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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $74.4B AUM 4,157 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 739 New 628 Added 377 Reduced 452 Exited
Page 48 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 XLY SELECT SECTOR SPDR TR 15,292.0 $1.7M 0.00% NEW $108.98 +8.9%
942 HTGC HERCULES CAPITAL INC Financial Services 111,276.0 $1.6M 0.00% NEW $14.77 +4.7%
943 VV VANGUARD INDEX FDS 5,465.0 $1.6M 0.00% NEW $298.85 +14.3%
944 TMCI TREACE MED CONCEPTS INC Healthcare 1,218,353.0 $1.6M 0.00% NEW $1.34 +110.4%
945 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,749.0 $1.6M 0.00% +1K +79.0% $592.98 -4.9%
946 RKT ROCKET COS INC Financial Services 113,958.0 $1.6M 0.00% NEW $14.25 -4.4%
947 SGOL ETFS GOLD TR Financial Services 36,236.0 $1.6M 0.00% NEW $44.62 -3.1%
948 ONEQ FIDELITY COMWLTH TR 19,014.0 $1.6M 0.00% NEW $84.91 +21.7%
949 SMMD ISHARES TR 21,146.0 $1.6M 0.00% NEW $76.35 +13.1%
950 EFV ISHARES TR 21,690.0 $1.6M 0.00% NEW $74.35 +6.2%
951 VT VANGUARD INTL EQUITY INDEX F 11,643.0 $1.6M 0.00% NEW $138.32 +12.2%
952 CEF SPROTT ASSET MANAGEMENT LP Financial Services 33,524.0 $1.6M 0.00% NEW $47.72 +0.5%
953 AKRE PROFESIONALLY MANAGED PORTFO 30,247.0 $1.6M 0.00% NEW $52.85 +3.1%
954 UGI UGI CORP NEW Utilities 43,884.0 $1.6M 0.00% NEW $36.42 -3.6%
955 DSI ISHARES TR 14,343.0 $1.6M 0.00% NEW $110.26 +27.8%
956 VXX BARCLAYS BANK PLC Financial Services 44,500.0 $1.6M 0.00% +20K +78.0% $35.52 -26.2%
957 CALL ENCORE ENERGY CORP 873,800.0 $1.6M 0.00% NEW $1.80
958 CALL LULULEMON ATHLETICA INC 10,000.0 $1.5M 0.00% NEW $153.10
959 PUT LULULEMON ATHLETICA INC 10,000.0 $1.5M 0.00% +3K +42.9% $153.10
960 CHE CHEMED CORP NEW Healthcare 4,050.0 $1.5M 0.00% NEW $377.74 +16.9%
Page 48 of 88  ·  1,751 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 28.8%
Financial Services 14.2%
Industrials 11.4%
Healthcare 11.3%
Consumer Cyclical 9.8%
Communication Services 8.8%
Energy 5.4%
Consumer Defensive 3.1%
Utilities 2.9%
Real Estate 2.3%