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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 27 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IJT ISHARES TR 10,303.0 $1.8M 0.00% -160.0 -1.5% $178.60 -2.6%
522 GLDM WORLD GOLD TR Financial Services 23,020.0 $1.8M 0.00% -991.0 -4.1% $79.42 +15.0%
523 IJJ ISHARES TR 12,303.0 $1.8M 0.00% -721.0 -5.5% $147.73 +0.9%
524 ADC AGREE RLTY CORP Real Estate 23,516.0 $1.8M 0.00% -5K -16.8% $75.74 -2.5%
525 A2Z CUST2MATE SOLUTIONS CORP 304,050.0 $1.8M 0.00% -73K -19.3% $5.82
526 GCO GENESCO INC Consumer Cyclical 50,533.0 $1.7M 0.00% -50K -49.7% $33.77 +3.8%
527 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 56,264.0 $1.7M 0.00% -72K -56.2% $30.17 +16.0%
528 NNN NNN REIT INC Real Estate 36,382.0 $1.7M 0.00% -8K -17.6% $46.53 -1.5%
529 CUBE CUBESMART Real Estate 43,074.0 $1.7M 0.00% -9K -17.7% $39.22 +4.3%
530 XLY SELECT SECTOR SPDR TR 14,097.0 $1.7M 0.00% -1K -7.8% $117.28 +0.6%
531 SPHQ INVESCO EXCHANGE TRADED FD T 17,497.0 $1.6M 0.00% -321.0 -1.8% $90.10 -4.6%
532 REXR REXFORD INDL RLTY INC Real Estate 45,850.0 $1.5M 0.00% -11K -19.5% $33.50 +11.1%
533 BINC BLACKROCK ETF TRUST II 29,278.0 $1.5M 0.00% -10K -26.3% $52.34 -0.6%
534 TREX TREX INC Industrials 30,466.0 $1.5M 0.00% -5K -14.0% $50.04 -6.4%
535 USMV ISHARES TR 15,720.0 $1.5M 0.00% -378.0 -2.4% $96.46 +4.9%
536 RTO RENTOKIL INITIAL PLC Industrials 52,355.0 $1.5M 0.00% -10K -15.4% $28.61 -17.3%
537 PRF INVESCO EXCHANGE TRADED FD T 27,672.0 $1.5M 0.00% -458.0 -1.6% $54.03 +3.8%
538 STAG STAG INDUSTRIAL INC Real Estate 38,694.0 $1.5M 0.00% -8K -17.2% $38.06 -3.7%
539 MKL MARKEL GROUP INC Financial Services 749.0 $1.5M 0.00% -123.0 -14.1% $1953.01 -8.1%
540 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,689.0 $1.5M 0.00% -60.0 -2.2% $541.83 -5.3%
Page 27 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%