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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 24 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 JNK SPDR SERIES TRUST 5,271.0 $508K 0.00% +3K +112.7% $96.37 -0.5%
462 BXSL BLACKSTONE SECD LENDING FD Financial Services 21,391.0 $507K 0.00% +455.0 +2.2% $23.71 +4.4%
463 CG CARLYLE GROUP INC Financial Services 11,943.0 $503K 0.00% +128.0 +1.1% $42.11 +17.2%
464 ARTY ISHARES TR 6,499.0 $495K 0.00% +339.0 +5.5% $76.15 -2.6%
465 ALKS ALKERMES PLC Healthcare 9,381.0 $492K 0.00% +1K +13.8% $52.39 -7.8%
466 DIOD DIODES INC Technology 4,442.0 $486K 0.00% +260.0 +6.2% $109.44 -14.1%
467 UNM UNUM GROUP Financial Services 5,439.0 $485K 0.00% +614.0 +12.7% $89.14 -1.5%
468 FNB F N B CORP Financial Services 25,664.0 $483K 0.00% +2K +10.5% $18.83 -1.6%
469 BDC BELDEN INC Technology 4,013.0 $481K 0.00% +269.0 +7.2% $119.91 +2.1%
470 MGC VANGUARD WORLD FD 1,754.0 $480K 0.00% +821.0 +88.0% $273.66 +2.4%
471 INDB INDEPENDENT BK CORP MASS Financial Services 5,657.0 $474K 0.00% +227.0 +4.2% $83.72 +0.0%
472 PLXS PLEXUS CORP Technology 1,562.0 $470K 0.00% +97.0 +6.6% $300.67 -20.1%
473 SLAB SILICON LABORATORIES INC Technology 2,144.0 $469K 0.00% +274.0 +14.7% $218.56 -0.3%
474 PRAXIS PRECISION MEDICINES I 1,397.0 $468K 0.00% +85.0 +6.5% $334.79
475 MRCY MERCURY SYS INC Industrials 3,728.0 $463K 0.00% +261.0 +7.5% $124.13 -26.4%
476 GKOS GLAUKOS CORP Healthcare 3,311.0 $463K 0.00% +475.0 +16.8% $139.76 +32.3%
477 LASR NLIGHT INC Technology 6,641.0 $462K 0.00% +693.0 +11.7% $69.62 -31.9%
478 XHB SPDR SERIES TRUST 4,000.0 $462K 0.00% +20.0 +0.5% $115.55 -7.8%
479 GBCI GLACIER BANCORP INC NEW Financial Services 8,928.0 $461K 0.00% +1K +19.4% $51.58 -8.4%
480 CIFR CIPHER DIGITAL INC Financial Services 18,773.0 $460K 0.00% +2K +10.9% $24.50 -35.7%
Page 24 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%