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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 5 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANET ARISTA NETWORKS INC Technology 349,430.0 $42.9M 0.07% +86K +32.8% $122.78 +22.0%
82 DE DEERE & CO Industrials 75,234.0 $42.4M 0.07% +9K +13.9% $563.30 +2.5%
83 DELL DELL TECHNOLOGIES INC Technology 257,464.0 $42.3M 0.07% +124K +92.3% $164.13 +125.8%
84 CRM SALESFORCE INC Technology 214,976.0 $40.1M 0.07% +36K +20.3% $186.67 -6.4%
85 ISRG INTUITIVE SURGICAL INC Healthcare 86,909.0 $40.1M 0.07% +3K +3.6% $460.99 -7.5%
86 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 316,984.0 $39.8M 0.07% +63K +24.6% $125.46 -4.7%
87 CVS CVS HEALTH CORP Healthcare 536,679.0 $38.5M 0.06% +13K +2.5% $71.82 +35.4%
88 TMUS T-MOBILE US INC Communication Services 181,915.0 $38.2M 0.06% +26K +16.7% $210.03 -14.4%
89 BX BLACKSTONE INC Financial Services 311,487.0 $35.8M 0.06% +142K +84.2% $114.99 +4.0%
90 LMT LOCKHEED MARTIN CORP Industrials 55,646.0 $33.6M 0.06% +12K +28.0% $604.39 -12.8%
91 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,545,535.0 $33.4M 0.06% +1.5M +1571.0% $21.62 +25.0%
92 SLF CALL SUN LIFE FINANCIAL INC. Financial Services 532,000.0 $33.3M 0.05% +7K +1.3% $62.63 +17.9%
93 SHEL SHELL PLC Energy 352,405.0 $32.8M 0.05% +7K +2.0% $93.00 -8.2%
94 STN STANTEC INC Industrials 364,027.0 $31.5M 0.05% +96K +35.7% $86.43 -14.9%
95 IAU ISHARES GOLD TR Financial Services 356,815.0 $31.5M 0.05% +61K +20.7% $88.16 -9.0%
96 IYR ISHARES TR 327,767.0 $31.0M 0.05% +81K +33.0% $94.56 +9.7%
97 TAC TRANSALTA CORP Utilities 2,283,297.0 $30.0M 0.05% +709K +45.1% $13.15 -5.4%
98 LULU LULULEMON ATHLETICA INC Consumer Cyclical 189,792.0 $29.1M 0.05% +24K +14.6% $153.10 -21.7%
99 VXUS VANGUARD STAR FDS 373,899.0 $28.8M 0.05% +113K +43.4% $77.11 +8.3%
100 FCX FREEPORT MCMORAN INC Basic Materials 484,526.0 $28.5M 0.05% +72K +17.4% $58.78 +8.5%
Page 5 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%