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CIDEL ASSET MANAGEMENT INC

· CIK 0001621915
13F Portfolio $1.4B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 157,288 $76.1M 5.38% NEW $483.62 -15.3%
2 AZN ASTRAZENECA PLC Healthcare 562,431 $51.7M 3.66% NEW $91.93 +97.5%
3 ROYAL BK CDA 293,353 $50.1M 3.54% NEW $170.70
4 V VISA INC Financial Services 136,679 $47.9M 3.39% NEW $350.71 -8.0%
5 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 130,190 $42.8M 3.03% NEW $328.60 -24.6%
6 J JACOBS SOLUTIONS INC Industrials 310,471 $41.1M 2.91% NEW $132.46 -14.9%
7 ABT ABBOTT LABS Healthcare 322,225 $40.4M 2.86% NEW $125.29 -32.6%
8 RBA RB GLOBAL INC Industrials 332,419 $34.3M 2.42% NEW $103.09 -1.3%
9 NVDA NVIDIA CORPORATION Technology 174,535 $32.6M 2.30% NEW $186.50 +26.4%
10 SAP SAP SE Technology 127,902 $31.1M 2.20% NEW $242.91 -32.4%
11 FTS FORTIS INC Utilities 537,541 $28.0M 1.98% NEW $52.06 +8.4%
12 CM CANADIAN IMPERIAL BANK OF CO Financial Services 304,082 $27.6M 1.95% NEW $90.78 +22.6%
13 JPM JPMORGAN CHASE & CO. Financial Services 85,015 $27.4M 1.94% NEW $322.22 -6.9%
14 LLY ELI LILLY & CO Healthcare 25,133 $27.0M 1.91% NEW $1074.68 -6.3%
15 CM CANADIAN NATL RY CO Financial Services 267,907 $26.5M 1.88% NEW $99.03 +12.4%
16 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 386,561 $26.4M 1.87% NEW $68.33 +11.9%
17 MAR MARRIOTT INTL INC NEW Consumer Cyclical 79,769 $24.7M 1.75% NEW $310.24 +13.9%
18 CMS CMS ENERGY CORP Utilities 341,790 $23.9M 1.69% NEW $69.93 +4.8%
19 CL COLGATE PALMOLIVE CO Consumer Defensive 301,187 $23.8M 1.68% NEW $79.02 +11.5%
20 WEC WEC ENERGY GROUP INC Utilities 202,967 $21.4M 1.51% NEW $105.46 +5.9%
21 AAPL APPLE INC Technology 77,102 $21.0M 1.48% NEW $271.86 +10.4%
22 TD TORONTO DOMINION BK ONT Financial Services 201,604 $19.0M 1.35% NEW $94.37 +14.7%
23 MELI MERCADOLIBRE INC Consumer Cyclical 9,319 $18.8M 1.33% NEW $2014.26 -20.2%
24 OTEX OPEN TEXT CORP Technology 557,011 $18.2M 1.28% NEW $32.61 -31.3%
25 UNP UNION PAC CORP Industrials 78,235 $18.1M 1.28% NEW $231.32 +16.4%
26 CBOE CBOE GLOBAL MKTS INC Financial Services 70,967 $17.8M 1.26% NEW $251.00 +44.6%
27 AQN ALGONQUIN PWR UTILS CORP Utilities 2,487,838 $15.3M 1.08% NEW $6.16 -6.6%
28 IVR INVESCO EXCHANGE TRADED FD T Real Estate 78,090 $15.0M 1.06% NEW $191.56 -95.8%
29 MFC MANULIFE FINL CORP Financial Services 410,817 $14.9M 1.06% NEW $36.36 +3.2%
30 MSI MOTOROLA SOLUTIONS INC Technology 38,838 $14.9M 1.05% NEW $383.32 +4.2%
31 IVR INVESCO EXCH TRADED FD TR II Real Estate 569,521 $14.7M 1.04% NEW $25.81 -68.7%
32 ASML ASML HOLDING N V Technology 13,632 $14.6M 1.03% NEW $1069.86 +40.4%
33 COP CONOCOPHILLIPS Energy 149,129 $14.0M 0.99% NEW $93.61 +27.1%
34 GIB CGI INC Technology 148,332 $13.7M 0.97% NEW $92.49 -32.6%
35 UBER UBER TECHNOLOGIES INC Technology 163,206 $13.3M 0.94% NEW $81.71 -8.6%
36 ZTS ZOETIS INC Healthcare 101,862 $12.8M 0.91% NEW $125.82 -40.0%
37 WCN WASTE CONNECTIONS INC Industrials 67,753 $11.9M 0.84% NEW $175.61 -11.8%
38 BANK NOVA SCOTIA HALIFAX 144,976 $10.7M 0.76% NEW $73.85
39 PG PROCTER AND GAMBLE CO Consumer Defensive 73,051 $10.5M 0.74% NEW $143.31 -0.4%
40 GOOGL ALPHABET INC Communication Services 33,314 $10.4M 0.74% NEW $313.00 +28.1%
41 STGW STAGWELL INC Communication Services 2,039,680 $10.0M 0.71% NEW $4.89 +25.2%
42 RIO RIO TINTO PLC Basic Materials 120,431 $9.6M 0.68% NEW $80.03 +36.9%
43 TSLA TESLA INC Consumer Cyclical 21,343 $9.6M 0.68% NEW $449.72 -1.4%
