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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 18 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RVTY REVVITY INC Healthcare 277,135.0 $24.3M 0.03% +261K +1623.7% $87.60 +8.2%
342 AON AON PLC Financial Services 75,189.0 $24.3M 0.03% +17K +29.2% $322.78 +0.4%
343 ABNB AIRBNB INC Consumer Cyclical 191,965.0 $24.2M 0.03% +117K +156.0% $126.28 +6.3%
344 IWS ISHARES TR 164,113.0 $23.9M 0.03% NEW $145.74 +8.1%
345 VCSH VANGUARD SCOTTSDALE FDS 292,039.0 $23.1M 0.03% NEW $79.27 -0.5%
346 RIOT RIOT PLATFORMS INC Financial Services 1,868,192.0 $23.1M 0.03% +1.8M +4923.0% $12.36 +91.5%
347 MRSH MARSH & MCLENNAN COS INC Financial Services 132,066.0 $22.9M 0.03% +58K +78.1% $173.45 -4.8%
348 FOX FOX CORP Communication Services 430,655.0 $22.9M 0.03% +318K +280.7% $53.10 +8.5%
349 TRU TRANSUNION Industrials 329,521.0 $22.8M 0.03% +323K +4609.5% $69.18 -0.4%
350 LQD ISHARES TR 207,780.0 $22.6M 0.03% NEW $109.00 -0.8%
351 HTZ HERTZ GLOBAL HLDGS INC Industrials 4,906,086.0 $22.6M 0.03% -907K -15.6% $4.61 +9.8%
352 XEL XCEL ENERGY INC Utilities 230,374.0 $22.3M 0.03% +128K +124.3% $96.68 -17.4%
353 EA ELECTRONIC ARTS INC Communication Services 109,171.0 $22.3M 0.03% -14K -11.5% $203.87 -1.0%
354 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 297,360.0 $22.1M 0.03% NEW $74.37 -32.4%
355 FSLR FIRST SOLAR INC Energy 111,668.0 $22.0M 0.03% +97K +664.6% $197.34 +26.1%
356 ENVIRI CORP 1,118,908.0 $22.0M 0.03% NEW $19.62
357 GLD SPDR GOLD TR Financial Services 51,007.0 $21.9M 0.03% NEW $430.29 -3.1%
358 EXR EXTRA SPACE STORAGE INC Real Estate 167,166.0 $21.9M 0.03% +12K +7.8% $131.13 +9.7%
359 GM GENERAL MTRS CO Consumer Cyclical 293,919.0 $21.9M 0.03% +162K +123.2% $74.50 +3.6%
360 USB US BANCORP Financial Services 414,701.0 $21.6M 0.03% +200K +93.1% $52.01 +4.8%
Page 18 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%