Fund HoldingsCIDEL ASSET MANAGEMENT INC

Total Portfolio Value
$1.66B
Total Bought
$208.22M
Total Sold
$78.10M
Net Transaction
+$130.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0159,887+159,887079,5294.78%+79,529
ASML HOLDING N V
N Y REGISTRY SHS
37317,076+16,70324713,6850.82%+13,437
ROYAL BK CDA(RY)0586,633+586,633077,1594.64%+77,159
SAP SE(SAP)105,633127,005+21,37228,35638,6222.32%+10,266
NVIDIA CORPORATION(NVDA)161,793165,234+3,44117,53526,1051.57%+8,570
TORONTO DOMINION BK ONT(TD)538,161548,715+10,55432,24340,2782.42%+8,035
MOTOROLA SOLUTIONS INC(MSI)018,749+18,74907,8830.47%+7,883
MARRIOTT INTL INC NEW(MAR)088,167+88,167024,0881.45%+24,088
MERCADOLIBRE INC(MELI)10,05010,248+19819,60626,7841.61%+7,178
CANADIAN IMPERIAL BK COMM(CM)0453,232+453,232032,1071.93%+32,107
VISA INC(V)116,301134,456+18,15540,75947,7392.87%+6,980
CGI INC(GIB)0358,422+358,422037,5652.26%+37,565
ALGONQUIN PWR UTILS CORP2,539,3463,178,346+639,00013,03918,1451.09%+5,107
RB GLOBAL INC(RBA)677,719689,600+11,88168,00973,1154.39%+5,105
JACOBS SOLUTIONS INC(J)324,325331,662+7,33739,20843,5972.62%+4,389
STANTEC INC(STN)159,922161,848+1,92613,25417,5751.06%+4,321
THOMSON REUTERS CORP(TRI)125,969129,042+3,07321,73525,8971.56%+4,162
OPEN TEXT CORP(OTEX)0931,450+931,450027,1621.63%+27,162
DESCARTES SYS GROUP INC(DSGX)0142,322+142,322014,4280.87%+14,428
ELI LILLY & CO(LLY)15,65921,135+5,47612,93316,4750.99%+3,542
CANADIAN NATL RY CO(CNI)0399,269+399,269041,5192.49%+41,519
UNION PAC CORP(UNP)85,482100,561+15,07920,19423,1371.39%+2,943
FORTIS INC(FTS)917,901937,252+19,35141,80544,6612.68%+2,856
COLGATE PALMOLIVE CO(CL)289,647329,060+39,41327,14029,9121.80%+2,772
CAMECO CORP(CCJ)075,000+75,00005,5590.33%+5,559
JPMORGAN CHASE & CO.(JPM)100,54392,869-7,67424,66326,9241.62%+2,260
CANADIAN PACIFIC KANSAS CITY(CP)0153,973+153,973012,2070.73%+12,207
INVESCO EXCH TRADED FD TR II518,521550,560+32,03911,27312,8780.77%+1,605
ABBOTT LABS325,520329,181+3,66143,18044,7722.69%+1,592
FISERV INC(FISV)010,791+10,79101,8600.11%+1,860
CMS ENERGY CORP(CMS)276,943322,658+45,71520,80122,3541.34%+1,553
BANK NOVA SCOTIA HALIFAX0176,053+176,05309,7150.58%+9,715
COLLIERS INTL GROUP INC(CIGI)0129,280+129,280016,8811.01%+16,881
NATIONAL GRID PLC(NGG)57,25369,633+12,3803,7565,1810.31%+1,425
CBOE GLOBAL MKTS INC(CBOE)106,052108,906+2,85423,99925,3981.53%+1,399
TESLA INC(TSLA)022,142+22,14207,0340.42%+7,034
CAPITAL ONE FINL CORP(COF)010,561+10,56102,2470.13%+2,247
EMERA INC(EMA)022,845+22,84501,0440.06%+1,044
MCCORMICK & CO INC(MKC)36,43353,126+16,6932,9994,0280.24%+1,029
META PLATFORMS INC(META)06,169+6,16904,5530.27%+4,553
AMAZON COM INC(AMZN)022,406+22,40604,9160.30%+4,916
GRANITE REAL ESTATE INVT TR(GRTUF)0197,396+197,396010,0080.60%+10,008
MICRON TECHNOLOGY INC(MU)021,832+21,83202,6910.16%+2,691
MANULIFE FINL CORP(MFC)0496,570+496,570015,8450.95%+15,845
AMPHENOL CORP NEW023,965+23,96502,3670.14%+2,367
RESTAURANT BRANDS INTL INC(QSR)654,957669,683+14,72643,65544,3332.66%+679
