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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 89 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 DNLI DENALI THERAPEUTICS INC Healthcare 8,122.0 $209K NEW $25.72 -3.1%
1762 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 5,752.0 $208K NEW $36.24 +4.2%
1763 ADEA ADEIA INC Technology 6,330.0 $208K NEW $32.93 -20.3%
1764 NATL NCR ATLEOS CORPORATION Technology 4,795.0 $208K NEW $43.41 +6.9%
1765 NUV NUVEEN MUN VALUE FD INC Financial Services 22,564.0 $208K -2K -8.9% $9.22 -2.7%
1766 ACHR ARCHER AVIATION INC Industrials 43,972.0 $208K +7K +18.3% $4.73 +33.2%
1767 TDS TELEPHONE & DATA SYS INC Communication Services 5,611.0 $208K +549.0 +10.8% $37.01 -9.2%
1768 GNW GENWORTH FINL INC Financial Services 21,909.0 $207K +2K +9.2% $9.47 +4.3%
1769 CALL ENDEAVOUR SILVER CORP 25,000.0 $207K NEW $8.28
1770 IOO ISHARES TR 1,515.0 $207K NEW $136.60 +5.3%
1771 VERSIGENT PLC 4,919.0 $207K NEW $42.03
1772 ERAS ERASCA INC Healthcare 11,277.0 $207K NEW $18.32 -3.8%
1773 BOX BOX INC Technology 7,769.0 $206K NEW $26.54 +24.0%
1774 FIBK FIRST INTST BANCSYSTEM INC Financial Services 5,338.0 $206K NEW $38.56 -2.8%
1775 PHIN PHINIA INC Consumer Cyclical 2,485.0 $205K -13K -83.7% $82.37 -11.7%
1776 ICUI ICU MED INC Healthcare 1,394.0 $204K NEW $146.60 +24.7%
1777 ALG ALAMO GROUP INC Industrials 1,240.0 $204K NEW $164.49 -0.1%
1778 IDEV ISHARES TR 2,291.0 $204K NEW $89.00 +4.8%
1779 INDA ISHARES TR 3,715.0 $203K -1K -26.0% $54.76 -9.4%
1780 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 698.0 $203K -140.0 -16.7% $291.17 -10.1%
Page 89 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%