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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 21 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TEX TEREX CORP NEW Industrials 10,687.0 $774K 0.00% +914.0 +9.3% $72.39 -8.2%
402 PECO PHILLIPS EDISON & CO INC Real Estate 18,515.0 $771K 0.00% +2K +11.3% $41.62 -5.6%
403 SANM SANMINA CORP Technology 2,997.0 $758K 0.00% +236.0 +8.6% $253.08 -25.4%
404 FERROVIAL NV 10,933.0 $750K 0.00% +6K +125.0% $68.61
405 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 14,820.0 $739K 0.00% +878.0 +6.3% $49.86 +14.7%
406 SEB SEABOARD CORP DEL Industrials 163.0 $728K 0.00% +11.0 +7.2% $4464.33 -4.6%
407 CCJ CAMECO CORP Energy 7,136.0 $723K 0.00% +3K +58.9% $101.38 +1.1%
408 SFBS SERVISFIRST BANCSHARES INC Financial Services 8,320.0 $722K 0.00% +327.0 +4.1% $86.75 -50.0%
409 SNEX STONEX GROUP INC Financial Services 6,045.0 $716K 0.00% +516.0 +9.3% $118.50 -42.2%
410 RB GLOBAL INC 6,100.0 $710K 0.00% +535.0 +9.6% $116.45
411 POR PORTLAND GEN ELEC CO Utilities 13,672.0 $709K 0.00% +2K +16.7% $51.83 -4.3%
412 POWL POWELL INDS INC Industrials 2,458.0 $704K 0.00% +1K +91.9% $286.36 -31.0%
413 FGD FIRST TR EXCHANGE-TRADED FD 21,802.0 $697K 0.00% +293.0 +1.4% $31.99 +11.5%
414 SHYG ISHARES TR 15,395.0 $697K 0.00% +9K +125.7% $45.30 -6.8%
415 HDV ISHARES TR 25,078.0 $687K 0.00% +20K +386.2% $27.41 +8.8%
416 FNDC SCHWAB STRATEGIC TR 14,128.0 $686K 0.00% +1K +7.9% $48.56 +5.0%
417 KRG KITE REALTY GROUP TRUST Real Estate 24,121.0 $685K 0.00% +999.0 +4.3% $28.38 -7.9%
418 DFIV DIMENSIONAL ETF TRUST 12,625.0 $682K 0.00% +1K +10.7% $54.02 +7.9%
419 EMXC ISHARES INC 6,642.0 $679K 0.00% +1K +18.4% $102.30 -4.4%
420 QTUM ETF SER SOLUTIONS 4,053.0 $670K 0.00% +2K +101.8% $165.37 -9.0%
Page 21 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%