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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 40 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CWST CASELLA WASTE SYS INC Industrials 6,706.0 $636K 0.00% NEW $94.88 -8.1%
782 ROAD CONSTRUCTION PARTNERS INC Industrials 5,005.0 $636K 0.00% NEW $127.00 -11.4%
783 REZI RESIDEO TECHNOLOGIES INC Industrials 14,717.0 $635K 0.00% NEW $43.18 -33.0%
784 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 21,194.0 $631K 0.00% NEW $29.76 +5.4%
785 ARW ARROW ELECTRS INC Technology 5,199.0 $629K 0.00% NEW $121.00 +75.9%
786 SOUN SOUNDHOUND AI INC Technology 39,060.0 $628K 0.00% NEW $16.08 -47.5%
787 ORA ORMAT TECHNOLOGIES INC Utilities 6,514.0 $627K 0.00% NEW $96.25 +39.1%
788 MOOG INC 3,001.0 $623K 0.00% NEW $207.67
789 LUMN LUMEN TECHNOLOGIES INC Communication Services 101,740.0 $623K 0.00% NEW $6.12 +54.2%
790 TRNO TERRENO RLTY CORP Real Estate 10,909.0 $619K 0.00% NEW $56.75 +16.6%
791 ACM AECOM Industrials 4,744.0 $619K 0.00% NEW $130.47 -46.2%
792 TTMI TTM TECHNOLOGIES INC Technology 10,740.0 $619K 0.00% NEW $57.60 +194.0%
793 INSTALLED BLDG PRODS INC 2,500.0 $617K 0.00% NEW $246.66
794 UEC URANIUM ENERGY CORP Energy 45,392.0 $606K 0.00% NEW $13.34 -4.4%
795 ITRI ITRON INC Technology 4,846.0 $604K 0.00% NEW $124.56 -34.3%
796 UFPI UFP INDUSTRIES INC Basic Materials 6,442.0 $602K 0.00% NEW $93.49 -14.4%
797 EAT BRINKER INTL INC Consumer Cyclical 4,723.0 $598K 0.00% NEW $126.68 +7.8%
798 ACIW ACI WORLDWIDE INC Technology 11,250.0 $594K 0.00% NEW $52.77 -19.4%
799 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 330.0 $590K 0.00% NEW $1789.16 +11.2%
800 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 6,589.0 $590K 0.00% NEW $89.59 +23.9%
Page 40 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%