Albert D Mason Inc has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $5.34M, Kla Corp with a value of $3.77M, Meta Platforms, Inc. with a value of $3.3M, Novartis Ag with a value of $3.27M, and Cummins Inc with a value of $3.08M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $116M to 128M.

Below you can find more details about Albert D Mason Inc portfolio as well as his latest detailed transactions.

Portfolio value $128 Million
Industrials: $39.5 Million
Technology: $17.9 Million
Energy: $15.2 Million
Communication Services: $11.8 Million
Healthcare: $11.1 Million
Financial Services: $11 Million
Basic Materials: $5.39 Million
Utilities: $4.82 Million
Other: $8.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $128 Million
  • Prior Value $116 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Albert D Mason Inc Portfolio

Follow Albert D Mason Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Albert D Mason Inc, based on Form 13F filings with the SEC.

News

Stay updated on Albert D Mason Inc with notifications on news.