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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $82.3B AUM 4,604 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 313 New 706 Added 751 Reduced 136 Exited
Page 6 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOOV VANGUARD ADMIRAL FDS INC 2,950.0 $647K 0.00% NEW $219.19 +4.5%
102 JAAA JANUS DETROIT STR TR 12,557.0 $634K 0.00% NEW $50.49 +0.4%
103 AVEM AMERICAN CENTY ETF TR 6,549.0 $632K 0.00% NEW $96.49 -2.3%
104 LQDA LIQUIDIA CORPORATION Healthcare 7,835.0 $625K 0.00% NEW $79.73 -13.9%
105 FROG JFROG LTD Technology 6,836.0 $613K 0.00% NEW $89.63 +2.8%
106 SN SHARKNINJA INC Consumer Cyclical 4,010.0 $611K 0.00% NEW $152.27 +18.7%
107 PUT CLEVELAND-CLIFFS INC NEW 65,000.0 $610K 0.00% NEW $9.39
108 MDLN MEDLINE INC Healthcare 15,028.0 $593K 0.00% NEW $39.44 -13.1%
109 ATEN A10 NETWORKS INC Technology 15,547.0 $581K 0.00% NEW $37.36 -30.1%
110 ENPH ENPHASE ENERGY INC Energy 11,744.0 $578K 0.00% NEW $49.24 -21.6%
111 CALL GUIDEWIRE SOFTWARE INC 4,500.0 $554K 0.00% NEW $123.05
112 MTRN MATERION CORP Basic Materials 1,820.0 $541K 0.00% NEW $297.39 -22.0%
113 SLF SUN LIFE FINANCIAL INC. Financial Services 6,720.0 $527K 0.00% NEW $78.42 +0.7%
114 THOMSON REUTERS CORP 6,419.0 $524K 0.00% NEW $81.67
115 FPE FIRST TR EXCH TRADED FD III 27,953.0 $500K 0.00% NEW $17.88 -1.2%
116 ARMK ARAMARK Industrials 8,732.0 $497K 0.00% NEW $56.90 +5.0%
117 VSH VISHAY INTERTECHNOLOGY INC Technology 9,109.0 $490K 0.00% NEW $53.78 -41.2%
118 COMT ISHARES U S ETF TR 16,056.0 $488K 0.00% NEW $30.37 +15.1%
119 CALL TEUCRIUM COMMODITY TR 28,300.0 $474K 0.00% NEW $16.75
120 PENG PENGUIN SOLUTIONS INC Technology 6,111.0 $464K 0.00% NEW $76.01 -30.8%
Page 6 of 16  ·  313 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 33.2%
Financial Services 14.1%
Industrials 11.9%
Healthcare 10.0%
Consumer Cyclical 9.8%
Communication Services 6.6%
Energy 4.2%
Consumer Defensive 3.3%
Utilities 2.9%
Real Estate 2.1%