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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 32 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SKYW SKYWEST INC Industrials 2,514.0 $250K +202.0 +8.7% $99.33 +1.8%
622 SPXC SPX TECHNOLOGIES INC Industrials 51,402.0 $249K +48K +1493.9% $4.84 +4184.1%
623 AWR AMER STATES WTR CO Utilities 3,008.0 $249K +211.0 +7.5% $82.64 +7.2%
624 MGTX MEIRAGTX HLDGS PLC Healthcare 18,319.0 $247K +1K +6.0% $13.51 +6.1%
625 REZI RESIDEO TECHNOLOGIES INC Industrials 7,946.0 $247K +1K +17.7% $31.10 -34.8%
626 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,727.0 $245K +204.0 +8.1% $90.01 +21.1%
627 HCC WARRIOR MET COAL INC Energy 2,997.0 $243K +363.0 +13.8% $81.16 +31.5%
628 MIR MIRION TECHNOLOGIES INC Industrials 13,442.0 $241K +907.0 +7.2% $17.93 -17.3%
629 FCF FIRST COMWLTH FINL CORP PA Financial Services 11,716.0 $238K +584.0 +5.2% $20.33 +3.7%
630 CC CHEMOURS CO Basic Materials 11,332.0 $233K +918.0 +8.8% $20.52 -22.2%
631 MMSI MERIT MED SYS INC Healthcare 3,345.0 $232K +110.0 +3.4% $69.34 +30.9%
632 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,706.0 $229K +48.0 +1.3% $61.76 -9.0%
633 BGC BGC GROUP INC Financial Services 21,355.0 $228K +3K +15.8% $10.69 +10.9%
634 LRN STRIDE INC Consumer Defensive 2,600.0 $224K +308.0 +13.4% $86.24 -2.2%
635 CRC CALIFORNIA RES CORP Energy 4,133.0 $219K +383.0 +10.2% $52.87 +0.7%
636 MNTN INC 23,637.0 $217K +4K +21.3% $9.20
637 OPCH OPTION CARE HEALTH INC Healthcare 10,300.0 $216K +2K +21.0% $20.97 +13.0%
638 BKD BROOKDALE SR LIVING INC Healthcare 13,277.0 $214K +2K +13.3% $16.09 -26.7%
639 PLUG PLUG PWR INC Industrials 77,438.0 $210K +9K +12.8% $2.71 -16.2%
640 APLE APPLE HOSPITALITY REIT INC Real Estate 12,449.0 $209K +881.0 +7.6% $16.81 -0.8%
Page 32 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%