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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 35 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 H HYATT HOTELS CORP Consumer Cyclical 1,562.0 $303K -403.0 -20.5% $193.84 -6.8%
682 ESLT ELBIT SYS LTD Industrials 397.0 $301K -103.0 -20.6% $758.63 -2.3%
683 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 11,591.0 $301K -4K -24.7% $25.95 +31.3%
684 ROIV ROIVANT SCIENCES LTD Healthcare 8,467.0 $300K -1K -11.1% $35.39 +2.6%
685 CRBG COREBRIDGE FINL INC 10,466.0 $300K -2K -12.8% $28.63
686 IIM INVESCO VALUE MUN INCOME TR Financial Services 23,331.0 $297K -993.0 -4.1% $12.73 -2.2%
687 ACI ALBERTSONS COMPANIES INC Consumer Defensive 21,887.0 $296K -2K -7.5% $13.53 -8.5%
688 J P MORGAN EXCHANGE TRADED F 5,793.0 $293K -796.0 -12.1% $50.57
689 KRE SPDR SERIES TRUST 3,900.0 $292K -100.0 -2.5% $74.85 +0.0%
690 MANE VERADERMICS INC Healthcare 2,352.0 $289K -11K -82.0% $122.94 -16.4%
691 CGGO CAPITAL GROUP GBL GROWTH EQT 6,805.0 $288K -171.0 -2.5% $42.33 -3.7%
692 ORN ORION GROUP HLDGS INC Industrials 17,064.0 $287K -585.0 -3.3% $16.82 -44.9%
693 USIG ISHARES TR 5,577.0 $286K -479.0 -7.9% $51.29 -2.1%
694 LNC LINCOLN NATL CORP IND Financial Services 7,975.0 $282K -542.0 -6.4% $35.35 +19.2%
695 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,419.0 $279K -5K -60.6% $81.51 +6.9%
696 NTR NUTRIEN LTD Basic Materials 3,210.0 $277K -759.0 -19.1% $86.41 -12.9%
697 AEGON LTD 32,766.0 $277K -446.0 -1.3% $8.44
698 XMHQ INVESCO EXCHANGE TRADED FD T 2,438.0 $275K -113.0 -4.4% $112.88 +5.7%
699 AVDV AMERICAN CENTY ETF TR 2,659.0 $274K -66.0 -2.4% $103.05 +8.6%
700 VPU VANGUARD WORLD FD 1,391.0 $272K -125.0 -8.2% $195.73 -5.5%
Page 35 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%