Arkolith/Funds/Cidel Asset Management Inc

Cidel Asset Management Inc

CIK 1621915
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

Cidel Asset Management Inc holds a diversified book of 480 stocks worth $2.1B as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter Honeywell Aerospace Inc became 13F-reportable for the first time (one of 2 new listings in the book), a listing rather than a purchase; they opened Te Connectivity PLC and trimmed Royal Bank Of Canada. Their largest long position is Royal Bank Of Canada at 5% of the equity book.

Opened
53
bought for the first time
+50 more · largest first
2 newly reportable · first 13F quarter for the security, a listing not a purchase
Added to
228
already held, bought more
+225 more · largest first
Sold out
10
exited the position entirely
+7 more · largest first, by prior value

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
28%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Financials
24%
Information Technology
18%
Industrials
12%
Utilities
9%
Consumer Discretionary
8%
Materials
7%
Health Care
6%
Energy
6%

+4 sectors below the cut, 11% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first 13F quarter for the security · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Cidel Asset Management Inc

Manager / fundShared namesTheir $ in those
Evelyn Partners Group Ltd55 / 80$44.4B
Prospect Hill Management, LLC8 / 80$240.2M
Mirae Asset Global Investments Co., Ltd.47 / 80$279.0B
Canerector Inc8 / 80$202.6M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$421.0M
Draper Asset Management, LLC10 / 80$174.2M
H&H International Investment, LLC8 / 80$17.1B
Howard Hughes Medical Institute14 / 80$366.2M

Ranked by the share of each fund's own book sitting in the names it shares with Cidel Asset Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

480 positions
#SecurityValueShares% PortLast moveHistory
1Royal BK Cda
COM
$107.9M521.1K
5.2%
−5.8%
Reduced · −32K sh
2Apple Inc
COM
$81.3M280.8K
3.9%
+45%
Added · +87K sh
3Nvidia Corporation
COM
$55.3M276.6K
2.7%
+23%
Added · +51K sh
4Toronto Dominion BK Ont
COM NEW
$54.5M448.3K
2.6%
−22%
Reduced · −124K sh
5Bank Montreal Medium
COM
$51.9M294.0K
2.5%
+125%
Added · +163K sh
6Fortis Inc
COM
$51.9M906.8K
2.5%
−7.6%
Reduced · −74K sh
7Microsoft Corp
COM
$49.5M132.7K
2.4%
+6.0%
Added · +8K sh
8Canadian Natl Ry Co
COM
$48.2M403.7K
2.3%
−22%
Reduced · −112K sh
9AstraZeneca PLC
ORD
$44.5M234.7K
2.1%
−16%
Reduced · −45K sh
10Visa Inc
COM CL A
$44.1M128.4K
2.1%
+1.6%
Added · +2K sh
11RB Global Inc
COM
$43.9M377.3K
2.1%
−37%
Reduced · −222K sh
12Canadian Imperial Bank Of Co
COM
$43.8M380.7K
2.1%
−22%
Reduced · −109K sh
13Amazon Com Inc
COM
$39.0M163.6K
1.9%
+41%
Added · +47K sh
14Restaurant Brands Intl Inc
COM
$38.1M526.1K
1.8%
−24%
Reduced · −167K sh
15Manulife Finl Corp
COM
$33.6M827.6K
1.6%
+99%
Added · +411K sh
16Waste Connections Inc
COM
$33.0M198.1K
1.6%
+4.2%
Added · +8K sh
17JPMorgan Chase & Co
COM
$31.9M97.4K
1.5%
+3.7%
Added · +3K sh
18CMS Energy Corp
COM
$31.0M405.7K
1.5%
+1.9%
Added · +8K sh
19Bank Nova Scotia B C
COM
$30.7M353.9K
1.5%
+119%
Added · +192K sh
20Coca Cola Co
COM
$29.4M361.9K
1.4%
22×
Added · +345K sh
21Jacobs Solutions Inc
COM
$28.6M227.1K
1.4%
−22%
Reduced · −63K sh
22Wec Energy Group Inc
COM
$26.0M222.3K
1.2%
+2.1%
Added · +5K sh
23ASML Hldg NV
N Y REGISTRY SHS
$25.5M12.8K
1.2%
+25%
Added · +3K sh
24Eli Lilly & Co
COM
$23.8M19.9K
1.1%
+0.9%
Added · +186 sh
25Micron Technology Inc
COM
$23.6M20.5K
1.1%
+4.0%
Added · +778 sh
26Rio Tinto PLC
SPONSORED ADR
$22.9M241.7K
1.1%
+101%
Added · +122K sh
27ConocoPhillips
COM
$22.2M213.1K
1.1%
+0.9%
Added · +2K sh
28Canadian Pacific Kansas City
COM
$22.1M255.5K
1.1%
−36%
Reduced · −143K sh
29Marriott Intl Inc New
CL A
$22.0M59.4K
1.1%
−31%
Reduced · −27K sh
30Motorola Solutions Inc
COM NEW
$21.1M50.9K
1.0%
+18%
Added · +8K sh
31Colgate Palmolive Co
COM
$20.8M227.1K
1.0%
−29%
Reduced · −94K sh
32Abbott Laboratories
COM
$20.7M227.6K
1.0%
−45%
Reduced · −185K sh
33Suncor Energy Inc New
COM
$20.3M376.9K
1.0%
+171%
Added · +238K sh
34Te Connectivity PLC
ORD SHS
$20.3M100.5K
1.0%
New
New position
35Advanced Micro Devices Inc
COM
$20.0M34.5K
1.0%
−38%
Reduced · −22K sh
36Canadian Nat Res Ltd Med Ter
COM
$19.4M491.4K
0.9%
+199%
Added · +327K sh
37Agnico Eagle Mines Ltd
COM
$19.1M123.0K
0.9%
+795%
Added · +109K sh
38Invesco Exch Traded FD TR II
RAFI EMRGNG MRKT
$18.4M658.8K
0.9%
+6.3%
Added · +39K sh
39Sap SE
SPON ADR
$17.3M112.0K
0.8%
−22%
Reduced · −32K sh
40Waste Mgmt Inc Del
COM
$16.6M74.7K
0.8%
+6.3%
Added · +4K sh
41Invesco Exchange Traded FD T
S&P500 EQL WGT
$16.6M78.1K
0.8%
Held
42Gentex Corp
COM
$16.6M655.7K
0.8%
+1.3%
Added · +8K sh
43Franco Nev Corp
COM
$16.3M78.3K
0.8%
31×
Added · +76K sh
44Wheaton Precious Metals Corp
COM
$15.5M137.5K
0.7%
80×
Added · +136K sh
45Willis Towers Watson PLC Ltd
SHS
$15.3M58.4K
0.7%
−42%
Reduced · −42K sh
46Cenovus Energy Inc
COM
$14.6M589.8K
0.7%
New
New position
47Pembina Pipeline Corp
COM
$14.2M307.1K
0.7%
+22%
Added · +55K sh
48Stagwell Inc
COM CL A
$14.0M1.88M
0.7%
−7.9%
Reduced · −161K sh
49Procter & Gamble Co
COM
$13.9M95.1K
0.7%
+2.8%
Added · +3K sh
50Cboe Global MKTS Inc
COM
$13.7M56.4K
0.7%
−29%
Reduced · −23K sh
Showing 50 of 480 positions
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Filing history

