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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 70 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 QQQJ INVESCO EXCH TRADED FD TR II 9,032.0 $410K -329.0 -3.5% $45.44 +1.2%
1382 PIPR PIPER SANDLER COMPANIES Financial Services 5,666.0 $410K +134.0 +2.4% $72.34 +3.7%
1383 DFAS DIMENSIONAL ETF TRUST 4,960.0 $408K NEW $82.34 +0.8%
1384 IXUS ISHARES TR 4,275.0 $408K +871.0 +25.6% $95.44 +2.6%
1385 HOMB HOME BANCSHARES INC Financial Services 14,286.0 $408K +4K +36.9% $28.55 +6.0%
1386 PPA INVESCO EXCHANGE TRADED FD T 2,302.0 $407K +203.0 +9.7% $176.63 -1.7%
1387 CPRX CATALYST PHARMACEUTICALS INC Healthcare 12,748.0 $401K +3K +28.2% $31.43 +0.2%
1388 EXPO EXPONENT INC Industrials 6,803.0 $400K +373.0 +5.8% $58.76 +19.5%
1389 HWC HANCOCK WHITNEY CORPORATION Financial Services 5,346.0 $399K +949.0 +21.6% $74.72 +0.9%
1390 MATX MATSON INC Industrials 2,076.0 $399K +137.0 +7.1% $192.23 +15.9%
1391 TXNM ENERGY INC 7,014.0 $398K -1K -13.5% $56.78
1392 KYMR KYMERA THERAPEUTICS INC Healthcare 3,471.0 $398K +579.0 +20.0% $114.67 +4.5%
1393 RGTI RIGETTI COMPUTING INC Technology 20,594.0 $398K -8K -28.2% $19.32 -7.3%
1394 FIRST HAWAIIAN INC 13,564.0 $397K NEW $29.30
1395 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 21,060.0 $397K $18.87 +21.0%
1396 CHEF CHEFS WHSE INC Consumer Defensive 4,119.0 $396K NEW $96.10 +15.1%
1397 CALL ENOVIX CORPORATION 65,000.0 $395K NEW $6.07
1398 EXEL EXELIXIS INC Healthcare 7,242.0 $394K +1K +21.8% $54.41 -0.6%
1399 PWB INVESCO EXCHANGE TRADED FD T 2,338.0 $394K $168.46 -7.4%
1400 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,211.0 $390K +890.0 +10.7% $42.31 -2.7%
Page 70 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%