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Portfolio (Quarterly) Guide ↗

EDENTREE ASSET MANAGEMENT Ltd

· CIK 0001980273
13F Portfolio $328M AUM 66 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 13 Added 21 Reduced 2 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AOS SMITH A O CORP Industrials 14,100.0 $884K 0.27% $62.71 -5.7%
62 LRCX LAM RESEARCH CORP Technology 1,900.0 $823K 0.25% $433.26 -30.4%
63 ABBV ABBVIE INC Healthcare 2,800.0 $703K 0.21% $251.20 +2.1%
64 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 300,000.0 $477K 0.14% $1.59 +47.8%
65 NOW SERVICENOW INC Technology 3,750.0 $372K 0.11% $99.27 +49.1%
66 ATKR ATKORE INC Industrials 1,550.0 $118K 0.04% -53K -97.2% $76.04 +23.2%
Page 4 of 4  ·  66 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
Industrials 27.2%
Technology 26.2%
Healthcare 16.0%
Financial Services 13.3%
Communication Services 11.1%
Basic Materials 3.0%
Consumer Cyclical 2.6%
Consumer Defensive 0.4%
Real Estate 0.3%