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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 30 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PUT SELECT SECTOR SPDR TR 15,000.0 $2.1M 0.01% NEW $139.17
582 TXT TEXTRON INC Industrials 24,670.0 $2.1M 0.01% NEW $84.49 +6.0%
583 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 7,014.0 $2.1M 0.01% NEW $297.16 -18.1%
584 DECK DECKERS OUTDOOR CORP Consumer Cyclical 20,505.0 $2.1M 0.01% NEW $101.37 +1.2%
585 CPB THE CAMPBELLS COMPANY Consumer Defensive 65,643.0 $2.1M 0.01% NEW $31.58 -36.5%
586 HOLOGIC INC 30,702.0 $2.1M 0.01% NEW $67.49
587 ADC AGREE RLTY CORP Real Estate 29,035.0 $2.1M 0.01% NEW $71.04 +6.5%
588 BBY BEST BUY INC Consumer Cyclical 27,269.0 $2.1M 0.01% NEW $75.62 -19.1%
589 EVEREST GROUP LTD 5,808.0 $2.0M 0.01% NEW $350.23
590 BJRI BJS RESTAURANTS INC Consumer Cyclical 64,151.0 $2.0M 0.01% NEW $30.53 +45.4%
591 VRT VERTIV HOLDINGS CO Industrials 12,981.0 $2.0M 0.01% NEW $150.86 +109.2%
592 BE BLOOM ENERGY CORP Industrials 22,898.0 $1.9M 0.01% NEW $84.57 +264.1%
593 TEAM ATLASSIAN CORPORATION Technology 12,056.0 $1.9M 0.01% NEW $159.70 -46.0%
594 INCY INCYTE CORP Healthcare 22,648.0 $1.9M 0.01% NEW $84.81 +14.9%
595 PUT NIKE INC 27,500.0 $1.9M 0.01% NEW $69.73
596 PFFD GLOBAL X FDS 98,557.0 $1.9M 0.01% NEW $19.43 -3.2%
597 PUT CENOVUS ENERGY INC 112,200.0 $1.9M 0.01% NEW $16.99
598 COOPER COS INC 27,526.0 $1.9M 0.01% NEW $68.56
599 PUT LAS VEGAS SANDS CORP 35,000.0 $1.9M 0.01% NEW $53.79
600 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,356.0 $1.9M 0.01% NEW $431.71 -26.7%
Page 30 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%