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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $18.3B AUM Filed Nov 21, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 1464 New
Page 61 of 74  ·  1,464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CURB CURBLINE PPTYS CORP Real Estate 10,382.0 $232K 0.00% NEW $22.30 +25.0%
1202 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,943.0 $231K 0.00% NEW $78.49 +10.7%
1203 ACI ALBERTSONS COS INC Consumer Defensive 13,144.0 $230K 0.00% NEW $17.51 -2.6%
1204 ADUS ADDUS HOMECARE CORP Healthcare 1,936.0 $228K 0.00% NEW $117.99 -20.8%
1205 NBTB NBT BANCORP INC Financial Services 5,461.0 $228K 0.00% NEW $41.76 +8.2%
1206 HP HELMERICH & PAYNE INC Energy 10,310.0 $228K 0.00% NEW $22.09 +87.8%
1207 FBNC FIRST BANCORP N C Financial Services 4,305.0 $228K 0.00% NEW $52.89 +10.8%
1208 CHEF CHEFS WHSE INC Consumer Defensive 3,889.0 $227K 0.00% NEW $58.33 +32.0%
1209 EFSC ENTERPRISE FINL SVCS CORP Financial Services 3,912.0 $227K 0.00% NEW $57.98 +3.3%
1210 AI C3 AI INC Technology 13,074.0 $227K 0.00% NEW $17.34 -49.2%
1211 BANC BANC OF CALIFORNIA INC Financial Services 13,691.0 $227K 0.00% NEW $16.55 +13.0%
1212 HNI HNI CORP Industrials 4,832.0 $226K 0.00% NEW $46.85 -37.5%
1213 CSTM CONSTELLIUM SE Basic Materials 15,176.0 $226K 0.00% NEW $14.88 +112.1%
1214 ATKR ATKORE INC Industrials 3,590.0 $225K 0.00% NEW $62.74 +13.2%
1215 TVTX TRAVERE THERAPEUTICS INC Healthcare 9,398.0 $225K 0.00% NEW $23.90 +79.3%
1216 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 16,986.0 $224K 0.00% NEW $13.20 +4.1%
1217 KLIC KULICKE & SOFFA INDS INC Technology 5,499.0 $223K 0.00% NEW $40.64 +142.1%
1218 HUBG HUB GROUP INC Industrials 6,372.0 $219K 0.00% NEW $34.44 +13.3%
1219 STC STEWART INFORMATION SVCS COR Financial Services 2,965.0 $217K 0.00% NEW $73.32 -8.6%
1220 MQ MARQETA INC Technology 41,013.0 $217K 0.00% NEW $5.28 -25.4%
Page 61 of 74  ·  1,464 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 38.6%
Financial Services 12.1%
Communication Services 11.5%
Consumer Cyclical 9.1%
Industrials 6.8%
Healthcare 5.9%
Consumer Defensive 5.7%
Real Estate 3.7%
Basic Materials 3.5%
Energy 1.7%