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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 9 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBDU ISHARES TR 11,920.0 $276K NEW $23.16 -0.5%
162 TWN TAIWAN FD INC Financial Services 2,866.0 $276K NEW $96.17 +1.5%
163 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 6,687.0 $274K NEW $41.03 -10.1%
164 BKSY BLACKSKY TECHNOLOGY INC Technology 9,804.0 $274K NEW $27.92 -0.6%
165 NKTR NEKTAR THERAPEUTICS Healthcare 3,896.0 $272K NEW $69.81 +6.0%
166 ASH ASHLAND INC Basic Materials 4,118.0 $271K NEW $65.89 +10.3%
167 ALHC ALIGNMENT HEALTHCARE INC Healthcare 11,364.0 $271K NEW $23.81 -44.7%
168 RXO RXO INC Industrials 9,753.0 $269K NEW $27.59 -18.3%
169 ORKA ORUKA THERAPEUTICS INC Healthcare 2,827.0 $269K NEW $95.17 +13.4%
170 CECO CECO ENVIRONMENTAL CORP Industrials 2,934.0 $266K NEW $90.74 -21.2%
171 PHG KONINKLIJKE PHILIPS N V Healthcare 9,789.0 $266K NEW $27.19 +0.8%
172 VRNS VARONIS SYS INC Technology 6,336.0 $266K NEW $41.96 -1.7%
173 FULT FULTON FINL CORP PA Financial Services 10,968.0 $265K NEW $24.19 -2.3%
174 CALL EQUINOX GOLD CORP 27,100.0 $263K NEW $9.72
175 AZZ AZZ INC Industrials 1,691.0 $262K NEW $155.05 -8.9%
176 POWI POWER INTEGRATIONS INC Technology 3,129.0 $262K NEW $83.76 -34.1%
177 BEAM BEAM THERAPEUTICS INC Healthcare 7,618.0 $261K NEW $34.32 -13.3%
178 XLB SELECT SECTOR SPDR TR 5,137.0 $261K NEW $50.83 +5.3%
179 HAE HAEMONETICS CORP MASS Healthcare 3,469.0 $260K NEW $75.00 +45.1%
180 DNTH DIANTHUS THERAPEUTICS INC Healthcare 2,646.0 $258K NEW $97.48 +14.0%
Page 9 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%