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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 82 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 CALL EQUINOX GOLD CORP 27,100.0 $263K NEW $9.72
1622 AZZ AZZ INC Industrials 1,691.0 $262K NEW $155.05 -8.9%
1623 POWI POWER INTEGRATIONS INC Technology 3,129.0 $262K NEW $83.76 -34.1%
1624 SR SPIRE INC Utilities 3,353.0 $262K $78.09 +3.6%
1625 BEAM BEAM THERAPEUTICS INC Healthcare 7,618.0 $261K NEW $34.32 -13.3%
1626 XLB SELECT SECTOR SPDR TR 5,137.0 $261K NEW $50.83 +5.3%
1627 LAUR LAUREATE ED INC Consumer Defensive 7,188.0 $261K +690.0 +10.6% $36.32 +3.1%
1628 PJP INVESCO EXCHANGE TRADED FD T 2,200.0 $261K $118.45 +9.8%
1629 HAE HAEMONETICS CORP MASS Healthcare 3,469.0 $260K NEW $75.00 +45.1%
1630 ZETA ZETA GLOBAL HOLDINGS CORP Technology 13,132.0 $258K +2K +17.6% $19.68 +47.7%
1631 LBRT LIBERTY ENERGY INC Energy 9,854.0 $258K -36K -78.5% $26.19 -26.1%
1632 DNTH DIANTHUS THERAPEUTICS INC Healthcare 2,646.0 $258K NEW $97.48 +14.0%
1633 WOMN TIDAL TRUST III 6,069.0 $257K $42.40 +7.8%
1634 RDNT RADNET INC Healthcare 4,162.0 $257K +509.0 +13.9% $61.67 +24.6%
1635 BBEU J P MORGAN EXCHANGE TRADED F 2,884.0 $257K NEW $88.96 -9.0%
1636 PI IMPINJ INC Technology 1,788.0 $256K NEW $143.23 +15.6%
1637 EATON VANCE TAX-MANAGED BUY- 17,162.0 $255K $14.88
1638 VECO VEECO INSTRS INC DEL Technology 3,368.0 $255K NEW $75.80 -36.9%
1639 GHC GRAHAM HLDGS CO Consumer Defensive 223.0 $255K NEW $1141.42 +2.2%
1640 ITRI ITRON INC Technology 2,940.0 $254K -988.0 -25.1% $86.53 +15.6%
Page 82 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%