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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 9 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWO ISHARES TR 27,673.0 $8.7M 0.01% NEW $313.81 +12.6%
162 SCI SERVICE CORP INTL Consumer Cyclical 103,224.0 $8.5M 0.01% NEW $82.51 -4.5%
163 SCHD SCHWAB STRATEGIC TR 273,843.0 $8.4M 0.01% NEW $30.83 +4.1%
164 IBIT ISHARES BITCOIN TRUST ETF Financial Services 219,165.0 $8.4M 0.01% NEW $38.42 +13.2%
165 MINT PIMCO ETF TR 83,249.0 $8.4M 0.01% NEW $100.69 -0.1%
166 PUT CELANESE CORP DEL 125,000.0 $8.2M 0.01% NEW $65.77
167 ARCC ARES CAPITAL CORP Financial Services 442,872.0 $8.0M 0.01% NEW $18.02 +3.1%
168 SDY SPDR SERIES TRUST 52,419.0 $7.7M 0.01% NEW $145.94 +1.2%
169 Q QNITY ELECTRONICS INC Technology 66,166.0 $7.6M 0.01% NEW $115.37 +29.2%
170 MGK VANGUARD WORLD FD 19,109.0 $7.0M 0.01% NEW $367.43 -76.2%
171 IUSV ISHARES TR 68,355.0 $7.0M 0.01% NEW $102.25 +6.1%
172 NEBIUS GROUP N.V. 66,652.0 $6.9M 0.01% NEW $103.76
173 DIHP DIMENSIONAL ETF TRUST 210,027.0 $6.8M 0.01% NEW $32.22 +4.1%
174 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 10,821.0 $6.7M 0.01% NEW $616.78 +5.7%
175 PUT PETROLEO BRASILEIRO S A 320,000.0 $6.6M 0.01% NEW $20.75
176 NU NU HLDGS LTD Financial Services 458,985.0 $6.6M 0.01% NEW $14.37 -14.5%
177 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 113,148.0 $6.5M 0.01% NEW $57.58 +20.3%
178 DBJP DBX ETF TR 62,000.0 $6.3M 0.01% NEW $101.02 +7.6%
179 SCHZ SCHWAB STRATEGIC TR 264,940.0 $6.2M 0.01% NEW $23.22 -1.6%
180 WWD WOODWARD INC Industrials 16,996.0 $6.1M 0.01% NEW $357.92 -2.4%
Page 9 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%