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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 22 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CINF CINCINNATI FINL CORP Financial Services 38,472.0 $6.1M 0.01% +17K +78.3% $157.35 +6.7%
422 CLX CLOROX CO DEL Consumer Defensive 58,265.0 $6.0M 0.01% +13K +28.8% $103.62 -10.7%
423 UNF UNIFIRST CORP MASS Industrials 23,883.0 $6.0M 0.01% +22K +1384.3% $251.59 +5.6%
424 UAL UNITED AIRLS HLDGS INC Industrials 63,691.0 $5.9M 0.01% +28K +77.0% $92.07 +0.5%
425 UDR UDR INC Real Estate 171,681.0 $5.8M 0.01% +50K +41.5% $33.78 +10.9%
426 LVS LAS VEGAS SANDS CORP Consumer Cyclical 106,423.0 $5.7M 0.01% +54K +102.1% $53.88 -6.8%
427 IT GARTNER INC Technology 36,119.0 $5.7M 0.01% +26K +244.2% $158.34 -1.8%
428 NTAP NETAPP INC Technology 55,825.0 $5.7M 0.01% +28K +102.1% $102.39 +17.8%
429 AES AES CORP Utilities 404,697.0 $5.7M 0.01% +332K +456.6% $14.09 +3.4%
430 HPQ HP INC Technology 296,471.0 $5.7M 0.01% +167K +128.8% $19.21 +8.9%
431 MLPX GLOBAL X FDS 76,986.0 $5.7M 0.01% +3K +3.5% $73.94 +5.0%
432 HOLOGIC INC 74,778.0 $5.7M 0.01% +44K +143.6% $75.62
433 PODD INSULET CORP Healthcare 26,945.0 $5.7M 0.01% +17K +177.5% $209.84 -27.3%
434 L LOEWS CORP Financial Services 51,654.0 $5.6M 0.01% +23K +80.5% $108.29 -0.3%
435 BE BLOOM ENERGY CORP Industrials 40,790.0 $5.5M 0.01% +18K +78.1% $135.49 +92.9%
436 SOLV SOLVENTUM CORP Healthcare 84,373.0 $5.5M 0.01% +64K +309.0% $65.30 +16.6%
437 RDDT REDDIT INC Communication Services 40,845.0 $5.5M 0.01% +37K +996.5% $134.65 +18.2%
438 COOPER COS INC 76,256.0 $5.5M 0.01% +49K +177.0% $71.55
439 CNC CENTENE CORP DEL Healthcare 166,191.0 $5.4M 0.01% +101K +153.8% $32.74 +77.9%
440 HII HUNTINGTON INGALLS INDS INC Industrials 14,240.0 $5.4M 0.01% +10K +255.4% $379.91 -13.3%
Page 22 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%