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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 13 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRC CALIFORNIA RES CORP Energy 3,750.0 $260K -3K -48.1% $69.22 -8.3%
242 NUVL NUVALENT INC Healthcare 2,518.0 $258K -2K -45.0% $102.45 +0.5%
243 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,862.0 $255K -3K -40.7% $66.10 +5.2%
244 EBC EASTERN BANKSHARES INC Financial Services 12,933.0 $253K -8K -38.3% $19.56 -0.5%
245 XENE XENON PHARMACEUTICALS INC Healthcare 4,349.0 $253K -4K -46.3% $58.15 -6.2%
246 MRCY MERCURY SYS INC Industrials 3,467.0 $253K -2K -37.5% $72.91 +28.2%
247 TGTX TG THERAPEUTICS INC Healthcare 7,577.0 $252K -8K -51.1% $33.22 +20.8%
248 IESC IES HOLDINGS INC Industrials 527.0 $251K -437.0 -45.3% $476.47 +36.0%
249 GDXJ VANECK ETF TRUST 1,591.0 $251K -5K -77.3% $157.76 -29.9%
250 KBH KB HOME Consumer Cyclical 4,815.0 $249K -2K -32.0% $51.75 -12.4%
251 CPRX CATALYST PHARMACEUTICALS INC Healthcare 9,943.0 $246K -2K -19.4% $24.76 +26.1%
252 HCC WARRIOR MET COAL INC Energy 2,634.0 $245K -3K -52.6% $93.15 -8.9%
253 INTERNATIONAL BANCSHARES COR 3,622.0 $244K -2K -37.7% $67.29
254 SIGI SELECTIVE INS GROUP INC Financial Services 3,213.0 $242K -3K -50.5% $75.39 +16.9%
255 CSW INDUSTRIALS INC 926.0 $241K -812.0 -46.7% $260.58
256 KYMR KYMERA THERAPEUTICS INC Healthcare 2,892.0 $241K -2K -46.2% $83.29 -5.5%
257 NOVT NOVANTA INC Technology 2,013.0 $238K -2K -47.7% $118.11 +25.6%
258 FFIN FIRST FINL BANKSHARES INC Financial Services 8,071.0 $238K -6K -43.8% $29.45 +7.9%
259 LIVN LIVANOVA PLC Healthcare 3,731.0 $237K -2K -35.8% $63.56 +15.9%
260 AX AXOS FINANCIAL INC Financial Services 2,775.0 $236K -3K -52.2% $85.09 -1.5%
Page 13 of 19  ·  377 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%