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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 57 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 DFAX DIMENSIONAL ETF TRUST 25,555.0 $942K 0.00% +5K +21.9% $36.85 +2.9%
1122 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,392.0 $937K 0.00% -1K -34.6% $391.52 -3.8%
1123 PGX INVESCO EXCH TRADED FD TR II 85,448.0 $926K 0.00% -19K -18.1% $10.84 -2.7%
1124 ZM ZOOM COMMUNICATIONS INC Technology 10,615.0 $923K 0.00% -1K -12.0% $86.91 +22.6%
1125 NVCT NUVECTIS PHARMA INC Healthcare 67,155.0 $918K 0.00% +41K +161.7% $13.66 +74.2%
1126 CRS CARPENTER TECHNOLOGY CORP Industrials 1,519.0 $915K 0.00% -118.0 -7.2% $602.29 -20.7%
1127 COKE COCA COLA CONS INC Consumer Defensive 4,791.0 $915K 0.00% +286.0 +6.3% $190.91 +1.4%
1128 DGRW WISDOMTREE TR 9,532.0 $911K 0.00% +3K +51.2% $95.62 +3.7%
1129 CHKP CHECK POINT SOFTWARE TECH LT Technology 6,911.0 $908K 0.00% -576K -98.8% $131.42 -0.1%
1130 GATX GATX CORP Industrials 5,100.0 $904K 0.00% -220.0 -4.1% $177.19 -0.2%
1131 CALL GAMESTOP CORP 40,800.0 $901K 0.00% -7K -13.9% $22.08
1132 KATAPULT HOLDINGS INC 134,814.0 $891K 0.00% $6.61
1133 HUT 8 CORP 7,611.0 $879K 0.00% +802.0 +11.8% $115.44
1134 HEICO CORP NEW 3,389.0 $874K 0.00% -234.0 -6.5% $257.91
1135 CALL ENCORE ENERGY CORP 665,000.0 $871K 0.00% -209K -23.9% $1.31
1136 CALL NEXGEN ENERGY LTD 92,500.0 $869K 0.00% -8K -7.5% $9.39
1137 CALL RIVIAN AUTOMOTIVE INC 50,000.0 $868K 0.00% $17.35
1138 BKH BLACK HILLS CORP Utilities 11,587.0 $862K 0.00% +984.0 +9.3% $74.40 -4.1%
1139 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 158,013.0 $861K 0.00% NEW $5.45 -10.2%
1140 SOXX ISHARES TR 1,342.0 $860K 0.00% NEW $640.92 -21.7%
Page 57 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%