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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 66 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 40,012.0 $511K 0.00% -269.0 -0.7% $12.76 +52.4%
1302 PBF PBF ENERGY INC Energy 11,215.0 $511K 0.00% +685.0 +6.5% $45.52 +61.5%
1303 JNK SPDR SERIES TRUST 5,271.0 $508K 0.00% +3K +112.7% $96.37 -0.5%
1304 BXSL BLACKSTONE SECD LENDING FD Financial Services 21,391.0 $507K 0.00% +455.0 +2.2% $23.71 +4.4%
1305 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 9,703.0 $506K 0.00% -2K -14.4% $52.17 -13.7%
1306 COMP COMPASS INC Technology 40,833.0 $503K 0.00% -1.1M -96.3% $12.33 -4.7%
1307 STRV EA SERIES TRUST 10,413.0 $503K 0.00% $48.30 -1.4%
1308 CG CARLYLE GROUP INC Financial Services 11,943.0 $503K 0.00% +128.0 +1.1% $42.11 +17.2%
1309 MUSA MURPHY USA INC Consumer Cyclical 932.0 $502K 0.00% -27.0 -2.8% $538.87 +5.7%
1310 ENSG ENSIGN GROUP INC Healthcare 3,127.0 $501K 0.00% -3K -45.3% $160.32 +11.9%
1311 FPE FIRST TR EXCH TRADED FD III 27,953.0 $500K 0.00% NEW $17.88 -1.2%
1312 DLN WISDOMTREE TR 5,185.0 $499K 0.00% -623.0 -10.7% $96.32 +4.6%
1313 TILT FLEXSHARES TR 1,800.0 $497K 0.00% $276.07 +2.9%
1314 HIMS HIMS & HERS HEALTH INC Healthcare 14,332.0 $497K 0.00% -8K -34.8% $34.67 -2.6%
1315 ARMK ARAMARK Industrials 8,732.0 $497K 0.00% NEW $56.90 +5.0%
1316 ARTY ISHARES TR 6,499.0 $495K 0.00% +339.0 +5.5% $76.15 -2.6%
1317 ALKS ALKERMES PLC Healthcare 9,381.0 $492K 0.00% +1K +13.8% $52.39 -7.8%
1318 VSH VISHAY INTERTECHNOLOGY INC Technology 9,109.0 $490K 0.00% NEW $53.78 -41.2%
1319 BIL SPDR SERIES TRUST 5,331.0 $489K 0.00% -35K -86.8% $91.64 -0.0%
1320 COMT ISHARES U S ETF TR 16,056.0 $488K 0.00% NEW $30.37 +15.1%
Page 66 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%