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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 79 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 ACLX ARCELLX INC Healthcare 1,940.0 $223K -2K -46.9% $114.82 +0.2%
1562 MORN MORNINGSTAR INC Financial Services 1,317.0 $223K NEW $169.10 +4.7%
1563 NUV NUVEEN MUN VALUE FD INC Financial Services 24,764.0 $223K NEW $8.99 +0.1%
1564 TDW TIDEWATER INC NEW Energy 2,655.0 $222K -3K -49.4% $83.55 +2.1%
1565 MHO M/I HOMES INC Consumer Cyclical 1,807.0 $221K -975.0 -35.0% $122.45 +1.2%
1566 ASB ASSOCIATED BANC-CORP Financial Services 8,529.0 $221K -9K -51.9% $25.86 +5.1%
1567 PWZ INVESCO EXCH TRADED FD TR II 9,239.0 $221K NEW $23.87 -0.2%
1568 MGC VANGUARD WORLD FD 933.0 $220K NEW $236.27 +14.3%
1569 VIGI VANGUARD WHITEHALL FDS 2,480.0 $219K NEW $88.47 +5.2%
1570 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,467.0 $219K NEW $63.26 +0.8%
1571 KAI KADANT INC Industrials 748.0 $219K -509.0 -40.5% $292.35 +7.5%
1572 AIR AAR CORP Industrials 1,996.0 $218K -2K -47.6% $109.46 -7.8%
1573 MGEE MGE ENERGY INC Utilities 2,822.0 $218K -1K -28.3% $77.30 -3.0%
1574 CIFR CIPHER DIGITAL INC Financial Services 16,932.0 $218K -11K -40.1% $12.87 +46.1%
1575 FSLY FASTLY INC Technology 7,498.0 $218K -7K -48.7% $29.06 -42.5%
1576 GTES GATES INDL CORP PLC Industrials 9,636.0 $218K NEW $22.61 +6.5%
1577 BBJP J P MORGAN EXCHANGE TRADED F 3,161.0 $218K NEW $68.92 +6.7%
1578 CATH GLOBAL X FDS 2,786.0 $218K NEW $78.15 +12.5%
1579 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,516.0 $217K -2K -44.2% $86.44 +31.8%
1580 USPH U S PHYSICAL THERAPY Healthcare 2,898.0 $217K NEW $74.96 -13.2%
Page 79 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%