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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 15 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTSX WISDOMTREE TR 64,423.0 $3.8M 0.01% +9K +15.6% $59.05 +1.3%
282 CANADIAN PACIFIC KANSAS CITY 40,688.0 $3.7M 0.01% +4K +9.9% $91.82
283 IVE ISHARES TR 16,365.0 $3.7M 0.01% +188.0 +1.2% $227.07 +4.5%
284 UNILEVER PLC 62,067.0 $3.7M 0.01% +8K +14.6% $59.86
285 FNDF SCHWAB STRATEGIC TR 70,030.0 $3.7M 0.00% +25K +56.5% $52.76 +5.8%
286 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 91,824.0 $3.6M 0.00% +25K +38.2% $38.96 +10.2%
287 SILJ AMPLIFY ETF TR 138,000.0 $3.6M 0.00% +116K +527.3% $25.92 +23.2%
288 RKLB ROCKET LAB CORP Industrials 35,109.0 $3.6M 0.00% +6K +19.2% $101.42 -28.4%
289 SPMO INVESCO EXCH TRADED FD TR II 22,016.0 $3.6M 0.00% +6K +41.8% $161.54 -7.9%
290 TRMB TRIMBLE INC Technology 68,270.0 $3.5M 0.00% +829.0 +1.2% $51.16 +17.8%
291 ITA ISHARES TR 13,518.0 $3.3M 0.00% +2K +16.7% $242.43 -2.1%
292 LSTR LANDSTAR SYS INC Industrials 15,830.0 $3.3M 0.00% +8K +107.8% $206.81 -9.8%
293 MGV VANGUARD WORLD FD 19,710.0 $3.2M 0.00% +6K +48.0% $163.45 +2.9%
294 GDX VANECK ETF TRUST 41,679.0 $3.1M 0.00% +28K +194.9% $75.45 +36.3%
295 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 36,972.0 $3.1M 0.00% +34K +1052.1% $84.17 -11.3%
296 SCHH SCHWAB STRATEGIC TR 129,902.0 $3.1M 0.00% +16K +14.4% $23.68 +1.5%
297 YUMC YUM CHINA HLDGS INC Consumer Cyclical 74,782.0 $3.1M 0.00% +2K +2.1% $40.87 +21.2%
298 AA ALCOA CORP Basic Materials 57,804.0 $3.0M 0.00% +6K +12.0% $52.00 -0.3%
299 FNDX SCHWAB STRATEGIC TR 93,233.0 $2.9M 0.00% +4K +4.6% $31.10 +4.6%
300 AMLP ALPS ETF TR 55,784.0 $2.9M 0.00% +8K +17.5% $51.85 +5.6%
Page 15 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%