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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 53 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 J P MORGAN EXCHANGE TRADED F 16,810.0 $1.0M 0.00% NEW $61.32
1042 NXT NEXTPOWER INC Technology 8,427.0 $1.0M 0.00% -7K -45.9% $120.55 +0.4%
1043 CUZ COUSINS PPTYS INC Real Estate 44,729.0 $1.0M 0.00% +583.0 +1.3% $22.57 +17.1%
1044 TWST TWIST BIOSCIENCE CORP Healthcare 21,081.0 $1.0M 0.00% NEW $47.52 +12.9%
1045 BAB INVESCO EXCH TRADED FD TR II 37,126.0 $1.0M 0.00% +23K +159.4% $26.96 -1.8%
1046 SHYD VANECK ETF TRUST 44,017.0 $997K 0.00% NEW $22.66 -0.4%
1047 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,072.0 $996K 0.00% NEW $76.18 +10.9%
1048 NESR NATIONAL ENERGY SERVICES REU Energy 46,302.0 $994K 0.00% NEW $21.47 +22.4%
1049 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13,942.0 $983K 0.00% -4K -21.6% $70.51 -22.5%
1050 ZM ZOOM COMMUNICATIONS INC Technology 12,059.0 $969K 0.00% +3K +36.0% $80.39 +23.7%
1051 RPM RPM INTL INC Basic Materials 9,713.0 $967K 0.00% +5K +110.9% $99.53 -1.0%
1052 TWLO TWILIO INC Communication Services 7,662.0 $964K 0.00% +2K +40.0% $125.82 +50.5%
1053 WTFC WINTRUST FINL CORP Financial Services 6,938.0 $964K 0.00% NEW $138.94 +7.8%
1054 KATAPULT HOLDINGS INC 135,361.0 $956K 0.00% NEW $7.06
1055 OEF ISHARES TR 2,998.0 $954K 0.00% NEW $318.08 +16.4%
1056 VNO VORNADO RLTY TR Real Estate 36,612.0 $952K 0.00% -6K -13.6% $25.99 +21.6%
1057 MARA MARA HOLDINGS INC Financial Services 116,067.0 $947K 0.00% +76K +192.8% $8.16 +66.1%
1058 BBH VANECK ETF TRUST 4,958.0 $932K 0.00% NEW $188.02 -2.1%
1059 AEM AGNICO EAGLE MINES LTD Basic Materials 3,741.0 $931K 0.00% NEW $248.82 -28.6%
1060 IYY ISHARES TR 5,874.0 $931K 0.00% NEW $158.45 +13.7%
Page 53 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%