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Portfolio (Quarterly) Guide ↗

CIBC WORLD MARKET INC.

· CIK 0001421224
13F Portfolio $61.3B AUM 1,463 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 181 New 591 Added 562 Reduced 155 Exited
Page 2 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 909,220.0 $435.7M 0.71% +54K +6.2% $479.20
22 META META PLATFORMS INC Communication Services 568,105.0 $325.0M 0.53% +96K +20.4% $572.13 +2.1%
23 STT PUT STATE STR CORP Financial Services 2,396,500.0 $303.3M 0.49% +2.4M +7941.9% $126.56 +26.3%
24 V VISA INC Financial Services 947,627.0 $286.4M 0.47% +47K +5.2% $302.24 +7.2%
25 MA MASTERCARD INCORPORATED Financial Services 551,370.0 $275.5M 0.45% +117K +26.9% $499.66 -1.2%
26 KGC KINROSS GOLD CORP Basic Materials 8,679,915.0 $265.3M 0.43% +425K +5.1% $30.57 -19.9%
27 LLY ELI LILLY & CO Healthcare 255,820.0 $235.3M 0.38% +2K +0.7% $919.77 +24.1%
28 XLP SELECT SECTOR SPDR TR 2,860,644.0 $234.5M 0.38% +1.8M +168.8% $81.98 +2.9%
29 XLE SELECT SECTOR SPDR TR 3,811,299.0 $233.5M 0.38% +559K +17.2% $61.26 -6.1%
30 BAC BANK AMERICA CORP Financial Services 4,485,581.0 $218.7M 0.36% +1.4M +45.0% $48.75 +10.4%
31 TECK TECK RESOURCES LTD Basic Materials 4,139,390.0 $214.5M 0.35% +96K +2.4% $51.82 +16.3%
32 XLY SELECT SECTOR SPDR TR 1,884,389.0 $205.4M 0.34% +556K +41.9% $108.98 +5.2%
33 XLU SELECT SECTOR SPDR TR 4,350,271.0 $199.6M 0.33% +1.6M +59.4% $45.89 -4.1%
34 GS GOLDMAN SACHS GROUP INC Financial Services 224,307.0 $189.8M 0.31% +68K +43.9% $845.99 +19.5%
35 STT CALL STATE STR CORP Financial Services 1,450,000.0 $183.5M 0.30% +700K +93.3% $126.56 +26.3%
36 JNJ JOHNSON & JOHNSON Healthcare 722,164.0 $176.5M 0.29% +146K +25.3% $244.44 -3.0%
37 AMD ADVANCED MICRO DEVICES INC Technology 762,533.0 $155.1M 0.25% +72K +10.4% $203.43 +119.6%
38 GIB CGI INC Technology 2,064,962.0 $150.9M 0.25% +74K +3.7% $73.09 -8.5%
39 MS MORGAN STANLEY Financial Services 855,631.0 $140.8M 0.23% +338K +65.3% $164.57 +25.7%
40 WFC WELLS FARGO & CO Financial Services 1,761,497.0 $140.2M 0.23% +913K +107.5% $79.61 +2.1%
Page 2 of 30  ·  591 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.2%
Energy 16.2%
Technology 14.5%
Basic Materials 7.5%
Communication Services 7.0%
Consumer Cyclical 4.7%
Industrials 4.4%
Healthcare 3.2%
Utilities 2.2%
Consumer Defensive 2.1%