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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS Goldman Sachs Group Inc. Financial Services 753.0 $662K 0.44% -8.0 -1.1% $879.00 +12.4%
82 VZ Verizon Communications Inc. Communication Services 15,694.0 $639K 0.42% $40.73 +17.4%
83 GGG Graco Inc. Industrials 7,700.0 $631K 0.41% -18K -69.7% $81.97 -8.1%
84 GILD Gilead Sciences Inc Healthcare 5,132.0 $630K 0.41% $122.74 +6.3%
85 Commonwealth Bank of Australia 5,826.0 $621K 0.41% $106.51
86 NVDA NVIDIA Corp. Technology 3,324.0 $620K 0.41% $186.50 +17.7%
87 Keyera Corp. 19,058.0 $611K 0.40% $32.06
88 SHEL Shell PLC ADR Energy 7,656.0 $563K 0.37% +41.0 +0.5% $73.48 +18.0%
89 GOOGL Alphabet Inc. Class A Communication Services 1,743.0 $546K 0.36% -14.0 -0.8% $313.00 +23.9%
90 Nebius Group NV 6,495.0 $544K 0.36% -2K -23.5% $83.71
91 ABNB Airbnb Inc. Consumer Cyclical 3,856.0 $523K 0.34% -76.0 -1.9% $135.72 -1.1%
92 Gulf Keystone Petroleum LTD 211,075.0 $503K 0.33% +2K +0.7% $2.38
93 DDOG Datadog, Inc. Technology 3,651.0 $496K 0.33% $135.99 +60.3%
94 DMLP Dorchester Minerals LP Energy 21,931.0 $490K 0.32% +382.0 +1.8% $22.36 +23.5%
95 LNG Cheniere Energy, Inc. Energy 2,515.0 $489K 0.32% +75.0 +3.1% $194.39 +23.7%
96 C Citigroup Inc. Financial Services 3,889.0 $454K 0.30% -55.0 -1.4% $116.69 +7.3%
97 CHCT Community Healthcare Trust Inc Real Estate 25,893.0 $425K 0.28% +671.0 +2.7% $16.42 +7.9%
98 CMCSA Comcast Corp. Communication Services 14,199.0 $424K 0.28% -249.0 -1.7% $29.89 -16.1%
99 BMY Bristol Myers Squibb Co. Healthcare 7,236.0 $390K 0.26% +213.0 +3.0% $53.94 +10.4%
100 OMC Omnicom Group Communication Services 4,752.0 $384K 0.25% +1K +29.4% $80.75 -8.6%
Page 5 of 7  ·  139 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%