Now live: Pro — the full 13F research suite for serious investorsSee pricing →
CIDEL ASSET MANAGEMENT INC

Q2 2025 · 13F-HR

CIDEL ASSET MANAGEMENT INCholdings as filed

Filed 2025-07-29 · accession 0001085146-25-004247

$1.66B
Reported value
360
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$79.5M4.78%159,887CommonSOLE
780087102RYROYAL BK CDA$77.2M4.64%586,633CommonSOLE
74935Q107RBARB GLOBAL INC$73.1M4.39%689,600CommonSOLE
92826C839VVISA INC$47.7M2.87%134,456CommonSOLE
002824100ABTABBOTT LABS$44.8M2.69%329,181CommonSOLE
349553107FTSFORTIS INC$44.7M2.68%937,252CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$44.3M2.66%669,683CommonSOLE
46982L108JJACOBS SOLUTIONS INC$43.6M2.62%331,662CommonSOLE
046353108AZNNASTRAZENECA PLC$41.9M2.52%599,997CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$41.6M2.50%135,728CommonSOLE
136375102CNICANADIAN NATL RY CO$41.5M2.49%399,269CommonSOLE
891160509TDTORONTO DOMINION BK ONT$40.3M2.42%548,715CommonSOLE
803054204SAPSAP SE$38.6M2.32%127,005CommonSOLE
12532H104GIBCGI INC$37.6M2.26%358,422CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$32.1M1.93%453,232CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$29.9M1.80%329,060CommonSOLE
683715106OTEXOPEN TEXT CORP$27.2M1.63%931,450CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$26.9M1.62%92,869CommonSOLE
58733R102MELIMERCADOLIBRE INC$26.8M1.61%10,248CommonSOLE
67066G104NVDANVIDIA CORPORATION$26.1M1.57%165,234CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$25.9M1.56%129,042CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$25.5M1.53%136,991CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$25.4M1.53%108,906CommonSOLE
571903202MARMARRIOTT INTL INC NEW$24.1M1.45%88,167CommonSOLE
907818108UNPUNION PAC CORP$23.1M1.39%100,561CommonSOLE
125896100CMSCMS ENERGY CORP$22.4M1.34%322,658CommonSOLE
92939U106WECWEC ENERGY GROUP INC$20.9M1.26%200,914CommonSOLE
98978V103ZTSZOETIS INC$18.6M1.12%119,049CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$18.1M1.09%3,178,346CommonSOLE
85472N109STNSTANTEC INC$17.6M1.06%161,848CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$17.2M1.03%184,115CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$16.9M1.01%129,280CommonSOLE
532457108LLYELI LILLY & CO$16.5M0.99%21,135CommonSOLE
037833100AAPLAPPLE INC$16.1M0.97%78,574CommonSOLE
56501R106MFCMANULIFE FINL CORP$15.8M0.95%496,570CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$14.4M0.87%142,322CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$14.2M0.85%78,090CommonSOLE
20825C104COPCONOCOPHILLIPS$14.0M0.84%156,247CommonSOLE
548661107LOWLOWES COS INC$13.8M0.83%62,100CommonSOLE
N07059210ASMLASML HOLDING N V$13.7M0.82%17,076CommonSOLE
79466L302CRMSALESFORCE INC$13.5M0.81%49,392CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$12.9M0.77%550,560CommonSOLE
742718109PGPROCTER AND GAMBLE CO$12.3M0.74%77,266CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$12.2M0.73%153,973CommonSOLE
00724F101ADBEADOBE INC$11.1M0.66%28,574CommonSOLE
387437205GRTUFGRANITE REAL ESTATE INVT TR$10.0M0.60%197,396CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$9.7M0.58%176,053CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$9.2M0.55%246,497CommonSOLE
85256A109STGWSTAGWELL INC$9.2M0.55%2,039,680CommonSOLE
371901109GNTXGENTEX CORP$8.7M0.52%396,452CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$7.9M0.47%18,749CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.3M0.44%10CommonSOLE
88160R101TSLATESLA INC$7.0M0.42%22,142CommonSOLE
767204100RIORIO TINTO PLC$7.0M0.42%119,603CommonSOLE
063671101BMOBANK MONTREAL QUE$6.6M0.40%60,021CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.4M0.39%31,355CommonSOLE
