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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 18 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QUBT QUANTUM COMPUTING INC Technology 12,271.0 $84K -2K -14.3% $6.85 +41.9%
342 BORR DRILLING LTD 14,370.0 $83K -12K -45.5% $5.77
343 BBAI BIGBEAR AI HLDGS INC Technology 21,887.0 $77K -9K -29.1% $3.52 +9.1%
344 MQ MARQETA INC Technology 18,054.0 $74K -23K -56.0% $4.08 -3.4%
345 ARDX ARDELYX INC Healthcare 12,067.0 $72K -13K -52.0% $5.99 +1.7%
346 BFLY BUTTERFLY NETWORK INC Healthcare 17,671.0 $71K -3K -13.7% $4.04 +1.5%
347 RXRX RECURSION PHARMACEUTICALS IN Healthcare 23,085.0 $71K -16K -41.0% $3.07 -5.9%
348 PAYO PAYONEER GLOBAL INC Technology 14,180.0 $68K -16K -52.2% $4.83 -0.6%
349 DCH DAUCH CORP Industrials 11,510.0 $68K -822.0 -6.7% $5.93 +4.6%
350 KOS KOSMOS ENERGY LTD Energy 24,224.0 $67K -26K -52.1% $2.78 +16.2%
351 TIC TIC SOLUTIONS INC Industrials 10,188.0 $67K -8K -43.9% $6.58 +36.8%
352 NAT NORDIC AMERICAN TANKERS LIMI Industrials 10,332.0 $61K -12K -52.8% $5.86 -6.1%
353 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 16,988.0 $60K -11K -39.0% $3.51 -3.4%
354 TDOC TELADOC HEALTH INC Healthcare 10,396.0 $57K -8K -44.5% $5.45 +16.5%
355 NUVB NUVATION BIO INC Healthcare 13,146.0 $56K -13K -50.6% $4.29 -1.9%
356 GENI GENIUS SPORTS LIMITED Communication Services 11,393.0 $50K -12K -51.2% $4.43 +16.9%
357 TSHA TAYSHA GENE THERAPIES INC Healthcare 11,121.0 $50K -12K -50.9% $4.47 +21.9%
358 BUR BURFORD CAPITAL LIMITED Financial Services 10,134.0 $46K -11K -52.8% $4.52 -5.5%
359 TE T1 ENERGY INC Industrials 10,241.0 $45K -2K -13.9% $4.39 +59.5%
360 MNKD MANNKIND CORP Healthcare 15,407.0 $38K -17K -52.3% $2.45 +22.0%
Page 18 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%