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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 82 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 VISN VISTANCE NETWORKS INC Technology 10,982.0 $200K -12K -51.7% $18.20 -38.7%
1622 PTEN PATTERSON-UTI ENERGY INC Energy 18,385.0 $199K -19K -51.2% $10.83 +18.7%
1623 DAKT DAKTRONICS INC Technology 10,165.0 $199K NEW $19.55 -2.3%
1624 NVCT NUVECTIS PHARMA INC Healthcare 25,662.0 $198K NEW $7.73 +34.5%
1625 FCF FIRST COMWLTH FINL CORP PA Financial Services 11,132.0 $196K $17.58 +4.3%
1626 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 17,807.0 $196K NEW $10.98 +0.6%
1627 IMMUNITYBIO INC 25,389.0 $194K +868.0 +3.5% $7.64
1628 ORN ORION GROUP HLDGS INC Industrials 17,649.0 $192K NEW $10.90 +36.2%
1629 ACHR ARCHER AVIATION INC Industrials 37,168.0 $192K -22K -36.7% $5.17 +14.3%
1630 ADMA ADMA BIOLOGICS INC Healthcare 20,325.0 $183K -4K -17.8% $9.01 -4.2%
1631 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 30,194.0 $183K +18K +144.9% $6.05 -7.1%
1632 STNE STONECO LTD Technology 12,848.0 $181K -14K -52.0% $14.12 -27.7%
1633 PUT NIO INC 30,000.0 $181K NEW $6.03
1634 BGC BGC GROUP INC Financial Services 18,437.0 $180K -20K -52.3% $9.78 +15.6%
1635 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 20,728.0 $179K NEW $8.62 +4.2%
1636 ZETA ZETA GLOBAL HOLDINGS CORP Technology 11,169.0 $178K -9K -43.8% $15.92 +20.5%
1637 CRGY CRESCENT ENERGY COMPANY Energy 13,114.0 $177K -6K -31.3% $13.50 -0.2%
1638 DXLG DESTINATION XL GROUP INC Consumer Cyclical 340,000.0 $173K $0.51 +34.3%
1639 AUR AURORA INNOVATION INC Technology 42,049.0 $173K NEW $4.12 +68.4%
1640 MNTN INC 19,483.0 $171K NEW $8.80
Page 82 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%