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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 30 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PUT MARA HOLDINGS INC 649,000.0 $9.0M 0.01% +156K +31.7% $13.89
582 STT STATE STR CORP Financial Services 53,116.0 $9.0M 0.01% -16K -23.6% $169.39 +10.5%
583 GIS GENERAL MILLS INC Consumer Defensive 257,249.0 $9.0M 0.01% +69K +36.4% $34.81 +14.8%
584 ADSK AUTODESK INC Technology 45,742.0 $8.9M 0.01% -10K -17.9% $195.29 +30.0%
585 PCOR PROCORE TECHNOLOGIES INC Technology 217,350.0 $8.8M 0.01% -8K -3.6% $40.63 +56.3%
586 ED CONSOLIDATED EDISON INC Utilities 79,787.0 $8.8M 0.01% -48K -37.5% $110.48 -3.7%
587 FITB FIFTH THIRD BANCORP Financial Services 155,870.0 $8.8M 0.01% -46K -22.8% $56.34 -2.7%
588 EXC EXELON CORP Utilities 188,482.0 $8.8M 0.01% -30K -13.8% $46.55 -5.9%
589 CALL BANK OF AMER CORP 153,700.0 $8.8M 0.01% -146K -48.8% $56.98
590 F FORD MTR CO Consumer Cyclical 627,903.0 $8.7M 0.01% -471K -42.9% $13.89 +3.7%
591 ASTS AST SPACEMOBILE INC Technology 97,319.0 $8.6M 0.01% +86K +797.0% $88.79 -22.7%
592 PRU PRUDENTIAL FINL INC Financial Services 79,548.0 $8.6M 0.01% -18K -18.6% $107.78 +12.4%
593 TKO TKO GROUP HOLDINGS INC Communication Services 42,448.0 $8.5M 0.01% -28K -39.4% $201.29 -4.0%
594 A AGILENT TECHNOLOGIES INC Healthcare 64,297.0 $8.5M 0.01% -18K -21.4% $132.75 +19.7%
595 ON ON SEMICONDUCTOR CORP Technology 89,167.0 $8.4M 0.01% -38K -30.1% $94.50 -21.5%
596 MET METLIFE INC Financial Services 99,444.0 $8.4M 0.01% -32K -24.3% $84.56 +11.6%
597 CALL ANTERO RESOURCES CORP 238,900.0 $8.4M 0.01% NEW $35.14
598 SPEM SPDR INDEX SHS FDS 159,457.0 $8.3M 0.01% +148K +1252.0% $51.78 +1.2%
599 DRI DARDEN RESTAURANTS INC Consumer Cyclical 39,492.0 $8.1M 0.01% -15K -27.3% $205.47 +7.9%
600 CALL SHELL PLC 103,500.0 $8.0M 0.01% $77.54
Page 30 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%