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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 15 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AIR AAR CORP Industrials 1,996.0 $218K -2K -47.6% $109.46 -7.8%
282 MGEE MGE ENERGY INC Utilities 2,822.0 $218K -1K -28.3% $77.30 -3.0%
283 CIFR CIPHER DIGITAL INC Financial Services 16,932.0 $218K -11K -40.1% $12.87 +46.1%
284 FSLY FASTLY INC Technology 7,498.0 $218K -7K -48.7% $29.06 -42.5%
285 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,516.0 $217K -2K -44.2% $86.44 +31.8%
286 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,426.0 $217K -3K -47.5% $63.35 +9.9%
287 ACIW ACI WORLDWIDE INC Technology 5,286.0 $217K -6K -53.0% $41.01 +3.9%
288 FOLD AMICUS THERAPEUTIC Healthcare 14,983.0 $217K -15K -49.5% $14.46 +0.2%
289 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,887.0 $216K -2K -42.0% $74.89 +13.3%
290 SRRK SCHOLAR ROCK HLDG CORP Healthcare 4,391.0 $216K -4K -49.3% $49.16 -3.6%
291 MC MOELIS & CO Financial Services 3,774.0 $215K -4K -52.4% $57.00 +12.0%
292 TDS TELEPHONE & DATA SYS INC Communication Services 5,062.0 $213K -6K -52.3% $42.10 -1.6%
293 CDP COPT DEFENSE PROPERTIES Real Estate 6,951.0 $213K -5K -42.8% $30.60 +4.2%
294 SKYW SKYWEST INC Industrials 2,312.0 $212K -2K -46.4% $91.83 -10.9%
295 AWR AMER STATES WTR CO Utilities 2,797.0 $212K -1K -32.2% $75.62 -0.1%
296 KTB KONTOOR BRANDS INC Consumer Cyclical 3,006.0 $211K -3K -48.8% $70.29 -8.6%
297 BNL BROADSTONE NET LEASE INC Real Estate 11,546.0 $211K -9K -42.9% $18.27 +10.9%
298 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 7,719.0 $208K -7K -46.7% $26.94 +23.3%
299 BTU PEABODY ENGR CORP Energy 6,244.0 $206K -7K -52.1% $32.95 -28.0%
300 MMS MAXIMUS INC Industrials 3,191.0 $205K -3K -47.1% $64.10 -6.9%
Page 15 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%