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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 90 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 TDW TIDEWATER INC NEW Energy 3,050.0 $203K +395.0 +14.9% $66.63 +43.6%
1782 WDFC WD 40 CO Basic Materials 833.0 $203K NEW $243.64 -11.3%
1783 PB PROSPERITY BANCSHARES INC Financial Services 2,777.0 $203K NEW $73.03 -0.6%
1784 ATLANTA BRAVES HLDGS INC 3,904.0 $203K NEW $51.90
1785 AVA AVISTA CORP Utilities 4,946.0 $202K NEW $40.91 -7.5%
1786 BKU BANKUNITED INC Financial Services 4,164.0 $202K NEW $48.45 -4.6%
1787 WHD CACTUS INC Energy 3,931.0 $201K NEW $51.23 +36.1%
1788 KALU KAISER ALUMINIUM CORPORATION Basic Materials 1,029.0 $201K NEW $195.65 -21.3%
1789 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 2,990.0 $201K NEW $67.12 -5.4%
1790 PEO ADAM NAT RES FD INC Financial Services 8,091.0 $200K $24.72 +15.7%
1791 NTLA INTELLIA THERAPEUTICS INC Healthcare 11,819.0 $198K NEW $16.78 -23.5%
1792 PTEN PATTERSON-UTI ENERGY INC Energy 20,763.0 $191K +2K +12.9% $9.18 +33.6%
1793 OCUL OCULAR THERAPEUTIX INC Healthcare 19,408.0 $191K +2K +10.9% $9.82 +13.3%
1794 KEEL KEEL INFRASTRUCTURE CORP Technology 32,603.0 $187K NEW $5.74 -42.9%
1795 HODL VANECK BITCOIN ETF 11,067.0 $184K -36K -76.3% $16.61 +31.0%
1796 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 19,105.0 $183K -2K -7.8% $9.57 +2.4%
1797 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 31,455.0 $182K +1K +4.2% $5.80 -7.8%
1798 ADMA ADMA BIOLOGICS INC Healthcare 21,426.0 $179K +1K +5.4% $8.37 +15.9%
1799 RUN SUNRUN INC Energy 13,312.0 $178K +732.0 +5.8% $13.38 -31.0%
1800 CALL EOS ENERGY ENTERPRISES INC 30,000.0 $176K $5.88
Page 90 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%