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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 62 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 OTTR OTTER TAIL CORP Utilities 5,935.0 $521K 0.00% +2K +44.4% $87.77 -1.3%
1222 IOT SAMSARA INC Technology 16,373.0 $519K 0.00% +6K +61.1% $31.69 -4.9%
1223 DLN WISDOMTREE TR 5,808.0 $519K 0.00% NEW $89.33 +7.0%
1224 TERN TERNS PHARMACEUTICALS INC Healthcare 9,820.0 $518K 0.00% NEW $52.72 +0.4%
1225 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 21,060.0 $514K 0.00% NEW $24.39 +1.1%
1226 VWOB VANGUARD WHITEHALL FDS 7,795.0 $512K 0.00% NEW $65.69 +0.8%
1227 RMBS RAMBUS INC DEL Technology 5,922.0 $509K 0.00% -6K -48.5% $86.03 +55.2%
1228 CMC COMMERCIAL METALS CO Basic Materials 8,283.0 $509K 0.00% -4K -31.5% $61.43 +15.1%
1229 CVLT COMMVAULT SYS INC Technology 6,491.0 $506K 0.00% +2K +36.1% $77.89 +36.1%
1230 IREN IREN LIMITED Financial Services 14,701.0 $504K 0.00% NEW $34.28 +69.4%
1231 AHR AMERICAN HEALTHCARE REIT INC Real Estate 10,675.0 $503K 0.00% -6K -37.1% $47.16 +6.3%
1232 PBF PBF ENERGY INC Energy 10,530.0 $501K 0.00% +2K +17.8% $47.62 -18.0%
1233 PSIL ADVISORSHARES TR 29,624.0 $501K 0.00% NEW $16.90 +21.0%
1234 UYG PROSHARES TR 6,806.0 $500K 0.00% NEW $73.40 +7.8%
1235 SHM SPDR SERIES TRUST 10,400.0 $497K 0.00% NEW $47.83 -0.2%
1236 BXSL BLACKSTONE SECD LENDING FD Financial Services 20,936.0 $496K 0.00% NEW $23.69 -0.6%
1237 VOTE TCW ETF TRUST 6,456.0 $493K 0.00% NEW $76.30 +14.5%
1238 CCJ CAMECO CORP Energy 4,490.0 $488K 0.00% -23K -83.4% $108.60 -3.0%
1239 AOR ISHARES TR 7,539.0 $485K 0.00% NEW $64.35 +6.7%
1240 UEC URANIUM ENERGY CORP Energy 35,705.0 $482K 0.00% -10K -21.3% $13.50 -5.6%
Page 62 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%