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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 79 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 ORN ORION GROUP HLDGS INC Industrials 17,064.0 $287K -585.0 -3.3% $16.82 -44.9%
1562 DON WISDOMTREE TR 5,078.0 $287K $56.52 +3.1%
1563 CXT CRANE NXT CO Industrials 5,609.0 $287K NEW $51.16 -1.9%
1564 BCO BRINKS CO Industrials 3,033.0 $287K +171.0 +6.0% $94.49 +17.9%
1565 USIG ISHARES TR 5,577.0 $286K -479.0 -7.9% $51.29 -2.1%
1566 ASB ASSOCIATED BANC-CORP Financial Services 9,258.0 $285K +729.0 +8.6% $30.77 +0.2%
1567 IYF ISHARES TR 2,234.0 $285K $127.49 +6.8%
1568 GDXJ VANECK ETF TRUST 2,897.0 $285K +1K +82.1% $98.25 +35.0%
1569 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,315.0 $284K +131.0 +4.1% $85.74 +1.4%
1570 TRC TEJON RANCH CO Industrials 15,189.0 $284K +626.0 +4.3% $18.70 -12.1%
1571 MWA MUELLER WTR PRODS INC Industrials 10,963.0 $283K +899.0 +8.9% $25.83 -3.4%
1572 MADISON SQUARE GARDEN ENTMT 3,500.0 $283K NEW $80.89
1573 SF STIFEL FINL CORP Financial Services 4,055.0 $283K +157.0 +4.0% $69.77 +16.0%
1574 LNC LINCOLN NATL CORP IND Financial Services 7,975.0 $282K -542.0 -6.4% $35.35 +19.2%
1575 RGLD ROYAL GOLD INC Basic Materials 1,401.0 $280K +37.0 +2.7% $199.60 +29.8%
1576 LGN LEGENCE CORP Industrials 3,273.0 $279K NEW $85.23 -30.3%
1577 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,419.0 $279K -5K -60.6% $81.51 +6.9%
1578 NTR NUTRIEN LTD Basic Materials 3,210.0 $277K -759.0 -19.1% $86.41 -12.9%
1579 AEGON LTD 32,766.0 $277K -446.0 -1.3% $8.44
1580 IBDU ISHARES TR 11,920.0 $276K NEW $23.16 -0.5%
Page 79 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%