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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 74  ·  1,463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 421,044.0 $138.5M 0.23% +8K +2.0% $328.89 -5.8%
82 C CITIGROUP INC Financial Services 1,185,094.0 $134.4M 0.22% +596K +101.2% $113.41 +17.5%
83 MCD MCDONALDS CORP Consumer Cyclical 431,493.0 $134.1M 0.22% -6K -1.3% $310.79 -10.6%
84 KO COCA COLA CO Consumer Defensive 1,745,081.0 $132.7M 0.22% -14K -0.8% $76.05 +4.6%
85 MU MICRON TECHNOLOGY INC Technology 378,556.0 $127.9M 0.21% +89K +30.7% $337.84 +181.0%
86 NFLX NETFLIX INC. Communication Services 1,325,663.0 $127.5M 0.21% +208K +18.6% $96.15 -14.1%
87 CAT CATERPILLAR INC Industrials 168,312.0 $119.2M 0.20% -1K -0.6% $708.46 +29.2%
88 SOUTH BOW CORP 3,439,260.0 $114.4M 0.19% -132K -3.7% $33.26
89 GLD SPDR GOLD TR Financial Services 264,780.0 $113.9M 0.19% -15K -5.5% $430.29 -7.7%
90 UNH UNITEDHEALTH GROUP INC Healthcare 394,678.0 $106.8M 0.17% -55K -12.3% $270.59 +50.3%
91 TSLA TESLA INC Consumer Cyclical 283,102.0 $105.2M 0.17% -40K -12.5% $371.75 +10.0%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 2,094,906.0 $105.2M 0.17% -288K -12.1% $50.20 -9.5%
93 CAR AVIS BUDGET GROUP INC Industrials 700,000.0 $102.1M 0.17% $145.85 +22.8%
94 CSCO CISCO SYS INC Technology 1,291,521.0 $100.2M 0.16% -24K -1.8% $77.59 +60.0%
95 IVV ISHARES TR 138,950.0 $90.8M 0.15% +17K +13.6% $653.21 +13.7%
96 GEV GE VERNOVA INC Utilities 102,689.0 $89.6M 0.15% +30K +40.9% $872.90 +7.0%
97 THOMSON REUTERS CORP 992,791.0 $89.6M 0.15% +26K +2.7% $90.24
98 BEP BROOKFIELD RENEWABLE ENERGY Utilities 2,723,808.0 $88.8M 0.14% -266K -8.9% $32.61 +12.1%
99 AMAT APPLIED MATLS INC Technology 254,940.0 $87.1M 0.14% +139K +119.9% $341.79 +44.0%
100 TSLA PUT TESLA INC Consumer Cyclical 230,100.0 $85.5M 0.14% -1K -0.6% $371.75 +10.0%
Page 5 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%