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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 30 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ING ING GROEP N.V. Financial Services 9,611.0 $302K +222.0 +2.4% $31.38 +11.0%
582 OCFC OCEANFIRST FINL CORP Financial Services 15,363.0 $300K +2K +13.6% $19.53 -2.4%
583 OUTFRONT MEDIA INC 9,092.0 $298K +1K +19.6% $32.76
584 STNG SCORPIO TANKERS INC Energy 4,271.0 $296K +298.0 +7.5% $69.26 +13.3%
585 QUBT QUANTUM COMPUTING INC Technology 30,308.0 $294K +18K +147.0% $9.70 -8.0%
586 VIGI VANGUARD WHITEHALL FDS 3,125.0 $292K +645.0 +26.0% $93.37 +5.6%
587 CLH CLEAN HARBORS INC Industrials 993.0 $291K +134.0 +15.6% $293.34 +7.7%
588 MC MOELIS & CO Financial Services 4,442.0 $291K +668.0 +17.7% $65.42 +4.4%
589 ACIW ACI WORLDWIDE INC Technology 5,736.0 $288K +450.0 +8.5% $50.29 +3.1%
590 ONDS ONDAS INC Technology 34,918.0 $288K +19K +121.5% $8.24 +5.7%
591 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,750.0 $287K +195.0 +12.5% $164.27 +0.8%
592 BCO BRINKS CO Industrials 3,033.0 $287K +171.0 +6.0% $94.49 +17.9%
593 ASB ASSOCIATED BANC-CORP Financial Services 9,258.0 $285K +729.0 +8.6% $30.77 +0.2%
594 GDXJ VANECK ETF TRUST 2,897.0 $285K +1K +82.1% $98.25 +35.0%
595 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,315.0 $284K +131.0 +4.1% $85.74 +1.4%
596 TRC TEJON RANCH CO Industrials 15,189.0 $284K +626.0 +4.3% $18.70 -12.1%
597 MWA MUELLER WTR PRODS INC Industrials 10,963.0 $283K +899.0 +8.9% $25.83 -3.4%
598 SF STIFEL FINL CORP Financial Services 4,055.0 $283K +157.0 +4.0% $69.77 +16.0%
599 RGLD ROYAL GOLD INC Basic Materials 1,401.0 $280K +37.0 +2.7% $199.60 +29.8%
600 IMMUNITYBIO INC 31,435.0 $275K +6K +23.8% $8.76
Page 30 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%