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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 74 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 CBT CABOT CORP Basic Materials 3,871.0 $352K +853.0 +28.3% $90.82 -6.2%
1462 IDU ISHARES TR 3,062.0 $351K $114.61 -4.9%
1463 VPLS VANGUARD MALVERN FDS 4,514.0 $350K $77.58 -1.6%
1464 BOTZ GLOBAL X FDS 9,221.0 $350K -510.0 -5.2% $37.94 -5.0%
1465 SOLID BIOSCIENCES INC 34,976.0 $349K +1K +4.2% $9.99
1466 AVAV AEROVIRONMENT INC Industrials 2,110.0 $348K -2K -42.6% $165.07 -2.9%
1467 SIGI SELECTIVE INS GROUP INC Financial Services 3,586.0 $348K +373.0 +11.6% $97.01 -5.7%
1468 SSRM SSR MINING IN Basic Materials 12,192.0 $345K +2K +18.8% $28.28 +33.6%
1469 BY BYLINE BANCORP INC Financial Services 9,125.0 $344K +157.0 +1.8% $37.66 +1.6%
1470 FTDR FRONTDOOR INC Consumer Cyclical 4,425.0 $343K +504.0 +12.8% $77.59 +6.4%
1471 CVSA COVISTA INC Consumer Cyclical 2,754.0 $343K +214.0 +8.4% $124.66 +6.2%
1472 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,981.0 $343K NEW $173.03 -53.8%
1473 ENVA ENOVA INTL INC Financial Services 1,422.0 $342K NEW $240.73 +0.9%
1474 SRRK SCHOLAR ROCK HLDG CORP Healthcare 6,182.0 $340K +2K +40.8% $55.00 +2.7%
1475 FFIN FIRST FINL BANKSHARES INC Financial Services 9,806.0 $339K +2K +21.5% $34.60 -1.4%
1476 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 3,048.0 $338K +385.0 +14.5% $111.03 -0.9%
1477 IBDT ISHARES TR 13,360.0 $337K NEW $25.25 -0.2%
1478 DFIC DIMENSIONAL ETF TRUST 9,050.0 $337K $37.26 +5.8%
1479 ISHARES TR 14,700.0 $336K $22.89
1480 PAGP PLAINS GP HLDGS L P Energy 13,852.0 $336K +208.0 +1.5% $24.27 +10.6%
Page 74 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%