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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 35 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HAS HASBRO INC Consumer Cyclical 13,603.0 $1.0M 0.01% NEW $75.85 +18.8%
682 RGTI RIGETTI COMPUTING INC Technology 34,076.0 $1.0M 0.01% NEW $29.79 -43.3%
683 GNRC GENERAC HLDGS INC Industrials 5,992.0 $1.0M 0.01% NEW $167.40 +48.0%
684 PUT STARWOOD PPTY TR INC 51,700.0 $1.0M 0.01% NEW $19.37
685 ZG ZILLOW GROUP INC Communication Services 13,164.0 $980K 0.01% NEW $74.44 -50.4%
686 GTLS CHART INDS INC Industrials 4,825.0 $966K 0.01% NEW $200.15 +4.1%
687 SPXC SPX TECHNOLOGIES INC Industrials 5,144.0 $961K 0.01% NEW $186.78 +10.0%
688 AES AES CORP Utilities 72,707.0 $957K 0.01% NEW $13.16 +11.6%
689 LPLA LPL FINL HLDGS INC Financial Services 2,868.0 $954K 0.01% NEW $332.69 -13.5%
690 IDCC INTERDIGITAL INC Technology 2,763.0 $954K 0.01% NEW $345.23 -22.6%
691 PUT URANIUM ENERGY CORP 70,500.0 $940K 0.01% NEW $13.34
692 PUT DRAFTKINGS INC NEW 25,000.0 $935K 0.01% NEW $37.40
693 PSTG PURE STORAGE INC Technology 11,133.0 $933K 0.01% NEW $83.81 -0.0%
694 UMBF UMB FINL CORP Financial Services 7,751.0 $917K 0.01% NEW $118.35 +10.0%
695 COLD AMERICOLD REALTY TRUST INC Real Estate 74,852.0 $916K 0.01% NEW $12.24 +18.0%
696 MRNA MODERNA INC Healthcare 35,359.0 $913K 0.01% NEW $25.83 +83.0%
697 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,983.0 $910K 0.01% NEW $458.66 +12.0%
698 MDB MONGODB INC Technology 2,930.0 $909K 0.01% NEW $310.38 +2.3%
699 PUT CAVA GROUP INC 15,000.0 $906K 0.01% NEW $60.41
700 CALL CAVA GROUP INC 15,000.0 $906K 0.01% NEW $60.41
Page 35 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%