44 PBA PEMBINA PIPELINE CORP Energy 249,275 $9.5M 0.67% NEW $38.15 +27.4%
45 GNTX GENTEX CORP Consumer Cyclical 401,190 $9.3M 0.66% NEW $23.27 +0.6%
46 BGSI BOYD GROUP SERVICES INC Consumer Cyclical 56,718 $9.0M 0.64% NEW $159.50 -35.5%
47 CP CANADIAN PACIFIC KANSAS CITY Industrials 113,864 $8.4M 0.59% NEW $73.72 +17.9%
48 GOOGL ALPHABET INC Communication Services 26,256 $8.2M 0.58% NEW $313.80 +27.8%
49 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 10 $7.5M 0.53% NEW $754800.00 -5.9%
50 VIGI VANGUARD SPECIALIZED FUNDS 31,400 $6.9M 0.49% NEW $219.78 -58.1%
51 GPMT GRANITE REAL ESTATE INVT TR Real Estate 115,424 $6.9M 0.49% NEW $59.61 -97.7%
52 BBDO CAMECO CORP Financial Services 75,000 $6.9M 0.49% NEW $91.69 -96.6%
53 CIGI COLLIERS INTL GROUP INC Real Estate 44,176 $6.5M 0.46% NEW $147.17 -37.5%
54 TRI THOMSON REUTERS CORP Industrials 48,285 $6.4M 0.45% NEW $132.14 -40.2%
55 AMZN AMAZON COM INC Consumer Cyclical 26,714 $6.2M 0.44% NEW $230.82 +14.4%
56 VEA VANGUARD TAX-MANAGED FDS 98,204 $6.1M 0.43% NEW $62.47 +10.6%
57 VOO VANGUARD INDEX FDS 9,759 $6.1M 0.43% NEW $627.13 +8.3%
58 STN STANTEC INC Industrials 63,212 $6.0M 0.42% NEW $94.49 -23.0%
59 XOM EXXON MOBIL CORP Energy 48,194 $5.8M 0.41% NEW $120.34 +27.0%
60 MU MICRON TECHNOLOGY INC Technology 20,042 $5.7M 0.41% NEW $285.41 +171.9%
61 CM CANADIAN NAT RES LTD Financial Services 167,451 $5.7M 0.40% NEW $33.92 +228.2%
62 NGG NATIONAL GRID PLC Utilities 71,157 $5.5M 0.39% NEW $77.35 +13.0%
63 IVR INVESCO EXCHANGE TRADED FD T Real Estate 117,039 $5.5M 0.39% NEW $46.92 -82.8%
64 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 10,031 $5.0M 0.36% NEW $502.65 +141211.1%
65 TFII TFI INTL INC Industrials 46,270 $4.8M 0.34% NEW $103.50 +37.9%
66 DSGX DESCARTES SYS GROUP INC Technology 54,048 $4.7M 0.34% NEW $87.84 -23.4%
67 CVX CHEVRON CORP NEW Energy 28,993 $4.4M 0.31% NEW $152.41 +22.5%
68 FNDX SCHWAB STRATEGIC TR 155,097 $4.2M 0.30% NEW $27.21 +11.4%
69 META META PLATFORMS INC Communication Services 5,805 $3.8M 0.27% NEW $660.09 -6.3%
70 HLN HALEON PLC Healthcare 364,453 $3.7M 0.26% NEW $10.11 -11.9%
71 BANK AMERICA CORP 65,463 $3.6M 0.26% NEW $55.00
72 GSG ISHARES TR Financial Services 5,009 $3.4M 0.24% NEW $684.94 -95.0%
73 WFC WELLS FARGO CO NEW Financial Services 33,993 $3.2M 0.22% NEW $93.20 -20.8%
74 INTC INTEL CORP Technology 84,315 $3.1M 0.22% NEW $36.90 +214.2%
75 UNH UNITEDHEALTH GROUP INC Healthcare 9,192 $3.0M 0.21% NEW $330.11 +20.9%
76 JNJ JOHNSON & JOHNSON Healthcare 14,583 $3.0M 0.21% NEW $206.95 +11.5%
77 WMT WALMART INC Consumer Defensive 27,085 $3.0M 0.21% NEW $111.42 +18.9%
78 BANK MONTREAL QUE 21,295 $2.8M 0.20% NEW $130.04
79 VZ VERIZON COMMUNICATIONS INC Communication Services 67,973 $2.8M 0.20% NEW $40.73 +15.5%
80 CVS CVS HEALTH CORP Healthcare 34,098 $2.7M 0.19% NEW $79.36 +22.4%
81 C CITIGROUP INC Financial Services 22,496 $2.6M 0.19% NEW $116.69 +5.8%
82 T AT&T INC Communication Services 97,317 $2.4M 0.17% NEW $24.84 -0.7%
83 NEE NEXTERA ENERGY INC Utilities 29,177 $2.3M 0.17% NEW $80.28 +19.2%
84 GD GENERAL MTRS CO Industrials 28,525 $2.3M 0.16% NEW $81.32 +318.9%
85 AEM AGNICO EAGLE MINES LTD Basic Materials 13,299 $2.3M 0.16% NEW $169.80 +6.2%
86 ENB ENBRIDGE INC Energy 46,095 $2.2M 0.16% NEW $47.92 +17.3%
87 BFST INTERNATIONAL BUSINESS MACHS Financial Services 7,329 $2.2M 0.15% NEW $296.21 -90.9%
88 CSCO CISCO SYS INC Technology 27,012 $2.1M 0.15% NEW $77.03 +50.0%
89 APH AMPHENOL CORP NEW Technology 15,122 $2.0M 0.14% NEW $135.14 -7.5%
