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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 28 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AEIS ADVANCED ENERGY INDS Industrials 4,175.0 $1.3M 0.00% +154.0 +3.8% $322.26 -4.1%
542 MOD MODINE MFG CO Consumer Cyclical 6,102.0 $1.3M 0.00% +512.0 +9.2% $216.71 +12.1%
543 LBRT LIBERTY ENERGY INC Energy 45,858.0 $1.3M 0.00% +29K +172.2% $28.80 +15.0%
544 MILLROSE PPTYS INC 46,487.0 $1.3M 0.00% +13K +38.3% $28.00
545 GTLS CHART INDS INC Industrials 5,973.0 $1.3M 0.00% +1K +23.8% $209.69 -1.2%
546 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 38,980.0 $1.2M 0.00% +26K +198.4% $31.49 +2.7%
547 PGEN PRECIGEN INC Healthcare 301,988.0 $1.2M 0.00% +286K +1788.5% $3.87 +4.9%
548 LIBERTY MEDIA CORP DEL 13,627.0 $1.2M 0.00% +6K +79.4% $85.02
549 GGG GRACO INC Industrials 13,358.0 $1.1M 0.00% +7K +122.9% $84.65 -11.5%
550 WTRG ESSENTIAL UTILS INC Utilities 27,825.0 $1.1M 0.00% +18K +176.8% $40.27 -7.2%
551 BURL BURLINGTON STORES INC Consumer Cyclical 3,383.0 $1.1M 0.00% +1K +49.6% $325.35 -12.4%
552 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 662.0 $1.1M 0.00% +332.0 +100.6% $1656.91 +15.6%
553 ARW ARROW ELECTRS INC Technology 7,563.0 $1.1M 0.00% +2K +45.5% $143.41 +43.4%
554 WTS WATTS WATER TECHNOLOGIES INC Industrials 3,656.0 $1.1M 0.00% +726.0 +24.8% $290.31 +1.9%
555 PHIN PHINIA INC Consumer Cyclical 15,236.0 $1.0M 0.00% +11K +270.8% $68.44 +5.2%
556 FSS FEDERAL SIGNAL CORP Industrials 9,616.0 $1.0M 0.00% +3K +50.1% $108.14 +2.6%
557 CUZ COUSINS PPTYS INC Real Estate 44,729.0 $1.0M 0.00% +583.0 +1.3% $22.57 +15.0%
558 BAB INVESCO EXCH TRADED FD TR II 37,126.0 $1.0M 0.00% +23K +159.4% $26.96 -2.3%
559 ZM ZOOM COMMUNICATIONS INC Technology 12,059.0 $969K 0.00% +3K +36.0% $80.39 +22.2%
560 RPM RPM INTL INC Basic Materials 9,713.0 $967K 0.00% +5K +110.9% $99.53 -5.2%
Page 28 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%