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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 84 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,476.0 $248K $71.49 -7.0%
1662 GFF GRIFFON CORP Industrials 2,540.0 $248K NEW $97.53 +3.1%
1663 SPDR INDEX SHS FDS 1,577.0 $248K -253.0 -13.8% $156.97
1664 MGTX MEIRAGTX HLDGS PLC Healthcare 18,319.0 $247K +1K +6.0% $13.51 +6.1%
1665 RHI ROBERT HALF INC. Industrials 8,060.0 $247K -471.0 -5.5% $30.70 +45.8%
1666 COLB COLUMBIA BKG SYS INC Financial Services 8,129.0 $247K NEW $30.41 +1.3%
1667 REZI RESIDEO TECHNOLOGIES INC Industrials 7,946.0 $247K +1K +17.7% $31.10 -34.8%
1668 XMTR XOMETRY INC Industrials 2,560.0 $247K NEW $96.52 -13.4%
1669 VAL VALARIS LTD Energy 3,401.0 $247K -60.0 -1.7% $72.60 +20.9%
1670 CSTM CONSTELLIUM SE Basic Materials 7,743.0 $247K NEW $31.87 -15.2%
1671 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,727.0 $245K +204.0 +8.1% $90.01 +21.1%
1672 SHOC EA SERIES TRUST 2,004.0 $244K NEW $121.99 -14.6%
1673 FBP FIRST BANCORP CORPORATION Financial Services 9,360.0 $244K NEW $26.07 +9.4%
1674 PRI PRIMERICA INC Financial Services 858.0 $244K NEW $284.20 +4.1%
1675 HCC WARRIOR MET COAL INC Energy 2,997.0 $243K +363.0 +13.8% $81.16 +31.5%
1676 SEPN SEPTERNA INC Healthcare 7,222.0 $242K NEW $33.49 +19.4%
1677 EVTR MORGAN STANLEY ETF TRUST 4,759.0 $241K $50.71 -1.2%
1678 MIR MIRION TECHNOLOGIES INC Industrials 13,442.0 $241K +907.0 +7.2% $17.93 -17.3%
1679 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,401.0 $241K -25.0 -0.7% $70.86 +4.8%
1680 EWA ISHARES INC 8,500.0 $239K $28.16 +7.0%
Page 84 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%