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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 8 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BND VANGUARD BD INDEX FDS 362,403.0 $26.6M 0.03% +265K +271.1% $73.41 -1.6%
142 FR FIRST INDL RLTY TR INC Real Estate 426,259.0 $26.1M 0.03% +395K +1260.4% $61.31 +2.6%
143 HYG ISHARES TR 321,516.0 $25.6M 0.03% +52K +19.5% $79.71 -0.1%
144 EA ELECTRONIC ARTS INC Communication Services 122,454.0 $25.1M 0.03% +13K +12.2% $204.83 +2.4%
145 URI UNITED RENTALS INC Industrials 21,252.0 $24.0M 0.03% +1K +7.3% $1131.52 -2.9%
146 NVT NVENT ELEC PLC Industrials 141,569.0 $24.0M 0.03% +132K +1339.6% $169.56 -10.4%
147 SPYV SPDR SERIES TRUST 385,288.0 $23.4M 0.03% +3K +0.9% $60.81 +4.4%
148 ENTERGY CORP NEW 198,212.0 $22.8M 0.03% +99K +98.8% $114.86
149 ESGV VANGUARD WORLD FD 170,359.0 $22.5M 0.03% +84K +96.7% $132.24 +2.7%
150 ISHG ISHARES TR 295,388.0 $22.0M 0.03% +51K +20.7% $74.61 +2.1%
151 WWD WOODWARD INC Industrials 51,129.0 $21.8M 0.03% +34K +200.8% $425.44 -19.3%
152 CWEN CLEARWAY ENERGY INC Utilities 688,302.0 $21.2M 0.03% +398K +137.2% $30.84 +5.6%
153 SPSM SPDR SERIES TRUST 374,375.0 $21.1M 0.03% +85K +29.4% $56.23 +1.9%
154 CCK CROWN HLDGS INC Consumer Cyclical 188,016.0 $21.0M 0.03% +167K +810.1% $111.80 +6.9%
155 COHR COHERENT CORP Technology 53,222.0 $21.0M 0.03% +11K +26.8% $394.26 -26.6%
156 TGT TARGET CORP Consumer Defensive 160,762.0 $21.0M 0.03% +52K +47.7% $130.49 +26.8%
157 ZS ZSCALER INC Technology 147,983.0 $20.9M 0.03% +8K +5.9% $141.22 +28.7%
158 EFX EQUIFAX INC Industrials 131,634.0 $20.9M 0.03% +46K +53.5% $158.73 +21.4%
159 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 413,702.0 $20.7M 0.03% +335K +425.1% $49.98 +4.7%
160 SNA SNAP ON INC Industrials 50,598.0 $20.3M 0.03% +24K +89.9% $402.00 -2.1%
Page 8 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%