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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $82.3B AUM 4,604 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 313 New 706 Added 751 Reduced 136 Exited
Page 14 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HII HUNTINGTON INGALLS INDS INC Industrials 18,227.0 $5.1M 0.01% +4K +28.0% $279.96 +6.5%
262 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11,075.0 $5.1M 0.01% +8K +286.3% $459.11 +16.3%
263 XLF SELECT SECTOR SPDR TR 93,237.0 $5.0M 0.01% +920.0 +1.0% $53.89 +6.7%
264 SCHX SCHWAB STRATEGIC TR 169,850.0 $5.0M 0.01% +18K +11.6% $29.43 +2.7%
265 XJH ISHARES TR 95,161.0 $5.0M 0.01% +82K +612.2% $52.15 -0.6%
266 SCZ ISHARES TR 60,101.0 $4.9M 0.01% +56K +1235.6% $82.27 +5.3%
267 IUSG ISHARES TR 27,171.0 $4.9M 0.01% +7K +37.6% $180.88 +4.9%
268 SOUTHSTATE BK CORP 47,816.0 $4.7M 0.01% +905.0 +1.9% $99.30
269 POST POST HLDGS INC Consumer Defensive 52,731.0 $4.7M 0.01% +10K +24.6% $88.26 -8.8%
270 XLE SELECT SECTOR SPDR TR 87,406.0 $4.6M 0.01% +45K +107.8% $53.11 +19.8%
271 DIA STATE STR SPDR DOW JONES IND Financial Services 8,770.0 $4.6M 0.01% +467.0 +5.6% $522.36 +1.9%
272 ESGD ISHARES TR 44,378.0 $4.6M 0.01% +18K +70.3% $102.81 +4.4%
273 MOS MOSAIC CO Basic Materials 209,920.0 $4.4M 0.01% +103K +95.6% $21.19 +15.2%
274 VV VANGUARD INDEX FDS 12,822.0 $4.4M 0.01% +7K +134.6% $343.91 +2.5%
275 PODD INSULET CORP Healthcare 28,581.0 $4.4M 0.01% +2K +6.1% $152.81 -3.0%
276 FLOT ISHARES TR 88,067.0 $4.3M 0.01% +9K +11.0% $48.78 +4.6%
277 BSV VANGUARD BD INDEX FDS 53,700.0 $4.2M 0.01% +43K +411.2% $77.91 -0.4%
278 HRL HORMEL FOODS CORP Consumer Defensive 162,994.0 $4.0M 0.01% +21K +14.9% $24.82 -3.7%
279 RY ROYAL BK CDA Financial Services 16,430.0 $3.8M 0.01% +5K +50.1% $232.55 -11.7%
280 LPLA LPL FINL HLDGS INC Financial Services 13,539.0 $3.8M 0.01% +2K +18.8% $281.69 +28.3%
Page 14 of 36  ·  706 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
Technology 33.2%
Financial Services 14.1%
Industrials 11.9%
Healthcare 10.0%
Consumer Cyclical 9.8%
Communication Services 6.6%
Energy 4.2%
Consumer Defensive 3.3%
Utilities 2.9%
Real Estate 2.1%