90 IVR INVESCO EXCH TRADED FD TR II Real Estate 30,279 $2.0M 0.14% NEW $65.55 -87.7%
91 MKC MCCORMICK & CO INC Consumer Defensive 29,053 $2.0M 0.14% NEW $68.11 -31.7%
92 AAL AMERICAN WTR WKS CO INC NEW Industrials 14,947 $2.0M 0.14% NEW $130.50 -90.6%
93 PFE PFIZER INC Healthcare 77,953 $1.9M 0.14% NEW $24.90 +3.4%
94 CMCSA COMCAST CORP NEW Communication Services 64,571 $1.9M 0.14% NEW $29.89 -17.2%
95 COST COSTCO WHSL CORP NEW Consumer Defensive 2,197 $1.9M 0.13% NEW $862.34 +20.7%
96 SCHWAB CHARLES CORP 18,028 $1.8M 0.13% NEW $99.91
97 MRK MERCK & CO INC Healthcare 17,060 $1.8M 0.13% NEW $105.26 +7.7%
98 HD HOME DEPOT INC Consumer Cyclical 5,051 $1.7M 0.12% NEW $344.10 -11.6%
99 CBNK CAPITAL ONE FINL CORP Financial Services 7,087 $1.7M 0.12% NEW $242.36 -87.6%
100 ABBV ABBVIE INC Healthcare 7,483 $1.7M 0.12% NEW $228.49 -7.9%
101 SLF SUN LIFE FINANCIAL INC. Financial Services 26,589 $1.7M 0.12% NEW $62.51 +14.6%
102 FNDF SCHWAB STRATEGIC TR 36,535 $1.7M 0.12% NEW $45.21 +16.3%
103 VTI VANGUARD INDEX FDS 4,750 $1.6M 0.11% NEW $335.27 +8.2%
104 GS GOLDMAN SACHS GROUP INC Financial Services 1,789 $1.6M 0.11% NEW $879.00 +10.2%
105 AVGO BROADCOM INC Technology 4,434 $1.5M 0.11% NEW $346.10 +22.9%
106 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,146 $1.5M 0.10% NEW $53.94 +5.7%
107 FORD MTR CO 110,995 $1.5M 0.10% NEW $13.12
108 VLO VALERO ENERGY CORP Energy 8,917 $1.5M 0.10% NEW $162.79 +50.4%
109 VB VANGUARD INDEX FDS 5,421 $1.4M 0.10% NEW $257.95 +9.3%
110 CI THE CIGNA GROUP Healthcare 5,069 $1.4M 0.10% NEW $275.23 +3.6%
111 MARA MARATHON PETE CORP Financial Services 8,556 $1.4M 0.10% NEW $162.63 -91.8%
112 ISHARES INC 7,408 $1.4M 0.10% NEW $185.77
113 RTX RTX CORPORATION Industrials 7,313 $1.3M 0.10% NEW $183.40 -4.2%
114 CAT CATERPILLAR INC Industrials 2,341 $1.3M 0.10% NEW $572.87 +55.1%
115 PEP PEPSICO INC Consumer Defensive 9,190 $1.3M 0.09% NEW $143.52 +3.6%
116 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,666 $1.3M 0.09% NEW $350.55 +13.2%
117 WBD WARNER BROS DISCOVERY INC Communication Services 43,900 $1.3M 0.09% NEW $28.82 -5.9%
118 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,965 $1.2M 0.09% NEW $303.89 +37.5%
119 EWJ ISHARES INC 14,821 $1.2M 0.09% NEW $80.74 +12.8%
120 GSG ISHARES TR Financial Services 10,449 $1.2M 0.08% NEW $110.14 -69.0%
121 MS MORGAN STANLEY Financial Services 6,281 $1.1M 0.08% NEW $177.53 +9.6%
122 LOWES COS INC 4,588 $1.1M 0.08% NEW $241.16
123 EMA EMERA INC Utilities 21,895 $1.1M 0.08% NEW $49.35 +5.9%
124 PSX PHILLIPS 66 Energy 8,340 $1.1M 0.08% NEW $129.04 +32.9%
125 AMGN AMGEN INC Healthcare 3,287 $1.1M 0.08% NEW $327.31 -0.3%
126 DISNEY WALT CO 9,430 $1.1M 0.08% NEW $113.77
127 LMT LOCKHEED MARTIN CORP Industrials 2,168 $1.0M 0.07% NEW $483.67 +7.6%
128 GSG ISHARES TR Financial Services 7,205 $1.0M 0.07% NEW $141.49 -75.8%
129 DE DEERE & CO Industrials 2,119 $987K 0.07% NEW $465.57 +23.4%
130 NEM NEWMONT CORP Basic Materials 9,823 $981K 0.07% NEW $99.85 +16.5%
131 CCEP COCA COLA CO Consumer Defensive 14,005 $979K 0.07% NEW $69.91 +27.8%
132 QCOM QUALCOMM INC Technology 5,660 $968K 0.07% NEW $171.05 +17.0%
133 ETHV VANECK ETF TRUST Financial Services 11,217 $962K 0.07% NEW $85.77 -62.1%
134 PM PHILIP MORRIS INTL INC Consumer Defensive 5,975 $958K 0.07% NEW $160.40 +19.6%
135 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,650 $956K 0.07% NEW $579.45 -22.6%
136 UPS UNITED PARCEL SERVICE INC Industrials 9,532 $945K 0.07% NEW $99.19 -0.8%
