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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 55 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PUT NORWEGIAN CRUISE LINE HLDGS 45,000.0 $842K 0.00% NEW $18.70
1082 NWE NORTHWESTERN ENERGY GROUP IN Utilities 12,591.0 $830K 0.00% +6K +91.3% $65.94 +8.9%
1083 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 11,230.0 $830K 0.00% NEW $73.90 +3.6%
1084 MANE VERADERMICS INC Healthcare 13,100.0 $827K 0.00% NEW $63.15 +65.8%
1085 BSV VANGUARD BD INDEX FDS 10,505.0 $824K 0.00% NEW $78.41 -0.7%
1086 FTEC FIDELITY COVINGTON TRUST 3,944.0 $820K 0.00% NEW $208.03 +31.5%
1087 FNDA SCHWAB STRATEGIC TR 25,290.0 $820K 0.00% NEW $32.43 +9.3%
1088 PCVX VAXCYTE INC Healthcare 14,008.0 $814K 0.00% +2K +14.8% $58.11 -18.4%
1089 MANH MANHATTAN ASSOCIATES INC Technology 6,111.0 $813K 0.00% NEW $133.12 +1.1%
1090 KNSL KINSALE CAP GROUP INC Financial Services 2,376.0 $812K 0.00% NEW $341.69 -8.7%
1091 BROOKFIELD ASSET MANAGMT LTD 18,206.0 $809K 0.00% NEW $44.45
1092 TLT ISHARES TR 9,135.0 $805K 0.00% -6K -38.9% $88.08 -4.4%
1093 KMX CARMAX INC Consumer Cyclical 19,347.0 $804K 0.00% +4K +26.2% $41.58 -6.4%
1094 AMTX AEMETIS INC Energy 250,300.0 $798K 0.00% NEW $3.19 -29.5%
1095 EWJ ISHARES INC 9,447.0 $798K 0.00% NEW $84.44 +8.2%
1096 AVUV AMERICAN CENTY ETF TR 7,159.0 $791K 0.00% NEW $110.48 +7.9%
1097 UMBF UMB FINL CORP Financial Services 7,007.0 $790K 0.00% -744.0 -9.6% $112.79 +15.4%
1098 CPSH CPS TECHNOLOGIES CORP Technology 211,024.0 $789K 0.00% NEW $3.74 +24.9%
1099 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 8,687.0 $788K 0.00% -8K -48.2% $90.67 +3.8%
1100 ECON COLUMBIA ETF TR II 27,349.0 $786K 0.00% NEW $28.74 +19.1%
Page 55 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%