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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 86 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 FELE FRANKLIN ELEC INC Industrials 2,146.0 $230K NEW $107.19 -2.9%
1702 HBM HUDBAY MINERALS INC Basic Materials 9,738.0 $230K $23.61 +27.3%
1703 WSFS WSFS FINL CORP Financial Services 2,988.0 $229K NEW $76.73 +4.1%
1704 OUSTER INC 3,666.0 $229K NEW $62.52
1705 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,706.0 $229K +48.0 +1.3% $61.76 -9.0%
1706 CATY CATHAY GEN BANCORP Financial Services 3,688.0 $229K NEW $61.99 +0.5%
1707 BGC BGC GROUP INC Financial Services 21,355.0 $228K +3K +15.8% $10.69 +10.9%
1708 VRP INVESCO EXCH TRADED FD TR II 9,370.0 $228K $24.31 -0.6%
1709 PWZ INVESCO EXCH TRADED FD TR II 9,239.0 $226K $24.51 -2.4%
1710 NEAR ISHARES U S ETF TR 4,457.0 $226K -330.0 -6.9% $50.66 -0.2%
1711 RNST RENASANT CORP Financial Services 5,296.0 $225K NEW $42.54 -2.4%
1712 LRN STRIDE INC Consumer Defensive 2,600.0 $224K +308.0 +13.4% $86.24 -2.2%
1713 TM TOYOTA MOTOR CORP Consumer Cyclical 1,331.0 $224K -293.0 -18.0% $168.41 +17.2%
1714 PII POLARIS INC Consumer Cyclical 3,268.0 $224K NEW $68.44 -5.9%
1715 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,058.0 $223K NEW $108.15 -2.9%
1716 EIS ISHARES INC 1,840.0 $222K $120.71 +1.6%
1717 MLI MUELLER INDS INC Industrials 1,802.0 $222K NEW $122.93 -48.6%
1718 DORM DORMAN PRODS INC Consumer Cyclical 1,621.0 $221K NEW $136.45 -3.2%
1719 FNV FRANCO NEV CORP Basic Materials 1,044.0 $221K -140.0 -11.8% $211.71 +25.5%
1720 CACC CREDIT ACCEP CORP MICH Financial Services 346.0 $220K NEW $636.74 -5.6%
Page 86 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%