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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 35 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DUPONT DE NEMOURS INC 45,812.0 $6.2M 0.01% NEW $135.60
682 PCG PG&E CORP Utilities 368,006.0 $6.2M 0.01% -79K -17.7% $16.80 +4.7%
683 NDAQ NASDAQ INC Financial Services 78,240.0 $6.2M 0.01% -22K -21.7% $78.93 +24.4%
684 LAMR LAMAR ADVERTISING CO Real Estate 39,671.0 $6.2M 0.01% -3K -6.5% $155.39 -3.0%
685 KEY KEYCORP Financial Services 267,405.0 $6.2M 0.01% +8K +3.1% $23.04 -5.1%
686 BRO BROWN & BROWN INC Financial Services 95,587.0 $6.2M 0.01% -28K -22.7% $64.39 +13.2%
687 EIX EDISON INTL Utilities 82,449.0 $6.1M 0.01% -41K -33.1% $74.40 -3.8%
688 REGCO REGENCY CTRS CORP 76,730.0 $6.1M 0.01% -14K -15.5% $79.73
689 ES EVERSOURCE ENERGY Utilities 83,400.0 $6.0M 0.01% -14K -14.8% $72.21 -2.8%
690 DOC HEALTHPEAK PROPERTIES INC Real Estate 281,442.0 $6.0M 0.01% -103K -26.7% $21.34 +0.3%
691 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 22,789.0 $6.0M 0.01% -6K -20.9% $261.23 +30.9%
692 MKC MCCORMICK & CO INC Consumer Defensive 117,918.0 $5.9M 0.01% +37K +45.5% $50.42 +9.9%
693 TYL TYLER TECHNOLOGIES INC Technology 20,298.0 $5.9M 0.01% -1K -5.4% $292.34 +20.0%
694 CLX CLOROX CO DEL Consumer Defensive 62,107.0 $5.9M 0.01% +4K +6.6% $95.51 +11.7%
695 TTD THE TRADE DESK INC Technology 326,215.0 $5.9M 0.01% -165K -33.6% $18.08 -27.1%
696 DOX AMDOCS LTD Technology 116,497.0 $5.9M 0.01% +107K +1186.3% $50.54 +21.5%
697 ENVIRI CORP 268,122.0 $5.9M 0.01% NEW $21.95
698 RF REGIONS FINANCIAL CORP NEW Financial Services 194,347.0 $5.9M 0.01% -45K -18.8% $30.20 +0.7%
699 CINF CINCINNATI FINL CORP Financial Services 31,615.0 $5.8M 0.01% -7K -17.8% $184.86 -9.0%
700 FFIV F5 INC Technology 14,028.0 $5.8M 0.01% -3K -19.9% $415.93 -7.5%
Page 35 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%