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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 23 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 JXN JACKSON FINANCIAL INC Financial Services 5,653.0 $579K 0.00% +253.0 +4.7% $102.39 +26.8%
442 TD TORONTO DOMINION BK ONT Financial Services 3,764.0 $576K 0.00% +449.0 +13.5% $153.09 -23.5%
443 PERIMETER SOLUTIONS INC 16,149.0 $576K 0.00% +1K +9.4% $35.65
444 CALY CALLAWAY GOLF CO Consumer Cyclical 30,417.0 $572K 0.00% +1K +4.0% $18.79 -15.4%
445 SHLD GLOBAL X FDS 9,545.0 $570K 0.00% +2K +20.4% $59.71 +12.4%
446 OTTR OTTER TAIL CORP Utilities 6,215.0 $559K 0.00% +280.0 +4.7% $89.98 +1.0%
447 IVLU ISHARES TR 13,354.0 $558K 0.00% +72.0 +0.5% $41.82 +6.3%
448 BITB BITWISE BITCOIN ETF TR Financial Services 17,419.0 $555K 0.00% +284.0 +1.7% $31.86 +31.3%
449 CNO CNO FINL GROUP INC Financial Services 10,694.0 $545K 0.00% +1K +15.8% $50.98 +5.0%
450 VWOB VANGUARD WHITEHALL FDS 8,017.0 $539K 0.00% +222.0 +2.9% $67.24 -2.0%
451 ABCB AMERIS BANCORP Financial Services 5,917.0 $534K 0.00% +347.0 +6.2% $90.26 -4.5%
452 QBTS D-WAVE QUANTUM INC Technology 21,826.0 $524K 0.00% +784.0 +3.7% $23.99 -15.0%
453 ARKK ARK ETF TR 6,470.0 $523K 0.00% +3K +70.5% $80.82 +6.7%
454 VSEC VSE CORP Industrials 2,286.0 $522K 0.00% +211.0 +10.2% $228.50 -4.8%
455 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 7,256.0 $521K 0.00% +1K +17.4% $71.74 +1.0%
456 CTRE CARETRUST REIT INC Real Estate 12,799.0 $516K 0.00% +595.0 +4.9% $40.35 -1.9%
457 RH RH Consumer Cyclical 3,131.0 $516K 0.00% +938.0 +42.8% $164.73 -7.0%
458 VTS VITESSE ENERGY INC Energy 32,703.0 $516K 0.00% +3K +8.9% $15.77 +8.5%
459 DFUV DIMENSIONAL ETF TRUST 9,299.0 $512K 0.00% +1K +18.9% $55.01 +4.4%
460 PBF PBF ENERGY INC Energy 11,215.0 $511K 0.00% +685.0 +6.5% $45.52 +61.5%
Page 23 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%