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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 61 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 MKTX MARKETAXESS HLDGS INC Financial Services 3,310.0 $546K 0.00% NEW $165.00 -17.4%
1202 VTS VITESSE ENERGY INC Energy 30,029.0 $545K 0.00% NEW $18.16 +1.1%
1203 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,673.0 $544K 0.00% -4K -32.6% $62.70 +20.5%
1204 SAM BOSTON BEER INC Consumer Defensive 2,350.0 $541K 0.00% NEW $230.40 -20.4%
1205 VEGI ISHARES INC 11,930.0 $540K 0.00% NEW $45.24 -3.0%
1206 FLR FLUOR CORP Industrials 11,519.0 $537K 0.00% -6K -34.2% $46.65 -4.4%
1207 IDN INTELLICHECK MOBILISA INC Technology 76,693.0 $536K 0.00% NEW $6.99 -39.3%
1208 RB GLOBAL INC 5,565.0 $533K 0.00% NEW $95.85
1209 STIP ISHARES TR 5,139.0 $533K 0.00% NEW $103.71 -0.4%
1210 SPLV INVESCO EXCH TRADED FD TR II 7,265.0 $531K 0.00% NEW $73.14 +0.7%
1211 NPO ENPRO INC Industrials 2,115.0 $530K 0.00% -140.0 -6.2% $250.65 +20.8%
1212 BWXT BWX TECHNOLOGIES INC Industrials 2,590.0 $530K 0.00% NEW $204.49 -1.0%
1213 DBEF DBX ETF TR 10,705.0 $529K 0.00% NEW $49.40 +6.8%
1214 IVLU ISHARES TR 13,282.0 $527K 0.00% NEW $39.68 +7.6%
1215 XJH ISHARES TR 13,361.0 $524K 0.00% NEW $39.20 +25.5%
1216 PINS PINTEREST INC Communication Services 28,552.0 $524K 0.00% +7K +34.0% $18.34 +2.6%
1217 CHYM CHIME FINL INC Financial Services 27,881.0 $522K 0.00% NEW $18.73 -3.3%
1218 DY DYCOM INDS INC Industrials 1,541.0 $522K 0.00% -1K -48.5% $338.82 +22.3%
1219 ESE ESCO TECHNOLOGIES INC Technology 1,854.0 $522K 0.00% -919.0 -33.1% $281.37 +4.2%
1220 AER AERCAP HOLDINGS NV Industrials 3,799.0 $521K 0.00% NEW $137.18 +1.7%
Page 61 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%