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CIDEL ASSET MANAGEMENT INC 13F portfolio summary

CIDEL ASSET MANAGEMENT INC of CIDEL ASSET MANAGEMENT INC has 480 current stock holdings with a reported portfolio value of $2.08B. The portfolio 1 year return is +11.97%. Top holdings include RY (5.19%), AAPL (3.91%), NVDA (2.66%), TD (2.62%), BMO (2.50%).

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CIDEL ASSET MANAGEMENT INC

CIDEL ASSET MANAGEMENT INC
Latest filing: 2026-06-30

CIDEL ASSET MANAGEMENT INC runs CIDEL ASSET MANAGEMENT INC and currently holds 480 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $2.08B. Their top holdings are RY, AAPL, NVDA, TD, BMO. The top five represent 16.9% of reported portfolio weight. CIDEL ASSET MANAGEMENT INC ranks #49 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CIDEL ASSET MANAGEMENT INC initiated 5 new positions. They added to 51 existing positions. They trimmed 39 positions. Their current best-performing preview position is SNDK with returns of +257.74%.

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Top 5 Holdings
RY5.2%
AAPL3.9%
NVDA2.7%
TD2.6%
BMO2.5%
Top 5: 16.9%
Portfolio Returns
1 Year
+11.97%
#918/1000
3 Year
+279.48%
#34/1000
5 Year
+269.02%
#37/1000

Portfolio Value

$2.08B

Alpha Score

194.7

#49 of 1000

Holdings

480

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480 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RY
ROYAL BK CDA
5.19%$117.94$205.10+73.90%
Trimmed
-5.84%
AAPL
APPLE INC
3.91%$237.43$309.35+30.29%
Added
+45.21%
NVDA
NVIDIA CORPORATION
2.66%$149.02$214.76+44.11%
Added
+22.66%
TD
TORONTO DOMINION BK ONT
2.62%$80.02$117.12+46.36%
Trimmed
-21.73%
BMO
BANK MONTREAL MEDIUM
2.50%$153.77$174.41+13.42%
Added
+125.11%
FTS
FORTIS INC
2.50%$46.54$54.89+17.94%
Trimmed
-7.59%
MSFT
MICROSOFT CORP
2.38%$220.53$483.24+119.13%
Added
+6.02%
CNI
CANADIAN NATL RY CO
2.32%$98.28$129.82+32.09%
Trimmed
-21.67%
AZN
ASTRAZENECA PLC
2.14%$197.22$165.92-15.87%
Trimmed
-16.04%
V
VISA INC
2.12%$227.12$371.13+63.41%
Added
+1.60%

Showing 1-10 of 480