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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 26 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AMTX AEMETIS INC Energy 253,879.0 $416K 0.00% +4K +1.4% $1.64 +26.2%
502 SKY CHAMPION HOMES INC Consumer Cyclical 4,695.0 $414K 0.00% +281.0 +6.4% $88.12 +2.4%
503 PIPR PIPER SANDLER COMPANIES Financial Services 5,666.0 $410K +134.0 +2.4% $72.34 +3.7%
504 IXUS ISHARES TR 4,275.0 $408K +871.0 +25.6% $95.44 +2.6%
505 HOMB HOME BANCSHARES INC Financial Services 14,286.0 $408K +4K +36.9% $28.55 +6.0%
506 PPA INVESCO EXCHANGE TRADED FD T 2,302.0 $407K +203.0 +9.7% $176.63 -1.7%
507 CPRX CATALYST PHARMACEUTICALS INC Healthcare 12,748.0 $401K +3K +28.2% $31.43 +0.2%
508 EXPO EXPONENT INC Industrials 6,803.0 $400K +373.0 +5.8% $58.76 +19.5%
509 HWC HANCOCK WHITNEY CORPORATION Financial Services 5,346.0 $399K +949.0 +21.6% $74.72 +0.9%
510 MATX MATSON INC Industrials 2,076.0 $399K +137.0 +7.1% $192.23 +15.9%
511 KYMR KYMERA THERAPEUTICS INC Healthcare 3,471.0 $398K +579.0 +20.0% $114.67 +4.5%
512 EXEL EXELIXIS INC Healthcare 7,242.0 $394K +1K +21.8% $54.41 -0.6%
513 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,211.0 $390K +890.0 +10.7% $42.31 -2.7%
514 OSIS OSI SYSTEMS INC Technology 1,771.0 $387K +203.0 +12.9% $218.70 -5.5%
515 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 14,759.0 $387K +783.0 +5.6% $26.22 -4.3%
516 TRNO TERRENO RLTY CORP Real Estate 5,973.0 $387K +292.0 +5.1% $64.77 +5.2%
517 OSCR OSCAR HEALTH INC Healthcare 13,417.0 $383K +3K +31.2% $28.52 +12.3%
518 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 19,048.0 $379K +4K +25.3% $19.89 +10.8%
519 JOBY JOBY AVIATION INC Industrials 42,453.0 $379K +8K +21.6% $8.92 -15.6%
520 PTCT PTC THERAPEUTICS INC Healthcare 4,640.0 $378K +639.0 +16.0% $81.57 -14.4%
Page 26 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%