137 MCD MCDONALDS CORP Consumer Cyclical 3,065 $937K 0.07% NEW $305.63 -10.0%
138 ORCL ORACLE CORP Technology 4,774 $930K 0.07% NEW $194.91 +0.4%
139 FDX FEDEX CORP Industrials 3,218 $930K 0.07% NEW $288.86 +31.5%
140 AAOI APPLIED MATLS INC Technology 3,592 $923K 0.07% NEW $256.99 -25.9%
141 TRP TC ENERGY CORP Energy 16,698 $921K 0.07% NEW $55.14 +23.6%
142 SHOALS TECHNOLOGIES GROUP IN 107,906 $917K 0.07% NEW $8.50
143 MDT MEDTRONIC PLC Healthcare 9,544 $917K 0.07% NEW $96.06 -19.9%
144 GILD GILEAD SCIENCES INC Healthcare 7,392 $907K 0.06% NEW $122.74 +7.6%
145 AAL AMERICAN EXPRESS CO Industrials 2,448 $906K 0.06% NEW $369.95 -96.7%
146 VGK VANGUARD INTL EQUITY INDEX F 10,761 $900K 0.06% NEW $83.61 +2.6%
147 TGT TARGET CORP Consumer Defensive 9,141 $894K 0.06% NEW $97.75 +25.9%
148 ACN ACCENTURE PLC IRELAND Technology 3,273 $878K 0.06% NEW $268.30 -37.1%
149 GSG ISHARES TR Financial Services 8,318 $831K 0.06% NEW $99.89 -65.8%
150 EXE EXPAND ENERGY CORPORATION Energy 7,438 $821K 0.06% NEW $110.36 -12.4%
151 B BARRICK MNG CORP Basic Materials 18,500 $807K 0.06% NEW $43.62 -6.9%
152 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13,809 $794K 0.06% NEW $57.49 +39.9%
153 LRCX LAM RESEARCH CORP Technology 4,613 $790K 0.06% NEW $171.18 +74.8%
154 GLD SPDR GOLD TR Financial Services 1,984 $786K 0.06% NEW $396.31 +7.8%
155 NUE NUCOR CORP Basic Materials 4,750 $775K 0.06% NEW $163.11 +42.8%
156 CNC CENTENE CORP DEL Healthcare 18,712 $770K 0.05% NEW $41.15 +42.6%
157 AAL AMERICAN INTL GROUP INC Industrials 8,957 $766K 0.05% NEW $85.55 -85.6%
158 NFLX NETFLIX INC Communication Services 8,169 $766K 0.05% NEW $93.76 -7.3%
159 USB US BANCORP DEL Financial Services 14,289 $762K 0.05% NEW $53.36 +0.1%
160 GD GENERAL DYNAMICS CORP Industrials 2,216 $746K 0.05% NEW $336.66 +1.2%
161 MO ALTRIA GROUP INC Consumer Defensive 12,852 $741K 0.05% NEW $57.66 +25.6%
162 HON HONEYWELL INTL INC Industrials 3,736 $729K 0.05% NEW $195.08 +11.6%
163 HUM HUMANA INC Healthcare 2,831 $725K 0.05% NEW $256.13 +17.7%
164 MA MASTERCARD INCORPORATED Financial Services 1,266 $723K 0.05% NEW $570.88 -14.2%
165 GSG ISHARES TR Financial Services 7,500 $720K 0.05% NEW $96.03 -64.4%
166 TXN TEXAS INSTRS INC Technology 4,113 $714K 0.05% NEW $173.49 +76.6%
167 DUK DUKE ENERGY CORP NEW Utilities 6,048 $709K 0.05% NEW $117.21 +6.1%
168 CRM SALESFORCE INC Technology 2,451 $649K 0.05% NEW $264.91 -36.7%
169 IVR INVESCO EXCH TRADED FD TR II Real Estate 2,553 $646K 0.05% NEW $252.92 -96.8%
170 EOG RES INC 6,120 $643K 0.04% NEW $105.01
171 KR KROGER CO Consumer Defensive 10,284 $643K 0.04% NEW $62.48 +6.9%
172 ADI ANALOG DEVICES INC Technology 2,368 $642K 0.04% NEW $271.20 +53.9%
173 HCA HCA HEALTHCARE INC Healthcare 1,367 $638K 0.04% NEW $466.86 -7.3%
174 GSG ISHARES TR Financial Services 6,760 $637K 0.04% NEW $94.19 -63.7%
175 BLK BLACKROCK INC Financial Services 594 $636K 0.04% NEW $1070.34 +1.1%
176 SYF SYNCHRONY FINANCIAL Financial Services 7,535 $629K 0.04% NEW $83.43 -14.6%
177 CB CHUBB LIMITED Financial Services 2,003 $625K 0.04% NEW $312.12 +3.9%
178 SYK STRYKER CORPORATION Healthcare 1,748 $614K 0.04% NEW $351.47 -13.1%
179 PNC FINL SVCS GROUP INC 2,915 $608K 0.04% NEW $208.73
180 MMM 3M CO Industrials 3,789 $607K 0.04% NEW $160.10 -9.4%
181 NKE NIKE INC Consumer Cyclical 9,273 $591K 0.04% NEW $63.71 -34.0%
182 LUMN LUMEN TECHNOLOGIES INC Communication Services 75,999 $591K 0.04% NEW $7.77 +33.1%
183 GE GE AEROSPACE Industrials 1,915 $590K 0.04% NEW $308.03 -5.4%
