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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 34 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DRH DIAMONDROCK HOSPITALITY CO Real Estate 11,623.0 $142K +1K +11.6% $12.18 +5.3%
662 GNL GLOBAL NET LEASE INC Real Estate 15,189.0 $136K +672.0 +4.6% $8.94 +1.1%
663 WEN WENDYS CO Consumer Cyclical 15,872.0 $132K +489.0 +3.2% $8.29 +8.7%
664 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 12,883.0 $129K +1K +13.0% $10.00 -4.5%
665 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 16,131.0 $128K +1K +9.9% $7.92 +9.8%
666 NG NOVAGOLD RESOURCES INC Basic Materials 20,841.0 $124K +5K +32.3% $5.97 +46.1%
667 IMRX IMMUNEERING CORP Healthcare 24,460.0 $122K +960.0 +4.1% $4.99 +6.2%
668 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 23,258.0 $122K +3K +13.0% $5.24 -20.8%
669 WEBULL CORP 18,562.0 $121K +5K +32.9% $6.52
670 WEAV WEAVE COMMUNICATIONS INC Technology 19,081.0 $114K +291.0 +1.6% $5.99 +21.7%
671 BBAI BIGBEAR AI HLDGS INC Technology 31,001.0 $114K +9K +41.6% $3.67 -12.3%
672 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 16,419.0 $108K +2K +17.0% $6.60 -9.5%
673 PAYO PAYONEER GLOBAL INC Technology 14,810.0 $105K +630.0 +4.4% $7.12 -0.1%
674 RXRX RECURSION PHARMACEUTICALS IN Healthcare 28,405.0 $104K +5K +23.1% $3.67 -4.6%
675 TDOC TELADOC HEALTH INC Healthcare 11,070.0 $94K +674.0 +6.5% $8.48 -24.6%
676 HLMN HILLMAN SOLUTIONS CORP Industrials 11,119.0 $94K +931.0 +9.1% $8.44 -0.9%
677 GERN GERON CORP Healthcare 72,971.0 $93K +3K +5.0% $1.28 +18.8%
678 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 22,044.0 $92K +5K +29.8% $4.16 +99.3%
679 TSHA TAYSHA GENE THERAPIES INC Healthcare 13,262.0 $90K +2K +19.2% $6.81 -10.6%
680 SIGA SIGA TECHNOLOGIES INC Healthcare 23,650.0 $86K +266.0 +1.1% $3.64 -16.5%
Page 34 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%