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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $82.3B AUM 4,604 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 313 New 706 Added 751 Reduced 136 Exited
Page 20 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ISHG ISHARES TR 295,388.0 $22.0M 0.03% +51K +20.7% $74.61 +2.1%
382 RSG REPUBLIC SVCS INC Industrials 103,126.0 $22.0M 0.03% -15K -13.0% $212.94 +3.6%
383 YUM YUM BRANDS INC Consumer Cyclical 136,195.0 $21.8M 0.03% -38K -21.9% $159.81 -4.3%
384 WWD WOODWARD INC Industrials 51,129.0 $21.8M 0.03% +34K +200.8% $425.44 -19.3%
385 DPZ DOMINOS PIZZA INC Consumer Cyclical 73,382.0 $21.7M 0.03% -6K -7.5% $296.05 +15.5%
386 OKTA OKTA INC Technology 158,257.0 $21.6M 0.03% -5K -3.0% $136.47 -1.0%
387 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 427,253.0 $21.6M 0.03% -14K -3.2% $50.54 -3.0%
388 MBB ISHARES TR 227,647.0 $21.5M 0.03% -35K -13.4% $94.65 -1.6%
389 EXR EXTRA SPACE STORAGE INC Real Estate 147,986.0 $21.5M 0.03% -19K -11.5% $145.31 +1.0%
390 EWY ISHARES INC 105,502.0 $21.3M 0.03% $201.90 -11.7%
391 CWEN CLEARWAY ENERGY INC Utilities 688,302.0 $21.2M 0.03% +398K +137.2% $30.84 +5.6%
392 CORZ CORE SCIENTIFIC INC NEW Technology 826,462.0 $21.1M 0.03% $25.59 -30.4%
393 OSK OSHKOSH CORP Industrials 137,315.0 $21.1M 0.03% -4K -2.7% $153.51 +2.3%
394 SPSM SPDR SERIES TRUST 374,375.0 $21.1M 0.03% +85K +29.4% $56.23 +1.9%
395 CCK CROWN HLDGS INC Consumer Cyclical 188,016.0 $21.0M 0.03% +167K +810.1% $111.80 +6.9%
396 COHR COHERENT CORP Technology 53,222.0 $21.0M 0.03% +11K +26.8% $394.26 -26.6%
397 TGT TARGET CORP Consumer Defensive 160,762.0 $21.0M 0.03% +52K +47.7% $130.49 +26.8%
398 CALL EXXON MOBIL CORP 153,200.0 $20.9M 0.03% -49K -24.4% $136.72
399 EWT ISHARES INC 192,500.0 $20.9M 0.03% $108.61 -4.0%
400 ZS ZSCALER INC Technology 147,983.0 $20.9M 0.03% +8K +5.9% $141.22 +28.7%
Page 20 of 97  ·  1,928 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 33.2%
Financial Services 14.1%
Industrials 11.9%
Healthcare 10.0%
Consumer Cyclical 9.8%
Communication Services 6.6%
Energy 4.2%
Consumer Defensive 3.3%
Utilities 2.9%
Real Estate 2.1%