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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 35 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HXL HEXCEL CORP NEW Industrials 2,533.0 $205K NEW $80.93 +9.4%
682 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 936.0 $205K NEW $218.72 -0.4%
683 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 5,214.0 $203K NEW $38.97 -11.8%
684 DLS WISDOMTREE TR 2,487.0 $203K NEW $81.50 +6.7%
685 FCOM FIDELITY COVINGTON TRUST 2,964.0 $202K NEW $68.11 +9.1%
686 GAM GENERAL AMERN INVS CO INC Financial Services 3,439.0 $201K NEW $58.46 +9.9%
687 EFG ISHARES TR 1,805.0 $201K NEW $111.38 +6.8%
688 VTIP VANGUARD MALVERN FDS 4,010.0 $200K NEW $49.95 +0.9%
689 DAKT DAKTRONICS INC Technology 10,165.0 $199K NEW $19.55 -0.8%
690 NVCT NUVECTIS PHARMA INC Healthcare 25,662.0 $198K NEW $7.73 +42.6%
691 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 17,807.0 $196K NEW $10.98 +2.0%
692 ORN ORION GROUP HLDGS INC Industrials 17,649.0 $192K NEW $10.90 +37.0%
693 PUT NIO INC 30,000.0 $181K NEW $6.03
694 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 20,728.0 $179K NEW $8.62 +4.4%
695 AUR AURORA INNOVATION INC Technology 42,049.0 $173K NEW $4.12 +80.3%
696 MNTN INC 19,483.0 $171K NEW $8.80
697 GBDC GOLUB CAP BDC INC Financial Services 13,458.0 $170K NEW $12.66 +2.4%
698 PK PARK HOTELS & RESORTS INC Real Estate 16,031.0 $169K NEW $10.53 +3.2%
699 PUT DENISON MINES CORP 45,000.0 $159K NEW $3.53
700 VRA VERA BRADLEY INC Consumer Cyclical 50,000.0 $158K NEW $3.16 +5.5%
Page 35 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%