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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 71 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CRMD CORMEDIX INC Healthcare 45,739.0 $311K NEW $6.79 +16.1%
1402 USIG ISHARES TR 6,056.0 $310K NEW $51.23 -0.9%
1403 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 10,203.0 $310K -11K -51.9% $30.36 +2.4%
1404 WDIV SPDR INDEX SHS FDS 3,999.0 $309K NEW $77.15 +5.4%
1405 CBSH COMMERCE BANCSHARES INC Financial Services 6,258.0 $308K NEW $49.20 +5.8%
1406 DTD WISDOMTREE TR 3,556.0 $307K NEW $86.36 +6.3%
1407 RH RH Consumer Cyclical 2,193.0 $307K NEW $139.84 -4.7%
1408 NTCT NETSCOUT SYS INC Technology 9,615.0 $306K NEW $31.79 +22.2%
1409 GKOS GLAUKOS CORP Healthcare 2,836.0 $305K -3K -52.4% $107.66 +29.0%
1410 SR SPIRE INC Utilities 3,367.0 $305K -3K -45.9% $90.54 -4.3%
1411 QBTS D-WAVE QUANTUM INC Technology 21,042.0 $304K -12K -36.1% $14.43 +68.1%
1412 LNC LINCOLN NATL CORP IND Financial Services 8,517.0 $302K NEW $35.50 -0.3%
1413 SSRM SSR MINING IN Basic Materials 10,264.0 $302K -11K -52.7% $29.40 +1.7%
1414 ESNT ESSENT GROUP LTD Financial Services 5,151.0 $301K -5K -50.5% $58.44 +5.2%
1415 VPU VANGUARD WORLD FD 1,516.0 $300K NEW $198.14 -1.8%
1416 MUR MURPHY OIL CORP Energy 7,278.0 $300K -7K -49.5% $41.25 -6.9%
1417 DISV DIMENSIONAL ETF TRUST 7,609.0 $300K NEW $39.44 +6.2%
1418 AUB ATLANTIC UN BANKSHARES CORP Financial Services 8,321.0 $297K -7K -45.3% $35.74 +4.0%
1419 PRFZ INVESCO EXCHANGE TRADED FD T 6,470.0 $297K NEW $45.87 +9.4%
1420 PLXS PLEXUS CORP Technology 1,465.0 $297K -1K -48.9% $202.54 +25.6%
Page 71 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%