Fund HoldingsALBERT D MASON INC

Total Portfolio Value
$145.9K
Total Bought
$7.3K
Total Sold
$11.5K
Net Transaction
-$4.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
Lakeland Financial Corp.(LKFN)022,787+22,787010.76%+1
Cummins Inc.(CMI)6,8339,467+2,634221.59%+1
Hubbell Inc.(HUBB)6,6936,663-30221.51%+1
Meta Platforms, Inc.(META)5,9285,984+56121.18%0
Keyera Corp.017,020+17,020000.27%0
W.W. Grainger, Inc.(GWW)3,9823,977-5332.15%0
Alphabet Inc. Class C(GOOG)23,09023,080-10231.91%0
Snap-on Inc.(SNA)9,4639,439-24231.86%0
Graco Inc.(GGG)25,79225,742-50221.52%0
Airbnb Inc.02,406+2,406000.21%0
Fiserv Inc.(FISV)20,55320,557+4231.78%0
Armada Hoffler Properties, Inc77,842101,531+23,689110.81%0
Prosperity Bancshares Inc.(PB)13,85819,548+5,690110.76%0
US Physical Therapy Inc.(USPH)10,69710,652-45110.89%0
Sabre Insurance Group PLC717,466717,4660110.85%0
Sherwin-Williams Co.(SHW)6,6336,485-148121.18%0
Parker Hannifin Corp.(PH)4,2204,2200121.13%0
KLA Corp.(KLAC)1,9902,091+101110.69%0
Medtronic PLC(MDT)02,464+2,464000.15%0
Highwoods Properties Inc.(HIW)08,990+8,990000.15%0
Apple Inc.(AAPL)7,0707,0700110.94%0
New York Community Bancorp, In018,063+18,063000.14%0
America's Car-Mart, Inc.9,7269,7260110.66%0
Lam Research Corp.(LRCX)1,2661,355+89110.60%0
Tanger Factory Outlet Centers,(SKT)81,94881,764-184221.24%0
NetApp Inc.(NTAP)15,06515,0650110.79%0
Linde PLC(LIN)6,5036,493-10221.70%0
ITT Corp.(ITT)24,13624,086-50221.54%0
Schneider Electric SA10,49110,4910221.31%0
Straumann Holdings AG13,10212,972-130221.44%0
Dollarama Inc.18,29018,2900110.85%0
Applied Material, Inc.02,478+2,478000.25%0
United Health Group Incorporat(UNH)0868+868000.29%0
Honeywell International Inc.(HON)8,1868,1860221.16%0
Tennant Co.(TNC)9,8089,8080110.55%0
Bioceres Crop Solutions Corp.68,09468,0940110.62%0
Fidelity National Financial, I(FNF)011,700+11,700000.29%0
Best Buy Co. Inc.(BBY)05,610+5,610000.32%0
Norfolk & Southern Corp.(NSC)7,1567,157+1221.11%0
Comcast Corp.(CCZ)25,81626,092+276110.74%0
Dana Inc.(DAN)50,45150,454+3110.59%0
Church & Dwight Company, Inc.(CHD)8,2698,2690110.57%0
Curaleaf Holdings, Inc.(CURLF)081,963+81,963000.17%0
Datadog, Inc.(DDOG)03,514+3,514000.24%0
Nordson Corp.(NDSN)3,6293,6290110.62%0
Novartis AG ADR(NVS)15,41814,981-437121.04%0
Taiwan Semiconductor Manufactu(TSM)6,5826,992+410110.48%0
Eaton Corp. PLC(ETN)03,039+3,039010.42%+1
Fastenal Co.(FAST)14,07514,077+2110.57%0
Thunderbird Entertainment Grou389,354389,3540110.71%0
Ares Commercial Real Estate Co63,68063,719+39110.44%0
Cisco Systems Inc.(CSCO)14,49215,972+1,480110.57%0
Public Storage(PSA)01,112+1,112000.22%0
LKQ Corp.(LKQ)35,00735,178+171221.40%0
LTC Properties Inc.(LTC)010,664+10,664000.24%0
Ecolab, Inc.(ECL)02,624+2,624000.34%0
Treatt PLC071,903+71,903010.39%+1
Diageo PLC ADR(DEO)01,620+1,620000.19%0
JPMorgan Chase & Co.(JPM)03,485+3,485010.35%+1
Energy Transfer LP(ET)111,889113,765+1,876110.99%0
Green Thumb Industries Inc.(GTBIF)86,68092,902+6,222110.49%0
Sparebank 1 SR-Bank69,20069,2000110.58%0
Atmos Energy Corp.(ATO)9,9069,9060110.79%0
Emerson Electric Co.(EMR)11,37611,3760110.70%0
BHP LTD11,06712,317+1,250110.50%0
Garmin LTD(GRMN)9,7219,722+1110.69%0
TC Energy Corp.(TRP)20,41220,413+1110.57%0
PagSeguro Digital LTD(PAGS)034,716+34,716000.22%0
Air Products & Chemicals Inc.2,1862,187+1110.45%0
HP Inc.(HPQ)09,626+9,626000.20%0
Givaudan SA ADR16,55216,5520110.75%0
Credito Real Sofom ENR0997,884+997,884000.01%0
Accenture PLC
SHS CLASS A
0711+711000.15%0
3M Co.(MMM)02,704+2,704000.19%0
Western Midstream Partners, LP(WES)49,07849,120+42110.89%0
Commonwealth Bank of Australia07,659+7,659010.35%+1
Hormel Foods Corp.(HRL)23,87123,872+1110.66%0
Commonwealth Bank of Australia9,2329,180-52110.42%0
Ebay Inc.(EBAY)06,037+6,037000.19%0
BRT Apartments Corp.68,97768,981+4110.94%0
Labrador Iron Ore Royalty Corp53,19353,878+685110.87%0
Viatris Inc.(VTRS)011,783+11,783000.08%0
AYR Wellness Inc.015,990+15,990000.01%0
Primaris REIT013,757+13,757000.10%0
Bank of America Corp.016,507+16,507000.32%0
Enerplus Resources Fund Trust44,75844,7580110.44%0
Mechel Open Joint Stock Co. AD014,781+14,781000
Novolipetsk GDR025,985+25,985000
Rostelecom Long Distance ADR059,445+59,445000
Verano Holdings Corp.010,935+10,935000.02%0
Precinct Properties New Zealan0394,939+394,939000.21%0
CVS Health Corp.(CVS)14,16515,202+1,037110.72%-0
XP Power Ltd.22,76922,7690110.39%-0
Indiva Limited0112,000+112,000000.00%0
Gaztransport et Technigaz SAS12,77512,7750110.89%-0
Columbia Care Inc.048,770+48,770000.01%0
Cresco Labs0101,820+101,820000.10%0
Michelin ADR015,864+15,864000.16%0
ONEOK Inc.(OKE)03,756+3,756000.16%0
Innovative Industrial Properti(IIPR)02,808+2,808000.14%0
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