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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 38 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ATI ATI INC Industrials 25,804.0 $5.2M 0.01% -81K -75.9% $201.47 +2.8%
742 LUV SOUTHWEST AIRLS CO Industrials 92,583.0 $5.2M 0.01% -25K -21.0% $55.77 -27.6%
743 SPACE EXPLORATION TECHN CORP 31,263.0 $5.2M 0.01% NEW $165.12
744 SJM SMUCKER J M CO Consumer Defensive 45,631.0 $5.1M 0.01% +12K +36.2% $112.50 +10.5%
745 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 441,364.0 $5.1M 0.01% $11.63 -3.0%
746 DIHP DIMENSIONAL ETF TRUST 150,000.0 $5.1M 0.01% -60K -28.6% $34.12 +4.7%
747 SCHF SCHWAB STRATEGIC TR 184,783.0 $5.1M 0.01% +44K +31.6% $27.70 +2.7%
748 SMURFIT WESTROCK PLC 110,643.0 $5.1M 0.01% -17K -13.4% $46.25
749 HII HUNTINGTON INGALLS INDS INC Industrials 18,227.0 $5.1M 0.01% +4K +28.0% $279.96 +6.5%
750 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11,075.0 $5.1M 0.01% +8K +286.3% $459.11 +16.3%
751 CFR CULLEN FROST BANKERS INC Financial Services 32,843.0 $5.1M 0.01% $154.52 +6.3%
752 CPT CAMDEN PPTY TR Real Estate 44,282.0 $5.1M 0.01% -11K -19.6% $114.48 -6.0%
753 XLF SELECT SECTOR SPDR TR 93,237.0 $5.0M 0.01% +920.0 +1.0% $53.89 +6.7%
754 GEN GEN DIGITAL INC Technology 201,873.0 $5.0M 0.01% -63K -23.7% $24.88 +16.3%
755 SCHX SCHWAB STRATEGIC TR 169,850.0 $5.0M 0.01% +18K +11.6% $29.43 +2.7%
756 XJH ISHARES TR 95,161.0 $5.0M 0.01% +82K +612.2% $52.15 -0.6%
757 SCZ ISHARES TR 60,101.0 $4.9M 0.01% +56K +1235.6% $82.27 +5.3%
758 SOLV SOLVENTUM CORP Healthcare 64,067.0 $4.9M 0.01% -20K -24.1% $77.15 +16.1%
759 HAL HALLIBURTON CO Energy 145,356.0 $4.9M 0.01% -43K -22.9% $33.97 +4.0%
760 CDW CDW CORP Technology 35,040.0 $4.9M 0.01% -4K -9.8% $140.62 -2.4%
Page 38 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%