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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $74.4B AUM 4,157 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 739 New 628 Added 377 Reduced 452 Exited
Page 18 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ALTG ALTA EQUIPMENT GROUP INC Industrials 256,347.0 $1.4M 0.00% NEW $5.37 +4.1%
342 VYMI VANGUARD WHITEHALL FDS 14,428.0 $1.4M 0.00% NEW $94.24 +5.8%
343 SPHQ INVESCO EXCHANGE TRADED FD T 17,818.0 $1.3M 0.00% NEW $75.19 +10.6%
344 PRF INVESCO EXCHANGE TRADED FD T 28,130.0 $1.3M 0.00% NEW $47.53 +10.5%
345 VDE VANGUARD WORLD FD 7,708.0 $1.3M 0.00% NEW $173.03 -1.6%
346 CRWV COREWEAVE INC Technology 17,216.0 $1.3M 0.00% NEW $77.47 +31.2%
347 XLI SELECT SECTOR SPDR TR 8,224.0 $1.3M 0.00% NEW $161.73 +5.7%
348 TREX TREX INC Industrials 35,418.0 $1.3M 0.00% NEW $36.62 +1.9%
349 GDX VANECK ETF TRUST 14,131.0 $1.3M 0.00% NEW $91.77 -5.9%
350 HRB BLOCK H & R INC Consumer Cyclical 40,374.0 $1.3M 0.00% NEW $31.74 +24.6%
351 DGRO ISHARES TR 18,180.0 $1.3M 0.00% NEW $70.18 +5.2%
352 CALL DEERE & CO 2,200.0 $1.2M 0.00% NEW $563.30
353 PINNACLE FINL PARTNERS INC 14,382.0 $1.2M 0.00% NEW $86.14
354 PHO INVESCO EXCHANGE TRADED FD T 18,449.0 $1.2M 0.00% NEW $66.86 -3.2%
355 GCI LIBERTY INC 33,000.0 $1.2M 0.00% NEW $37.21
356 IWX ISHARES TR 13,246.0 $1.2M 0.00% NEW $92.67 +9.9%
357 LSTR LANDSTAR SYS INC Industrials 7,616.0 $1.2M 0.00% NEW $160.31 +18.2%
358 VOOG VANGUARD ADMIRAL FDS INC 2,994.0 $1.2M 0.00% NEW $407.76 -80.0%
359 SPYI NEOS ETF TRUST 24,198.0 $1.2M 0.00% NEW $49.37 +7.4%
360 THG HANOVER INS GROUP INC Financial Services 6,877.0 $1.2M 0.00% NEW $173.34 +11.3%
Page 18 of 37  ·  739 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 28.8%
Financial Services 14.2%
Industrials 11.4%
Healthcare 11.3%
Consumer Cyclical 9.8%
Communication Services 8.8%
Energy 5.4%
Consumer Defensive 3.1%
Utilities 2.9%
Real Estate 2.3%