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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 59 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 XMMO INVESCO EXCHANGE TRADED FD T 4,637.0 $789K 0.00% NEW $170.15 -7.7%
1162 PSMT PRICESMART INC Consumer Defensive 4,037.0 $789K 0.00% +1K +46.1% $195.34 -11.5%
1163 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 226,252.0 $787K 0.00% $3.48 +14.1%
1164 ICHR ICHOR HOLDINGS Technology 6,975.0 $783K 0.00% +261.0 +3.9% $112.28 -46.4%
1165 SCYB SCHWAB STRATEGIC TR 29,793.0 $780K 0.00% +4K +15.0% $26.18 -0.6%
1166 KRC KILROY REALTY CORP Real Estate 20,796.0 $779K 0.00% -5K -18.5% $37.47 -2.4%
1167 SU SUNCOR ENERGY INC NEW Energy 11,740.0 $778K 0.00% +4K +57.1% $66.24 +3.3%
1168 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 44,847.0 $775K 0.00% -7K -14.1% $17.28 -1.8%
1169 GTLS CHART INDS INC Industrials 3,750.0 $774K 0.00% -2K -37.2% $206.32 +1.7%
1170 TEX TEREX CORP NEW Industrials 10,687.0 $774K 0.00% +914.0 +9.3% $72.39 -8.2%
1171 PECO PHILLIPS EDISON & CO INC Real Estate 18,515.0 $771K 0.00% +2K +11.3% $41.62 -5.6%
1172 MXL MAXLINEAR INC Technology 5,977.0 $765K 0.00% NEW $128.04 -48.0%
1173 RDIV INVESCO EXCH TRADED FD TR II 13,184.0 $765K 0.00% -350.0 -2.6% $58.00 +10.1%
1174 SANM SANMINA CORP Technology 2,997.0 $758K 0.00% +236.0 +8.6% $253.08 -25.4%
1175 EWJ ISHARES INC 8,101.0 $756K 0.00% -1K -14.2% $93.27 +2.1%
1176 SECT NORTHERN LTS FD TR IV 10,427.0 $751K 0.00% $72.06 -0.6%
1177 FERROVIAL NV 10,933.0 $750K 0.00% +6K +125.0% $68.61
1178 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 14,820.0 $739K 0.00% +878.0 +6.3% $49.86 +14.7%
1179 DNN DENISON MINES CORP Energy 240,759.0 $737K 0.00% NEW $3.06 +14.4%
1180 CLS CELESTICA INC Technology 2,017.0 $736K 0.00% -611.0 -23.2% $364.80 -18.7%
Page 59 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%