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Portfolio (Quarterly) Guide ↗

ALBERT D MASON INC

· CIK 0001169318
13F Portfolio $152M AUM 139 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 44 Added 37 Reduced 11 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SFL SFL Corp. LTD Industrials 103,567.0 $809K 0.53% +4K +4.2% $7.81 +62.9%
22 CVS CVS Health Corp. Healthcare 10,123.0 $803K 0.53% +109.0 +1.1% $79.36 +17.6%
23 AMAT Applied Material, Inc. Technology 3,058.0 $786K 0.52% +25.0 +0.8% $256.99 +66.3%
24 CHD Church & Dwight Company, Inc. Consumer Defensive 8,739.0 $733K 0.48% +248.0 +2.9% $83.85 +14.1%
25 Michelin ADR 41,296.0 $685K 0.45% +25K +150.6% $16.59
26 APA APA Corp. Energy 27,500.0 $673K 0.44% +333.0 +1.2% $24.46 +56.7%
27 SHEL Shell PLC ADR Energy 7,656.0 $563K 0.37% +41.0 +0.5% $73.48 +18.0%
28 Gulf Keystone Petroleum LTD 211,075.0 $503K 0.33% +2K +0.7% $2.38
29 DMLP Dorchester Minerals LP Energy 21,931.0 $490K 0.32% +382.0 +1.8% $22.36 +23.5%
30 LNG Cheniere Energy, Inc. Energy 2,515.0 $489K 0.32% +75.0 +3.1% $194.39 +23.7%
31 CHCT Community Healthcare Trust Inc Real Estate 25,893.0 $425K 0.28% +671.0 +2.7% $16.42 +7.9%
32 BMY Bristol Myers Squibb Co. Healthcare 7,236.0 $390K 0.26% +213.0 +3.0% $53.94 +10.4%
33 OMC Omnicom Group Communication Services 4,752.0 $384K 0.25% +1K +29.4% $80.75 -8.6%
34 Lundin Mining Corporation 17,751.0 $382K 0.25% +702.0 +4.1% $21.50
35 NHI National Health Investors, Inc Real Estate 4,523.0 $345K 0.23% +28.0 +0.6% $76.37 +0.2%
36 ADM Archer Daniels Midland Consumer Defensive 5,558.0 $320K 0.21% +295.0 +5.6% $57.49 +34.1%
37 VTRS Viatris Inc. Healthcare 24,726.0 $308K 0.20% +7K +38.8% $12.45 +33.3%
38 HII Huntington Ingalls Industries, Industrials 900.0 $306K 0.20% +9.0 +1.0% $340.07 -6.6%
39 Siemens Aktiengesellschaft 2,177.0 $305K 0.20% +27.0 +1.3% $139.95
40 Bonterra Energy Corp. 92,207.0 $304K 0.20% +1K +1.3% $3.29
Page 2 of 3  ·  44 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 29.6%
Technology 16.6%
Energy 10.9%
Communication Services 10.2%
Healthcare 8.6%
Financial Services 7.8%
Basic Materials 5.3%
Utilities 3.8%
Consumer Cyclical 3.2%
Real Estate 3.2%