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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 80 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 NTST NETSTREIT CORP Real Estate 11,536.0 $217K +1K +14.0% $18.83 +10.3%
1582 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,426.0 $217K -3K -47.5% $63.35 +9.9%
1583 ACIW ACI WORLDWIDE INC Technology 5,286.0 $217K -6K -53.0% $41.01 +3.9%
1584 RHI ROBERT HALF INC. Industrials 8,531.0 $217K NEW $25.40 -1.1%
1585 FOLD AMICUS THERAPEUTIC Healthcare 14,983.0 $217K -15K -49.5% $14.46 +0.2%
1586 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,887.0 $216K -2K -42.0% $74.89 +13.3%
1587 SRRK SCHOLAR ROCK HLDG CORP Healthcare 4,391.0 $216K -4K -49.3% $49.16 -3.6%
1588 QTUM ETF SER SOLUTIONS 2,008.0 $215K NEW $107.32 +31.0%
1589 MC MOELIS & CO Financial Services 3,774.0 $215K -4K -52.4% $57.00 +12.0%
1590 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,658.0 $214K NEW $58.47 +13.5%
1591 EIS ISHARES INC 1,840.0 $214K NEW $116.04 +11.5%
1592 BWA BORGWARNER INC Consumer Cyclical 3,934.0 $213K NEW $54.26 +12.7%
1593 TDS TELEPHONE & DATA SYS INC Communication Services 5,062.0 $213K -6K -52.3% $42.10 -1.6%
1594 CDP COPT DEFENSE PROPERTIES Real Estate 6,951.0 $213K -5K -42.8% $30.60 +4.2%
1595 XPO XPO INC Industrials 1,293.0 $213K NEW $164.46 +21.9%
1596 COWZ PACER FDS TR 3,397.0 $213K NEW $62.56 +1.2%
1597 SKYW SKYWEST INC Industrials 2,312.0 $212K -2K -46.4% $91.83 -10.9%
1598 AWR AMER STATES WTR CO Utilities 2,797.0 $212K -1K -32.2% $75.62 -0.1%
1599 KTB KONTOOR BRANDS INC Consumer Cyclical 3,006.0 $211K -3K -48.8% $70.29 -8.6%
1600 BNL BROADSTONE NET LEASE INC Real Estate 11,546.0 $211K -9K -42.9% $18.27 +10.9%
Page 80 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%