As-of date vs the date the SEC received each filing

$2.7B · Q1 2022Q3 2020 · $1.8BQ2 2026 · $2.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 202617d480$2.1B13F-HR
Q1 2026Mar 31, 2026Apr 17, 202617d436$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 21, 202621d365$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d357$1.7B13F-HR
Q2 2025Jun 30, 2025Jul 29, 202529d360$1.7B13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d340$1.5B13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d340$1.5B13F-HR
Q3 2024Sep 30, 2024Nov 4, 202435d348$1.4B13F-HR
Q2 2024Jun 30, 2024Jul 22, 202422d319$1.3B13F-HR
Q1 2024Mar 31, 2024May 8, 202438d329$1.3B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202443d316$2.3B13F-HR
Q3 2023Sep 30, 2023Nov 8, 202339d143$2.0B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202342d149$2.2B13F-HR
Q1 2023Mar 31, 2023May 5, 202335d150$2.2B13F-HR
Q4 2022Dec 31, 2022Feb 7, 202338d154$2.1B13F-HR
Q3 2022Sep 30, 2022Nov 4, 202235d136$2.1B13F-HR
Q2 2022Jun 30, 2022Aug 10, 202241d142$2.3B13F-HR
Q1 2022Mar 31, 2022May 10, 202240d148$2.7B13F-HR
Q4 2021Dec 31, 2021Feb 8, 202239d150$2.7B13F-HR
Q3 2021Sep 30, 2021Nov 5, 202136d136$2.5B13F-HR
Q2 2021Jun 30, 2021Aug 10, 202141d141$2.5B13F-HR
Q1 2021Mar 31, 2021May 12, 202142d137$2.2B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d117$1.8B13F-HR
Q3 2020Sep 30, 2020Nov 9, 202040d109$1.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.