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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 41 of 74  ·  1,463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TSCO TRACTOR SUPPLY CO Consumer Cyclical 36,446.0 $1.7M 0.00% -72K -66.4% $45.30 -33.6%
802 EXEL EXELIXIS INC Healthcare 38,204.0 $1.6M 0.00% -700.0 -1.8% $42.89 +24.1%
803 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,760.0 $1.6M 0.00% +3K +83.9% $282.37 +16.7%
804 WCN CALL WASTE CONNECTIONS INC Industrials 10,000.0 $1.6M 0.00% NEW $162.44 -3.2%
805 SNAP SNAP INC Communication Services 352,047.0 $1.6M 0.00% +157K +80.7% $4.60 +21.2%
806 VAW VANGUARD WORLD FD 7,162.0 $1.6M 0.00% -234.0 -3.2% $225.34 +1.5%
807 XLC SELECT SECTOR SPDR TR 14,556.0 $1.6M 0.00% -1.0M -98.6% $110.86 +0.9%
808 SKEENA RES LTD NEW 53,918.0 $1.6M 0.00% -4K -6.2% $29.78
809 PFFD GLOBAL X FDS 86,600.0 $1.6M 0.00% $18.40 +1.5%
810 BROWN FORMAN CORP 60,120.0 $1.6M 0.00% +19K +45.2% $26.44
811 BXSL BLACKSTONE SECD LENDING FD Financial Services 67,039.0 $1.6M 0.00% -16K -18.8% $23.69 +0.9%
812 FREIGHTOS LTD 959,907.0 $1.6M 0.00% $1.64
813 GRNJ TIDAL TRUST III 62,676.0 $1.6M 0.00% +13K +26.3% $25.01 +22.5%
814 STLD STEEL DYNAMICS INC Basic Materials 8,704.0 $1.6M 0.00% -239.0 -2.7% $180.00 +49.4%
815 NET CLOUDFLARE INC Technology 7,554.0 $1.6M 0.00% +236.0 +3.2% $206.34 +15.1%
816 CF CF INDUSTRIES HOLD Basic Materials 11,913.0 $1.5M 0.00% -2K -16.3% $129.84 -17.1%
817 KHC KRAFT HEINZ CO Consumer Defensive 68,546.0 $1.5M 0.00% -150K -68.6% $22.49 +3.9%
818 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 35,751.0 $1.5M 0.00% +3K +9.2% $43.06 -6.3%
819 SYF SYNCHRONY FINANCIAL Financial Services 22,504.0 $1.5M 0.00% -28K -55.5% $68.02 +6.0%
820 WAB WABTEC Industrials 6,117.0 $1.5M 0.00% +348.0 +6.0% $249.91 +6.2%
Page 41 of 74  ·  1,463 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%