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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $74.4B AUM 4,157 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 739 New 628 Added 377 Reduced 452 Exited
Page 15 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LNT ALLIANT ENERGY CORP Utilities 211,841.0 $15.2M 0.02% +176K +497.6% $71.76 +1.7%
282 ROK ROCKWELL AUTOMATION INC Industrials 41,853.0 $15.0M 0.02% +26K +169.6% $358.88 +18.9%
283 ED CONSOLIDATED EDISON INC Utilities 127,728.0 $14.5M 0.02% +76K +147.4% $113.18 -3.9%
284 URI UNITED RENTALS INC Industrials 19,814.0 $14.4M 0.02% +11K +122.6% $728.54 +28.9%
285 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 177,738.0 $14.4M 0.02% +109K +158.2% $80.95 -4.1%
286 TKO TKO GROUP HOLDINGS INC Communication Services 70,022.0 $14.1M 0.02% +20K +40.0% $201.65 -5.3%
287 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 191,022.0 $13.9M 0.02% +14K +7.6% $72.69 +9.3%
288 WEC WEC ENERGY GROUP INC Utilities 119,569.0 $13.8M 0.02% +67K +129.0% $115.77 -3.9%
289 CALL SELECT SECTOR SPDR TR 225,000.0 $13.8M 0.02% +115K +105.1% $61.26
290 KKR KKR & CO INC Financial Services 146,092.0 $13.5M 0.02% +54K +58.1% $92.50 +0.6%
291 EQR EQUITY RESIDENTIAL Real Estate 227,341.0 $13.4M 0.02% +87K +61.8% $59.15 +11.1%
292 ALL ALLSTATE CORP Financial Services 64,649.0 $13.4M 0.02% +28K +77.6% $207.34 +8.8%
293 ADSK AUTODESK INC Technology 55,743.0 $13.4M 0.02% +18K +49.2% $239.61 +2.3%
294 OXY OCCIDENTAL PETE CORP Energy 200,650.0 $13.0M 0.02% +75K +59.4% $65.00 -7.1%
295 WAB WABTEC Industrials 51,664.0 $12.9M 0.02% +28K +119.0% $250.21 +2.7%
296 OKTA OKTA INC Technology 163,103.0 $12.8M 0.02% +157K +2621.1% $78.70 +9.9%
297 F FORD MTR CO Consumer Cyclical 1,099,256.0 $12.7M 0.02% +560K +103.9% $11.57 +13.6%
298 TFC TRUIST FINL CORP Financial Services 272,832.0 $12.5M 0.02% +94K +52.8% $45.97 +2.2%
299 CORZ CORE SCIENTIFIC INC NEW Technology 825,496.0 $12.3M 0.02% +795K +2622.6% $14.96 +53.9%
300 SRE SEMPRA Utilities 127,065.0 $12.3M 0.02% +37K +41.2% $97.17 -6.2%
Page 15 of 32  ·  628 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 28.8%
Financial Services 14.2%
Industrials 11.4%
Healthcare 11.3%
Consumer Cyclical 9.8%
Communication Services 8.8%
Energy 5.4%
Consumer Defensive 3.1%
Utilities 2.9%
Real Estate 2.3%