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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $18.3B AUM Filed Nov 21, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 1464 New
Page 21 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TRGP TARGA RES CORP Energy 29,751.0 $5.0M 0.03% NEW $167.54 +62.0%
402 FICO FAIR ISAAC CORP Technology 3,324.0 $5.0M 0.03% NEW $1496.53 -19.3%
403 XYL XYLEM INC Industrials 33,579.0 $5.0M 0.03% NEW $147.50 -27.8%
404 CCL CARNIVAL CORP Consumer Cyclical 170,355.0 $4.9M 0.03% NEW $28.91 -13.1%
405 CALL SPROTT FDS TR 80,000.0 $4.8M 0.03% NEW $60.43
406 REGCO REGENCY CTRS CORP Real Estate 65,813.0 $4.8M 0.03% NEW $72.90 -69.4%
407 FIS FIDELITY NATL INFORMATION SV Technology 72,178.0 $4.8M 0.03% NEW $65.94 -36.7%
408 WAB WABTEC Industrials 23,593.0 $4.7M 0.03% NEW $200.47 +27.9%
409 ODFL OLD DOMINION FREIGHT LINE IN Industrials 33,398.0 $4.7M 0.03% NEW $140.78 +45.6%
410 QQQM INVESCO EXCH TRADED FD TR II 19,005.0 $4.7M 0.03% NEW $247.12 +18.2%
411 MLPX GLOBAL X FDS 74,362.0 $4.7M 0.03% NEW $62.71 +22.0%
412 ACGL ARCH CAP GROUP LTD Financial Services 51,390.0 $4.7M 0.03% NEW $90.73 +5.3%
413 CALL SPDR SERIES TRUST 50,000.0 $4.7M 0.03% NEW $93.19
414 PUT SPDR SERIES TRUST 50,000.0 $4.7M 0.03% NEW $93.19
415 EQT EQT CORP Energy 84,978.0 $4.6M 0.03% NEW $54.43 +7.6%
416 DXCM DEXCOM INC Healthcare 68,460.0 $4.6M 0.03% NEW $67.29 +5.6%
417 SUI SUN CMNTYS INC Real Estate 35,498.0 $4.6M 0.03% NEW $129.00 -5.1%
418 CPT CAMDEN PPTY TR Real Estate 42,824.0 $4.6M 0.03% NEW $106.78 -1.8%
419 PCG PG&E CORP Utilities 303,218.0 $4.6M 0.03% NEW $15.08 +7.1%
420 STT STATE STR CORP Financial Services 39,193.0 $4.5M 0.03% NEW $116.01 +32.2%
Page 21 of 74  ·  1,464 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 38.6%
Financial Services 12.1%
Communication Services 11.5%
Consumer Cyclical 9.1%
Industrials 6.8%
Healthcare 5.9%
Consumer Defensive 5.7%
Real Estate 3.7%
Basic Materials 3.5%
Energy 1.7%