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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 26 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AGNC AGNC INVT CORP Real Estate 224,658.0 $2.4M 0.00% -36K -13.7% $10.90 -0.1%
502 SHY ISHARES TR 29,155.0 $2.4M 0.00% -4K -13.1% $82.11 -0.1%
503 BILL BILL HOLDINGS INC Technology 65,256.0 $2.4M 0.00% -61K -48.2% $36.16 +32.2%
504 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 36,215.0 $2.3M 0.00% -7K -17.1% $64.57 +1.4%
505 NWS NEWS CORP NEW 80,040.0 $2.2M 0.00% -50K -38.5% $28.06
506 IVOO VANGUARD ADMIRAL FDS INC 16,967.0 $2.2M 0.00% -2K -8.5% $129.70 +0.2%
507 EGP EASTGROUP PPTYS INC Real Estate 10,660.0 $2.2M 0.00% -2K -15.1% $202.89 -0.9%
508 VSS VANGUARD INTL EQUITY INDEX F 13,919.0 $2.2M 0.00% -2K -12.6% $155.15 +3.2%
509 PLAY DAVE & BUSTERS ENTMT INC Communication Services 185,505.0 $2.1M 0.00% -150K -44.7% $11.40 -10.1%
510 IJK ISHARES TR 17,612.0 $2.1M 0.00% -230.0 -1.3% $117.50 -1.7%
511 PUT EXXON MOBIL CORP 15,000.0 $2.1M 0.00% -104K -87.4% $136.72
512 BP BP PLC Energy 54,914.0 $2.0M 0.00% -6K -9.9% $36.95 +21.1%
513 ACWI ISHARES TR 12,767.0 $2.0M 0.00% -683K -98.2% $156.97 +2.4%
514 AMH AMERICAN HOMES 4 RENT Real Estate 59,194.0 $2.0M 0.00% -14K -18.6% $33.52 +2.5%
515 CALL TRANSOCEAN LTD 400,000.0 $2.0M 0.00% -450K -52.9% $4.89
516 CALL DENISON MINES CORP 635,000.0 $1.9M 0.00% -391K -38.1% $3.06
517 SOMNIGROUP INTERNATIONAL INC 24,783.0 $1.9M 0.00% -4K -13.8% $78.36
518 BRX BRIXMOR PPTY GROUP INC Real Estate 60,247.0 $1.9M 0.00% -11K -15.2% $31.53 -7.0%
519 IONQ IONQ INC Technology 35,609.0 $1.9M 0.00% -16K -31.3% $53.26 -15.8%
520 HYS PIMCO ETF TR 19,680.0 $1.8M 0.00% -5K -20.9% $93.52 -0.7%
Page 26 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%