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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 36 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 16,193.0 $27K +2K +11.6% $1.68 -18.2%
702 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 14,719.0 $21K +2K +11.8% $1.45 -41.4%
703 GEVO GEVO INC Basic Materials 13,198.0 $20K +1K +12.0% $1.50 +2.7%
704 AKBA AKEBIA THREAPEUTICS INC Healthcare 14,267.0 $16K +2K +11.9% $1.14 -20.5%
705 BEAT HEARTBEAM INC Healthcare 20,631.0 $15K +10K +94.1% $0.75 -34.2%
706 MVST MICROVAST HOLDINGS INC Industrials 11,679.0 $14K +2K +16.5% $1.17 -31.2%
Page 36 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%