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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 26 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 JBL JABIL INC Technology 14,807.0 $3.2M 0.02% NEW $217.17 +56.5%
502 WRB BERKLEY W R CORP Financial Services 41,478.0 $3.2M 0.02% NEW $76.62 -11.6%
503 EVRG EVERGY INC Utilities 41,745.0 $3.2M 0.02% NEW $76.02 +9.6%
504 CFG CITIZENS FINL GROUP INC Financial Services 59,594.0 $3.2M 0.02% NEW $53.16 +15.7%
505 DOV DOVER CORP Industrials 18,918.0 $3.2M 0.02% NEW $166.83 +24.2%
506 TYL TYLER TECHNOLOGIES INC Technology 5,963.0 $3.1M 0.02% NEW $523.16 -40.1%
507 NWS NEWS CORP NEW Communication Services 90,233.0 $3.1M 0.02% NEW $34.55 -14.2%
508 XLV SELECT SECTOR SPDR TR 22,400.0 $3.1M 0.02% NEW $139.17 +5.7%
509 TROW PRICE T ROWE GROUP INC Financial Services 30,335.0 $3.1M 0.02% NEW $102.64 -1.3%
510 DAR DARLING INGREDIENTS INC Consumer Defensive 100,000.0 $3.1M 0.02% NEW $30.87 +95.2%
511 EXPD EXPEDITORS INTL WASH INC Industrials 25,180.0 $3.1M 0.02% NEW $122.59 +28.4%
512 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,147.0 $3.1M 0.02% NEW $190.36 +1.1%
513 SCHH SCHWAB STRATEGIC TR 141,200.0 $3.0M 0.02% NEW $21.57 +8.7%
514 DVN DEVON ENERGY CORP NEW Energy 86,690.0 $3.0M 0.02% NEW $35.06 +43.3%
515 TER TERADYNE INC Technology 21,994.0 $3.0M 0.02% NEW $137.64 +138.5%
516 ASML ASML HOLDING N V Technology 3,102.0 $3.0M 0.02% NEW $968.09 +56.1%
517 PODD INSULET CORP Healthcare 9,711.0 $3.0M 0.02% NEW $308.73 -50.6%
518 PUT JETBLUE AWYS CORP 608,900.0 $3.0M 0.02% NEW $4.92
519 CALL EQT CORP 54,100.0 $2.9M 0.02% NEW $54.43
520 EIX EDISON INTL Utilities 53,091.0 $2.9M 0.02% NEW $55.28 +28.4%
Page 26 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%