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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 17 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WCC WESCO INTL INC Industrials 97,273.0 $26.6M 0.04% NEW $273.58 +27.9%
322 SUB ISHARES TR 249,190.0 $26.6M 0.04% NEW $106.67 -0.4%
323 ENB ENBRIDGE INC Energy 484,580.0 $26.3M 0.04% NEW $54.21 +6.6%
324 VST VISTRA CORP Utilities 173,276.0 $26.1M 0.04% +129K +287.7% $150.37 -4.2%
325 RRX REGAL REXNORD CORPORATION Industrials 138,912.0 $26.0M 0.04% NEW $187.23 +4.3%
326 RSG REPUBLIC SVCS INC Industrials 118,570.0 $26.0M 0.04% +88K +284.3% $219.02 -3.1%
327 CVS CVS HEALTH CORP Healthcare 361,387.0 $26.0M 0.04% +187K +106.7% $71.82 +29.9%
328 FDX FEDEX CORP Industrials 72,852.0 $25.9M 0.04% -326K -81.8% $356.18 +9.2%
329 TXO PARTNERS LP 2,050,669.0 $25.8M 0.04% NEW $12.58
330 BEP BROOKFIELD RENEWABLE ENERGY Utilities 787,431.0 $25.7M 0.03% NEW $32.59 +8.5%
331 MSI MOTOROLA SOLUTIONS INC Technology 58,889.0 $25.6M 0.03% -106K -64.2% $433.97 -7.8%
332 HCA HCA HEALTHCARE INC Healthcare 53,814.0 $25.5M 0.03% +31K +132.0% $473.24 -17.0%
333 ICLR ICON PLC Healthcare 228,953.0 $25.4M 0.03% NEW $110.74 +5.3%
334 DEO DIAGEO PLC Consumer Defensive 339,638.0 $25.3M 0.03% NEW $74.52 +15.4%
335 NSC NORFOLK SOUTHN CORP Industrials 87,491.0 $25.1M 0.03% -118K -57.5% $287.00 +8.5%
336 MBB ISHARES TR 262,949.0 $24.9M 0.03% +255K +3152.3% $94.80 -0.9%
337 O REALTY INCOME CORP Real Estate 404,167.0 $24.7M 0.03% +38K +10.4% $61.18 +1.7%
338 DLR DIGITAL RLTY TR INC Real Estate 137,151.0 $24.7M 0.03% +8K +6.3% $180.21 +7.8%
339 TRP TC ENERGY CORP Energy 394,186.0 $24.7M 0.03% NEW $62.62 +11.9%
340 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 342,331.0 $24.4M 0.03% +263K +329.2% $71.17 -9.6%
Page 17 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%