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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 85 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 COYA THERAPEUTICS INC 25,000.0 $98K NEW $3.94
1682 CTSO CYTOSORBENTS CORP Healthcare 172,649.0 $98K NEW $0.57 -15.4%
1683 DRH DIAMONDROCK HOSPITALITY CO Real Estate 10,412.0 $98K -12K -52.6% $9.37 +12.9%
1684 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,776.0 $95K -4K -24.5% $8.77 +120.2%
1685 PSQH PSQ HOLDINGS INC Technology 178,241.0 $94K NEW $0.53 +10.6%
1686 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 14,029.0 $93K -14K -49.6% $6.63 -14.8%
1687 NVAX NOVAVAX INC Healthcare 11,347.0 $92K -5K -28.9% $8.14 +11.6%
1688 ABR ARBOR REALTY TRUST INC Real Estate 11,970.0 $92K -8K -41.2% $7.71 -20.3%
1689 EMBC EMBECTA CORP Healthcare 10,286.0 $91K NEW $8.84 -65.8%
1690 EGY VAALCO ENERGY INC Energy 13,915.0 $88K +3K +26.0% $6.34 -4.0%
1691 INOVIO PHARMACEUTICALS INC 50,000.0 $87K NEW $1.74
1692 NNBR NN INC Industrials 60,000.0 $87K NEW $1.45 +50.7%
1693 WEAV WEAVE COMMUNICATIONS INC Technology 18,790.0 $87K NEW $4.62 +18.3%
1694 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 14,673.0 $85K -2K -10.3% $5.80 +4.6%
1695 HLMN HILLMAN SOLUTIONS CORP Industrials 10,188.0 $85K -11K -51.8% $8.32 -12.9%
1696 QUBT QUANTUM COMPUTING INC Technology 12,271.0 $84K -2K -14.3% $6.85 +40.7%
1697 BORR DRILLING LTD 14,370.0 $83K -12K -45.5% $5.77
1698 BBAI BIGBEAR AI HLDGS INC Technology 21,887.0 $77K -9K -29.1% $3.52 +10.4%
1699 AWRE AWARE INC MASS Technology 60,000.0 $75K NEW $1.25 +1.2%
1700 MQ MARQETA INC Technology 18,054.0 $74K -23K -56.0% $4.08 -4.3%
Page 85 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%