02079K305GOOGLALPHABET INC$6.4M0.38%36,082CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$5.8M0.35%101,546CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$5.7M0.34%230,749CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.6M0.34%9,906CommonSOLE
13321L108CCJCAMECO CORP$5.6M0.33%75,000CommonSOLE
636274409NGGNATIONAL GRID PLC$5.2M0.31%69,633CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.1M0.30%10,446CommonSOLE
02079K107GOOGALPHABET INC$5.0M0.30%28,456CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.0M0.30%46,469CommonSOLE
023135106AMZNAMAZON COM INC$4.9M0.30%22,406CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$4.9M0.29%115,656CommonSOLE
136385101CNQCANADIAN NAT RES LTD$4.8M0.29%153,713CommonSOLE
30303M102METAMETA PLATFORMS INC$4.6M0.27%6,169CommonSOLE
579780206MKCMCCORMICK & CO INC$4.0M0.24%53,126CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$3.9M0.23%28,032CommonSOLE
166764100CVXCHEVRON CORP NEW$3.7M0.22%25,796CommonSOLE
060505104BACBANK AMERICA CORP$3.6M0.22%76,470CommonSOLE
464287200IVVISHARES TR$3.1M0.19%5,009CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.1M0.19%38,560CommonSOLE
00206R102TAT&T INC$3.0M0.18%103,942CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.9M0.17%66,118CommonSOLE
931142103WMTWALMART INC$2.8M0.17%29,109CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.7M0.16%21,832CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.5M0.15%70,670CommonSOLE
172967424CCITIGROUP INC$2.4M0.15%28,539CommonSOLE
126650100CVSCVS HEALTH CORP$2.4M0.14%34,883CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.4M0.14%15,696CommonSOLE
032095101APHAMPHENOL CORP NEW$2.4M0.14%23,965CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M0.14%8,018CommonSOLE
29250N105ENBENBRIDGE INC$2.4M0.14%51,989CommonSOLE
458140100INTCINTEL CORP$2.3M0.14%104,224CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.2M0.13%10,561CommonSOLE
17275R102CSCOCISCO SYS INC$2.2M0.13%31,285CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.1M0.12%29,861CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.12%6,511CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.12%2,044CommonSOLE
717081103PFEPFIZER INC$1.9M0.11%76,777CommonSOLE
337738108FISVFISERV INC$1.9M0.11%10,791CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$1.8M0.11%27,066CommonSOLE
46138E743PXFINVESCO EXCH TRADED FD TR II$1.8M0.11%31,072CommonSOLE
437076102HDHOME DEPOT INC$1.7M0.10%4,703CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.7M0.10%18,297CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.6M0.09%13,299CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.6M0.09%8,660CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.09%5,670CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.5M0.09%2,171CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$1.5M0.09%37,900CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.4M0.09%4,755CommonSOLE
37045V100GMGENERAL MTRS CO$1.4M0.08%28,302CommonSOLE
125523100CITHE CIGNA GROUP$1.4M0.08%4,189CommonSOLE
00287Y109ABBVABBVIE INC$1.4M0.08%7,430CommonSOLE
56585A102MPCMARATHON PETE CORP$1.3M0.08%8,099CommonSOLE
922908751VBVANGUARD INDEX FDS$1.3M0.08%5,432CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.07%15,071CommonSOLE
464288679SHVISHARES TR$1.2M0.07%10,655CommonSOLE
46434G822EWJISHARES INC$1.2M0.07%15,678CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.07%9,353CommonSOLE
68389X105ORCLORACLE CORP$1.1M0.07%5,220CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.1M0.07%8,487CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.1M0.07%2,871CommonSOLE
713448108PEPPEPSICO INC$1.1M0.07%8,297CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.07%7,497CommonSOLE
