
172 HPE HEWLETT PACKARD ENTERPRISE C Technology 21,544.0 $972K 0.05% -3K -11.6% $45.11 +18.5%
173 WBD WARNER BROS DISCOVERY INC Communication Services 36,152.0 $964K 0.05% -9K -20.0% $26.66 +8.4%
174 VGK VANGUARD INTL EQUITY INDEX F 10,490.0 $929K 0.04% $88.54 +5.3%
175 AIG AMERICAN INTL GROUP INC Financial Services 12,189.0 $908K 0.04% +1K +10.4% $74.53 +2.5%
176 KLAC KLA CORP Technology 2,922.0 $882K 0.04% +3K +785.5% $301.71 -39.2%
177 CSX CSX CORP Industrials 18,214.0 $866K 0.04% -508.0 -2.7% $47.53 +8.4%
178 NEM NEWMONT CORP Basic Materials 9,249.0 $864K 0.04% -452.0 -4.7% $93.40 +44.7%
179 GD GENERAL DYNAMICS CORP Industrials 2,411.0 $854K 0.04% $354.24 +6.3%
180 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,134.0 $847K 0.04% $746.77 +2.6%
Page 9 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%