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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 75 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 3,209.0 $261K NEW $81.23 -0.4%
1482 KRE SPDR SERIES TRUST 4,000.0 $261K NEW $65.15 +6.2%
1483 GWRE GUIDEWIRE SOFTWARE INC Technology 1,709.0 $260K NEW $152.01 -8.0%
1484 CRC CALIFORNIA RES CORP Energy 3,750.0 $260K -3K -48.1% $69.22 -10.6%
1485 EXEL EXELIXIS INC Healthcare 5,945.0 $258K NEW $43.45 +14.8%
1486 NUVL NUVALENT INC Healthcare 2,518.0 $258K -2K -45.0% $102.45 -0.1%
1487 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 15,201.0 $258K NEW $16.97 +15.5%
1488 VOX VANGUARD WORLD FD 1,434.0 $258K NEW $179.78 +8.6%
1489 PXH INVESCO EXCH TRADED FD TR II 9,533.0 $257K NEW $26.91 +6.3%
1490 ARKK ARK ETF TR 3,794.0 $256K NEW $67.59 +12.2%
1491 IEI ISHARES TR 2,155.0 $256K NEW $118.60 -1.2%
1492 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,862.0 $255K -3K -40.7% $66.10 +5.8%
1493 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 22,696.0 $255K NEW $11.23 +0.3%
1494 EBC EASTERN BANKSHARES INC Financial Services 12,933.0 $253K -8K -38.3% $19.56 +1.4%
1495 XENE XENON PHARMACEUTICALS INC Healthcare 4,349.0 $253K -4K -46.3% $58.15 -6.0%
1496 MRCY MERCURY SYS INC Industrials 3,467.0 $253K -2K -37.5% $72.91 +30.0%
1497 SMR NUSCALE PWR CORP Utilities 23,283.0 $252K +10K +72.2% $10.84 -4.1%
1498 PDI PIMCO DYNAMIC INCOME FD Financial Services 14,742.0 $252K NEW $17.11 -2.3%
1499 FELC FIDELITY COVINGTON TRUST 6,952.0 $252K NEW $36.27 +14.3%
1500 TGTX TG THERAPEUTICS INC Healthcare 7,577.0 $252K -8K -51.1% $33.22 +19.7%
Page 75 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%