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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 75 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 8,212.0 $335K +493.0 +6.4% $40.84 +10.5%
1482 ROAD CONSTRUCTION PARTNERS INC Industrials 2,822.0 $335K +238.0 +9.2% $118.77 -5.6%
1483 KBH KB HOME Consumer Cyclical 5,346.0 $335K +531.0 +11.0% $62.59 -11.5%
1484 IDN INTELLICHECK MOBILISA INC Technology 81,289.0 $333K +5K +6.0% $4.10 -28.0%
1485 APOGEE THERAPEUTICS INC 2,495.0 $331K NEW $132.73
1486 CGON CG ONCOLOGY INC Healthcare 4,654.0 $331K +1K +34.0% $71.05 +12.3%
1487 ESNT ESSENT GROUP LTD Financial Services 5,134.0 $330K $64.28 +5.9%
1488 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,673.0 $330K +157.0 +6.2% $123.29 +9.1%
1489 CNR CORE NATURAL RESOURCES INC Energy 4,118.0 $330K +260.0 +6.7% $80.02 +18.9%
1490 JEPQ J P MORGAN EXCHANGE TRADED F 5,360.0 $329K +1K +31.8% $61.46 -2.6%
1491 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,941.0 $329K NEW $83.48 +9.6%
1492 INSTALLED BLDG PRODS INC 1,429.0 $328K +123.0 +9.4% $229.84
1493 PENN PENN ENTERTAINMENT INC Consumer Cyclical 15,339.0 $328K NEW $21.36 -12.7%
1494 XENE XENON PHARMACEUTICALS INC Healthcare 5,423.0 $327K +1K +24.7% $60.36 +0.7%
1495 VCYT VERACYTE INC Healthcare 5,563.0 $327K NEW $58.73 -28.0%
1496 BCPC BALCHEM CORP Basic Materials 1,918.0 $324K +42.0 +2.2% $168.95 +7.3%
1497 OGS ONE GAS INC Utilities 4,193.0 $323K +341.0 +8.8% $77.07 +2.3%
1498 SYNA SYNAPTICS INC Technology 2,598.0 $323K NEW $124.23 -21.4%
1499 CHYM CHIME FINL INC Financial Services 15,708.0 $322K -12K -43.7% $20.48 +60.1%
1500 AVNT AVIENT CORPORATION Basic Materials 8,682.0 $321K +837.0 +10.7% $36.96 +20.8%
Page 75 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%