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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 63 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 VFH VANGUARD WORLD FD 4,646.0 $611K 0.00% -631.0 -12.0% $131.61 +6.9%
1242 SNX TD SYNNEX CORPORATION Technology 2,287.0 $611K 0.00% +69.0 +3.1% $267.34 -6.4%
1243 SN SHARKNINJA INC Consumer Cyclical 4,010.0 $611K 0.00% NEW $152.27 +18.7%
1244 PUT CLEVELAND-CLIFFS INC NEW 65,000.0 $610K 0.00% NEW $9.39
1245 IREN IREN LIMITED Financial Services 13,447.0 $609K 0.00% -1K -8.5% $45.27 -7.5%
1246 GOVT ISHARES TR 26,599.0 $606K 0.00% -3K -11.5% $22.78 -1.4%
1247 OLN OLIN CORP Basic Materials 31,221.0 $604K 0.00% -11K -25.5% $19.34 -4.9%
1248 TIP ISHARES TR 5,482.0 $600K 0.00% -516.0 -8.6% $109.43 -2.1%
1249 MYRG MYR GROUP INC Industrials 1,191.0 $596K 0.00% +147.0 +14.1% $500.40 -37.9%
1250 CMC COMMERCIAL METALS CO Basic Materials 9,486.0 $595K 0.00% +1K +14.5% $62.75 +5.7%
1251 ENS ENERSYS Industrials 2,545.0 $595K 0.00% +345.0 +15.7% $233.82 -18.8%
1252 SITM SITIME CORP Technology 797.0 $594K 0.00% -476.0 -37.4% $745.56 -17.5%
1253 MDLN MEDLINE INC Healthcare 15,028.0 $593K 0.00% NEW $39.44 -13.1%
1254 FLR FLUOR CORP Industrials 11,232.0 $588K 0.00% -287.0 -2.5% $52.39 +0.1%
1255 ESGU ISHARES TR 3,590.0 $588K 0.00% -106.0 -2.9% $163.67 +2.5%
1256 ENFR ALPS ETF TR 15,384.0 $586K 0.00% $38.10 +3.4%
1257 CNH INDL N V 53,168.0 $586K 0.00% -616.0 -1.1% $11.02
1258 DBEF DBX ETF TR 10,705.0 $585K 0.00% $54.63 +2.2%
1259 UYG PROSHARES TR 6,806.0 $582K 0.00% $85.57 +13.6%
1260 ATEN A10 NETWORKS INC Technology 15,547.0 $581K 0.00% NEW $37.36 -30.1%
Page 63 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%