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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $18.3B AUM Filed Nov 21, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 1464 New
Page 17 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HUBB HUBBELL INC Industrials 17,340.0 $7.5M 0.04% NEW $430.31 +9.4%
322 INTERPUBLIC GROUP COS INC 265,608.0 $7.4M 0.04% NEW $27.91
323 PAYX PAYCHEX INC Industrials 58,428.0 $7.4M 0.04% NEW $126.76 -25.5%
324 BDX BECTON DICKINSON & CO Healthcare 39,544.0 $7.4M 0.04% NEW $187.17 -21.5%
325 VLO VALERO ENERGY CORP Energy 42,951.0 $7.3M 0.04% NEW $170.26 +51.8%
326 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 185,228.0 $7.3M 0.04% NEW $39.19 -15.7%
327 PUT GAMESTOP CORP NEW 265,000.0 $7.2M 0.04% NEW $27.28
328 PUT INTEL CORP 215,300.0 $7.2M 0.04% NEW $33.55
329 D DOMINION ENERGY INC Utilities 117,721.0 $7.2M 0.04% NEW $61.17 +10.4%
330 WY WEYERHAEUSER CO MTN BE Real Estate 289,309.0 $7.2M 0.04% NEW $24.79 -7.7%
331 CPRT COPART INC Industrials 159,174.0 $7.2M 0.04% NEW $44.97 -25.6%
332 STZ CONSTELLATION BRANDS INC Consumer Defensive 53,003.0 $7.1M 0.04% NEW $134.67 +9.6%
333 RSG REPUBLIC SVCS INC Industrials 30,850.0 $7.1M 0.04% NEW $229.48 -6.5%
334 CALL AGNICO EAGLE MINES LTD 41,800.0 $7.0M 0.04% NEW $168.56
335 AGG ISHARES TR 69,815.0 $7.0M 0.04% NEW $100.25 -2.6%
336 BND VANGUARD BD INDEX FDS 94,089.0 $7.0M 0.04% NEW $74.37 -2.6%
337 SPAB SPDR SERIES TRUST 270,374.0 $7.0M 0.04% NEW $25.85 -2.6%
338 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 29,326.0 $6.9M 0.04% NEW $236.06 +213.8%
339 ESS ESSEX PPTY TR INC Real Estate 25,812.0 $6.9M 0.04% NEW $267.66 +1.7%
340 DLTR DOLLAR TREE INC Consumer Defensive 71,858.0 $6.8M 0.04% NEW $94.37 -3.3%
Page 17 of 74  ·  1,464 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 38.6%
Financial Services 12.1%
Communication Services 11.5%
Consumer Cyclical 9.1%
Industrials 6.8%
Healthcare 5.9%
Consumer Defensive 5.7%
Real Estate 3.7%
Basic Materials 3.5%
Energy 1.7%