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
078,090+78,090014,1920.85%+14,192
VANGUARD TAX-MANAGED FDS101,546101,54605,1625,7890.35%+628
ALPHABET INC(GOOG)28,52828,456-724,4575,0480.30%+591
GALAXY DIGITAL INC.(GLXY)025,011+25,01105480.03%+548
VANGUARD INDEX FDS09,906+9,90605,6270.34%+5,627
BROADCOM INC(AVGO)05,670+5,67001,5630.09%+1,563
SPDR SERIES TRUST
ST STR BLO 1 ETF
04,610+4,61004230.03%+423
NETFLIX INC(NFLX)537673+1365019010.05%+400
BARRICK MNG CORP(B)018,500+18,50003840.02%+384
ORACLE CORP(ORCL)05,220+5,22001,1410.07%+1,141
SPDR S&P 500 ETF TR(SPY)0588+58803630.02%+363
GOLDMAN SACHS GROUP INC(GS)02,171+2,17101,5370.09%+1,537
VANGUARD SPECIALIZED FUNDS031,355+31,35506,4170.39%+6,417
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,981+3,98109020.05%+902
ISHARES TR010,655+10,65501,1770.07%+1,177
GE VERNOVA INC(GEV)0550+55002910.02%+291
ISHARES TR02,215+2,21502850.02%+285
SUN LIFE FINANCIAL INC.(SLF)027,066+27,06601,7970.11%+1,797
CITIGROUP INC(C)028,539+28,53902,4290.15%+2,429
INTERNATIONAL BUSINESS MACHS(IBM)8,4558,018-4372,1022,3640.14%+261
VISTRA CORP(VST)01,345+1,34502610.02%+261
NRG ENERGY INC(NRG)01,597+1,59702560.02%+256
CONSTELLATION ENERGY CORP(CEG)0790+79002550.02%+255
ISHARES TR05,009+5,00903,1100.19%+3,110
JABIL INC(JBL)01,120+1,12002440.01%+244
FIDELITY NATL INFORMATION SV(FIS)02,979+2,97902430.01%+243
MARATHON PETE CORP(MPC)7,5778,099+5221,1041,3450.08%+241
SCHWAB CHARLES CORP(SCHW)18,29718,29701,4321,6690.10%+237
WISDOMTREE TR(WT)05,862+5,86202320.01%+232
WESTERN DIGITAL CORP(WDC)03,497+3,49702240.01%+224
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
02,534+2,53405750.03%+575
DISNEY WALT CO(DIS)09,353+9,35301,1600.07%+1,160
SHERWIN WILLIAMS CO(SHW)0624+62402140.01%+214
QUANTA SVCS INC01,701+1,70106430.04%+643
ELECTRONIC ARTS INC(EA)01,316+1,31602100.01%+210
ARROW ELECTRS INC01,645+1,64502100.01%+210
FIFTH THIRD BANCORP(FITB)05,092+5,09202090.01%+209
CITIZENS FINL GROUP INC(CFG)04,630+4,63002070.01%+207
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
115,905115,656-2494,6844,8890.29%+205
HF SINCLAIR CORP(DINO)04,969+4,96902040.01%+204
ROCKWELL AUTOMATION INC(ROK)0613+61302040.01%+204
MICROCHIP TECHNOLOGY INC.(MCHP)02,867+2,86702020.01%+202
CARDINAL HEALTH INC(CAH)01,200+1,20002020.01%+202
KEURIG DR PEPPER INC(KDP)06,077+6,07702010.01%+201
BANK AMERICA CORP076,470+76,47003,6190.22%+3,619
FORD MTR CO(F)87,46198,426+10,9658771,0680.06%+191
APPLIED MATLS INC03,566+3,56606530.04%+653
COSTCO WHSL CORP NEW(COST)02,044+2,04402,0230.12%+2,023
INVESCO EXCH TRADED FD TR II31,11631,072-441,6181,7840.11%+166
SHOALS TECHNOLOGIES GROUP IN(SHLS)092,875+92,87503950.02%+395
CATERPILLAR INC(CAT)02,462+2,46209560.06%+956
BRAGG GAMING GROUP INC156,898189,077+32,1796548150.05%+161
DUOLINGO INC(DUOL)01,576+1,57606460.04%+646
LAM RESEARCH CORP(LRCX)05,498+5,49805350.03%+535
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