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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 65 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 FETH FIDELITY ETHEREUM FD Financial Services 20,313.0 $424K 0.00% NEW $20.88 -1.6%
1282 TBLU TORTOISE CAPITAL SERIES TRUS 8,400.0 $424K 0.00% NEW $50.42 -1.0%
1283 PIPR PIPER SANDLER COMPANIES Financial Services 5,532.0 $423K 0.00% NEW $76.55 +5.4%
1284 PRAXIS PRECISION MEDICINES I 1,312.0 $423K 0.00% NEW $322.19
1285 EXPO EXPONENT INC Industrials 6,430.0 $420K 0.00% +1K +18.6% $65.25 -11.5%
1286 EMB ISHARES TR 4,466.0 $420K 0.00% NEW $93.94 +1.3%
1287 OSIS OSI SYSTEMS INC Technology 1,568.0 $416K 0.00% -142.0 -8.3% $265.51 -16.3%
1288 LINE LINEAGE INC Real Estate 12,705.0 $416K 0.00% -2K -15.5% $32.76 +24.8%
1289 PSMT PRICESMART INC Consumer Defensive 2,763.0 $416K 0.00% +25.0 +0.9% $150.50 +9.4%
1290 SEI SOLARIS ENERGY INFRAS INC Energy 7,332.0 $414K 0.00% NEW $56.51 +31.4%
1291 TOL TOLL BROTHERS INC Consumer Cyclical 3,022.0 $412K 0.00% NEW $136.45 -1.6%
1292 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 9,676.0 $412K 0.00% -331.0 -3.3% $42.61 +37.3%
1293 TPH TRI POINTE HOMES INC Consumer Cyclical 8,819.0 $412K 0.00% -386.0 -4.2% $46.73 +0.5%
1294 DXYZ DESTINY TECH100 INC 15,291.0 $409K 0.00% NEW $26.78 +148.1%
1295 VAMO CAMBRIA ETF TR 11,541.0 $409K 0.00% NEW $35.48 -1.1%
1296 PRIM PRIMORIS SVCS CORP Industrials 2,861.0 $409K 0.00% -3K -50.4% $143.04 -17.8%
1297 INDB INDEPENDENT BK CORP MASS Financial Services 5,430.0 $408K 0.00% +231.0 +4.4% $75.21 +4.8%
1298 CALL MARA HOLDINGS INC 50,000.0 $408K 0.00% NEW $8.16
1299 CALY CALLAWAY GOLF CO Consumer Cyclical 29,242.0 $406K 0.00% +15K +107.7% $13.88 +10.8%
1300 RWR SPDR SERIES TRUST 4,006.0 $404K 0.00% NEW $100.97 +10.1%
Page 65 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%