345370860FFORD MTR CO$1.1M0.06%98,426CommonSOLE
290876101EMAEMERA INC$1.0M0.06%22,845CommonSOLE
244199105DEDEERE & CO$1.0M0.06%2,053CommonSOLE
87807B107TRPTC ENERGY CORP$1.0M0.06%21,410CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.0M0.06%22,486CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.06%17,525CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$986,6320.06%1,349CommonSOLE
617446448MSMORGAN STANLEY$980,5260.06%6,961CommonSOLE
747525103QCOMQUALCOMM INC$964,6380.06%6,057CommonSOLE
149123101CATCATERPILLAR INC$955,7730.06%2,462CommonSOLE
191216100KOCOCA COLA CO$954,6300.06%13,493CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$948,5110.06%2,048CommonSOLE
759530108RELXRELX PLC$925,5190.06%17,032CommonSOLE
580135101MCDMCDONALDS CORP$920,9200.06%3,152CommonSOLE
718546104PSXPHILLIPS 66$920,0420.06%7,712CommonSOLE
375558103GILDGILEAD SCIENCES INC$915,7860.06%8,260CommonSOLE
031162100AMGNAMGEN INC$905,1990.05%3,242CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$901,6570.05%3,981CommonSOLE
64110L106NFLXNETFLIX INC$901,2340.05%673CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$891,3170.05%7,622CommonSOLE
438516106HONHONEYWELL INTL INC$858,7270.05%3,686CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$846,2370.05%2,070CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$843,5620.05%73,481CommonSOLE
G5960L103MDTMEDTRONIC PLC$836,4830.05%9,596CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$835,8380.05%10,785CommonSOLE
025816109AXPAMERICAN EXPRESS CO$819,7790.05%2,570CommonSOLE
104833306BRAGBRAGG GAMING GROUP INC$814,7830.05%189,077CommonSOLE
882508104TXNTEXAS INSTRS INC$792,0700.05%3,815CommonSOLE
501044101KRKROGER CO$775,3300.05%10,809CommonSOLE
05534B760BCEBCE INC$770,7160.05%34,821CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$760,8860.05%7,538CommonSOLE
863667101SYKSTRYKER CORPORATION$750,9060.05%1,898CommonSOLE
464287226AGGISHARES TR$750,5240.05%7,568CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$749,9150.05%2,509CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$746,9770.04%10,206CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$745,5740.04%8,711CommonSOLE
25609L105DCBODOCEBO INC$733,2240.04%25,348CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$730,5220.04%1,300CommonSOLE
032654105ADIANALOG DEVICES INC$728,3410.04%3,060CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$713,6640.04%6,048CommonSOLE
453038408IMOIMPERIAL OIL LTD$713,5350.04%9,000CommonSOLE
87612E106TGTTARGET CORP$706,8270.04%7,165CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$706,4600.04%13,385CommonSOLE
88579Y101MMM3M CO$696,3460.04%4,574CommonSOLE
46429B697USMVISHARES TR$683,7280.04%7,285CommonSOLE
038222105AMATAPPLIED MATLS INC$652,8280.04%3,566CommonSOLE
09290D101BLKBLACKROCK INC$647,3870.04%617CommonSOLE
902973304USBUS BANCORP DEL$646,5770.04%14,289CommonSOLE
369550108GDGENERAL DYNAMICS CORP$646,3190.04%2,216CommonSOLE
26603R106DUOLDUOLINGO INC$646,1920.04%1,576CommonSOLE
74762E102QUREQUANTA SVCS INC$643,1140.04%1,701CommonSOLE
31428X106FDXFEDEX CORP$637,3770.04%2,804CommonSOLE
651639106NEMNEWMONT CORP$633,8280.04%10,887CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$632,5180.04%1,560CommonSOLE
609207105MDLZMONDELEZ INTL INC$629,4180.04%9,333CommonSOLE
26875P101EOGEOG RES INC$620,2970.04%5,186CommonSOLE
H1467J104CBCHUBB LIMITED$613,9170.04%2,119CommonSOLE
842587107SOSOUTHERN CO$609,5680.04%6,638CommonSOLE
15135B101CNCCENTENE CORP DEL$608,3160.04%11,207CommonSOLE
855244109SBUXSTARBUCKS CORP$602,1010.04%6,571CommonSOLE
444859102HUMHUMANA INC$593,8420.04%2,429CommonSOLE
78463V107GLDSPDR GOLD TR$591,0650.04%1,939CommonSOLE
