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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 93 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 NAC NUVEEN CA DIVI ADV MUN Financial Services 10,000.0 $121K $12.12 -3.3%
1842 WEBULL CORP 18,562.0 $121K +5K +32.9% $6.52
1843 PUT ENOVIX CORPORATION 19,500.0 $118K NEW $6.07
1844 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 10,311.0 $118K NEW $11.45 -0.7%
1845 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 10,000.0 $116K -8K -43.8% $11.60 -4.4%
1846 JBLU JETBLUE AIRWAYS CORP Industrials 20,104.0 $115K -2.3M -99.1% $5.73 -17.0%
1847 LFST LIFESTANCE HEALTH GROUP INC Healthcare 10,722.0 $115K NEW $10.71 +17.6%
1848 WEAV WEAVE COMMUNICATIONS INC Technology 19,081.0 $114K +291.0 +1.6% $5.99 +22.0%
1849 BBAI BIGBEAR AI HLDGS INC Technology 31,001.0 $114K +9K +41.6% $3.67 -12.4%
1850 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 16,419.0 $108K +2K +17.0% $6.60 -9.8%
1851 PAYO PAYONEER GLOBAL INC Technology 14,810.0 $105K +630.0 +4.4% $7.12 -0.1%
1852 RXRX RECURSION PHARMACEUTICALS IN Healthcare 28,405.0 $104K +5K +23.1% $3.67 -6.9%
1853 NVAX NOVAVAX INC Healthcare 10,728.0 $101K -619.0 -5.5% $9.42 -6.7%
1854 BFLY BUTTERFLY NETWORK INC Healthcare 11,669.0 $98K -6K -34.0% $8.42 +10.1%
1855 TE T1 ENERGY INC Industrials 10,231.0 $97K $9.48 -53.1%
1856 PROP PRAIRIE OPER CO Financial Services 132,987.0 $96K -12K -8.0% $0.72 -15.5%
1857 ATAIBECKLEY INC 17,989.0 $95K NEW $5.27
1858 DXC DXC TECHNOLOGY CO Technology 10,709.0 $95K NEW $8.85 +21.1%
1859 TDOC TELADOC HEALTH INC Healthcare 11,070.0 $94K +674.0 +6.5% $8.48 -23.7%
1860 HLMN HILLMAN SOLUTIONS CORP Industrials 11,119.0 $94K +931.0 +9.1% $8.44 -0.8%
Page 93 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 32.5%
Financial Services 13.8%
Industrials 11.6%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.1%
Energy 4.6%
Consumer Defensive 3.2%
Utilities 2.8%
Real Estate 2.0%