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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 20 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RF REGIONS FINANCIAL CORP NEW Financial Services 194,347.0 $5.9M 0.01% -45K -18.8% $30.20 +0.7%
382 CINF CINCINNATI FINL CORP Financial Services 31,615.0 $5.8M 0.01% -7K -17.8% $184.86 -9.0%
383 FFIV F5 INC Technology 14,028.0 $5.8M 0.01% -3K -19.9% $415.93 -7.5%
384 CFG CITIZENS FINL GROUP INC Financial Services 83,164.0 $5.8M 0.01% -22K -21.3% $70.06 -0.3%
385 VRSK VERISK ANALYTICS INC Industrials 31,924.0 $5.7M 0.01% -9K -21.3% $179.29 +4.6%
386 BALL BALL CORP Consumer Cyclical 90,240.0 $5.6M 0.01% -16K -15.0% $62.38 +1.9%
387 ATO ATMOS ENERGY CORP Utilities 32,564.0 $5.6M 0.01% -6K -15.3% $172.11 -3.1%
388 FE FIRSTENERGY CORP Utilities 117,895.0 $5.6M 0.01% -19K -13.6% $47.54 -3.3%
389 DAR DARLING INGREDIENTS INC Consumer Defensive 101,386.0 $5.5M 0.01% -21K -17.0% $54.49 +20.6%
390 CPRT COPART INC Industrials 195,372.0 $5.5M 0.01% -654K -77.0% $28.21 +19.8%
391 COIN COINBASE GLOBAL INC Financial Services 37,599.0 $5.5M 0.01% -7K -16.4% $146.12 +27.6%
392 SYF SYNCHRONY FINANCIAL Financial Services 72,207.0 $5.5M 0.01% -18K -19.6% $75.99 +4.6%
393 ACVA ACV AUCTIONS INC Consumer Cyclical 753,422.0 $5.4M 0.01% -190K -20.1% $7.21 +3.0%
394 STLD STEEL DYNAMICS INC Basic Materials 23,639.0 $5.4M 0.01% -10K -29.2% $229.55 -0.4%
395 MAS MASCO CORP Industrials 66,661.0 $5.4M 0.01% -8K -10.7% $81.40 -10.0%
396 IBIT ISHARES BITCOIN TRUST ETF Financial Services 161,368.0 $5.4M 0.01% -58K -26.4% $33.29 +31.2%
397 CNP CENTERPOINT ENERGY INC Utilities 121,904.0 $5.4M 0.01% -47K -28.0% $44.06 -12.0%
398 CALL SELECT SECTOR SPDR TR 100,000.0 $5.3M 0.01% -125K -55.6% $53.11
399 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 60,775.0 $5.2M 0.01% -10K -13.7% $86.13 +17.2%
400 FICO FAIR ISAAC CORP Technology 4,386.0 $5.2M 0.01% -2K -28.1% $1193.19 -1.7%
Page 20 of 38  ·  751 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%