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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 69 of 74  ·  1,463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 IP INTERNATIONAL PAPER CO Consumer Cyclical 6,500.0 $232K +1K +26.9% $35.70 -8.0%
1362 ATHM AUTOHOME INC Communication Services 13,348.0 $232K -7K -35.1% $17.37 -0.0%
1363 SOFI SOFI TECHNOLOGIES INC Financial Services 14,525.0 $231K +2K +20.7% $15.88 +3.9%
1364 STM STMICROELECTRONICS N V Technology 6,622.0 $229K NEW $34.55 +117.1%
1365 SAM BOSTON BEER INC Consumer Defensive 992.0 $229K NEW $230.40 -26.2%
1366 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,143.0 $228K NEW $106.21 +15.0%
1367 LNTH LANTHEUS HLDGS INC Healthcare 3,000.0 $228K NEW $75.85 +31.9%
1368 EQH EQUITABLE HLDGS INC Financial Services 6,127.0 $227K +86.0 +1.4% $37.11 +11.3%
1369 ENIC ENEL CHILE SA Utilities 56,853.0 $224K +47K +464.8% $3.94 +5.1%
1370 BSCT INVESCO EXCH TRD SLF IDX FD 12,000.0 $224K $18.66 -0.5%
1371 GEN GEN DIGITAL INC Technology 11,790.0 $222K -48K -80.2% $18.83 +37.3%
1372 JOBY JOBY AVIATION INC Industrials 26,741.0 $221K +10K +58.1% $8.26 +17.4%
1373 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 5,973.0 $220K NEW $36.75 +1.7%
1374 LNT ALLIANT ENERGY CORP Utilities 3,034.0 $218K NEW $71.76 -0.1%
1375 SHAK SHAKE SHACK INC Consumer Cyclical 2,440.0 $216K -100.0 -3.9% $88.47 -40.1%
1376 VV VANGUARD INDEX FDS 722.0 $216K NEW $298.85 +14.0%
1377 U UNITY SOFTWARE INC Technology 9,810.0 $215K +3K +40.7% $21.94 +31.3%
1378 BMA BANCO MACRO S A Financial Services 2,789.0 $215K $76.99 +9.0%
1379 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,390.0 $215K +330.0 +16.0% $89.83 -3.3%
1380 ACWX ISHARES TR 3,123.0 $214K NEW $68.47 +9.0%
Page 69 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%