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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 87 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 WSBC WESBANCO INC Financial Services 5,643.0 $220K NEW $39.03 +4.7%
1722 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,858.0 $220K NEW $118.53 -25.1%
1723 CVBF CVB FINL CORP Financial Services 9,756.0 $220K NEW $22.55 +0.1%
1724 DFUS DIMENSIONAL ETF TRUST 2,677.0 $220K NEW $82.03 +2.0%
1725 GAM GENERAL AMERN INVS CO INC Financial Services 3,439.0 $219K $63.74 +6.1%
1726 CRC CALIFORNIA RES CORP Energy 4,133.0 $219K +383.0 +10.2% $52.87 +0.7%
1727 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 6,000.0 $218K NEW $36.41 +4.8%
1728 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 9,240.0 $218K -3K -23.1% $23.58 +6.2%
1729 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 3,500.0 $218K NEW $62.22 -31.6%
1730 MNTN INC 23,637.0 $217K +4K +21.3% $9.20
1731 SMR NUSCALE PWR CORP Utilities 21,479.0 $217K -2K -7.8% $10.12 -7.1%
1732 ICLN ISHARES TR 10,589.0 $217K NEW $20.49 -14.2%
1733 VFMO VANGUARD WELLINGTON FD 868.0 $217K NEW $249.51 -6.8%
1734 ISPY PROSHARES TR 4,492.0 $216K -11K -71.5% $48.19 +0.5%
1735 DAVE INC 580.0 $216K NEW $372.59
1736 OPCH OPTION CARE HEALTH INC Healthcare 10,300.0 $216K +2K +21.0% $20.97 +13.0%
1737 AMBA AMBARELLA INC Technology 2,515.0 $216K NEW $85.80 -14.1%
1738 ALV AUTOLIV INC Consumer Cyclical 1,856.0 $216K NEW $116.17 +7.9%
1739 NNBR NN INC Industrials 60,000.0 $215K $3.59 +5.3%
1740 IGM ISHARES TR 1,314.0 $215K NEW $163.62 -2.9%
Page 87 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%