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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 37 of 38  ·  751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TM TOYOTA MOTOR CORP Consumer Cyclical 1,331.0 $224K -293.0 -18.0% $168.41 +17.2%
722 FNV FRANCO NEV CORP Basic Materials 1,044.0 $221K -140.0 -11.8% $211.71 +25.5%
723 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 9,240.0 $218K -3K -23.1% $23.58 +6.2%
724 SMR NUSCALE PWR CORP Utilities 21,479.0 $217K -2K -7.8% $10.12 -7.1%
725 ISPY PROSHARES TR 4,492.0 $216K -11K -71.5% $48.19 +0.5%
726 SDOG ALPS ETF TR 3,109.0 $212K -651.0 -17.3% $68.23 +8.5%
727 NUV NUVEEN MUN VALUE FD INC Financial Services 22,564.0 $208K -2K -8.9% $9.22 -2.7%
728 PHIN PHINIA INC Consumer Cyclical 2,485.0 $205K -13K -83.7% $82.37 -11.7%
729 INDA ISHARES TR 3,715.0 $203K -1K -26.0% $54.76 -9.4%
730 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 698.0 $203K -140.0 -16.7% $291.17 -10.1%
731 HODL VANECK BITCOIN ETF 11,067.0 $184K -36K -76.3% $16.61 +31.1%
732 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 19,105.0 $183K -2K -7.8% $9.57 +2.3%
733 S SENTINELONE INC Technology 10,039.0 $170K -303.0 -2.9% $16.97 +24.9%
734 BIZD VANECK ETF TRUST 13,098.0 $166K -5K -25.7% $12.66 +5.0%
735 CURV TORRID HLDGS INC Consumer Cyclical 76,896.0 $144K -175K -69.5% $1.87 +18.2%
736 PTON PELOTON INTERACTIVE INC Consumer Cyclical 24,107.0 $142K -64K -72.8% $5.91 -8.5%
737 ENVX ENOVIX CORPORATION Industrials 23,026.0 $140K -464.0 -2.0% $6.07 -44.3%
738 ATEC ALPHATEC HLDGS INC Healthcare 15,654.0 $135K -10K -38.4% $8.65 +9.6%
739 WU WESTERN UN CO Financial Services 16,799.0 $129K -142.0 -0.8% $7.70 -5.3%
740 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 10,000.0 $116K -8K -43.8% $11.60 -4.7%
Page 37 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%