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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 18 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MOS MOSAIC CO NEW Basic Materials 192,359.0 $6.7M 0.04% NEW $34.68 -38.3%
342 INVH INVITATION HOMES INC Real Estate 226,690.0 $6.6M 0.04% NEW $29.33 -2.0%
343 SHOP SHOPIFY INC Technology 44,683.0 $6.6M 0.04% NEW $148.61 -31.1%
344 EBAY EBAY INC. Consumer Cyclical 72,459.0 $6.6M 0.04% NEW $90.95 +25.8%
345 AIG AMERICAN INTL GROUP INC Financial Services 83,841.0 $6.6M 0.04% NEW $78.54 -1.3%
346 MAA MID-AMER APT CMNTYS INC Real Estate 46,921.0 $6.6M 0.04% NEW $139.73 -8.2%
347 CARR CARRIER GLOBAL CORPORATION Industrials 109,349.0 $6.5M 0.04% NEW $59.70 +2.9%
348 FOX FOX CORP Communication Services 113,119.0 $6.5M 0.04% NEW $57.29 +3.0%
349 DHI D R HORTON INC Consumer Cyclical 38,223.0 $6.5M 0.04% NEW $169.47 -18.9%
350 PUT ROYAL CARIBBEAN GROUP 20,000.0 $6.5M 0.04% NEW $323.58
351 F FORD MTR CO Consumer Cyclical 539,186.0 $6.4M 0.04% NEW $11.96 +8.9%
352 AMP AMERIPRISE FINL INC Financial Services 13,040.0 $6.4M 0.04% NEW $491.25 -5.6%
353 MET METLIFE INC Financial Services 77,499.0 $6.4M 0.04% NEW $82.37 -1.2%
354 CALL PAN AMERN SILVER CORP 164,400.0 $6.4M 0.04% NEW $38.73
355 OKE ONEOK INC NEW Energy 86,701.0 $6.3M 0.04% NEW $72.97 +28.5%
356 EW EDWARDS LIFESCIENCES CORP Healthcare 80,982.0 $6.3M 0.03% NEW $77.77 +5.9%
357 MKC MCCORMICK & CO INC Consumer Defensive 93,489.0 $6.3M 0.03% NEW $66.91 -30.2%
358 PUT SCHLUMBERGER LTD 180,000.0 $6.2M 0.03% NEW $34.37
359 AA ALCOA CORP Basic Materials 187,462.0 $6.2M 0.03% NEW $32.89 +94.4%
360 MTCH MATCH GROUP INC NEW Communication Services 174,495.0 $6.2M 0.03% NEW $35.32 +1.6%
Page 18 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%