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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 44 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 RDDT REDDIT INC Communication Services 18,263.0 $3.2M 0.00% -23K -55.3% $173.58 -11.7%
862 AES AES CORP Utilities 215,835.0 $3.2M 0.00% -189K -46.7% $14.60 +1.2%
863 GDX VANECK ETF TRUST 41,679.0 $3.1M 0.00% +28K +194.9% $75.45 +36.3%
864 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 40,799.0 $3.1M 0.00% $76.43 -6.2%
865 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 36,972.0 $3.1M 0.00% +34K +1052.1% $84.17 -11.3%
866 SCHH SCHWAB STRATEGIC TR 129,902.0 $3.1M 0.00% +16K +14.4% $23.68 +1.5%
867 ESI ELEMENT SOLUTIONS INC Basic Materials 64,393.0 $3.1M 0.00% -13K -16.6% $47.71 -26.0%
868 GDDY GODADDY INC Technology 35,995.0 $3.1M 0.00% -8K -19.1% $85.25 +13.9%
869 YUMC YUM CHINA HLDGS INC Consumer Cyclical 74,782.0 $3.1M 0.00% +2K +2.1% $40.87 +21.2%
870 HAS HASBRO INC Consumer Cyclical 36,992.0 $3.1M 0.00% -46K -55.7% $82.58 +13.3%
871 CALL ALAMOS GOLD INC 100,600.0 $3.1M 0.00% NEW $30.34
872 AA ALCOA CORP Basic Materials 57,804.0 $3.0M 0.00% +6K +12.0% $52.00 -0.3%
873 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 38,580.0 $3.0M 0.00% -75K -65.9% $77.87 -8.1%
874 ERIE ERIE INDTY CO Financial Services 12,283.0 $2.9M 0.00% -92.0 -0.7% $239.69 +10.5%
875 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 61,498.0 $2.9M 0.00% -32K -34.1% $47.80 -8.5%
876 BLMN BLOOMIN BRANDS INC Consumer Cyclical 319,761.0 $2.9M 0.00% NEW $9.14 +27.2%
877 AWI ARMSTRONG WORLD INDS INC NEW Industrials 18,150.0 $2.9M 0.00% NEW $160.42 +11.3%
878 FNDX SCHWAB STRATEGIC TR 93,233.0 $2.9M 0.00% +4K +4.6% $31.10 +4.6%
879 AMLP ALPS ETF TR 55,784.0 $2.9M 0.00% +8K +17.5% $51.85 +5.6%
880 SWKS SKYWORKS SOLUTIONS INC Technology 42,323.0 $2.9M 0.00% -13K -23.6% $67.96 -1.2%
Page 44 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%