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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 36 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SRLN SSGA ACTIVE ETF TR 6,755.0 $272K -4K -36.2% $40.29 +0.8%
702 ARCB ARCBEST CORP Industrials 1,893.0 $272K -1K -43.1% $143.54 -2.2%
703 EBC EASTERN BANKSHARES INC Financial Services 12,168.0 $271K -765.0 -5.9% $22.24 +2.2%
704 EIPI FIRST TR EXCHNG TRADED FD VI 12,248.0 $267K -878.0 -6.7% $21.84 +3.1%
705 MTCH MATCH GROUP INC NEW Communication Services 6,966.0 $265K -2K -23.6% $38.05 +7.4%
706 OC OWENS CORNING NEW Industrials 1,662.0 $264K -19K -91.9% $158.96 -6.9%
707 LBRT LIBERTY ENERGY INC Energy 9,854.0 $258K -36K -78.5% $26.19 -26.1%
708 ITRI ITRON INC Technology 2,940.0 $254K -988.0 -25.1% $86.53 +15.6%
709 ZG ZILLOW GROUP INC 8,072.0 $253K -2K -21.7% $31.37
710 SKYY FIRST TR EXCHANGE-TRADED FD 1,850.0 $249K -3K -64.4% $134.56 +19.8%
711 FELC FIDELITY COVINGTON TRUST 5,938.0 $249K -1K -14.6% $41.91 +3.7%
712 SPDR INDEX SHS FDS 1,577.0 $248K -253.0 -13.8% $156.97
713 RHI ROBERT HALF INC. Industrials 8,060.0 $247K -471.0 -5.5% $30.70 +45.8%
714 VAL VALARIS LTD Energy 3,401.0 $247K -60.0 -1.7% $72.60 +20.9%
715 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,401.0 $241K -25.0 -0.7% $70.86 +4.8%
716 PCTY PAYLOCITY HLDG CORP Technology 2,280.0 $238K -238.0 -9.4% $104.53 +46.7%
717 TFI SPDR SERIES TRUST 5,079.0 $233K -1K -21.5% $45.80 -2.0%
718 HYD VANECK ETF TRUST 4,511.0 $232K -739.0 -14.1% $51.51 -2.5%
719 VGIT VANGUARD SCOTTSDALE FDS 3,917.0 $231K -3K -45.7% $58.98 -1.1%
720 NEAR ISHARES U S ETF TR 4,457.0 $226K -330.0 -6.9% $50.66 -0.2%
Page 36 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%