184 TFC TRUIST FINL CORP Financial Services 11,866 $584K 0.04% NEW $49.21 -4.2%
185 CSX CSX CORP Industrials 16,087 $583K 0.04% NEW $36.25 +26.7%
186 SOJF SOUTHERN CO Utilities 6,638 $579K 0.04% NEW $87.20 -70.7%
187 TJX COS INC NEW 3,763 $578K 0.04% NEW $153.61
188 CHARTER COMMUNICATIONS INC N 2,758 $576K 0.04% NEW $208.75
189 GSG ISHARES TR Financial Services 5,178 $571K 0.04% NEW $110.19 -69.0%
190 DOW DOW INC Basic Materials 24,365 $570K 0.04% NEW $23.38 +65.9%
191 MDLZ MONDELEZ INTL INC Consumer Defensive 10,427 $561K 0.04% NEW $53.83 +13.3%
192 GLXY GALAXY DIGITAL INC. Financial Services 25,011 $559K 0.04% NEW $22.36 +43.3%
193 BANK NEW YORK MELLON CORP 4,731 $549K 0.04% NEW $116.09
194 DHR DANAHER CORPORATION Healthcare 2,396 $548K 0.04% NEW $228.92 -28.1%
195 SLB SLB LIMITED Energy 14,211 $545K 0.04% NEW $38.38 +45.3%
196 ADBE ADOBE INC Technology 1,552 $543K 0.04% NEW $349.99 -29.3%
197 NOC NORTHROP GRUMMAN CORP Industrials 949 $541K 0.04% NEW $570.21 -3.8%
198 AMD ADVANCED MICRO DEVICES INC Technology 2,489 $533K 0.04% NEW $214.16 +98.0%
199 RELX RELX PLC Communication Services 13,128 $531K 0.04% NEW $40.42 -22.2%
200 FNV FRANCO NEV CORP Basic Materials 2,541 $527K 0.04% NEW $207.56 +14.7%
201 DG DOLLAR GEN CORP NEW Consumer Defensive 3,923 $521K 0.04% NEW $132.77 -20.9%
202 FNDA SCHWAB STRATEGIC TR 16,091 $507K 0.04% NEW $31.51 +10.7%
203 SBUX STARBUCKS CORP Consumer Cyclical 5,994 $505K 0.04% NEW $84.21 +26.4%
204 NSC NORFOLK SOUTHN CORP Industrials 1,737 $502K 0.04% NEW $288.72 +10.0%
205 FCX FREEPORT-MCMORAN INC Basic Materials 9,725 $494K 0.04% NEW $50.79 +30.2%
206 HPE HEWLETT PACKARD ENTERPRISE C Technology 20,059 $482K 0.03% NEW $24.02 +42.1%
207 DHI D R HORTON INC Consumer Cyclical 3,329 $479K 0.03% NEW $144.03 -3.2%
208 GSG ISHARES TR Financial Services 2,400 $479K 0.03% NEW $199.68 -82.9%
209 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,624 $477K 0.03% NEW $293.57 +4.8%
210 VTV VANGUARD INDEX FDS 2,475 $473K 0.03% NEW $190.99 +8.2%
211 TMUS T-MOBILE US INC Communication Services 2,320 $471K 0.03% NEW $203.04 -7.3%
212 TSN TYSON FOODS INC Consumer Defensive 7,956 $466K 0.03% NEW $58.62 +13.7%
213 BKNG BOOKING HOLDINGS INC Consumer Cyclical 86 $461K 0.03% NEW $5355.35 -97.1%
214 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,535 $459K 0.03% NEW $83.00 -44.5%
215 EBAY EBAY INC. Consumer Cyclical 5,270 $459K 0.03% NEW $87.10 +30.0%
216 REGN REGENERON PHARMACEUTICALS Healthcare 589 $455K 0.03% NEW $771.87 -7.6%
217 WT WISDOMTREE TR Financial Services 5,080 $454K 0.03% NEW $89.43 -77.8%
218 GD GENERAL MLS INC Industrials 9,738 $453K 0.03% NEW $46.50 +632.5%
219 ALL ALLSTATE CORP Financial Services 2,172 $452K 0.03% NEW $208.15 +4.4%
220 LRGF SPDR S&P 500 ETF TR 661 $451K 0.03% NEW $681.92 -89.2%
221 BDX BECTON DICKINSON & CO Healthcare 2,320 $450K 0.03% NEW $194.07 -26.1%
222 MET METLIFE INC Financial Services 5,701 $450K 0.03% NEW $78.94 +0.3%
223 AFL AFLAC INC Financial Services 3,965 $437K 0.03% NEW $110.27 +5.9%
224 TRV TRAVELERS COMPANIES INC Financial Services 1,501 $435K 0.03% NEW $290.06 +2.8%
225 D DOMINION ENERGY INC Utilities 7,413 $434K 0.03% NEW $58.59 +7.5%
226 DVN DEVON ENERGY CORP NEW Energy 11,835 $434K 0.03% NEW $36.63 +29.0%
227 CMI CUMMINS INC Industrials 849 $433K 0.03% NEW $510.45 +40.4%
228 OXY OCCIDENTAL PETE CORP Energy 10,331 $425K 0.03% NEW $41.12 +38.2%
229 KMI KINDER MORGAN INC DEL Energy 15,385 $423K 0.03% NEW $27.49 +21.5%
