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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 31 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SGOL ETFS GOLD TR Financial Services 20,737.0 $793K 0.00% -15K -42.8% $38.23 +15.0%
602 KRC KILROY REALTY CORP Real Estate 20,796.0 $779K 0.00% -5K -18.5% $37.47 -2.4%
603 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 44,847.0 $775K 0.00% -7K -14.1% $17.28 -1.8%
604 GTLS CHART INDS INC Industrials 3,750.0 $774K 0.00% -2K -37.2% $206.32 +1.7%
605 RDIV INVESCO EXCH TRADED FD TR II 13,184.0 $765K 0.00% -350.0 -2.6% $58.00 +10.1%
606 EWJ ISHARES INC 8,101.0 $756K 0.00% -1K -14.2% $93.27 +2.1%
607 CLS CELESTICA INC Technology 2,017.0 $736K 0.00% -611.0 -23.2% $364.80 -18.7%
608 GHM GRAHAM CORP Industrials 5,791.0 $717K 0.00% -83.0 -1.4% $123.79 -18.0%
609 AEM AGNICO EAGLE MINES LTD Basic Materials 3,426.0 $678K 0.00% -315.0 -8.4% $197.80 +9.2%
610 NGG NATIONAL GRID PLC Utilities 8,142.0 $675K 0.00% -524.0 -6.0% $82.87 -3.7%
611 BROOKFIELD ASSET MANAGMT LTD 13,014.0 $665K 0.00% -5K -28.5% $51.10
612 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 26,258.0 $658K 0.00% -10K -26.7% $25.06 +15.9%
613 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,849.0 $650K 0.00% -2K -21.2% $73.42 +10.1%
614 VIOO VANGUARD ADMIRAL FDS INC 5,793.0 $643K 0.00% -2K -22.5% $110.97 +23.1%
615 IYH ISHARES TR 9,550.0 $640K 0.00% -927.0 -8.8% $67.01 +10.3%
616 FIVE FIVE BELOW INC Consumer Cyclical 3,526.0 $634K 0.00% -57K -94.2% $179.79 +39.2%
617 IRTC IRHYTHM HOLDINGS INC Healthcare 5,325.0 $633K 0.00% -452.0 -7.8% $118.95 +8.0%
618 SSNC SS&C TECH HLDGS Technology 9,790.0 $623K 0.00% -30K -75.5% $63.64 +30.3%
619 TOST TOAST INC Technology 22,282.0 $620K 0.00% -857.0 -3.7% $27.82 +31.7%
620 VFH VANGUARD WORLD FD 4,646.0 $611K 0.00% -631.0 -12.0% $131.61 +6.9%
Page 31 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%