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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 21 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 REGCO REGENCY CTRS CORP Real Estate 90,851.0 $6.9M 0.01% +25K +38.0% $75.66 -70.7%
402 WST WEST PHARMACEUTICAL SVSC INC Healthcare 27,424.0 $6.9M 0.01% +18K +176.5% $250.64 +20.8%
403 CTRA COTERRA ENERGY INC Energy 194,194.0 $6.8M 0.01% +89K +84.4% $35.14 -7.3%
404 ES EVERSOURCE ENERGY Utilities 97,899.0 $6.8M 0.01% +47K +91.7% $69.27 -1.8%
405 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 99,991.0 $6.7M 0.01% +39K +63.7% $67.07 +24.7%
406 CMS CMS ENERGY CORP Utilities 85,149.0 $6.6M 0.01% +41K +93.8% $77.58 -6.6%
407 NVR NVR INC Consumer Cyclical 1,002.0 $6.6M 0.01% +581.0 +138.0% $6590.03 -15.0%
408 HUM HUMANA INC Healthcare 38,067.0 $6.6M 0.01% +21K +129.2% $173.39 +75.4%
409 LEIDOS HOLDINGS INC 42,073.0 $6.5M 0.01% +22K +107.2% $155.52
410 PUT GAMESTOP CORP 283,900.0 $6.5M 0.01% +19K +7.1% $23.04
411 FICO FAIR ISAAC CORP Technology 6,101.0 $6.5M 0.01% +3K +83.5% $1067.57 +14.7%
412 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 70,446.0 $6.4M 0.01% +43K +157.8% $90.45 -6.9%
413 NI NISOURCE INC Utilities 135,967.0 $6.3M 0.01% +71K +109.3% $46.66 +0.1%
414 CFG CITIZENS FINL GROUP INC Financial Services 105,636.0 $6.3M 0.01% +46K +77.3% $59.97 +0.4%
415 DOC HEALTHPEAK PROPERTIES INC Real Estate 384,037.0 $6.3M 0.01% +106K +37.9% $16.43 +17.7%
416 RF REGIONS FINANCIAL CORP NEW Financial Services 239,239.0 $6.2M 0.01% +116K +94.0% $26.12 +2.2%
417 GPC GENUINE PARTS CO Consumer Cyclical 58,607.0 $6.2M 0.01% +39K +205.6% $105.76 -13.7%
418 HST HOST HOTELS & RESORTS INC Real Estate 323,121.0 $6.2M 0.01% +90K +38.5% $19.17 +12.5%
419 SYF SYNCHRONY FINANCIAL Financial Services 89,845.0 $6.1M 0.01% +38K +74.0% $68.06 +2.7%
420 EXPD EXPEDITORS INTL WASH INC Industrials 42,262.0 $6.1M 0.01% +17K +67.8% $143.34 +7.9%
Page 21 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%