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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 77 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 CSW INDUSTRIALS INC 926.0 $241K -812.0 -46.7% $260.58
1522 AEGON LTD 33,212.0 $241K NEW $7.26
1523 KYMR KYMERA THERAPEUTICS INC Healthcare 2,892.0 $241K -2K -46.2% $83.29 -3.4%
1524 WOMN TIDAL TRUST III 6,069.0 $240K NEW $39.58 +7.4%
1525 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,015.0 $240K NEW $23.93 -12.7%
1526 PTLC PACER FDS TR 4,543.0 $238K NEW $52.46 +9.6%
1527 NOVT NOVANTA INC Technology 2,013.0 $238K -2K -47.7% $118.11 +29.1%
1528 FFIN FIRST FINL BANKSHARES INC Financial Services 8,071.0 $238K -6K -43.8% $29.45 +8.7%
1529 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 12,019.0 $237K NEW $19.75 +15.3%
1530 JNK SPDR SERIES TRUST 2,478.0 $237K NEW $95.72 +0.3%
1531 LIVN LIVANOVA PLC Healthcare 3,731.0 $237K -2K -35.8% $63.56 +15.6%
1532 AX AXOS FINANCIAL INC Financial Services 2,775.0 $236K -3K -52.2% $85.09 +0.5%
1533 EWA ISHARES INC 8,500.0 $236K NEW $27.76 +3.8%
1534 WULF TERAWULF INC Financial Services 16,347.0 $236K -14K -46.0% $14.43 +50.5%
1535 INDA ISHARES TR 5,022.0 $235K NEW $46.84 +2.4%
1536 CGON CG ONCOLOGY INC Healthcare 3,474.0 $235K -2K -41.7% $67.68 -4.5%
1537 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,184.0 $235K NEW $73.71 +1.1%
1538 EATON VANCE TAX-MANAGED BUY- 17,162.0 $235K NEW $13.67
1539 DES WISDOMTREE TR 6,485.0 $233K NEW $35.94 +5.7%
1540 MIR MIRION TECHNOLOGIES INC Industrials 12,535.0 $233K -13K -50.0% $18.59 -0.6%
Page 77 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%