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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 67 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 DIOD DIODES INC Technology 4,442.0 $486K 0.00% +260.0 +6.2% $109.44 -14.1%
1322 UNM UNUM GROUP Financial Services 5,439.0 $485K 0.00% +614.0 +12.7% $89.14 -1.5%
1323 FNB F N B CORP Financial Services 25,664.0 $483K 0.00% +2K +10.5% $18.83 -1.6%
1324 ORA ORMAT TECHNOLOGIES INC Utilities 4,437.0 $483K 0.00% -19K -81.4% $108.90 -0.5%
1325 BDC BELDEN INC Technology 4,013.0 $481K 0.00% +269.0 +7.2% $119.91 +2.1%
1326 MGC VANGUARD WORLD FD 1,754.0 $480K 0.00% +821.0 +88.0% $273.66 +2.4%
1327 SFM SPROUTS FMRS MKT INC Consumer Defensive 5,649.0 $478K 0.00% $84.58 -4.1%
1328 FMC FMC CORP Basic Materials 41,364.0 $476K 0.00% -151K -78.5% $11.50 -4.2%
1329 LOPE GRAND CANYON ED INC Consumer Defensive 3,314.0 $474K 0.00% -557.0 -14.4% $143.11 +3.0%
1330 CALL TEUCRIUM COMMODITY TR 28,300.0 $474K 0.00% NEW $16.75
1331 INDB INDEPENDENT BK CORP MASS Financial Services 5,657.0 $474K 0.00% +227.0 +4.2% $83.72 +0.0%
1332 CGW INVESCO EXCH TRADED FD TR II 7,199.0 $473K 0.00% $65.73 -1.0%
1333 PLXS PLEXUS CORP Technology 1,562.0 $470K 0.00% +97.0 +6.6% $300.67 -20.1%
1334 SLAB SILICON LABORATORIES INC Technology 2,144.0 $469K 0.00% +274.0 +14.7% $218.56 -0.3%
1335 PRAXIS PRECISION MEDICINES I 1,397.0 $468K 0.00% +85.0 +6.5% $334.79
1336 SHM SPDR SERIES TRUST 9,741.0 $467K 0.00% -659.0 -6.3% $47.97 -0.4%
1337 TOL TOLL BROTHERS INC Consumer Cyclical 3,034.0 $466K 0.00% $153.46 -4.2%
1338 PENG PENGUIN SOLUTIONS INC Technology 6,111.0 $464K 0.00% NEW $76.01 -30.8%
1339 MRCY MERCURY SYS INC Industrials 3,728.0 $463K 0.00% +261.0 +7.5% $124.13 -26.4%
1340 GKOS GLAUKOS CORP Healthcare 3,311.0 $463K 0.00% +475.0 +16.8% $139.76 +32.3%
Page 67 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%