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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 35 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GENI GENIUS SPORTS LIMITED Communication Services 13,685.0 $83K +2K +20.1% $6.06 +33.0%
682 NUVB NUVATION BIO INC Healthcare 13,916.0 $79K +770.0 +5.9% $5.68 +22.0%
683 MQ MARQETA INC Technology 19,357.0 $79K +1K +7.2% $4.06 +303.0%
684 KOS KOSMOS ENERGY LTD Energy 37,189.0 $78K +13K +53.5% $2.11 +40.3%
685 EGY VAALCO ENERGY INC Energy 14,458.0 $73K +543.0 +3.9% $5.08 +16.9%
686 MNKD MANNKIND CORP Healthcare 16,998.0 $72K +2K +10.3% $4.26 -2.6%
687 DCH DAUCH CORP Industrials 13,105.0 $71K +2K +13.9% $5.42 +26.9%
688 ARDX ARDELYX INC Healthcare 13,495.0 $69K +1K +11.8% $5.10 -23.7%
689 ABR ARBOR REALTY TRUST INC Real Estate 12,651.0 $69K +681.0 +5.7% $5.42 -4.2%
690 AMC ENTMT HLDGS INC 34,594.0 $66K +8K +31.9% $1.90
691 NAT NORDIC AMERICAN TANKERS LIMI Industrials 11,378.0 $63K +1K +10.1% $5.54 +25.8%
692 INDI INDIE SEMICONDUCTOR INC Technology 11,837.0 $53K +2K +17.2% $4.49 -7.6%
693 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 17,673.0 $50K +763.0 +4.5% $2.83 -9.2%
694 BUR BURFORD CAPITAL LIMITED Financial Services 11,293.0 $46K +1K +11.4% $4.10 +5.1%
695 ESPR ESPERION THERAPEUTICS INC NE Healthcare 13,978.0 $44K +2K +15.2% $3.16 +0.6%
696 VUZI VUZIX CORP Technology 13,837.0 $40K +395.0 +2.9% $2.90 +1.4%
697 EMBC EMBECTA CORP Healthcare 10,696.0 $35K +410.0 +4.0% $3.26 +60.4%
698 OPK OPKO HEALTH INC Healthcare 22,249.0 $33K +2K +7.4% $1.50 -1.3%
699 BTBT BIT DIGITAL INC Financial Services 18,165.0 $33K +632.0 +3.6% $1.80 -15.0%
700 NXDR NEXTDOOR HOLDINGS INC Communication Services 12,951.0 $29K +2K +15.6% $2.27 +5.3%
Page 35 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%