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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 16 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PGEN PRECIGEN INC Healthcare 499,912.0 $2.8M 0.00% +198K +65.5% $5.70 +26.3%
302 EFV ISHARES TR 36,938.0 $2.8M 0.00% +15K +70.3% $76.55 +7.4%
303 UUUU ENERGY FUELS INC Energy 194,303.0 $2.8M 0.00% +2K +1.1% $14.50 +4.4%
304 HYMB SPDR SERIES TRUST 110,611.0 $2.8M 0.00% +22K +25.0% $25.44 -2.5%
305 CSL CARLISLE COS INC Industrials 7,678.0 $2.8M 0.00% +5K +177.5% $361.62 +1.7%
306 RPV INVESCO EXCHANGE TRADED FD T 24,084.0 $2.7M 0.00% +195.0 +0.8% $113.82 +7.6%
307 TTAN SERVICETITAN INC Technology 38,788.0 $2.7M 0.00% +5K +15.1% $70.63 +34.3%
308 SCHA SCHWAB STRATEGIC TR 75,428.0 $2.7M 0.00% +2K +2.1% $36.13 -3.6%
309 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 21,272.0 $2.7M 0.00% +715.0 +3.5% $127.99 +0.4%
310 WPM WHEATON PRECIOUS METALS CORP Basic Materials 22,825.0 $2.6M 0.00% +127.0 +0.6% $112.32 +40.5%
311 FLYW FLYWIRE CORPORATION Technology 144,751.0 $2.5M 0.00% +725.0 +0.5% $17.57 +11.2%
312 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 28,315.0 $2.5M 0.00% +15K +116.6% $88.50 -36.5%
313 INGR INGREDION INC Consumer Defensive 26,288.0 $2.5M 0.00% +23K +840.5% $94.71 +12.8%
314 IJS ISHARES TR 18,133.0 $2.5M 0.00% +6K +49.3% $136.68 +1.3%
315 MSTR STRATEGY INC Technology 27,458.0 $2.4M 0.00% +1K +5.3% $87.03 +37.0%
316 NOBL PROSHARES TR 41,313.0 $2.3M 0.00% +19K +87.8% $56.16 +4.6%
317 TWST TWIST BIOSCIENCE CORP Healthcare 22,458.0 $2.3M 0.00% +1K +6.5% $102.88 +41.5%
318 FERG FERGUSON ENTERPRISES INC Industrials 9,440.0 $2.2M 0.00% +514.0 +5.8% $237.02 +2.2%
319 IMCG ISHARES TR 22,565.0 $2.2M 0.00% +4K +19.1% $98.30 -0.2%
320 PFFD GLOBAL X FDS 116,972.0 $2.2M 0.00% +4K +3.2% $18.69 -1.6%
Page 16 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%