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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 3 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 283,102.0 $105.2M 0.17% -40K -12.5% $371.75 +10.0%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 2,094,906.0 $105.2M 0.17% -288K -12.1% $50.20 -9.5%
43 CSCO CISCO SYS INC Technology 1,291,521.0 $100.2M 0.16% -24K -1.8% $77.59 +60.0%
44 BEP BROOKFIELD RENEWABLE ENERGY Utilities 2,723,808.0 $88.8M 0.14% -266K -8.9% $32.61 +12.1%
45 TSLA PUT TESLA INC Consumer Cyclical 230,100.0 $85.5M 0.14% -1K -0.6% $371.75 +10.0%
46 UBER UBER TECHNOLOGIES INC Technology 1,149,071.0 $82.7M 0.14% -158K -12.1% $71.93 -2.6%
47 XLV SELECT SECTOR SPDR TR 553,159.0 $81.1M 0.13% -534K -49.1% $146.61 +4.1%
48 ASML ASML HLDG NV Technology 55,095.0 $72.8M 0.12% -32K -36.7% $1320.83 +32.4%
49 TFII TRANSFORCE INC Industrials 630,196.0 $68.6M 0.11% -130K -17.1% $108.83 +50.1%
50 SLB SLB LIMITED Energy 1,248,053.0 $64.1M 0.10% -119K -8.7% $51.39 +10.0%
51 FSV FIRSTSERVICE CORP NEW Real Estate 459,286.0 $63.9M 0.10% -48K -9.4% $139.08 -0.5%
52 PEP PEPSICO INC Consumer Defensive 402,982.0 $62.6M 0.10% -344K -46.1% $155.29 -9.4%
53 PG PROCTER & GAMBLE CO Consumer Defensive 415,600.0 $60.0M 0.10% -96K -18.8% $144.44 +0.5%
54 KLAC KLA CORP Technology 38,099.0 $56.1M 0.09% -218.0 -0.6% $1472.41 +43.2%
55 CSX CSX CORP Industrials 1,343,461.0 $55.1M 0.09% -65K -4.6% $41.05 +14.8%
56 QCOM QUALCOMM INC Technology 423,368.0 $54.5M 0.09% -100K -19.1% $128.78 +69.1%
57 BOKF BOK FINL CORP Financial Services 423,700.0 $54.3M 0.09% -485K -53.4% $128.06 +0.7%
58 XLF SELECT SECTOR SPDR TR 1,088,922.0 $53.8M 0.09% -2.1M -65.4% $49.37 +5.3%
59 WM WASTE MGMT INC DEL Industrials 233,113.0 $53.6M 0.09% -1K -0.5% $229.79 -4.1%
60 MPC MARATHON PETE CORP Energy 210,483.0 $51.4M 0.08% -3K -1.6% $244.18 +9.0%
Page 3 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%