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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 49 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AMH AMERICAN HOMES 4 RENT Real Estate 59,194.0 $2.0M 0.00% -14K -18.6% $33.52 +2.9%
962 EMN EASTMAN CHEM CO Basic Materials 29,474.0 $2.0M 0.00% NEW $66.98 +9.0%
963 ONEQ FIDELITY COMWLTH TR 19,093.0 $2.0M 0.00% $103.22 -0.5%
964 CALL TRANSOCEAN LTD 400,000.0 $2.0M 0.00% -450K -52.9% $4.89
965 CALL DENISON MINES CORP 635,000.0 $1.9M 0.00% -391K -38.1% $3.06
966 SOMNIGROUP INTERNATIONAL INC 24,783.0 $1.9M 0.00% -4K -13.8% $78.36
967 VTIP VANGUARD MALVERN FDS 35,687.0 $1.9M 0.00% +32K +790.0% $54.17 -8.1%
968 BRX BRIXMOR PPTY GROUP INC Real Estate 60,247.0 $1.9M 0.00% -11K -15.2% $31.53 -6.7%
969 IONQ IONQ INC Technology 35,609.0 $1.9M 0.00% -16K -31.3% $53.26 -20.7%
970 RKT ROCKET COS INC Financial Services 121,043.0 $1.9M 0.00% +7K +6.2% $15.65 -11.1%
971 ILOW AB ACTIVE ETFS INC 41,243.0 $1.9M 0.00% +2K +4.7% $45.46 +4.2%
972 SSD SIMPSON MFG INC Industrials 8,930.0 $1.9M 0.00% +72.0 +0.8% $209.35 -10.0%
973 DBC INVESCO DB COMMDY INDX TRCK Financial Services 69,747.0 $1.9M 0.00% NEW $26.66 +16.3%
974 HYS PIMCO ETF TR 19,680.0 $1.8M 0.00% -5K -20.9% $93.52 -0.7%
975 IJT ISHARES TR 10,303.0 $1.8M 0.00% -160.0 -1.5% $178.60 -3.0%
976 GLDM WORLD GOLD TR Financial Services 23,020.0 $1.8M 0.00% -991.0 -4.1% $79.42 +16.1%
977 VT VANGUARD INTL EQUITY INDEX F 11,621.0 $1.8M 0.00% $156.95 +2.1%
978 IJJ ISHARES TR 12,303.0 $1.8M 0.00% -721.0 -5.5% $147.73 +0.1%
979 ADC AGREE RLTY CORP Real Estate 23,516.0 $1.8M 0.00% -5K -16.8% $75.74 -1.8%
980 BUFR FIRST TR EXCHNG TRADED FD VI 48,739.0 $1.8M 0.00% NEW $36.53 +2.0%
Page 49 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%