670346105NUENUCOR CORP$582,6710.04%4,498CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$579,8370.03%8,688CommonSOLE
654106103NKENIKE INC$577,5550.03%8,130CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$575,4710.03%2,534CommonSOLE
40412C101HCAHCA HEALTHCARE INC$560,8580.03%1,464CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$555,7670.03%96CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$547,7410.03%25,011CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$540,8040.03%2,901CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$539,8960.03%2,018CommonSOLE
512807306LRCXLAM RESEARCH CORP$535,1750.03%5,498CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$517,4140.03%5,679CommonSOLE
464287242LQDISHARES TR$516,0440.03%4,708CommonSOLE
11271J107BNBROOKFIELD CORP$510,8060.03%8,270CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$509,9800.03%1,020CommonSOLE
872590104TMUST-MOBILE US INC$505,5880.03%2,122CommonSOLE
126408103CSXCSX CORP$504,2310.03%15,453CommonSOLE
020002101ALLALLSTATE CORP$480,5270.03%2,387CommonSOLE
59156R108METMETLIFE INC$480,3490.03%5,973CommonSOLE
369604301GEGE AEROSPACE$479,2600.03%1,862CommonSOLE
872540109TJXTJX COS INC NEW$477,9060.03%3,870CommonSOLE
89832Q109TFCTRUIST FINL CORP$477,6620.03%11,111CommonSOLE
256677105DGDOLLAR GEN CORP NEW$473,3040.03%4,138CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$469,9610.03%1,836CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$469,1950.03%15,959CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$461,0070.03%16,091CommonSOLE
53229C107LSPDLIGHTSPEED COMMERCE INC$455,9060.03%38,929CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$453,7240.03%6,105CommonSOLE
278642103EBAYEBAY INC.$447,2810.03%6,007CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$444,3260.03%6,478CommonSOLE
922908744VTVVANGUARD INDEX FDS$437,4320.03%2,475CommonSOLE
370334104GISGENERAL MLS INC$433,8570.03%8,374CommonSOLE
351858105FNVFRANCO NEV CORP$429,6080.03%2,622CommonSOLE
30161N101EXCEXELON CORP$429,3800.03%9,889CommonSOLE
260557103DOWDOW INC$425,3750.03%16,064CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$424,1350.03%37,010CommonSOLE
235851102DHRDANAHER CORPORATION$423,9210.03%2,146CommonSOLE
78468R663BILSPDR SERIES TRUST$422,8750.03%4,610CommonSOLE
743315103PGRPROGRESSIVE CORP$420,5710.03%1,576CommonSOLE
25746U109DDOMINION ENERGY INC$418,9830.03%7,413CommonSOLE
464287721IYWISHARES TR$415,8480.02%2,400CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$410,2070.02%20,059CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$407,3640.02%1,624CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$403,4930.02%5,171CommonSOLE
001055102AFLAFLAC INC$402,7520.02%3,819CommonSOLE
902494103TSNTYSON FOODS INC$400,9220.02%7,167CommonSOLE
78409V104SPGIS&P GLOBAL INC$397,5770.02%754CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$394,7190.02%92,875CommonSOLE
97717X669DGRWWISDOMTREE TR$388,4700.02%4,639CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$387,5060.02%3,735CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$385,7720.02%8,899CommonSOLE
06849F108BBARRICK MNG CORP$384,3710.02%18,500CommonSOLE
291011104EMREMERSON ELEC CO$379,5910.02%2,847CommonSOLE
94106L109WMWASTE MGMT INC DEL$377,5530.02%1,650CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$377,1900.02%2,291CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$372,9440.02%3,531CommonSOLE
744320102PRUPRUDENTIAL FINL INC$372,8170.02%3,470CommonSOLE
23331A109DHID R HORTON INC$370,1290.02%2,871CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$366,4340.02%9,802CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$363,2960.02%588CommonSOLE
