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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 6 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OXY OCCIDENTAL PETE CORP Energy 430,854.0 $28.0M 0.05% -27K -5.9% $65.00 -12.8%
102 LIN LINDE PLC Basic Materials 53,791.0 $26.7M 0.04% -3K -5.8% $495.76 +3.2%
103 APP APPLOVIN CORP Technology 66,010.0 $26.3M 0.04% -4K -6.3% $398.00 +39.0%
104 TU PUT TELUS CORPORATION Communication Services 2,000,000.0 $25.7M 0.04% -2.4M -54.5% $12.85 -4.8%
105 PLD PROLOGIS INC. Real Estate 194,429.0 $25.7M 0.04% -252K -56.5% $132.18 +10.4%
106 DOW DOW HLDGS INC Basic Materials 609,577.0 $25.4M 0.04% -4K -0.7% $41.65 -20.1%
107 CEF SPROTT ASSET MANAGEMENT LP Financial Services 503,392.0 $24.0M 0.04% -123K -19.6% $47.72 -7.5%
108 EEM ISHARES TR 408,837.0 $23.2M 0.04% -3K -0.6% $56.79 +17.7%
109 INTU INTUIT Technology 52,518.0 $22.7M 0.04% -6K -10.2% $432.38 -29.4%
110 BMY BRISTOL-MYERS SQUIBB CO Healthcare 371,997.0 $22.6M 0.04% -127K -25.4% $60.65 -8.6%
111 CE CELANESE CORP DEL Basic Materials 342,840.0 $22.5M 0.04% -220K -39.0% $65.77 -24.3%
112 USB US BANCORP Financial Services 431,150.0 $22.4M 0.04% -10K -2.2% $52.01 +8.2%
113 RCI CALL ROGERS COMMUNICATIONS INC Communication Services 580,000.0 $22.3M 0.04% -4K -0.7% $38.45 -2.3%
114 NBHC CALL NATIONAL BK HLDGS CORP Financial Services 568,100.0 $22.2M 0.04% -212K -27.2% $39.16 +10.0%
115 FANG DIAMONDBACK ENERGY INC Energy 112,369.0 $22.2M 0.04% -32K -22.4% $197.79 -1.0%
116 NOW SERVICENOW INC Technology 207,183.0 $21.7M 0.04% -31K -13.1% $104.55 +6.4%
117 HAL HALLIBURTON CO Energy 550,046.0 $21.4M 0.04% -289K -34.5% $38.99 +2.8%
118 HCA HCA HEALTHCARE INC Healthcare 45,203.0 $21.4M 0.04% -12K -21.6% $473.24 -22.6%
119 MDLZ MONDELEZ INTL INC Consumer Defensive 370,590.0 $21.4M 0.04% -25K -6.3% $57.64 +8.0%
120 EA ELECTRONIC ARTS INC Communication Services 104,348.0 $21.3M 0.04% -11K -9.2% $203.87 -0.4%
Page 6 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%