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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 58 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AEIS ADVANCED ENERGY INDS Industrials 2,320.0 $859K 0.00% -2K -44.4% $370.30 -22.8%
1142 RMBS RAMBUS INC DEL Technology 6,465.0 $858K 0.00% +543.0 +9.2% $132.74 -31.3%
1143 GSY INVESCO ACTIVELY MANAGED EXC 17,095.0 $857K 0.00% -140.0 -0.8% $50.15 +0.3%
1144 PDD PDD HOLDINGS INC Consumer Cyclical 11,209.0 $855K 0.00% +6K +101.2% $76.28 +15.9%
1145 CDE COEUR MNG INC Basic Materials 52,277.0 $853K 0.00% -47K -47.4% $16.32 +28.5%
1146 SIMO SILICON MOTION TECHNOLOGY CO Technology 2,092.0 $847K 0.00% NEW $405.10 -36.2%
1147 CEF SPROTT ASSET MANAGEMENT LP Financial Services 21,055.0 $847K 0.00% -12K -37.2% $40.23 +17.4%
1148 NPO ENPRO INC Industrials 2,243.0 $845K 0.00% +128.0 +6.0% $376.93 -17.1%
1149 COLD AMERICOLD REALTY TRUST INC Real Estate 53,730.0 $845K 0.00% -10K -15.4% $15.72 -3.0%
1150 IVOG VANGUARD ADMIRAL FDS INC 5,718.0 $837K 0.00% $146.30 -1.6%
1151 SCHV SCHWAB STRATEGIC TR 23,566.0 $820K 0.00% +3K +17.3% $34.81 +0.4%
1152 RSPT INVESCO EXCHANGE TRADED FD T 12,684.0 $818K 0.00% -6K -32.4% $64.50 -0.7%
1153 GSLC GOLDMAN SACHS ETF TR 5,755.0 $817K 0.00% $141.89 +3.0%
1154 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,821.0 $813K 0.00% -28.0 -0.6% $168.53 -9.5%
1155 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 11,622.0 $811K 0.00% +2K +20.1% $69.74 -15.6%
1156 PUT NIKE INC 19,400.0 $796K 0.00% -20K -50.5% $41.05
1157 EMB ISHARES TR 8,068.0 $796K 0.00% +4K +80.7% $98.64 -4.0%
1158 IEUR ISHARES TR 10,547.0 $793K 0.00% +125.0 +1.2% $75.17 +4.3%
1159 PUT OLIN CORP 40,000.0 $793K 0.00% $19.82
1160 SGOL ETFS GOLD TR Financial Services 20,737.0 $793K 0.00% -15K -42.8% $38.23 +15.0%
Page 58 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%