075887109BDXBECTON DICKINSON & CO$360,3470.02%2,092CommonSOLE
87971M103TUTELUS CORPORATION$357,2920.02%22,292CommonSOLE
969457100WMBWILLIAMS COS INC$357,2630.02%5,688CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$353,6400.02%8,418CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$348,8970.02%5,700CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$347,2290.02%2,447CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$342,9340.02%26,584CommonSOLE
92189F106GDXVANECK ETF TRUST$342,6070.02%6,581CommonSOLE
922908611VBRVANGUARD INDEX FDS$341,2680.02%1,750CommonSOLE
009158106APDAIR PRODS & CHEMS INC$337,3440.02%1,196CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$335,7660.02%1,358CommonSOLE
461202103INTUINTUIT$335,5300.02%426CommonSOLE
806857108SLBSCHLUMBERGER LTD$334,2140.02%9,888CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$332,4550.02%1,078CommonSOLE
58155Q103MCKMCKESSON CORP$326,8200.02%446CommonSOLE
693718108PCARPACCAR INC$325,4850.02%3,424CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$324,6780.02%1,469CommonSOLE
231021106CMICUMMINS INC$320,9500.02%980CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$320,5440.02%5,540CommonSOLE
40434L105HPQHP INC$314,6530.02%12,864CommonSOLE
852234103XYZBLOCK INC$310,5760.02%4,572CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$310,2110.02%9,752CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$305,5230.02%69,754CommonSOLE
67077M108NTRNUTRIEN LTD$301,2330.02%5,180CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$300,6820.02%10,158CommonSOLE
526057104LENLENNAR CORP$299,4210.02%2,707CommonSOLE
61945C103MOSMOSAIC CO NEW$297,7860.02%8,163CommonSOLE
460146103IPINTERNATIONAL PAPER CO$295,7310.02%6,315CommonSOLE
00217Y104ATSATS CORPORATION$295,0500.02%9,270CommonSOLE
22052L104CTVACORTEVA INC$294,6170.02%3,953CommonSOLE
209115104EDCONSOLIDATED EDISON INC$294,5270.02%2,935CommonSOLE
36828A101GEVGE VERNOVA INC$291,0330.02%550CommonSOLE
256746108DLTRDOLLAR TREE INC$287,8100.02%2,906CommonSOLE
464288257ACWIISHARES TR$284,8490.02%2,215CommonSOLE
500754106KHCKRAFT HEINZ CO$284,8460.02%11,032CommonSOLE
482480100KLACKLA CORP$284,8450.02%318CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$280,3420.02%1,528CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$279,5910.02%1,284CommonSOLE
858119100STLDSTEEL DYNAMICS INC$279,1900.02%2,181CommonSOLE
097023105BABOEING CO$278,4650.02%1,329CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$273,9780.02%7,146CommonSOLE
98389B100XELXCEL ENERGY INC$271,7870.02%3,991CommonSOLE
857477103STTSTATE STR CORP$271,1670.02%2,550CommonSOLE
12504L109CBRECBRE GROUP INC$270,4320.02%1,930CommonSOLE
464288588MBBISHARES TR$267,5870.02%2,850CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$266,5540.02%2,101CommonSOLE
086516101BBYBEST BUY INC$265,0290.02%3,948CommonSOLE
46432F859ISTBISHARES TR$263,9260.02%5,425CommonSOLE
219350105GLWCORNING INC$263,6860.02%5,014CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$263,2520.02%2,728CommonSOLE
03076C106AMPAMERIPRISE FINL INC$263,1290.02%493CommonSOLE
745867101PHMPULTE GROUP INC$262,7010.02%2,491CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$260,8360.02%2,894CommonSOLE
92840M102VSTVISTRA CORP$260,6740.02%1,345CommonSOLE
03073E105CORCENCORA INC$260,5700.02%869CommonSOLE
384802104GWWGRAINGER W W INC$260,0600.02%250CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$259,9860.02%3,510CommonSOLE
911363109URIUNITED RENTALS INC$257,6630.02%342CommonSOLE
29364G103ETRENTERGY CORP NEW$256,5080.02%3,086CommonSOLE
629377508NRGNRG ENERGY INC$256,4460.02%1,597CommonSOLE
816851109SRESEMPRA$255,5720.02%3,373CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$254,9800.02%790CommonSOLE
