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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 72 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SBLK STAR BULK CARRIERS CORP. Industrials 15,100.0 $377K $24.97 +22.1%
1422 HGER HARBOR ETF TRUST 12,838.0 $377K -1K -8.3% $29.34 +19.9%
1423 CRCL CIRCLE INTERNET GROUP INC Financial Services 6,012.0 $377K NEW $62.63 +40.5%
1424 PKW INVESCO EXCHANGE TRADED FD T 2,656.0 $376K $141.63 +6.6%
1425 CUSHMAN AND WAKEFIELD LTD 28,080.0 $376K +2K +5.8% $13.39
1426 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,638.0 $376K +249.0 +7.3% $103.26 -4.8%
1427 AVT AVNET INC Technology 4,224.0 $375K -11K -72.0% $88.82 -0.2%
1428 ONON ON HLDG AG Consumer Cyclical 10,588.0 $375K -3K -19.8% $35.42 -15.2%
1429 HXL HEXCEL CORP NEW Industrials 3,744.0 $375K +1K +47.8% $100.06 -6.2%
1430 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,860.0 $374K +106.0 +6.0% $201.08 +6.8%
1431 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 7,915.0 $373K +240.0 +3.1% $47.13 -2.8%
1432 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 12,480.0 $373K +2K +22.3% $29.85 +3.3%
1433 SON SONOCO PRODS CO Consumer Cyclical 6,589.0 $371K +292.0 +4.6% $56.35 +5.6%
1434 AEHR AEHR TEST SYS Technology 3,364.0 $371K NEW $110.34 -7.8%
1435 VGSH VANGUARD SCOTTSDALE FDS 6,374.0 $371K $58.20 -0.1%
1436 SCHI SCHWAB STRATEGIC TR 16,381.0 $371K +713.0 +4.5% $22.64 -2.0%
1437 VLUE ISHARES TR 1,848.0 $369K +13.0 +0.7% $199.81 +1.4%
1438 WOOD ISHARES TR 5,560.0 $368K $66.24 +9.4%
1439 NVTS NAVITAS SEMICONDUCTOR CORP Technology 20,497.0 $367K +10K +90.2% $17.92 -27.6%
1440 NUVL NUVALENT INC Healthcare 2,968.0 $367K +450.0 +17.9% $123.50 +0.4%
Page 72 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%