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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 24 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BKLN INVESCO EXCH TRADED FD TR II 764,490.0 $15.6M 0.02% -1.1M -59.8% $20.37 +1.1%
462 PNR PENTAIR PLC Industrials 202,595.0 $15.5M 0.02% -4K -1.8% $76.66 -16.0%
463 VVV VALVOLINE INC Energy 389,433.0 $15.5M 0.02% -2.2M -85.1% $39.83 -14.7%
464 FCX FREEPORT MCMORAN INC Basic Materials 246,206.0 $15.5M 0.02% -23K -8.7% $62.86 +22.0%
465 EAGLEROCK LD LLC 726,015.0 $15.4M 0.02% NEW $21.25
466 MUB ISHARES TR 144,264.0 $15.4M 0.02% $106.82 -1.4%
467 LQD ISHARES TR 141,279.0 $15.4M 0.02% -67K -32.0% $109.07 -2.9%
468 XLK SELECT SECTOR SPDR TR 80,829.0 $15.4M 0.02% +793.0 +1.0% $190.52 -3.8%
469 LNT ALLIANT ENERGY CORP Utilities 201,370.0 $15.4M 0.02% -10K -4.9% $76.27 -11.0%
470 OMC OMNICOM GROUP INC Communication Services 210,398.0 $15.3M 0.02% -34K -14.0% $72.85 +20.2%
471 FORTINET INC 99,672.0 $15.3M 0.02% -31K -23.9% $153.48
472 VTR VENTAS INC Real Estate 172,012.0 $15.3M 0.02% -37K -17.8% $88.73 +4.9%
473 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 291,889.0 $15.3M 0.02% -5K -1.8% $52.25 +3.7%
474 PUT FREEPORT MCMORAN INC 240,000.0 $15.1M 0.02% NEW $62.89
475 RMD RESMED INC Healthcare 77,039.0 $15.0M 0.02% +26K +52.2% $194.92 +18.8%
476 BROWN FORMAN CORP 560,393.0 $14.9M 0.02% +453K +422.7% $26.65
477 CBRE CBRE GROUP INC Real Estate 109,097.0 $14.7M 0.02% -25K -18.4% $134.54 +13.0%
478 AFL AFLAC INC Financial Services 123,947.0 $14.5M 0.02% -31K -20.1% $117.18 -1.0%
479 EROCK INC 1,000,000.0 $14.5M 0.02% NEW $14.50
480 ONTO ONTO INNOVATION INC Technology 52,470.0 $14.1M 0.02% NEW $268.64 +9.2%
Page 24 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%