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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 39 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IUSG ISHARES TR 27,171.0 $4.9M 0.01% +7K +37.6% $180.88 +4.9%
762 TMCI TREACE MED CONCEPTS INC Healthcare 1,216,044.0 $4.8M 0.01% $3.98 +9.0%
763 IP INTERNATIONAL PAPER CO Consumer Cyclical 126,472.0 $4.8M 0.01% -8K -6.1% $38.10 +8.9%
764 IGIB ISHARES TR 90,560.0 $4.8M 0.01% $53.17 -1.9%
765 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 44,545.0 $4.8M 0.01% -15K -24.7% $107.68 +2.8%
766 GPC GENUINE PARTS CO Consumer Cyclical 40,449.0 $4.8M 0.01% -18K -31.0% $118.04 +13.5%
767 ORI OLD REP INTL CORP Financial Services 116,935.0 $4.8M 0.01% -10K -8.2% $40.78 +2.0%
768 SOUTHSTATE BK CORP 47,816.0 $4.7M 0.01% +905.0 +1.9% $99.30
769 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 376,420.0 $4.7M 0.01% $12.61 -4.4%
770 OKLO OKLO INC Utilities 90,453.0 $4.7M 0.01% -77K -46.0% $52.33 -19.6%
771 PSKY PARAMOUNT SKYDANCE CORP Communication Services 479,065.0 $4.7M 0.01% -117K -19.6% $9.86 +5.0%
772 AMCOR PLC 108,502.0 $4.7M 0.01% -30K -21.9% $43.34
773 CHRW C H ROBINSON WORLDWIDE IN Industrials 24,861.0 $4.7M 0.01% -6K -19.2% $188.34 -24.8%
774 BXP BXP INC Real Estate 70,340.0 $4.7M 0.01% -144K -67.1% $66.31 +2.1%
775 HPQ HP INC Technology 212,170.0 $4.7M 0.01% -84K -28.4% $21.94 +35.4%
776 POST POST HLDGS INC Consumer Defensive 52,731.0 $4.7M 0.01% +10K +24.6% $88.26 -8.8%
777 FRT FEDERAL RLTY INVT TR NEW Real Estate 37,667.0 $4.6M 0.01% -8K -17.8% $123.44 -5.4%
778 COOPER COS INC 64,932.0 $4.6M 0.01% -11K -14.8% $71.60
779 XLE SELECT SECTOR SPDR TR 87,406.0 $4.6M 0.01% +45K +107.8% $53.11 +19.8%
780 EVEREST GROUP LTD 12,656.0 $4.6M 0.01% -2K -15.6% $365.50
Page 39 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%