09260D107BXBLACKSTONE INC$252,3410.02%1,687CommonSOLE
12572Q105CMECME GROUP INC$249,4360.01%905CommonSOLE
22822V101CCICROWN CASTLE INC$249,0180.01%2,424CommonSOLE
11777Q209BTGB2GOLD CORP$248,7940.01%69,000CommonSOLE
871829107SYYSYSCO CORP$248,2000.01%3,277CommonSOLE
778296103ROSTROSS STORES INC$247,5050.01%1,940CommonSOLE
701094104PHPARKER-HANNIFIN CORP$247,2580.01%354CommonSOLE
504922105LHLABCORP HOLDINGS INC$247,0220.01%941CommonSOLE
466313103JBLJABIL INC$244,2720.01%1,120CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$242,5200.01%2,979CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$242,0250.01%461CommonSOLE
98419M100XYLXYLEM INC$241,6440.01%1,868CommonSOLE
03662Q105AKXANSYS INC$240,9370.01%686CommonSOLE
704326107PAYXPAYCHEX INC$237,3910.01%1,632CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$235,4790.01%5,790CommonSOLE
02005N100ALLYALLY FINL INC$235,4140.01%6,044CommonSOLE
09062X103BIIBBIOGEN INC$233,8490.01%1,862CommonSOLE
682680103OKEONEOK INC NEW$233,4620.01%2,860CommonSOLE
97717X131IQDGWISDOMTREE TR$232,3700.01%5,862CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$231,6120.01%1,796CommonSOLE
16411R208LNGCHENIERE ENERGY INC$230,3790.01%946CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$229,8130.01%8,915CommonSOLE
759509102RSRELIANCE INC$227,5780.01%725CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$223,9190.01%2,660CommonSOLE
958102105WDCWESTERN DIGITAL CORP$223,7730.01%3,497CommonSOLE
69351T106PPLPPL CORP$219,5060.01%6,477CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$217,3980.01%2,024CommonSOLE
88556E102TDUPTHREDUP INC$215,7120.01%28,800CommonSOLE
74340W103PLDPROLOGIS INC.$214,8650.01%2,044CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$214,2570.01%624CommonSOLE
92556V106VTRSVIATRIS INC$211,8640.01%23,725CommonSOLE
30040W108ESEVERSOURCE ENERGY$211,6640.01%3,327CommonSOLE
285512109EAELECTRONIC ARTS INC$210,1650.01%1,316CommonSOLE
95040Q104WELLWELLTOWER INC$209,9950.01%1,366CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$209,8100.01%8,167CommonSOLE
042735100ARWARROW ELECTRS INC$209,6220.01%1,645CommonSOLE
316773100FITBFIFTH THIRD BANCORP$209,4340.01%5,092CommonSOLE
988498101YUMYUM BRANDS INC$208,6370.01%1,408CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$207,1930.01%4,630CommonSOLE
403949100DINOHF SINCLAIR CORP$204,1270.01%4,969CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$203,6200.01%613CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$202,3540.01%2,765CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$201,7510.01%2,867CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$201,6000.01%1,200CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$201,5370.01%6,028CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$200,9060.01%6,077CommonSOLE
293594107ENVXENOVIX CORPORATION$187,4230.01%18,126CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$172,3100.01%10,281CommonSOLE
55616P104MMACYS INC$135,1160.01%11,588CommonSOLE
00130H105AESAES CORP$134,7190.01%12,806CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$115,8850.01%15,248CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$112,2240.01%10,822CommonSOLE
500255104KSSKOHLS CORP$107,6960.01%12,700CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$89,1250.01%13,049CommonSOLE
37247D106GNWGENWORTH FINL INC$79,7450.00%10,250CommonSOLE
651229106NWLNEWELL BRANDS INC$70,3190.00%13,022CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$56,9370.00%10,804CommonSOLE
68617J100OGIORGANIGRAM GLOBAL INC$50,0330.00%37,103CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$46,4230.00%10,771CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.