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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 10 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BBEU J P MORGAN EXCHANGE TRADED F 2,884.0 $257K NEW $88.96 -9.0%
182 PI IMPINJ INC Technology 1,788.0 $256K NEW $143.23 +15.6%
183 VECO VEECO INSTRS INC DEL Technology 3,368.0 $255K NEW $75.80 -36.9%
184 GHC GRAHAM HLDGS CO Consumer Defensive 223.0 $255K NEW $1141.42 +2.2%
185 SQQQ PROSHARES TR 7,000.0 $254K NEW $36.31 +7.5%
186 PBT PERMIAN BASIN RTY TR Energy 10,144.0 $254K NEW $25.04 +36.9%
187 SXI STANDEX INTL CORP Industrials 710.0 $254K NEW $357.67 -13.2%
188 SKT TANGER INC Real Estate 6,423.0 $254K NEW $39.47 -3.2%
189 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 54,721.0 $253K NEW $4.62 -23.6%
190 TXG 10X GENOMICS INC Healthcare 6,583.0 $252K NEW $38.34 +69.8%
191 OPLN OPENLANE INC Consumer Cyclical 6,108.0 $252K NEW $41.24 -19.0%
192 VANGUARD CALIF TAX FREE FDS 2,500.0 $252K NEW $100.60
193 AXTI AXT INC Technology 3,449.0 $249K NEW $72.08 -1.9%
194 GFF GRIFFON CORP Industrials 2,540.0 $248K NEW $97.53 +3.1%
195 COLB COLUMBIA BKG SYS INC Financial Services 8,129.0 $247K NEW $30.41 +1.3%
196 XMTR XOMETRY INC Industrials 2,560.0 $247K NEW $96.52 -13.4%
197 CSTM CONSTELLIUM SE Basic Materials 7,743.0 $247K NEW $31.87 -15.2%
198 SHOC EA SERIES TRUST 2,004.0 $244K NEW $121.99 -14.6%
199 FBP FIRST BANCORP CORPORATION Financial Services 9,360.0 $244K NEW $26.07 +9.4%
200 PRI PRIMERICA INC Financial Services 858.0 $244K NEW $284.20 +4.1%
Page 10 of 16  ·  313 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%