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Portfolio (Quarterly) Guide ↗

CIBC Asset Management Inc

· CIK 0001021926
13F Portfolio $45.6B AUM 1,428 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 170 New 438 Added 616 Reduced 114 Exited
Page 1 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TD TORONTO DOMINION BK ONT Financial Services 12,662,025.0 $1.54B 3.38% +707K +5.9% $121.81 +0.1%
2 BNS BANK NOVA SCOTIA B C Financial Services 10,757,318.0 $938.0M 2.06% +2.0M +22.3% $87.20 +3.4%
3 CNI CANADIAN NATL RY CO Industrials 6,861,848.0 $819.9M 1.80% +3.2M +87.0% $119.49 +5.9%
4 AEM AGNICO EAGLE MINES LTD Basic Materials 4,931,978.0 $768.0M 1.68% +573K +13.2% $155.72 +20.0%
5 MFC MANULIFE FINL CORP Financial Services 17,576,615.0 $715.5M 1.57% +3.5M +24.5% $40.71 +8.2%
6 BN BROOKFIELD CORP Financial Services 15,748,767.0 $672.3M 1.47% +1.6M +11.7% $42.69 -1.3%
7 CNQ CANADIAN NAT RES LTD MED TER Energy 16,720,694.0 $662.9M 1.45% +1.0M +6.5% $39.65 +25.1%
8 MU MICRON TECHNOLOGY INC Technology 536,729.0 $619.5M 1.36% +7K +1.3% $1154.29 -18.5%
9 TECK TECK RESOURCES LTD Basic Materials 6,750,017.0 $403.5M 0.89% +50K +0.7% $59.78 +6.9%
10 SLF SUN LIFE FINANCIAL INC. Financial Services 3,839,581.0 $300.9M 0.66% +2.5M +182.6% $78.36 +2.6%
11 GFL GFL ENVIRONMENTAL INC Industrials 7,494,244.0 $275.6M 0.60% +1.4M +22.2% $36.77 +10.1%
12 LRCX LAM RESEARCH CORP Technology 616,415.0 $267.1M 0.59% +9K +1.4% $433.33 -24.3%
13 BROOKFIELD ASSET MANAGMT LTD 5,701,677.0 $256.7M 0.56% +418K +7.9% $45.02
14 JNJ JOHNSON & JOHNSON Healthcare 994,831.0 $252.6M 0.55% +98K +10.9% $253.94 +6.8%
15 XOM EXXON MOBIL CORP Energy 1,447,681.0 $197.9M 0.43% +39K +2.8% $136.72 +21.1%
16 ABBV ABBVIE INC Healthcare 747,319.0 $188.1M 0.41% +47K +6.7% $251.64 +2.9%
17 FNV FRANCO NEV CORP Basic Materials 833,026.0 $173.7M 0.38% +225K +37.0% $208.52 +11.7%
18 KLAC KLA CORP Technology 566,014.0 $170.8M 0.37% +511K +922.4% $301.71 -35.4%
19 SNDK SANDISK CORP Technology 67,431.0 $153.3M 0.34% +22K +47.4% $2273.73 -28.5%
20 MRK MERCK & CO INC Healthcare 1,155,669.0 $148.5M 0.33% +413K +55.6% $128.50 +5.2%
Page 1 of 22  ·  438 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
Financial Services 25.1%
Technology 24.3%
Energy 9.7%
Basic Materials 8.5%
Industrials 7.2%
Communication Services 6.2%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.1%
Utilities 2.8%