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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 76 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 IESC IES HOLDINGS INC Industrials 527.0 $251K -437.0 -45.3% $476.47 +36.7%
1502 GDXJ VANECK ETF TRUST 1,591.0 $251K -5K -77.3% $157.76 -28.1%
1503 KBH KB HOME Consumer Cyclical 4,815.0 $249K -2K -32.0% $51.75 -10.2%
1504 SPDR INDEX SHS FDS 1,830.0 $249K NEW $136.14
1505 SYM SYMBOTIC INC Industrials 4,661.0 $248K NEW $53.20 -7.0%
1506 CLH CLEAN HARBORS INC Industrials 859.0 $246K NEW $286.73 +1.8%
1507 CPRX CATALYST PHARMACEUTICALS INC Healthcare 9,943.0 $246K -2K -19.4% $24.76 +26.1%
1508 HCC WARRIOR MET COAL INC Energy 2,634.0 $245K -3K -52.6% $93.15 -8.5%
1509 IWC ISHARES TR 1,537.0 $245K NEW $159.56 +13.2%
1510 ING ING GROEP N.V. Financial Services 9,389.0 $245K NEW $26.05 +15.9%
1511 SDOG ALPS ETF TR 3,760.0 $245K NEW $65.04 +2.5%
1512 HUBG HUB GROUP INC Industrials 6,776.0 $244K +404.0 +6.3% $36.04 +11.6%
1513 EMHY ISHARES INC 6,197.0 $244K NEW $39.38 +1.8%
1514 OCFC OCEANFIRST FINL CORP Financial Services 13,522.0 $244K NEW $18.04 +3.6%
1515 INTERNATIONAL BANCSHARES COR 3,622.0 $244K -2K -37.7% $67.29
1516 NEAR ISHARES U S ETF TR 4,787.0 $243K NEW $50.83 -0.4%
1517 IBDR ISHARES TR 10,036.0 $243K NEW $24.24 -0.1%
1518 SIGI SELECTIVE INS GROUP INC Financial Services 3,213.0 $242K -3K -50.5% $75.39 +17.8%
1519 EVTR MORGAN STANLEY ETF TRUST 4,769.0 $242K NEW $50.75 -0.6%
1520 SOLID BIOSCIENCES INC 33,569.0 $242K NEW $7.20
Page 76 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%