Fund HoldingsCIDEL ASSET MANAGEMENT INC

Total Portfolio Value
$2.33B
Total Bought
$349.31M
Total Sold
$256.33M
Net Transaction
+$92.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WEC ENERGY GROUP INC(WEC)0271,546+271,546022,8560.98%+22,856
SHOPIFY INC(SHOP)0841,128+841,128065,8052.82%+65,805
ROYAL BK CDA(RY)01,463,334+1,463,3340148,7076.37%+148,707
MICROSOFT CORP(MSFT)0178,639+178,639067,1752.88%+67,175
WHEATON PRECIOUS METALS CORP(WPM)0329,592+329,592016,3400.70%+16,340
ROCKWELL AUTOMATION INC(ROK)048,645+48,645015,1030.65%+15,103
AGNICO EAGLE MINES LTD(AEM)0656,804+656,804036,1871.55%+36,187
OPEN TEXT CORP(OTEX)02,059,864+2,059,864086,9973.73%+86,997
CANADIAN NATL RY CO(CNI)0669,353+669,353084,5453.62%+84,545
NUVEI CORPORATION0819,969+819,969021,6470.93%+21,647
BANK MONTREAL QUE0739,637+739,637073,5433.15%+73,543
CBOE GLOBAL MKTS INC(CBOE)57,038103,376+46,3388,91018,4590.79%+9,549
APPLE INC(AAPL)076,247+76,247014,6800.63%+14,680
RESTAURANT BRANDS INTL INC(QSR)0916,912+916,912071,9913.08%+71,991
ICICI BANK LIMITED(IBN)0333,827+333,82707,9580.34%+7,958
MANULIFE FINL CORP(MFC)02,099,593+2,099,593046,6222.00%+46,622
ZOETIS INC(ZTS)0107,973+107,973021,3110.91%+21,311
TORONTO DOMINION BK ONT(TD)01,838,361+1,838,3610119,3695.11%+119,369
THOMSON REUTERS CORP.(TRI)0317,863+317,863046,7012.00%+46,701
VISA INC(V)0172,201+172,201044,8331.92%+44,833
CANADIAN IMPERIAL BK COMM TO(CM)0603,507+603,507029,2001.25%+29,200
CHURCH & DWIGHT CO INC(CHD)0170,244+170,244016,0980.69%+16,098
STAGWELL INC(STGW)02,039,680+2,039,680013,5230.58%+13,523
SALESFORCE INC(CRM)063,739+63,739016,7720.72%+16,772
JPMORGAN CHASE & CO(JPM)5,24329,452+24,2097605,0100.21%+4,249
ENBRIDGE INC(ENB)01,774,365+1,774,365064,1872.75%+64,187
MARRIOTT INTL INC NEW(MAR)75,27083,465+8,19514,79518,8220.81%+4,027
FOMENTO ECONOMICO MEXICANO S(FMX)170,617173,667+3,05018,62322,6370.97%+4,015
TECK RESOURCES LTD(TECK)323,348420,127+96,77913,98117,8460.76%+3,864
MERCADOLIBRE INC(MELI)10,05710,519+46212,75116,5310.71%+3,780
INTEL CORP(INTC)071,859+71,85903,6110.15%+3,611
META PLATFORMS INC(META)010,179+10,17903,6030.15%+3,603
LOCKHEED MARTIN CORP(LMT)57,64559,956+2,31123,57527,1741.16%+3,600
BERKSHIRE HATHAWAY INC DEL1,98111,756+9,7756944,1930.18%+3,499
EXXON MOBIL CORP032,047+32,04703,2040.14%+3,204
CGI INC(GIB)0587,863+587,863063,2852.71%+63,285
CANADIAN PACIFIC KANSAS CITY(CP)0735,558+735,558058,4832.51%+58,483
BANK NOVA SCOTIA HALIFAX0958,630+958,630046,8922.01%+46,892
COLLIERS INTL GROUP INC(CIGI)0125,452+125,452015,9460.68%+15,946
AMAZON COM INC(AMZN)9,31427,144+17,8301,1844,1240.18%+2,940
RB GLOBAL INC(RBA)1,375,6731,327,146-48,52786,52889,2433.82%+2,716
FORTIS INC(FTS)1,218,1771,187,731-30,44646,48349,1002.10%+2,616
BARRICK GOLD CORP0734,608+734,608013,3370.57%+13,337
ALPHABET INC(GOOG)12,06029,831+17,7711,5784,1670.18%+2,589
VERIZON COMMUNICATIONS INC(VZ)068,031+68,03102,5650.11%+2,565
BANK AMERICA CORP15,73488,219+72,4854312,9700.13%+2,540