230 SPGI S&P GLOBAL INC Financial Services 803 $420K 0.03% NEW $522.59 -22.7%
231 PCAR PACCAR INC Industrials 3,799 $416K 0.03% NEW $109.51 +2.8%
232 AAL AMERICAN ELEC PWR CO INC Industrials 3,550 $409K 0.03% NEW $115.26 -89.3%
233 PYPL PAYPAL HLDGS INC Financial Services 6,871 $401K 0.03% NEW $58.38 -22.9%
234 BAM BROOKFIELD CORP Financial Services 8,710 $400K 0.03% NEW $45.97 +4.2%
235 PGR PROGRESSIVE CORP Financial Services 1,732 $394K 0.03% NEW $227.72 -13.9%
236 EXC EXELON CORP Utilities 8,999 $392K 0.03% NEW $43.59 +1.9%
237 PRU PRUDENTIAL FINL INC Financial Services 3,470 $392K 0.03% NEW $112.88 -8.6%
238 BCE BCE INC Communication Services 16,171 $386K 0.03% NEW $23.88 -0.4%
239 MCK MCKESSON CORP Healthcare 470 $386K 0.03% NEW $820.30 -8.9%
240 WAL WESTERN DIGITAL CORP Financial Services 2,207 $380K 0.03% NEW $172.27 -55.9%
241 EMR EMERSON ELEC CO Industrials 2,847 $378K 0.03% NEW $132.72 +3.9%
242 STT STATE STR CORP Financial Services 2,925 $377K 0.03% NEW $129.01 +19.2%
243 KLAC KLA CORP Technology 309 $375K 0.03% NEW $1215.08 +55.8%
244 ROST ROSS STORES INC Consumer Cyclical 2,057 $371K 0.03% NEW $180.14 +18.4%
245 STLD STEEL DYNAMICS INC Basic Materials 2,181 $370K 0.03% NEW $169.45 +38.5%
246 HPQ HP INC Technology 16,307 $363K 0.03% NEW $22.28 -6.8%
247 WM WASTE MGMT INC DEL Industrials 1,650 $363K 0.03% NEW $219.71 -0.4%
248 KHC KRAFT HEINZ CO Consumer Defensive 14,888 $361K 0.03% NEW $24.25 -3.9%
249 JCI JOHNSON CTLS INTL PLC Industrials 3,005 $360K 0.03% NEW $119.75 +20.1%
250 VTRS VIATRIS INC Healthcare 28,834 $359K 0.03% NEW $12.45 +38.6%
251 BIL SPDR SERIES TRUST 3,860 $353K 0.03% NEW $91.38 +0.2%
252 SU SUNCOR ENERGY INC NEW Energy 7,855 $349K 0.03% NEW $44.44 +50.3%
253 ETHV VANECK ETF TRUST Financial Services 24,400 $346K 0.02% NEW $14.18 +129.1%
254 LEN.B LENNAR CORP Industrials 3,358 $345K 0.02% NEW $102.80 -16.0%
255 GLW CORNING INC Technology 3,929 $344K 0.02% NEW $87.56 +137.9%
256 WMB WILLIAMS COS INC Energy 5,688 $342K 0.02% NEW $60.11 +29.2%
257 BIIB BIOGEN INC Healthcare 1,939 $341K 0.02% NEW $175.99 +9.6%
258 DLTR DOLLAR TREE INC Consumer Defensive 2,756 $339K 0.02% NEW $123.01 -26.9%
259 ITW ILLINOIS TOOL WKS INC Industrials 1,358 $334K 0.02% NEW $246.30 +1.8%
260 HAL HALLIBURTON CO Energy 11,571 $327K 0.02% NEW $28.26 +46.1%
261 BKR BAKER HUGHES COMPANY Energy 7,146 $325K 0.02% NEW $45.54 +40.8%
262 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 7,508 $325K 0.02% NEW $43.30 +69.2%
263 SREA SEMPRA Utilities 3,661 $323K 0.02% NEW $88.29 -75.6%
264 PLD PROLOGIS INC. Real Estate 2,481 $317K 0.02% NEW $127.66 +11.8%
265 COR CENCORA INC Healthcare 930 $314K 0.02% NEW $337.75 -22.7%
266 BBY BEST BUY INC Consumer Cyclical 4,680 $313K 0.02% NEW $66.93 -15.9%
267 EIX EDISON INTL Utilities 5,190 $312K 0.02% NEW $60.02 +17.8%
268 BTG B2GOLD CORP Basic Materials 69,000 $311K 0.02% NEW $4.51 +8.7%
269 Q QNITY ELECTRONICS INC Technology 3,787 $309K 0.02% NEW $81.65 +101.0%
270 DD DUPONT DE NEMOURS INC Basic Materials 7,573 $304K 0.02% NEW $40.20 +25.9%
271 OMC OMNICOM GROUP INC Communication Services 3,752 $303K 0.02% NEW $80.75 -11.4%
272 VBR VANGUARD INDEX FDS 1,425 $302K 0.02% NEW $211.79 +7.3%
273 PRICE T ROWE GROUP INC 2,942 $301K 0.02% NEW $102.38
274 PULTE GROUP INC 2,543 $298K 0.02% NEW $117.26
275 INTU INTUIT Technology 448 $297K 0.02% NEW $662.41 -42.9%
276 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,153 $297K 0.02% NEW $257.23 -16.6%
