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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 28 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PXF INVESCO EXCH TRADED FD TR II 133,057.0 $10.1M 0.01% $75.64 +5.5%
542 SCHD SCHWAB STRATEGIC TR 313,962.0 $10.1M 0.01% +40K +14.7% $32.04 +9.6%
543 COPX GLOBAL X FDS 130,428.0 $10.0M 0.01% NEW $76.97 +22.9%
544 WING WINGSTOP INC Consumer Cyclical 57,730.0 $10.0M 0.01% -2K -3.9% $173.45 -33.5%
545 SUN SUNOCO LP/SUNOCO FIN CORP Energy 148,090.0 $10.0M 0.01% +7K +4.7% $67.50 +12.4%
546 HPE HEWLETT PACKARD ENTERPRISE C Technology 220,673.0 $9.9M 0.01% -118K -34.9% $45.08 +18.6%
547 CIEN CIENA CORP Technology 20,208.0 $9.9M 0.01% -8K -28.2% $490.37 -19.3%
548 XLU SELECT SECTOR SPDR TR 218,240.0 $9.9M 0.01% +4K +1.8% $45.34 -5.7%
549 DOV DOVER CORP Industrials 44,030.0 $9.9M 0.01% -7K -13.9% $224.34 -10.0%
550 CASY CASEYS GEN STORES INC Consumer Cyclical 12,414.0 $9.9M 0.01% +10K +506.4% $793.96 +5.3%
551 TXT TEXTRON INC Industrials 107,444.0 $9.9M 0.01% -7K -6.1% $91.69 -9.5%
552 INGERSOLL RAND INC 120,098.0 $9.8M 0.01% +34K +39.0% $81.95
553 AVB AVALONBAY CMNTYS INC Real Estate 52,154.0 $9.8M 0.01% -13K -19.9% $188.67 -2.4%
554 CRH PLC 91,851.0 $9.8M 0.01% -29K -24.1% $107.01
555 OXY OCCIDENTAL PETE CORP Energy 202,049.0 $9.8M 0.01% +1K +0.7% $48.59 +26.2%
556 CALL BARRICK MNG CORP 266,300.0 $9.8M 0.01% +212K +390.4% $36.73
557 PUT ISHARES TR 32,500.0 $9.8M 0.01% +30K +1200.0% $300.45
558 NTAP NETAPP INC Technology 62,218.0 $9.6M 0.01% +6K +11.4% $154.75 +24.2%
559 FTAI AVIATION LTD 35,585.0 $9.6M 0.01% -9K -20.9% $270.43
560 ALLE ALLEGION PLC Industrials 67,646.0 $9.5M 0.01% +495.0 +0.7% $140.48 +15.5%
Page 28 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%