WELLS FARGO CO NEW(WFC)7,50057,704+50,2043062,8400.12%+2,534
AT&T INC(T)0145,278+145,27802,4380.10%+2,438
CITIGROUP INC(C)15,00058,920+43,9206173,0310.13%+2,414
WASTE CONNECTIONS INC(WCN)235,596227,414-8,18231,77934,1241.46%+2,345
UNITEDHEALTH GROUP INC(UNH)04,410+4,41002,3220.10%+2,322
ALPHABET INC(GOOG)10,52026,259+15,7391,3873,7010.16%+2,314
GRANITE REAL ESTATE INVT TR0166,596+166,59609,6370.41%+9,637
WALMART INC(WMT)014,207+14,20702,2400.10%+2,240
CHEVRON CORP NEW(CVX)4,10019,527+15,4276912,9130.12%+2,221
HOME DEPOT INC(HD)05,449+5,44901,8880.08%+1,888
ISHARES TR017,131+17,13101,7430.07%+1,743
COMCAST CORP NEW(CCZ)18,51558,333+39,8188212,5580.11%+1,737
JOHNSON & JOHNSON(JNJ)016,949+16,94902,6570.11%+2,657
CISCO SYS INC(CSCO)033,214+33,21401,6780.07%+1,678
CVS HEALTH CORP(CVS)4,27824,597+20,3192991,9420.08%+1,643
PROCTER AND GAMBLE CO(PG)073,717+73,717010,8020.46%+10,802
TRICON RESIDENTIAL INC0908,932+908,93208,3110.36%+8,311
COSTCO WHSL CORP NEW(COST)8662,995+2,1294891,9770.08%+1,488
RIO TINTO PLC(RIO)83,53590,090+6,5555,3166,7080.29%+1,392
PFIZER INC(PFE)045,159+45,15901,3000.06%+1,300
INTERNATIONAL BUSINESS MACHS(IBM)3,49810,512+7,0144911,7190.07%+1,228
BROADCOM INC(AVGO)01,093+1,09301,2200.05%+1,220
GENERAL MTRS CO(GM)033,008+33,00801,1860.05%+1,186
SUN LIFE FINANCIAL INC.(SLF)0294,343+294,343015,3400.66%+15,340
BERKSHIRE HATHAWAY INC DEL810+24,2525,4260.23%+1,174
MICRON TECHNOLOGY INC(MU)13,70023,595+9,8959322,0140.09%+1,082
MERCK & CO INC(MRK)09,920+9,92001,0810.05%+1,081
NEXTERA ENERGY INC(NEE)14,69031,405+16,7158421,9080.08%+1,066
GOLDMAN SACHS GROUP INC(GS)02,704+2,70401,0430.04%+1,043
PEPSICO INC(PEP)06,078+6,07801,0320.04%+1,032
ABBVIE INC(ABBV)06,497+6,49701,0070.04%+1,007
AMGEN INC(AMGN)03,494+3,49401,0060.04%+1,006
PHILIP MORRIS INTL INC(PM)010,601+10,60109970.04%+997
THE CIGNA GROUP(CI)03,154+3,15409440.04%+944
UNION PAC CORP(UNP)03,807+3,80709350.04%+935
ELEVANCE HEALTH INC(ELV)01,978+1,97809330.04%+933
DISNEY WALT CO(DIS)010,161+10,16109170.04%+917
WEST FRASER TIMBER CO LTD(WFG)067,839+67,83905,8320.25%+5,832
QUALCOMM INC(QCOM)06,314+6,31409130.04%+913
MCDONALDS CORP(MCD)03,005+3,00508910.04%+891
CAPITAL ONE FINL CORP(COF)06,685+6,68508770.04%+877
PHILLIPS 66(PSX)06,571+6,57108750.04%+875
CATERPILLAR INC(CAT)02,689+2,68907950.03%+795
PEMBINA PIPELINE CORP(PBA)250,151241,269-8,8827,5568,3470.36%+791
INVESCO EXCH TRADED FD TR II362,677379,757+17,0806,4637,2530.31%+790
CONOCOPHILLIPS(COP)168,668180,872+12,20420,20620,9940.90%+787
ALTRIA GROUP INC(MO)019,353+19,35307810.03%+781
MAGNA INTL INC(MGA)109,997112,872+2,8755,9226,7020.29%+780
TEXAS INSTRS INC(TXN)04,571+4,57107790.03%+779
MARATHON PETE CORP(MPC)05,249+5,24907790.03%+779
FORD MTR CO DEL(F)063,786+63,78607780.03%+778
TARGET CORP(TGT)05,421+5,42107720.03%+772
MEDTRONIC PLC(MDT)09,362+9,36207710.03%+771
3M CO(MMM)06,975+6,97507630.03%+763
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