277 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,972 $297K 0.02% NEW $49.65 -9.7%
278 XEL XCEL ENERGY INC Utilities 3,991 $295K 0.02% NEW $73.86 +8.4%
279 CBRE CBRE GROUP INC Real Estate 1,826 $294K 0.02% NEW $160.79 -19.2%
280 PH PARKER-HANNIFIN CORP Industrials 333 $293K 0.02% NEW $878.95 +0.2%
281 URI UNITED RENTALS INC Industrials 361 $292K 0.02% NEW $809.31 +20.2%
282 ED CONSOLIDATED EDISON INC Utilities 2,935 $292K 0.02% NEW $99.32 +7.9%
283 GEV GE VERNOVA INC Utilities 441 $288K 0.02% NEW $653.56 +66.9%
284 CTVA CORTEVA INC Basic Materials 4,290 $288K 0.02% NEW $67.03 +24.3%
285 AAL AMERICAN TOWER CORP NEW Industrials 1,636 $287K 0.02% NEW $175.57 -93.0%
286 NTR NUTRIEN LTD Basic Materials 4,645 $287K 0.02% NEW $61.81 +14.8%
287 FERG FERGUSON ENTERPRISES INC Industrials 1,284 $286K 0.02% NEW $222.63 +4.2%
288 GWW WW GRAINGER INC Industrials 282 $285K 0.02% NEW $1009.04 +27.3%
289 IVR INVESCO QQQ TR Real Estate 460 $283K 0.02% NEW $614.30 -98.7%
290 MACYS INC 12,629 $278K 0.02% NEW $22.05
291 WT WISDOMTREE TR Financial Services 6,698 $278K 0.02% NEW $41.48 -52.2%
292 FDBC FIDELITY NATL INFORMATION SV Financial Services 4,152 $276K 0.02% NEW $66.46 -32.7%
293 BX BLACKSTONE INC Financial Services 1,790 $276K 0.02% NEW $154.14 -23.5%
294 ALLY ALLY FINL INC Financial Services 6,044 $274K 0.02% NEW $45.29 -7.3%
295 APD AIR PRODS & CHEMS INC Basic Materials 1,103 $272K 0.02% NEW $247.02 +19.6%
296 GSG ISHARES TR Financial Services 2,850 $271K 0.02% NEW $95.22 -64.1%
297 CFG CITIZENS FINL GROUP INC Financial Services 4,630 $270K 0.02% NEW $58.41 +4.2%
298 MRNA MODERNA INC Healthcare 9,129 $269K 0.02% NEW $29.49 +69.7%
299 EA ELECTRONIC ARTS INC Communication Services 1,316 $269K 0.02% NEW $204.33 -1.7%
300 ONEOK INC NEW 3,643 $268K 0.02% NEW $73.50
301 EMP ENTERGY CORP NEW Utilities 2,878 $266K 0.02% NEW $92.43 -77.6%
302 IVR INVESCO EXCHANGE TRADED FD T Real Estate 5,790 $266K 0.02% NEW $45.89 -82.4%
303 OVV OVINTIV INC Energy 6,769 $265K 0.02% NEW $39.19 +48.8%
304 GSG ISHARES TR Financial Services 5,425 $264K 0.02% NEW $48.75 -29.9%
305 CME CME GROUP INC Financial Services 955 $261K 0.02% NEW $273.08 +9.4%
306 CEG CONSTELLATION ENERGY CORP Utilities 734 $259K 0.02% NEW $353.27 -24.4%
307 KSS KOHLS CORP Consumer Cyclical 12,700 $259K 0.02% NEW $20.41 -41.5%
308 SYY SYSCO CORP Consumer Defensive 3,499 $258K 0.02% NEW $73.69 -0.9%
309 OREILLY AUTOMOTIVE INC 2,770 $253K 0.02% NEW $91.21
310 GLP GLOBAL PMTS INC Energy 3,226 $250K 0.02% NEW $77.40 -36.1%
311 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,809 $249K 0.02% NEW $137.80 -2.6%
312 LAUDER ESTEE COS INC 2,370 $248K 0.02% NEW $104.72
313 CAH CARDINAL HEALTH INC Healthcare 1,200 $247K 0.02% NEW $205.50 -5.0%
314 DINO HF SINCLAIR CORP Energy 5,350 $247K 0.02% NEW $46.08 +49.1%
315 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,512 $245K 0.02% NEW $161.96 -3.9%
316 EXPD EXPEDITORS INTL WASH INC Industrials 1,640 $244K 0.02% NEW $149.01 +3.1%
317 AMP AMERIPRISE FINL INC Financial Services 493 $242K 0.02% NEW $490.34 -4.1%
318 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 18,185 $242K 0.02% NEW $13.28 -22.4%
319 VERX VERTEX PHARMACEUTICALS INC Technology 532 $241K 0.02% NEW $453.36 -97.3%
320 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,977 $239K 0.02% NEW $80.30 -3.2%
321 FITBI FIFTH THIRD BANCORP Financial Services 5,092 $238K 0.02% NEW $46.81 -45.6%
322 IQVIA HLDGS INC 1,052 $237K 0.02% NEW $225.41
323 LNG CHENIERE ENERGY INC Energy 1,220 $237K 0.02% NEW $194.15 +24.2%
