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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 68 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 SCHI SCHWAB STRATEGIC TR 15,668.0 $355K -34K -68.7% $22.68 -0.7%
1342 MTZ MASTEC INC Industrials 1,103.0 $355K NEW $321.74 +18.8%
1343 LUMN LUMEN TECHNOLOGIES INC Communication Services 50,989.0 $354K -51K -49.9% $6.95 +35.4%
1344 SHAK SHAKE SHACK INC Consumer Cyclical 3,984.0 $352K -163.0 -3.9% $88.47 -29.1%
1345 UNM UNUM GROUP Financial Services 4,825.0 $352K NEW $73.03 +15.7%
1346 VPLS VANGUARD MALVERN FDS 4,514.0 $350K NEW $77.59 -0.6%
1347 TRNO TERRENO RLTY CORP Real Estate 5,681.0 $349K -5K -47.9% $61.42 +7.5%
1348 PKW INVESCO EXCHANGE TRADED FD T 2,656.0 $349K NEW $131.23 +3.9%
1349 PPA INVESCO EXCHANGE TRADED FD T 2,099.0 $348K NEW $165.72 +2.7%
1350 RGLD ROYAL GOLD INC Basic Materials 1,364.0 $347K NEW $254.45 -13.4%
1351 VSNT VERSANT MEDIA GROUP INC Industrials 9,308.0 $347K NEW $37.27 +14.5%
1352 SBLK STAR BULK CARRIERS CORP. Industrials 15,100.0 $347K NEW $22.97 +14.9%
1353 INSTALLED BLDG PRODS INC 1,306.0 $346K -1K -47.8% $265.15
1354 JBT MAREL CORPORATION 2,703.0 $346K -3K -51.5% $127.87
1355 DOCN DIGITALOCEAN HLDGS INC Technology 4,004.0 $343K -3K -45.1% $85.78 +84.7%
1356 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,754.0 $343K -341.0 -16.3% $195.41 -3.9%
1357 SON SONOCO PRODS CO Consumer Cyclical 6,297.0 $341K NEW $54.09 -8.7%
1358 VAL VALARIS LTD Energy 3,461.0 $339K -3K -49.1% $98.04 +3.2%
1359 LASR NLIGHT INC Technology 5,948.0 $339K NEW $57.02 +37.7%
1360 QQQJ INVESCO EXCH TRADED FD TR II 9,361.0 $339K NEW $36.21 +19.3%
Page 68 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%