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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 17 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NMRK NEWMARK GROUP INC Real Estate 10,467.0 $157K -6K -36.9% $14.99 -5.4%
322 PLUG PLUG PWR INC Industrials 68,638.0 $155K -48K -41.0% $2.26 +48.5%
323 SOUN SOUNDHOUND AI INC Technology 22,553.0 $155K -17K -42.3% $6.87 +22.3%
324 CALL EOS ENERGY ENTERPRISES INC 30,000.0 $149K -3K -10.2% $4.96
325 NG NOVAGOLD RESOURCES INC Basic Materials 15,749.0 $141K -17K -51.3% $8.98 -13.4%
326 DX DYNEX CAP INC Real Estate 11,063.0 $141K -3K -20.2% $12.76 +0.5%
327 GNL GLOBAL NET LEASE INC Real Estate 14,517.0 $136K -7K -32.0% $9.36 -0.3%
328 CLSK CLEANSPARK INC Technology 15,881.0 $135K -14K -46.3% $8.51 +68.5%
329 APLE APPLE HOSPITALITY REIT INC Real Estate 11,568.0 $133K -12K -51.6% $11.51 +22.4%
330 OSCR OSCAR HEALTH INC Healthcare 10,225.0 $117K -10K -50.6% $11.47 +114.8%
331 EOSE EOS ENERGY ENTERPRISES INC Industrials 22,372.0 $111K -5K -17.6% $4.96 +41.0%
332 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 11,398.0 $109K -11K -49.0% $9.52 -7.9%
333 LIONSGATE STUDIOS CORP 10,319.0 $99K -12K -52.8% $9.59
334 DRH DIAMONDROCK HOSPITALITY CO Real Estate 10,412.0 $98K -12K -52.6% $9.37 +12.9%
335 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,776.0 $95K -4K -24.5% $8.77 +119.2%
336 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 14,029.0 $93K -14K -49.6% $6.63 -16.2%
337 NVAX NOVAVAX INC Healthcare 11,347.0 $92K -5K -28.9% $8.14 +8.6%
338 ABR ARBOR REALTY TRUST INC Real Estate 11,970.0 $92K -8K -41.2% $7.71 -23.9%
339 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 14,673.0 $85K -2K -10.3% $5.80 +1.4%
340 HLMN HILLMAN SOLUTIONS CORP Industrials 10,188.0 $85K -11K -51.8% $8.32 -15.5%
Page 17 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%