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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 28 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EFG ISHARES TR 2,849.0 $354K +1K +57.8% $124.42 +1.0%
542 NOVT NOVANTA INC Technology 2,169.0 $352K +156.0 +7.8% $162.24 -10.5%
543 VOX VANGUARD WORLD FD 1,912.0 $352K +478.0 +33.3% $183.96 +1.1%
544 CBT CABOT CORP Basic Materials 3,871.0 $352K +853.0 +28.3% $90.82 -6.2%
545 SOLID BIOSCIENCES INC 34,976.0 $349K +1K +4.2% $9.99
546 SIGI SELECTIVE INS GROUP INC Financial Services 3,586.0 $348K +373.0 +11.6% $97.01 -5.7%
547 SSRM SSR MINING IN Basic Materials 12,192.0 $345K +2K +18.8% $28.28 +33.6%
548 BY BYLINE BANCORP INC Financial Services 9,125.0 $344K +157.0 +1.8% $37.66 +1.6%
549 FTDR FRONTDOOR INC Consumer Cyclical 4,425.0 $343K +504.0 +12.8% $77.59 +6.4%
550 CVSA COVISTA INC Consumer Cyclical 2,754.0 $343K +214.0 +8.4% $124.66 +6.2%
551 SRRK SCHOLAR ROCK HLDG CORP Healthcare 6,182.0 $340K +2K +40.8% $55.00 +2.7%
552 FFIN FIRST FINL BANKSHARES INC Financial Services 9,806.0 $339K +2K +21.5% $34.60 -1.4%
553 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 3,048.0 $338K +385.0 +14.5% $111.03 -0.9%
554 PAGP PLAINS GP HLDGS L P Energy 13,852.0 $336K +208.0 +1.5% $24.27 +10.6%
555 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 8,212.0 $335K +493.0 +6.4% $40.84 +10.5%
556 ROAD CONSTRUCTION PARTNERS INC Industrials 2,822.0 $335K +238.0 +9.2% $118.77 -5.6%
557 KBH KB HOME Consumer Cyclical 5,346.0 $335K +531.0 +11.0% $62.59 -11.5%
558 IDN INTELLICHECK MOBILISA INC Technology 81,289.0 $333K +5K +6.0% $4.10 -28.0%
559 CGON CG ONCOLOGY INC Healthcare 4,654.0 $331K +1K +34.0% $71.05 +12.3%
560 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,673.0 $330K +157.0 +6.2% $123.29 +9.1%
Page 28 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%