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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 52 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CALL DEERE & CO 2,200.0 $1.4M 0.00% $634.33
1022 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 39,623.0 $1.4M 0.00% +643.0 +1.6% $35.09 +0.9%
1023 CE CELANESE CORP DEL Basic Materials 30,214.0 $1.4M 0.00% -13K -30.0% $46.00 -1.6%
1024 LABU DIREXION SHARES ETF TRUST 4,750.0 $1.4M 0.00% +1K +26.7% $292.10 +5.6%
1025 NESR NATIONAL ENERGY SERVICES REU Energy 46,313.0 $1.4M 0.00% $29.93 +11.7%
1026 FNDA SCHWAB STRATEGIC TR 35,845.0 $1.4M 0.00% +11K +41.7% $38.06 -1.4%
1027 VCR VANGUARD WORLD FD 3,432.0 $1.4M 0.00% +1K +60.5% $396.61 +0.2%
1028 MFC MANULIFE FINL CORP Financial Services 33,141.0 $1.3M 0.00% +19K +136.9% $40.51 +5.7%
1029 IWX ISHARES TR 12,667.0 $1.3M 0.00% -579.0 -4.4% $105.16 +7.4%
1030 HR HEALTHCARE RLTY TR Real Estate 65,996.0 $1.3M 0.00% -14K -17.4% $20.17 -4.2%
1031 DINO HF SINCLAIR CORP Energy 19,055.0 $1.3M 0.00% NEW $69.65 +36.7%
1032 TECHNIPFMC PLC 19,758.0 $1.3M 0.00% -9K -31.9% $66.30
1033 TLN TALEN ENERGY CORP Utilities 3,407.0 $1.3M 0.00% -908.0 -21.0% $384.26 -20.5%
1034 SPYI NEOS ETF TRUST 24,582.0 $1.3M 0.00% +384.0 +1.6% $53.09 +0.6%
1035 CALL AGNICO EAGLE MINES LTD 8,400.0 $1.3M 0.00% NEW $155.13
1036 GH GUARDANT HEALTH INC Healthcare 8,578.0 $1.3M 0.00% +402.0 +4.9% $150.03 +8.8%
1037 RBLX ROBLOX CORP Technology 23,531.0 $1.3M 0.00% -123K -83.9% $54.38 -28.7%
1038 PHO INVESCO EXCHANGE TRADED FD T 18,459.0 $1.3M 0.00% $69.08 +4.7%
1039 FSS FEDERAL SIGNAL CORP Industrials 9,855.0 $1.3M 0.00% +239.0 +2.5% $128.50 -6.8%
1040 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 521,604.0 $1.3M 0.00% +22K +4.3% $2.42 -2.5%
Page 52 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%