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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 73 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 RIG TRANSOCEAN LTD Energy 74,864.0 $366K +27K +56.3% $4.89 +21.1%
1442 CWST CASELLA WASTE SYS INC Industrials 3,774.0 $366K +25.0 +0.7% $96.97 -5.1%
1443 SYRE SPYRE THERAPEUTICS INC Healthcare 4,122.0 $366K NEW $88.78 +19.9%
1444 DFTX DEFINIUM THERAPEUTICS INC Healthcare 7,711.0 $363K NEW $47.04 -4.5%
1445 YOU CLEAR SECURE INC Technology 6,502.0 $362K -6K -47.8% $55.73 -22.3%
1446 CRMD CORMEDIX INC Healthcare 46,117.0 $362K +378.0 +0.8% $7.85 +4.5%
1447 IDMO INVESCO EXCH TRADED FD TR II 5,995.0 $361K $60.29 +4.3%
1448 LIVN LIVANOVA PLC Healthcare 4,361.0 $359K +630.0 +16.9% $82.23 -4.2%
1449 AAOI APPLIED OPTOELECTRONICS INC Technology 2,440.0 $358K -7K -73.6% $146.88 -15.0%
1450 UCTT ULTRA CLEAN HLDGS INC Technology 2,513.0 $358K NEW $142.59 -46.4%
1451 TLT ISHARES TR 4,145.0 $358K -5K -54.6% $86.42 -5.1%
1452 ACLS AXCELIS TECHNOLOGIES INC Technology 1,885.0 $357K NEW $189.45 -32.9%
1453 BMO BANK MONTREAL MEDIUM Financial Services 2,017.0 $356K +18.0 +0.9% $176.70 -1.3%
1454 COGT COGENT BIOSCIENCES INC Healthcare 9,208.0 $356K +2K +27.9% $38.70 -5.1%
1455 CPB THE CAMPBELLS COMPANY Consumer Defensive 15,923.0 $355K -108K -87.2% $22.27 +7.5%
1456 DRLL EA SERIES TRUST 10,583.0 $355K -4K -25.1% $33.50 +23.5%
1457 EFG ISHARES TR 2,849.0 $354K +1K +57.8% $124.42 +1.0%
1458 GTX GARRETT MOTION INC Consumer Cyclical 9,723.0 $352K NEW $36.23 -26.5%
1459 NOVT NOVANTA INC Technology 2,169.0 $352K +156.0 +7.8% $162.24 -10.5%
1460 VOX VANGUARD WORLD FD 1,912.0 $352K +478.0 +33.3% $183.96 +1.1%
Page 73 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%