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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 14 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ICUI ICU MED INC Healthcare 1,394.0 $204K NEW $146.60 +24.7%
262 ALG ALAMO GROUP INC Industrials 1,240.0 $204K NEW $164.49 -0.1%
263 IDEV ISHARES TR 2,291.0 $204K NEW $89.00 +4.8%
264 WDFC WD 40 CO Basic Materials 833.0 $203K NEW $243.64 -10.9%
265 PB PROSPERITY BANCSHARES INC Financial Services 2,777.0 $203K NEW $73.03 -0.4%
266 ATLANTA BRAVES HLDGS INC 3,904.0 $203K NEW $51.90
267 AVA AVISTA CORP Utilities 4,946.0 $202K NEW $40.91 -8.2%
268 BKU BANKUNITED INC Financial Services 4,164.0 $202K NEW $48.45 -4.4%
269 WHD CACTUS INC Energy 3,931.0 $201K NEW $51.23 +35.5%
270 KALU KAISER ALUMINIUM CORPORATION Basic Materials 1,029.0 $201K NEW $195.65 -21.2%
271 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 2,990.0 $201K NEW $67.12 -5.3%
272 NTLA INTELLIA THERAPEUTICS INC Healthcare 11,819.0 $198K NEW $16.78 -23.5%
273 KEEL KEEL INFRASTRUCTURE CORP Technology 32,603.0 $187K NEW $5.74 -42.2%
274 GPGI GPGI INC Industrials 10,904.0 $173K NEW $15.85 -19.3%
275 RCAT RED CAT HLDGS INC Technology 16,080.0 $171K NEW $10.65 -9.7%
276 STUBHUB HLDGS INC 12,532.0 $161K NEW $12.87
277 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 10,442.0 $154K NEW $14.76 +4.7%
278 CALL ARRAY TECHNOLOGIES INC 20,000.0 $148K NEW $7.41
279 NWL NEWELL BRANDS INC Consumer Defensive 24,015.0 $147K NEW $6.14 -0.8%
280 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 14,861.0 $146K NEW $9.81 +1.0%
Page 14 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%