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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $74.4B AUM 4,157 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 739 New 628 Added 377 Reduced 452 Exited
Page 13 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SBUX STARBUCKS CORP Consumer Cyclical 510,753.0 $45.8M 0.06% +312K +157.4% $89.59 +18.9%
242 EEM ISHARES TR 793,007.0 $45.0M 0.06% +709K +839.3% $56.71 +16.4%
243 DUK DUKE ENERGY CORP NEW Utilities 341,523.0 $44.7M 0.06% +230K +206.5% $130.94 -4.8%
244 GILD GILEAD SCIENCES INC Healthcare 318,021.0 $44.3M 0.06% +98K +44.6% $139.37 -6.4%
245 WDC WESTERN DIGITAL CORP Technology 163,532.0 $44.2M 0.06% +116K +241.2% $270.49 +69.9%
246 WES WESTERN MIDSTREAM PARTNERS L Energy 1,072,138.0 $44.1M 0.06% NEW $41.17 +11.8%
247 BMY BRISTOL-MYERS SQUIBB CO Healthcare 706,108.0 $42.8M 0.06% +425K +151.5% $60.65 -1.8%
248 USFD US FOODS HLDG CORP Consumer Defensive 462,316.0 $42.6M 0.06% NEW $92.19 -12.0%
249 EQT EQT CORP Energy 662,112.0 $42.2M 0.06% +577K +679.2% $63.70 -9.4%
250 CORPAY INC 143,459.0 $41.7M 0.06% +134K +1392.7% $290.95
251 ACN ACCENTURE PLC IRELAND Technology 210,420.0 $41.7M 0.06% +122K +138.0% $198.30 -10.3%
252 CMCSA COMCAST CORP NEW Communication Services 1,426,295.0 $41.0M 0.06% +250K +21.2% $28.75 -12.8%
253 COP CONOCOPHILLIPS Energy 308,457.0 $40.9M 0.06% +136K +78.5% $132.55 -9.0%
254 TOTALENERGIES SE 502,306.0 $40.7M 0.06% NEW $81.02
255 AGG ISHARES TR 409,600.0 $40.7M 0.06% +340K +486.7% $99.27 -0.9%
256 IWD ISHARES TR 190,065.0 $40.6M 0.06% NEW $213.67 +9.8%
257 SONY SONY GROUP CORP Technology 1,953,645.0 $40.5M 0.05% NEW $20.71 +10.2%
258 TW TRADEWEB MKTS INC Financial Services 341,870.0 $40.2M 0.05% +338K +8088.5% $117.65 -9.3%
259 VONG VANGUARD SCOTTSDALE FDS 366,453.0 $40.1M 0.05% NEW $109.49 +17.2%
260 FANG DIAMONDBACK ENERGY INC Energy 202,044.0 $40.0M 0.05% +165K +451.7% $197.78 +1.6%
Page 13 of 88  ·  1,751 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 28.8%
Financial Services 14.2%
Industrials 11.4%
Healthcare 11.3%
Consumer Cyclical 9.8%
Communication Services 8.8%
Energy 5.4%
Consumer Defensive 3.1%
Utilities 2.9%
Real Estate 2.3%