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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 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 1,381,744.0 $342.7M 0.56% -488K -26.1% $248.00 +14.6%
22 XOM EXXON MOBIL CORP Energy 1,982,781.0 $336.4M 0.55% -94K -4.5% $169.66 -11.6%
23 CVE CENOVUS ENERGY INC Energy 12,343,360.0 $327.5M 0.54% -4.2M -25.5% $26.53 +8.3%
24 FNV FRANCO NEV CORP Basic Materials 1,320,804.0 $327.0M 0.53% -37K -2.7% $247.56 -13.3%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 313,653.0 $312.5M 0.51% -5K -1.4% $996.43 -2.2%
26 WMT WALMART INC Consumer Defensive 2,043,683.0 $254.0M 0.41% -376K -15.5% $124.28 -4.3%
27 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,140,749.0 $221.8M 0.36% -548K -8.2% $36.12 +7.1%
28 CVX CHEVRON CORPORATION Energy 995,292.0 $205.9M 0.34% -92K -8.5% $206.90 -8.5%
29 SCHD SCHWAB STRATEGIC TR 6,157,767.0 $188.9M 0.31% -865K -12.3% $30.68 +5.2%
30 BROOKFIELD ASSET MANAGMT LTD 3,686,583.0 $163.9M 0.27% -626K -14.5% $44.45
31 MGA MAGNA INTL INC Consumer Cyclical 2,858,777.0 $159.6M 0.26% -3.2M -52.8% $55.84 +19.4%
32 MRK MERCK & CO INC Healthcare 1,239,951.0 $149.2M 0.24% -62K -4.8% $120.29 -0.6%
33 IMO IMPERIAL OIL LTD Energy 1,130,795.0 $148.1M 0.24% -113K -9.1% $130.95 -6.4%
34 ABBV ABBVIE INC Healthcare 670,994.0 $145.9M 0.24% -23K -3.4% $217.49 +2.6%
35 MCD MCDONALDS CORP Consumer Cyclical 431,493.0 $134.1M 0.22% -6K -1.3% $310.79 -10.6%
36 KO COCA COLA CO Consumer Defensive 1,745,081.0 $132.7M 0.22% -14K -0.8% $76.05 +4.6%
37 CAT CATERPILLAR INC Industrials 168,312.0 $119.2M 0.20% -1K -0.6% $708.46 +29.2%
38 SOUTH BOW CORP 3,439,260.0 $114.4M 0.19% -132K -3.7% $33.26
39 GLD SPDR GOLD TR Financial Services 264,780.0 $113.9M 0.19% -15K -5.5% $430.29 -7.7%
40 UNH UNITEDHEALTH GROUP INC Healthcare 394,678.0 $106.8M 0.17% -55K -12.3% $270.59 +50.3%
Page 2 of 29  ·  562 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%