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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 30 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 INSM INSMED INC Healthcare 9,068.0 $955K 0.00% -2K -17.6% $105.28 +19.5%
582 AFRM AFFIRM HLDGS INC Technology 11,616.0 $945K 0.00% -815.0 -6.6% $81.31 -5.3%
583 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,392.0 $937K 0.00% -1K -34.6% $391.52 -4.1%
584 PGX INVESCO EXCH TRADED FD TR II 85,448.0 $926K 0.00% -19K -18.1% $10.84 -2.2%
585 ZM ZOOM COMMUNICATIONS INC Technology 10,615.0 $923K 0.00% -1K -12.0% $86.91 +23.6%
586 CRS CARPENTER TECHNOLOGY CORP Industrials 1,519.0 $915K 0.00% -118.0 -7.2% $602.29 -18.2%
587 CHKP CHECK POINT SOFTWARE TECH LT Technology 6,911.0 $908K 0.00% -576K -98.8% $131.42 -0.7%
588 GATX GATX CORP Industrials 5,100.0 $904K 0.00% -220.0 -4.1% $177.19 -0.1%
589 CALL GAMESTOP CORP 40,800.0 $901K 0.00% -7K -13.9% $22.08
590 HEICO CORP NEW 3,389.0 $874K 0.00% -234.0 -6.5% $257.91
591 CALL ENCORE ENERGY CORP 665,000.0 $871K 0.00% -209K -23.9% $1.31
592 CALL NEXGEN ENERGY LTD 92,500.0 $869K 0.00% -8K -7.5% $9.39
593 AEIS ADVANCED ENERGY INDS Industrials 2,320.0 $859K 0.00% -2K -44.4% $370.30 -22.8%
594 GSY INVESCO ACTIVELY MANAGED EXC 17,095.0 $857K 0.00% -140.0 -0.8% $50.15 +0.3%
595 CDE COEUR MNG INC Basic Materials 52,277.0 $853K 0.00% -47K -47.4% $16.32 +28.5%
596 CEF SPROTT ASSET MANAGEMENT LP Financial Services 21,055.0 $847K 0.00% -12K -37.2% $40.23 +17.4%
597 COLD AMERICOLD REALTY TRUST INC Real Estate 53,730.0 $845K 0.00% -10K -15.4% $15.72 -3.0%
598 RSPT INVESCO EXCHANGE TRADED FD T 12,684.0 $818K 0.00% -6K -32.4% $64.50 -0.7%
599 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,821.0 $813K 0.00% -28.0 -0.6% $168.53 -9.5%
600 PUT NIKE INC 19,400.0 $796K 0.00% -20K -50.5% $41.05
Page 30 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%