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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 85 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 PCTY PAYLOCITY HLDG CORP Technology 2,280.0 $238K -238.0 -9.4% $104.53 +46.7%
1682 FCF FIRST COMWLTH FINL CORP PA Financial Services 11,716.0 $238K +584.0 +5.2% $20.33 +3.7%
1683 HSBC HSBC HLDGS PLC Financial Services 2,498.0 $238K NEW $95.09 +9.5%
1684 TRVI TREVI THERAPEUTICS INC Healthcare 12,733.0 $237K NEW $18.65 -3.7%
1685 RELY REMITLY GLOBAL INC Technology 10,596.0 $237K NEW $22.41 +19.0%
1686 BCS BARCLAYS PLC Financial Services 8,840.0 $237K NEW $26.86 -0.1%
1687 CGUS CAPITAL GROUP CORE EQUITY ET 5,336.0 $237K $44.48 +1.5%
1688 EXTR EXTREME NETWORKS INC Technology 7,330.0 $237K NEW $32.37 -28.9%
1689 FFBC 1ST FINL BANCORP Financial Services 6,991.0 $237K NEW $33.83 -2.4%
1690 NFG NATIONAL FUEL GAS CO Energy 3,048.0 $235K NEW $77.21 +6.8%
1691 OII OCEANEERING INTL INC Energy 5,788.0 $235K NEW $40.52 +30.8%
1692 TENB TENABLE HLDGS INC Technology 6,350.0 $234K NEW $36.88 -6.8%
1693 VDC VANGUARD WORLD FD 1,035.0 $233K NEW $225.49 +2.8%
1694 TFI SPDR SERIES TRUST 5,079.0 $233K -1K -21.5% $45.80 -2.0%
1695 CC CHEMOURS CO Basic Materials 11,332.0 $233K +918.0 +8.8% $20.52 -22.2%
1696 HYD VANECK ETF TRUST 4,511.0 $232K -739.0 -14.1% $51.51 -2.5%
1697 MMSI MERIT MED SYS INC Healthcare 3,345.0 $232K +110.0 +3.4% $69.34 +30.9%
1698 VIS VANGUARD WORLD FD 643.0 $232K NEW $360.53 -4.1%
1699 VGIT VANGUARD SCOTTSDALE FDS 3,917.0 $231K -3K -45.7% $58.98 -1.1%
1700 BELFB BEL FUSE INC Technology 692.0 $230K NEW $333.04 -23.3%
Page 85 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%