324 LH LABCORP HOLDINGS INC Healthcare 941 $236K 0.02% NEW $250.88 +1.3%
325 EZRA RELIANCE INC Financial Services 814 $235K 0.02% NEW $288.87 -100.0%
326 CCI CROWN CASTLE INC Real Estate 2,636 $234K 0.02% NEW $88.87 -2.5%
327 PCG PG&E CORP Utilities 14,516 $233K 0.02% NEW $16.07 +4.6%
328 GBUG SPROTT ASSET MANAGEMENT LP Financial Services 4,822 $227K 0.02% NEW $47.13 -5.8%
329 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,762 $227K 0.02% NEW $39.39 -19.8%
330 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,556 $227K 0.02% NEW $63.72 +52.3%
331 PBF PBF ENERGY INC Energy 8,290 $225K 0.02% NEW $27.12 +49.9%
332 ES EVERSOURCE ENERGY Utilities 3,327 $224K 0.02% NEW $67.33 +2.2%
333 APA APA CORPORATION Energy 9,240 $224K 0.02% NEW $24.22 +60.9%
334 WY WEYERHAEUSER CO MTN BE Real Estate 9,436 $224K 0.02% NEW $23.69 -1.4%
335 SHW SHERWIN WILLIAMS CO Basic Materials 689 $223K 0.02% NEW $324.03 -4.6%
336 KVUE KENVUE INC Consumer Defensive 12,916 $223K 0.02% NEW $17.25 -0.3%
337 FE FIRSTENERGY CORP Utilities 4,945 $221K 0.02% NEW $44.77 -0.6%
338 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,133 $219K 0.02% NEW $102.89 -28.5%
339 MOS MOSAIC CO NEW Basic Materials 9,077 $219K 0.01% NEW $24.09 -5.9%
340 WELL WELLTOWER INC Real Estate 1,169 $217K 0.01% NEW $185.61 +17.3%
341 SIMON PPTY GROUP INC NEW 1,169 $216K 0.01% NEW $185.11
342 KDP KEURIG DR PEPPER INC Consumer Defensive 7,702 $216K 0.01% NEW $28.01 +3.9%
343 JBL JABIL INC Technology 946 $216K 0.01% NEW $228.02 +55.4%
344 ROK ROCKWELL AUTOMATION INC Industrials 549 $214K 0.01% NEW $389.07 +17.3%
345 SNDK SANDISK CORP Technology 896 $213K 0.01% NEW $237.27 +482.8%
346 PPL PPL CORP Utilities 5,966 $209K 0.01% NEW $35.02 +2.2%
347 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,296 $208K 0.01% NEW $160.76 +1.8%
348 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,064 $208K 0.01% NEW $100.88 -4.2%
349 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,538 $208K 0.01% NEW $82.02 -23.6%
350 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,307 $204K 0.01% NEW $88.21 +14.2%
351 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,720 $202K 0.01% NEW $117.72 +18.3%
352 CTRA COTERRA ENERGY INC Energy 7,658 $202K 0.01% NEW $26.32 +23.7%
353 WABTEC 940 $201K 0.01% NEW $213.45
354 PPG INDS INC 1,955 $200K 0.01% NEW $102.46
355 AES AES CORP Utilities 12,806 $184K 0.01% NEW $14.34 +0.9%
356 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,281 $178K 0.01% NEW $17.35 -10.6%
357 ACI ALBERTSONS COS INC Consumer Defensive 10,343 $178K 0.01% NEW $17.17 -4.5%
358 ENVX ENOVIX CORPORATION Industrials 17,808 $130K 0.01% NEW $7.31 -13.8%
359 OGI ORGANIGRAM GLOBAL INC Healthcare 72,056 $121K 0.01% NEW $1.69 -36.5%
360 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 12,392 $109K 0.01% NEW $8.76 -33.9%
361 NWL NEWELL BRANDS INC Consumer Defensive 20,773 $77K 0.01% NEW $3.72 +6.2%
362 HTZ HERTZ GLOBAL HLDGS INC Industrials 13,049 $67K 0.01% NEW $5.14 +13.4%
363 MPT MEDICAL PPTYS TRUST INC Financial Services 10,771 $54K 0.00% NEW $5.00 +3.6%
364 XRX XEROX HOLDINGS CORP Technology 20,186 $48K 0.00% NEW $2.37 +2.5%
365 CBU COMMUNITY HEALTH SYS INC NEW Financial Services 14,355 $45K 0.00% NEW $3.12 +1878.1%

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 22.2%
Technology 20.5%
Healthcare 12.6%
Industrials 11.9%
Consumer Cyclical 8.5%
Utilities 7.9%
Real Estate 4.1%
Consumer Defensive 3.9%
Energy 3.5%
Communication Services 3.4%